New England Guild Wealth Advisors

New England Guild Wealth Advisors as of March 31, 2020

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 51 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Star Fd Intl Stk Idxf (VXUS) 15.6 $17M 415k 41.96
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 10.8 $12M 171k 70.55
Spdr S&p 500 Etf (SPY) 6.9 $7.7M 30k 257.74
Vanguard Total Stock Market ETF (VTI) 6.3 $7.0M 54k 128.90
Doubleline Total Etf etf (TOTL) 5.9 $6.6M 137k 47.96
Vanguard Total Bond Market ETF (BND) 4.1 $4.6M 54k 85.35
iShares Lehman Aggregate Bond (AGG) 3.2 $3.5M 31k 115.36
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 3.1 $3.4M 69k 49.89
Vanguard Sht Term Govt Bond ETF (VGSH) 3.1 $3.4M 55k 62.35
Vanguard Europe Pacific ETF (VEA) 2.5 $2.8M 84k 33.34
Vanguard Mid-Cap ETF (VO) 2.5 $2.7M 21k 131.65
SPDR S&P Dividend (SDY) 2.2 $2.5M 31k 79.87
iShares S&P 500 Index (IVV) 2.1 $2.3M 8.9k 258.42
Vanguard Emerging Markets ETF (VWO) 1.9 $2.1M 64k 33.55
Proshares Tr mdcp 400 divid (REGL) 1.9 $2.1M 47k 45.03
Vanguard Intl Equity Index F glb ex us etf (VNQI) 1.9 $2.1M 48k 42.91
iShares S&P SmallCap 600 Index (IJR) 1.8 $2.0M 36k 56.12
Vanguard Dividend Appreciation ETF (VIG) 1.8 $2.0M 20k 103.41
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.7 $1.9M 22k 87.10
Proshares Tr S&p 500 Aristo (NOBL) 1.7 $1.9M 33k 57.66
iShares Dow Jones US Technology (IYW) 1.7 $1.9M 9.1k 204.35
Ishares Core Intl Stock Etf core (IXUS) 1.5 $1.7M 37k 47.01
iShares MSCI EAFE Index Fund (EFA) 1.4 $1.6M 30k 53.48
Vanguard Short Term Corporate Bond ETF (VCSH) 1.4 $1.6M 20k 79.08
iShares MSCI Emerging Markets Indx (EEM) 1.2 $1.3M 38k 34.13
Ishares Tr cur hdg ms emu (HEZU) 1.1 $1.2M 51k 23.61
Apple (AAPL) 0.9 $1.0M 4.0k 254.20
iShares S&P MidCap 400 Index (IJH) 0.9 $958k 6.7k 143.89
Vanguard REIT ETF (VNQ) 0.8 $919k 13k 69.82
iShares Russell 2000 Index (IWM) 0.7 $811k 7.1k 114.45
Vanguard FTSE All-World ex-US ETF (VEU) 0.7 $815k 20k 41.00
Berkshire Hathaway (BRK.B) 0.7 $782k 4.3k 182.88
Ishares Inc core msci emkt (IEMG) 0.7 $785k 19k 40.46
iShares Russell Midcap Index Fund (IWR) 0.6 $666k 15k 43.16
Vanguard High Dividend Yield ETF (VYM) 0.5 $576k 8.1k 70.78
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.5 $544k 9.9k 55.17
Schwab Strategic Tr us dividend eq (SCHD) 0.4 $422k 9.4k 44.97
Vanguard Small-Cap ETF (VB) 0.3 $391k 3.4k 115.34
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $370k 3.3k 112.91
Home Depot (HD) 0.3 $345k 1.8k 186.69
Schwab U S Broad Market ETF (SCHB) 0.3 $319k 5.3k 60.38
Invesco S&p 500 Low Volatility Etf (SPLV) 0.3 $287k 6.1k 46.96
iShares Cohen & Steers Realty Maj. (ICF) 0.2 $280k 3.1k 91.62
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.2 $274k 3.0k 92.51
Vanguard S&p 500 Etf idx (VOO) 0.2 $219k 925.00 236.76
American Express Company (AXP) 0.2 $210k 2.4k 85.75
Amazon (AMZN) 0.2 $211k 108.00 1953.70
iShares Russell 3000 Index (IWV) 0.2 $201k 1.4k 148.01
iShares S&P 1500 Index Fund (ITOT) 0.2 $205k 3.6k 57.10
People's United Financial 0.2 $189k 17k 11.03
General Electric Company 0.1 $82k 10k 7.96