New England Guild Wealth Advisors

New England Guild Wealth Advisors as of Sept. 30, 2019

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 54 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 7.9 $11M 165k 66.67
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 6.5 $9.1M 149k 61.07
Vanguard Star Fd Intl Stk Idxf (VXUS) 6.3 $8.8M 170k 51.66
Vanguard Total Stock Market ETF (VTI) 6.3 $8.7M 58k 151.00
Doubleline Total Etf etf (TOTL) 6.2 $8.7M 176k 49.23
Vanguard Europe Pacific ETF (VEA) 5.6 $7.8M 191k 41.08
Spdr S&p 500 Etf (SPY) 4.6 $6.5M 22k 296.76
Ishares Tr cur hdg ms emu (HEZU) 4.1 $5.8M 187k 30.92
iShares S&P SmallCap 600 Index (IJR) 3.5 $4.9M 63k 77.84
Vanguard Intl Equity Index F glb ex us etf (VNQI) 3.4 $4.8M 81k 58.59
Vanguard Total Bond Market ETF (BND) 3.2 $4.5M 53k 84.42
Proshares Tr S&p 500 Aristo (NOBL) 3.2 $4.4M 62k 71.58
Vanguard Sht Term Govt Bond ETF (VGSH) 3.0 $4.2M 69k 60.93
iShares Russell 2000 Index (IWM) 2.9 $4.0M 27k 151.35
SPDR S&P Dividend (SDY) 2.8 $3.8M 37k 102.59
iShares S&P MidCap 400 Index (IJH) 2.7 $3.7M 19k 193.20
Vanguard REIT ETF (VNQ) 2.5 $3.4M 37k 93.26
iShares Lehman Aggregate Bond (AGG) 2.2 $3.1M 28k 113.15
iShares MSCI Emerging Markets Indx (EEM) 2.2 $3.1M 75k 40.87
iShares MSCI EAFE Index Fund (EFA) 2.0 $2.7M 42k 65.21
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.8 $2.6M 28k 91.23
iShares S&P 500 Index (IVV) 1.8 $2.4M 8.2k 298.59
Vanguard Short Term Corporate Bond ETF (VCSH) 1.4 $2.0M 24k 81.04
Vanguard Dividend Appreciation ETF (VIG) 1.2 $1.7M 15k 119.60
Vanguard Emerging Markets ETF (VWO) 1.2 $1.7M 42k 40.25
Apple (AAPL) 1.1 $1.6M 7.1k 223.97
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.9 $1.3M 23k 57.22
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.7 $1.0M 8.6k 117.86
Ishares Core Intl Stock Etf core (IXUS) 0.7 $976k 17k 57.77
Ishares Inc core msci emkt (IEMG) 0.7 $951k 19k 49.02
Berkshire Hathaway (BRK.B) 0.6 $889k 4.3k 207.90
iShares Russell Midcap Index Fund (IWR) 0.6 $863k 15k 55.92
Vanguard High Dividend Yield ETF (VYM) 0.5 $722k 8.1k 88.72
Schwab U S Small Cap ETF (SCHA) 0.5 $677k 9.7k 69.71
Vanguard Small-Cap ETF (VB) 0.4 $599k 3.9k 153.95
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.4 $515k 6.5k 79.44
Schwab Strategic Tr us dividend eq (SCHD) 0.4 $514k 9.4k 54.77
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $456k 9.1k 49.93
Home Depot (HD) 0.3 $429k 1.8k 232.14
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $392k 3.3k 120.13
Schwab U S Broad Market ETF (SCHB) 0.3 $389k 5.5k 71.05
Invesco S&p 500 Low Volatility Etf (SPLV) 0.3 $392k 6.8k 57.96
Becton, Dickinson and (BDX) 0.3 $379k 1.5k 252.67
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $374k 3.3k 114.13
iShares Russell 3000 Index (IWV) 0.2 $338k 1.9k 173.60
Vanguard Mid-Cap ETF (VO) 0.2 $318k 1.9k 167.54
American Express Company (AXP) 0.2 $290k 2.4k 118.42
People's United Financial 0.2 $268k 17k 15.64
At&t (T) 0.2 $259k 6.8k 37.90
Ishares High Dividend Equity F (HDV) 0.2 $257k 2.7k 94.24
Invesco Exch-traded Fd Tr Div etf (PFM) 0.2 $237k 8.0k 29.53
Valero Energy Corporation (VLO) 0.1 $206k 2.4k 85.12
Willis Towers Watson (WTW) 0.1 $204k 1.1k 193.36
General Electric Company 0.1 $92k 10k 8.94