New England Guild Wealth Advisors

New England Guild Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 67 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Int'l Etf (VXUS) 18.1 $34M 663k 51.72
Vanguard Short-Term Bond Etf (BSV) 7.2 $14M 180k 75.28
Vanguard Short-Term Corp. Bond Etf (VCSH) 6.6 $13M 166k 75.19
SPDR S&P 500 Etf (SPY) 5.4 $10M 27k 382.42
Vanguard Total Stock Market Etf (VTI) 4.5 $8.6M 45k 191.19
Proshares Dividend Aristocrats Etf (REGL) 4.4 $8.4M 118k 71.55
ProShares Dividend Aristocrats Etf (NOBL) 3.9 $7.4M 82k 89.99
iShares Core MSCI EAFE Etf (IEFA) 3.9 $7.3M 119k 61.64
Vanguard Total Bond Market Etf (BND) 3.4 $6.4M 89k 71.84
Vanguard Int'l Developed Marke Etf (VEA) 2.7 $5.2M 124k 41.97
SPDR Doubleline Ttl Rtrn Etf (TOTL) 2.6 $4.9M 123k 40.04
iShares Russell 2000 Etf (IWM) 2.5 $4.7M 27k 174.37
iShares Core S&P 500 Etf (IVV) 2.3 $4.3M 11k 384.23
Vanguard Mid-Cap Etf (VO) 2.2 $4.3M 21k 203.79
iShares Core US Aggregate Bond Etf (AGG) 2.2 $4.2M 44k 96.99
iShares EMU Hedged ETF Etf (HEZU) 1.8 $3.4M 121k 27.78
Invesco S&P 500 Equal Weight Etf (RSP) 1.6 $3.1M 22k 141.25
SPDR S&P Dividend Etf (SDY) 1.5 $2.8M 22k 125.12
iShares MSCI EAFE Etf (EFA) 1.3 $2.5M 38k 65.64
Vanguard Interm. Treasuries Etf (VGIT) 1.3 $2.4M 41k 58.47
iShares Core MSCI Totl Etf (IXUS) 1.2 $2.4M 41k 57.89
Vanguard Dividend Appreciation Etf (VIG) 1.2 $2.2M 15k 151.82
iShares MSCI Emerging Markets Etf (EEM) 1.1 $2.1M 56k 37.90
iShares National Muni Bond Etf (MUB) 1.1 $2.0M 19k 105.55
iShares DJ US Real Estate Etf (IYR) 1.0 $2.0M 24k 84.18
iShares Core S&P Small-Cap Etf (IJR) 1.0 $1.9M 20k 94.66
Apple Computer Equity (AAPL) 1.0 $1.8M 14k 129.94
Vanguard Emerging Markets Etf (VWO) 0.9 $1.7M 43k 38.99
iShares Core S&P Mid-Cap Etf (IJH) 0.9 $1.6M 6.7k 241.87
iShares US Technology Etf (IYW) 0.8 $1.6M 22k 74.49
Vanguard Small-Cap Etf (VB) 0.7 $1.3M 7.3k 183.53
Vanguard Glb. Ex-US Real Estat Etf (VNQI) 0.6 $1.2M 29k 41.33
Vanguard All-World ex-US Etf (VEU) 0.6 $1.1M 23k 50.15
iShares Russell Mid-Cap Etf (IWR) 0.5 $1.0M 15k 67.46
iShares TIPS Bond Etf (TIP) 0.5 $1.0M 9.6k 106.46
Vanguard Interm. Corp. Bond Etf (VCIT) 0.5 $1.0M 13k 77.51
Vanguard High Dividend Yield Etf (VYM) 0.5 $968k 8.9k 108.25
Medical Properties Equity (MPW) 0.4 $804k 72k 11.15
Vanguard Real Estate Etf (VNQ) 0.4 $792k 9.6k 82.51
Schwab US Dividend Equity Etf (SCHD) 0.4 $758k 10k 75.54
Vanguard Short-Term Treasuries Etf (VGSH) 0.4 $710k 12k 57.82
Raytheon Technologies Equity (RTX) 0.3 $627k 6.2k 101.00
Berkshire Hathaway Cl B Equity (BRK.B) 0.3 $613k 2.0k 308.66
SPDR Financial Select Sector Etf (XLF) 0.3 $572k 17k 34.21
Chubb Corp. Equity (CB) 0.3 $550k 2.5k 220.53
Vanguard S&P 500 ETF Etf (VOO) 0.3 $523k 1.5k 351.01
iShares S&P NA Tec. Semi. Idx Etf (SOXX) 0.2 $406k 1.2k 347.60
iShares ESG Aware MSCI Etf (ESGD) 0.2 $399k 6.1k 65.71
Carrier Global Corp Equity (CARR) 0.2 $358k 8.7k 41.27
Home Depot Equity (HD) 0.2 $345k 1.1k 315.93
SPDR Portfolio Emerging Market Etf (SPEM) 0.2 $343k 10k 32.96
Otis Worldwide Corp Equity (OTIS) 0.2 $340k 4.3k 78.40
PowerShares FTSE RAFI US 1000 Etf (PRF) 0.2 $337k 2.2k 155.09
Microsoft Equity (MSFT) 0.2 $328k 1.4k 239.59
iShares Core S&P Total Etf (ITOT) 0.2 $322k 3.8k 84.67
Schwab US Broad Market Etf (SCHB) 0.2 $316k 7.0k 44.83
Valero Energy Corp Equity (VLO) 0.2 $307k 2.4k 126.86
PowerShares Dividend Achievers Etf (PFM) 0.2 $293k 8.0k 36.51
K K R Real Estate Finance Trus Equity (KREF) 0.2 $291k 21k 13.98
iShares Russell 3000 Etf (IWV) 0.1 $262k 1.2k 221.10
iShares Cohen & Steers REIT Etf (ICF) 0.1 $259k 4.7k 54.87
Willis Towers Watson Equity (WTW) 0.1 $258k 1.1k 244.55
M&T Bank Corporation Equity (MTB) 0.1 $236k 1.6k 144.96
iShares MSCI EAFE Small-Cap Etf (SCZ) 0.1 $226k 4.0k 56.46
iShares Core MSCI Emerging Mkt Etf (IEMG) 0.1 $219k 4.7k 46.60
Schwab Fundamental US Large Etf (FNDX) 0.1 $216k 4.0k 53.44
Ishares US Aerospace Etf (ITA) 0.1 $202k 1.8k 112.04