New England Guild Wealth Advisors

New England Guild Wealth Advisors as of March 31, 2021

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 69 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Int'l Etf (VXUS) 17.0 $30M 483k 62.70
SPDR S&P 500 Etf (SPY) 6.1 $11M 27k 396.32
Vanguard Interm. Treasuries Etf (VGIT) 6.0 $11M 158k 67.23
Vanguard Total Stock Market Etf (VTI) 5.5 $9.8M 48k 206.69
SPDR Doubleline Ttl Rtrn Etf (TOTL) 3.8 $6.7M 139k 48.21
iShares Russell 2000 Etf (IWM) 3.7 $6.6M 30k 220.95
Proshares Dividend Aristocrats Etf (REGL) 3.2 $5.6M 81k 69.68
Vanguard Total Bond Market Etf (BND) 3.1 $5.6M 66k 84.72
Vanguard Mid-Cap Etf (VO) 2.9 $5.2M 23k 221.35
iShares MSCI Emerging Markets Etf (EEM) 2.9 $5.1M 95k 53.34
ProShares Dividend Aristocrats Etf (NOBL) 2.8 $4.9M 57k 86.26
iShares Core MSCI EAFE Etf (IEFA) 2.8 $4.9M 68k 72.05
Vanguard Int'l Developed Marke Etf (VEA) 2.7 $4.8M 98k 49.11
iShares Core S&P 500 Etf (IVV) 2.6 $4.6M 12k 397.85
iShares EMU Hedged ETF Etf (HEZU) 2.5 $4.4M 129k 34.24
iShares Core US Aggregate Bond Etf (AGG) 2.3 $4.0M 35k 113.82
Vanguard Short-Term Treasuries Etf (VGSH) 2.2 $3.9M 63k 61.51
Vanguard Emerging Markets Etf (VWO) 1.9 $3.5M 66k 52.04
iShares US Technology Etf (IYW) 1.7 $3.0M 34k 87.70
SPDR S&P Dividend Etf (SDY) 1.5 $2.7M 23k 118.01
iShares Core MSCI Totl Etf (IXUS) 1.5 $2.6M 37k 70.29
Invesco S&P 500 Equal Weight Etf (RSP) 1.4 $2.4M 17k 141.68
Vanguard Dividend Appreciation Etf (VIG) 1.3 $2.4M 16k 147.05
iShares MSCI EAFE Etf (EFA) 1.2 $2.2M 29k 75.86
Vanguard Short-Term Corp. Bond Etf (VCSH) 1.2 $2.2M 26k 82.50
iShares National Muni Bond Etf (MUB) 1.2 $2.1M 18k 116.05
Vanguard Small-Cap Etf (VB) 1.2 $2.1M 9.7k 214.05
iShares China Large-Cap Etf (FXI) 1.1 $2.0M 44k 46.66
iShares Core S&P Small-Cap Etf (IJR) 1.1 $2.0M 19k 108.51
Apple Computer Equity (AAPL) 1.0 $1.8M 15k 122.17
Vanguard Glb. Ex-US Real Estat Etf (VNQI) 1.0 $1.8M 32k 55.76
iShares Core S&P Mid-Cap Etf (IJH) 0.9 $1.6M 6.1k 260.37
Vanguard Interm. Corp. Bond Etf (VCIT) 0.8 $1.4M 15k 93.06
Vanguard All-World ex-US Etf (VEU) 0.7 $1.2M 20k 60.69
iShares Russell Mid-Cap Etf (IWR) 0.6 $1.1M 15k 73.94
iShares Core MSCI Emerging Mkt Etf (IEMG) 0.6 $1.1M 17k 64.37
Ishares Esg Aware Msci Etf (ESGD) 0.6 $1.0M 14k 75.91
Vanguard High Dividend Yield Etf (VYM) 0.5 $823k 8.1k 101.13
Schwab US Dividend Equity Etf (SCHD) 0.4 $684k 9.4k 72.89
Vanguard Real Estate Etf (VNQ) 0.3 $583k 6.4k 91.81
Home Depot Equity (HD) 0.3 $564k 1.8k 305.19
SPDR Financial Select Sector Etf (XLF) 0.2 $399k 12k 34.04
Chubb Corp. Equity (CB) 0.2 $394k 2.5k 157.98
Ishares Core S&P Total Etf (ITOT) 0.2 $386k 4.2k 91.71
Amazon Equity (AMZN) 0.2 $343k 111.00 3090.09
iShares S&P NA Tec. Semi. Idx Etf (SOXX) 0.2 $339k 800.00 423.75
Schwab US Broad Market Etf (SCHB) 0.2 $339k 3.5k 96.66
PowerShares FTSE RAFI US 1000 Etf (PRF) 0.2 $330k 2.2k 151.86
Berkshire Hathaway Cl B Equity (BRK.B) 0.2 $316k 1.2k 255.66
Semiconductor Holders Tr Etf (SMH) 0.2 $301k 1.2k 243.72
iShares Russell 3000 Etf (IWV) 0.2 $291k 1.2k 237.55
PowerShares Dividend Achievers Etf (PFM) 0.2 $278k 8.0k 34.64
Peoples United Equity 0.2 $267k 15k 17.93
Tesla Motors Equity (TSLA) 0.1 $264k 395.00 668.35
iShares TIPS Bond Etf (TIP) 0.1 $259k 2.1k 125.55
Direxion Work From Home Etf (WFH) 0.1 $254k 3.7k 68.26
Target Corporation Equity (TGT) 0.1 $249k 1.3k 198.09
iShares Cohen & Steers REIT Etf (ICF) 0.1 $245k 4.2k 57.82
Willis Towers Watson Equity (WTW) 0.1 $241k 1.1k 228.44
Microsoft Equity (MSFT) 0.1 $236k 1.0k 235.76
Vanguard S&P 500 ETF Etf (VOO) 0.1 $225k 618.00 364.08
Starbucks Corp Equity (SBUX) 0.1 $211k 1.9k 109.27
A T & T Equity (T) 0.1 $207k 6.8k 30.29
3M Company Equity (MMM) 0.1 $205k 1.1k 192.31
Schwab Fundamental US Large Etf (FNDX) 0.1 $204k 4.0k 51.63
iShares Residential Real Estat Etf (REZ) 0.1 $201k 2.7k 74.17
U S Silica Hldgs Equity (SLCA) 0.1 $148k 12k 12.31
General Electric Equity 0.1 $133k 10k 13.09
American Lithium Crp Equity 0.0 $19k 10k 1.90