New England Guild Wealth Advisors

New England Guild Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 61 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Int'l Etf (VXUS) 17.4 $29M 487k 60.16
Vanguard Interm. Treasuries Etf (VGIT) 7.2 $12M 174k 69.42
SPDR S&P 500 Etf (SPY) 6.1 $10M 28k 373.86
Vanguard Total Stock Market Etf (VTI) 5.3 $8.9M 46k 194.65
SPDR Doubleline Ttl Rtrn Etf (TOTL) 4.3 $7.2M 147k 49.28
Vanguard Total Bond Market Etf (BND) 3.2 $5.4M 61k 88.19
Vanguard Mid-Cap Etf (VO) 3.1 $5.2M 25k 206.77
iShares Russell 2000 Etf (IWM) 3.0 $5.0M 26k 196.06
Proshares Dividend Aristocrats Etf (REGL) 2.9 $5.0M 79k 62.88
iShares Core US Aggregate Bond Etf (AGG) 2.8 $4.7M 40k 118.18
iShares Core MSCI EAFE Etf (IEFA) 2.8 $4.7M 68k 69.09
ProShares Dividend Aristocrats Etf (NOBL) 2.8 $4.7M 59k 79.88
iShares Core S&P 500 Etf (IVV) 2.7 $4.5M 12k 375.44
Vanguard Int'l Developed Marke Etf (VEA) 2.5 $4.3M 91k 47.21
iShares EMU Hedged ETF Etf (HEZU) 2.5 $4.2M 135k 31.19
Vanguard Short-Term Treasuries Etf (VGSH) 2.3 $4.0M 64k 61.60
iShares MSCI Emerging Markets Etf (EEM) 2.2 $3.8M 73k 51.68
Vanguard Emerging Markets Etf (VWO) 1.8 $3.0M 60k 50.11
iShares US Technology Etf (IYW) 1.7 $2.9M 34k 85.09
iShares Core MSCI Totl Etf (IXUS) 1.6 $2.6M 39k 67.20
SPDR S&P Dividend Etf (SDY) 1.5 $2.6M 25k 105.95
iShares National Muni Bond Etf (MUB) 1.5 $2.6M 22k 117.19
Vanguard Dividend Appreciation Etf (VIG) 1.5 $2.4M 17k 141.19
iShares MSCI EAFE Etf (EFA) 1.3 $2.2M 30k 72.95
Apple Computer Equity (AAPL) 1.2 $2.1M 16k 132.69
Vanguard Interm. Corp. Bond Etf (VCIT) 1.2 $2.0M 20k 97.12
Invesco S&P 500 Equal Weight Etf (RSP) 1.1 $1.9M 15k 127.57
iShares Core S&P Small-Cap Etf (IJR) 1.1 $1.9M 20k 91.88
Vanguard Short-Term Corp. Bond Etf (VCSH) 1.1 $1.8M 22k 83.26
Vanguard Glb. Ex-US Real Estat Etf (VNQI) 1.1 $1.8M 33k 54.32
iShares Core S&P Mid-Cap Etf (IJH) 0.9 $1.5M 6.5k 229.84
iShares China Large-Cap Etf (FXI) 0.9 $1.5M 32k 46.42
iShares Core MSCI Emerging Mkt Etf (IEMG) 0.7 $1.2M 19k 62.06
Vanguard All-World ex-US Etf (VEU) 0.7 $1.2M 20k 58.35
iShares Russell Mid-Cap Etf (IWR) 0.6 $1.1M 15k 68.56
Ishares Esg Aware Msci Etf (ESGD) 0.5 $834k 11k 73.06
Vanguard Small-Cap Etf (VB) 0.5 $809k 4.2k 194.56
Vanguard High Dividend Yield Etf (VYM) 0.4 $745k 8.1k 91.55
Schwab US Dividend Equity Etf (SCHD) 0.4 $602k 9.4k 64.15
Vanguard Real Estate Etf (VNQ) 0.3 $572k 6.7k 84.87
Home Depot Equity (HD) 0.3 $491k 1.8k 265.69
Ishares Core S&P Total Etf (ITOT) 0.2 $363k 4.2k 86.24
Schwab US Broad Market Etf (SCHB) 0.2 $363k 4.0k 90.93
Amazon Equity (AMZN) 0.2 $362k 111.00 3261.26
SPDR Financial Select Sector Etf (XLF) 0.2 $324k 11k 29.48
iShares S&P NA Tec. Semi. Idx Etf (SOXX) 0.2 $303k 800.00 378.75
American Express Company Equity (AXP) 0.2 $296k 2.4k 120.87
Berkshire Hathaway Cl B Equity (BRK.B) 0.2 $287k 1.2k 232.20
Tesla Motors Equity (TSLA) 0.2 $279k 395.00 706.33
iShares Russell 3000 Etf (IWV) 0.2 $270k 1.2k 223.51
PowerShares FTSE RAFI US 1000 Etf (PRF) 0.2 $268k 2.0k 133.47
PowerShares Dividend Achievers Etf (PFM) 0.2 $264k 8.0k 32.90
Direxion Work From Home Etf (WFH) 0.1 $251k 3.7k 67.45
Microsoft Equity (MSFT) 0.1 $223k 1.0k 223.00
Target Corporation Equity (TGT) 0.1 $222k 1.3k 176.61
Willis Towers Watson Equity (WTW) 0.1 $222k 1.1k 210.43
Peoples United Equity 0.1 $222k 17k 12.95
Vanguard S&P 500 ETF Etf (VOO) 0.1 $212k 618.00 343.04
iShares Cohen & Steers REIT Etf (ICF) 0.1 $208k 3.9k 53.93
Starbucks Corp Equity (SBUX) 0.1 $207k 1.9k 107.20
General Electric Equity 0.1 $112k 10k 10.82