New England Guild Wealth Advisors

New England Guild Wealth Advisors as of March 31, 2018

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 53 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Europe Pacific ETF (VEA) 7.3 $7.7M 175k 44.25
Vanguard Total Stock Market ETF (VTI) 6.7 $7.1M 52k 135.73
Vanguard Intl Equity Index F glb ex us etf (VNQI) 6.7 $7.1M 117k 60.92
Vanguard Total Bond Market ETF (BND) 6.5 $6.9M 86k 79.93
Ishares Tr cur hdg ms emu (HEZU) 5.8 $6.2M 210k 29.34
Vanguard Star Fd Intl Stk Idxf (VXUS) 5.5 $5.8M 103k 56.55
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 5.4 $5.7M 68k 84.84
Spdr S&p 500 Etf (SPY) 4.8 $5.0M 19k 263.16
Doubleline Total Etf etf (TOTL) 4.7 $4.9M 102k 47.97
Vanguard Short Term Corporate Bond ETF (VCSH) 4.5 $4.8M 61k 78.42
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 3.9 $4.2M 63k 65.88
iShares S&P SmallCap 600 Index (IJR) 3.7 $3.9M 50k 77.01
iShares Lehman Aggregate Bond (AGG) 3.5 $3.7M 35k 107.24
iShares S&P MidCap 400 Index (IJH) 3.5 $3.7M 20k 187.56
iShares MSCI EAFE Index Fund (EFA) 3.2 $3.3M 48k 69.67
iShares MSCI Emerging Markets Indx (EEM) 2.7 $2.9M 60k 48.29
SPDR S&P Dividend (SDY) 2.6 $2.8M 31k 91.19
Vanguard Emerging Markets ETF (VWO) 1.9 $2.0M 42k 46.98
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.6 $1.7M 27k 65.18
Vanguard Dividend Appreciation ETF (VIG) 1.4 $1.5M 14k 101.06
Apple (AAPL) 1.4 $1.4M 8.6k 167.83
Berkshire Hathaway (BRK.B) 1.3 $1.4M 7.1k 199.44
Ishares Inc core msci emkt (IEMG) 1.1 $1.2M 21k 58.40
iShares Russell 2000 Index (IWM) 0.9 $907k 6.0k 151.75
iShares Russell Midcap Index Fund (IWR) 0.8 $825k 4.0k 206.35
Vanguard High Dividend Yield ETF (VYM) 0.6 $671k 8.1k 82.45
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.5 $521k 4.8k 109.02
Schwab Strategic Tr us dividend eq (SCHD) 0.4 $460k 9.4k 49.02
Vanguard FTSE All-World ex-US ETF (VEU) 0.4 $430k 7.9k 54.39
Vanguard REIT ETF (VNQ) 0.4 $408k 5.4k 75.44
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.4 $386k 11k 36.35
Ishares Core Intl Stock Etf core (IXUS) 0.4 $378k 6.0k 63.00
iShares S&P 500 Index (IVV) 0.3 $366k 1.4k 265.22
Vanguard Small-Cap ETF (VB) 0.3 $368k 2.5k 146.91
Home Depot (HD) 0.3 $347k 1.9k 178.13
iShares Russell 3000 Index (IWV) 0.3 $351k 2.2k 156.28
Exchange Traded Concepts Tr robo stx glb etf (ROBO) 0.3 $347k 8.3k 41.79
Becton, Dickinson and (BDX) 0.3 $325k 1.5k 216.67
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $316k 3.4k 93.27
Schwab U S Broad Market ETF (SCHB) 0.3 $319k 5.0k 63.80
iShares Barclays TIPS Bond Fund (TIP) 0.3 $299k 2.6k 113.13
Ishares Tr core strm usbd (ISTB) 0.3 $281k 5.7k 49.30
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.3 $271k 4.7k 57.66
First Connecticut 0.2 $269k 11k 25.62
At&t (T) 0.2 $250k 7.0k 35.66
American Express Company (AXP) 0.2 $228k 2.4k 93.10
Exxon Mobil Corporation (XOM) 0.2 $230k 3.1k 74.48
Schwab U S Small Cap ETF (SCHA) 0.2 $228k 3.3k 69.03
Ishares High Dividend Equity F (HDV) 0.2 $230k 2.7k 84.34
Valero Energy Corporation (VLO) 0.2 $225k 2.4k 92.98
Total System Services 0.2 $208k 2.4k 86.24
Ishares Inc emrg mrk lc bd (LEMB) 0.2 $216k 4.3k 50.29
Boulder Growth & Income Fund (STEW) 0.1 $52k 11k 4.91