New England Guild Wealth Advisors

New England Guild Wealth Advisors as of June 30, 2019

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 54 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 7.5 $10M 153k 65.97
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.4 $9.9M 162k 61.40
Vanguard Total Stock Market ETF (VTI) 7.1 $9.5M 63k 150.09
Vanguard Star Fd Intl Stk Idxf (VXUS) 6.5 $8.8M 167k 52.75
Doubleline Total Etf etf (TOTL) 5.9 $8.0M 162k 49.07
Vanguard Europe Pacific ETF (VEA) 5.7 $7.6M 183k 41.71
Spdr S&p 500 Etf (SPY) 5.3 $7.1M 24k 293.01
Ishares Tr cur hdg ms emu (HEZU) 4.3 $5.7M 187k 30.74
Vanguard Intl Equity Index F glb ex us etf (VNQI) 3.9 $5.2M 88k 59.00
iShares S&P SmallCap 600 Index (IJR) 3.5 $4.7M 60k 78.27
iShares Russell 2000 Index (IWM) 3.5 $4.6M 30k 155.50
Vanguard Total Bond Market ETF (BND) 3.2 $4.4M 53k 83.07
Vanguard Sht Term Govt Bond ETF (VGSH) 3.1 $4.2M 69k 60.93
SPDR S&P Dividend (SDY) 2.5 $3.4M 34k 100.87
iShares S&P MidCap 400 Index (IJH) 2.5 $3.3M 17k 194.24
Vanguard REIT ETF (VNQ) 2.4 $3.2M 37k 87.40
iShares MSCI Emerging Markets Indx (EEM) 2.3 $3.2M 74k 42.91
iShares MSCI EAFE Index Fund (EFA) 2.0 $2.7M 42k 65.73
iShares Lehman Aggregate Bond (AGG) 2.0 $2.7M 24k 111.36
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.9 $2.5M 28k 89.84
iShares S&P 500 Index (IVV) 1.7 $2.3M 7.9k 294.75
Vanguard Emerging Markets ETF (VWO) 1.4 $2.0M 46k 42.54
Vanguard Short Term Corporate Bond ETF (VCSH) 1.4 $1.9M 24k 80.67
Vanguard Dividend Appreciation ETF (VIG) 1.2 $1.7M 14k 115.17
Apple (AAPL) 1.0 $1.4M 7.0k 197.90
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.0 $1.4M 24k 57.39
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.9 $1.2M 9.9k 116.62
Berkshire Hathaway (BRK.B) 0.8 $1.1M 5.2k 213.20
Ishares Inc core msci emkt (IEMG) 0.7 $998k 19k 51.44
iShares Russell Midcap Index Fund (IWR) 0.6 $862k 15k 55.86
Vanguard High Dividend Yield ETF (VYM) 0.5 $711k 8.1k 87.37
Schwab U S Small Cap ETF (SCHA) 0.5 $698k 9.8k 71.51
Vanguard Small-Cap ETF (VB) 0.4 $592k 3.8k 156.66
Ishares Core Intl Stock Etf core (IXUS) 0.4 $595k 10k 58.61
Schwab Strategic Tr us dividend eq (SCHD) 0.4 $498k 9.4k 53.07
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $466k 9.1k 51.03
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.3 $423k 11k 39.09
Home Depot (HD) 0.3 $384k 1.8k 207.79
Schwab U S Broad Market ETF (SCHB) 0.3 $386k 5.5k 70.52
Becton, Dickinson and (BDX) 0.3 $378k 1.5k 252.00
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.3 $378k 5.2k 72.93
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $362k 3.2k 112.98
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $368k 3.3k 112.78
iShares Russell 3000 Index (IWV) 0.2 $336k 1.9k 172.57
Invesco S&p 500 Low Volatility Etf (SPLV) 0.2 $336k 6.1k 54.98
American Express Company (AXP) 0.2 $302k 2.4k 123.32
People's United Financial 0.2 $288k 17k 16.80
Ishares High Dividend Equity F (HDV) 0.2 $258k 2.7k 94.61
At&t (T) 0.2 $235k 7.0k 33.52
Invesco Exch-traded Fd Tr Div etf (PFM) 0.2 $230k 8.0k 28.66
Valero Energy Corporation (VLO) 0.1 $207k 2.4k 85.54
Vanguard Mid-Cap ETF (VO) 0.1 $208k 1.2k 167.20
Willis Towers Watson (WTW) 0.1 $202k 1.1k 191.47
General Electric Company 0.1 $108k 10k 10.51