New England Guild Wealth Advisors

New England Guild Wealth Advisors as of June 30, 2021

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 68 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Int'l Etf (VXUS) 17.4 $32M 489k 65.68
SPDR S&P 500 Etf (SPY) 6.2 $12M 27k 428.05
Vanguard Total Stock Market Etf (VTI) 5.5 $10M 45k 222.81
Vanguard Interm. Treasuries Etf (VGIT) 5.4 $9.9M 147k 67.81
iShares Russell 2000 Etf (IWM) 4.1 $7.5M 33k 229.38
SPDR Doubleline Ttl Rtrn Etf (TOTL) 3.6 $6.7M 138k 48.41
Vanguard Int'l Developed Marke Etf (VEA) 3.1 $5.7M 110k 51.52
Vanguard Total Bond Market Etf (BND) 2.8 $5.3M 61k 85.89
Proshares Dividend Aristocrats Etf (REGL) 2.8 $5.2M 74k 71.35
iShares Core MSCI EAFE Etf (IEFA) 2.8 $5.2M 70k 74.86
Vanguard Mid-Cap Etf (VO) 2.8 $5.2M 22k 237.34
iShares Core S&P 500 Etf (IVV) 2.8 $5.1M 12k 429.95
iShares MSCI Emerging Markets Etf (EEM) 2.7 $5.0M 92k 55.15
ProShares Dividend Aristocrats Etf (NOBL) 2.7 $4.9M 54k 90.63
iShares EMU Hedged ETF Etf (HEZU) 2.4 $4.4M 121k 36.44
iShares Core US Aggregate Bond Etf (AGG) 2.2 $4.0M 34k 115.34
Vanguard Emerging Markets Etf (VWO) 2.0 $3.6M 66k 54.31
Invesco S&P 500 Equal Weight Etf (RSP) 1.8 $3.4M 22k 150.72
Vanguard Short-Term Treasuries Etf (VGSH) 1.7 $3.2M 51k 61.43
iShares US Technology Etf (IYW) 1.5 $2.8M 28k 99.39
SPDR S&P Dividend Etf (SDY) 1.5 $2.7M 22k 122.27
iShares Core MSCI Totl Etf (IXUS) 1.4 $2.6M 35k 73.29
iShares Core S&P Small-Cap Etf (IJR) 1.4 $2.6M 23k 112.98
Vanguard Dividend Appreciation Etf (VIG) 1.3 $2.4M 16k 154.80
iShares DJ US Real Estate Etf (IYR) 1.3 $2.3M 23k 101.96
iShares MSCI EAFE Etf (EFA) 1.2 $2.3M 29k 78.88
Vanguard Small-Cap Etf (VB) 1.2 $2.2M 9.8k 225.32
Vanguard Short-Term Corp. Bond Etf (VCSH) 1.2 $2.2M 26k 82.72
iShares National Muni Bond Etf (MUB) 1.1 $2.0M 17k 117.21
Apple Computer Equity (AAPL) 1.1 $2.0M 15k 136.97
Vanguard Glb. Ex-US Real Estat Etf (VNQI) 1.0 $1.8M 31k 58.37
iShares Core S&P Mid-Cap Etf (IJH) 0.8 $1.5M 5.6k 268.72
Vanguard Interm. Corp. Bond Etf (VCIT) 0.8 $1.4M 15k 95.09
iShares China Large-Cap Etf (FXI) 0.7 $1.3M 28k 46.34
Vanguard All-World ex-US Etf (VEU) 0.7 $1.3M 20k 63.38
iShares Russell Mid-Cap Etf (IWR) 0.7 $1.2M 15k 79.25
iShares Core MSCI Emerging Mkt Etf (IEMG) 0.6 $1.1M 17k 67.01
Vanguard High Dividend Yield Etf (VYM) 0.5 $853k 8.1k 104.82
iShares ESG Aware MSCI Etf (ESGD) 0.4 $747k 9.5k 79.00
Schwab US Dividend Equity Etf (SCHD) 0.4 $710k 9.4k 75.66
Vanguard Real Estate Etf (VNQ) 0.4 $673k 6.6k 101.83
SPDR Financial Select Sector Etf (XLF) 0.3 $506k 14k 36.72
Amazon Equity (AMZN) 0.2 $409k 119.00 3436.97
Chubb Corp. Equity (CB) 0.2 $396k 2.5k 158.78
iShares Core S&P Total Etf (ITOT) 0.2 $386k 3.9k 98.70
Schwab US Broad Market Etf (SCHB) 0.2 $366k 3.5k 104.36
iShares S&P NA Tec. Semi. Idx Etf (SOXX) 0.2 $363k 800.00 453.75
PowerShares FTSE RAFI US 1000 Etf (PRF) 0.2 $348k 2.2k 160.15
Berkshire Hathaway Cl B Equity (BRK.B) 0.2 $344k 1.2k 278.32
Home Depot Equity (HD) 0.2 $342k 1.1k 318.44
Semiconductor Holders Tr Equity (SMH) 0.2 $334k 1.3k 261.96
iShares Russell 3000 Etf (IWV) 0.2 $313k 1.2k 255.51
Microsoft Equity (MSFT) 0.2 $308k 1.1k 271.13
Target Corporation Equity (TGT) 0.2 $304k 1.3k 241.85
PowerShares Dividend Achievers Etf (PFM) 0.2 $291k 8.0k 36.26
iShares Cohen & Steers REIT Etf (ICF) 0.2 $285k 4.4k 65.41
iShares TIPS Bond Etf (TIP) 0.1 $270k 2.1k 127.84
Tesla Motors Equity (TSLA) 0.1 $268k 395.00 678.48
Peoples United Equity 0.1 $246k 14k 17.13
Willis Towers Watson Equity (WTW) 0.1 $243k 1.1k 230.33
iShares Residential Real Estat Etf (REZ) 0.1 $229k 2.7k 83.52
Vanguard S&P 500 ETF Etf (VOO) 0.1 $219k 556.00 393.88
Schwab Fundamental US Large Etf (FNDX) 0.1 $217k 4.0k 54.78
Starbucks Corp Equity (SBUX) 0.1 $216k 1.9k 111.86
3M Company Equity (MMM) 0.1 $212k 1.1k 198.87
iShares Core US Growth Etf (IUSG) 0.1 $202k 2.0k 101.00
General Electric Equity 0.1 $137k 10k 13.47
U S Silica Hldgs Equity (SLCA) 0.1 $121k 10k 11.61