New England Guild Wealth Advisors

New England Guild Wealth Advisors as of Dec. 31, 2019

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 57 positions in its portfolio as reported in the December 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 168k 65.90
Vanguard Star Fd Intl Stk Idxf (VXUS) 7.5 $11M 188k 55.69
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.0 $9.7M 149k 65.24
Vanguard Europe Pacific ETF (VEA) 6.3 $8.7M 198k 44.06
Vanguard Total Stock Market ETF (VTI) 6.0 $8.4M 51k 163.63
Doubleline Total Etf etf (TOTL) 5.8 $8.1M 164k 48.99
Spdr S&p 500 Etf (SPY) 4.9 $6.9M 21k 321.84
Ishares Tr cur hdg ms emu (HEZU) 4.3 $6.0M 188k 31.78
iShares S&P SmallCap 600 Index (IJR) 3.5 $4.9M 58k 83.85
Vanguard Total Bond Market ETF (BND) 3.3 $4.6M 55k 83.86
Proshares Tr S&p 500 Aristo (NOBL) 2.9 $4.1M 54k 75.60
SPDR S&P Dividend (SDY) 2.9 $4.0M 37k 107.58
Vanguard Sht Term Govt Bond ETF (VGSH) 2.9 $4.0M 65k 60.84
iShares S&P MidCap 400 Index (IJH) 2.5 $3.5M 17k 205.83
iShares Russell 2000 Index (IWM) 2.4 $3.3M 20k 165.67
iShares Lehman Aggregate Bond (AGG) 2.1 $3.0M 27k 112.38
Vanguard Intl Equity Index F glb ex us etf (VNQI) 2.1 $3.0M 50k 59.09
Vanguard REIT ETF (VNQ) 2.1 $2.9M 32k 92.80
iShares MSCI EAFE Index Fund (EFA) 2.1 $2.9M 42k 69.44
iShares MSCI Emerging Markets Indx (EEM) 1.9 $2.7M 60k 44.88
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.9 $2.6M 28k 91.31
iShares S&P 500 Index (IVV) 1.8 $2.5M 7.7k 323.28
Vanguard Short Term Corporate Bond ETF (VCSH) 1.4 $1.9M 24k 81.05
Apple (AAPL) 1.2 $1.7M 5.9k 293.61
Vanguard Dividend Appreciation ETF (VIG) 1.1 $1.6M 13k 124.65
Vanguard Emerging Markets ETF (VWO) 1.1 $1.6M 36k 44.47
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.0 $1.4M 22k 62.30
Ishares Inc core msci emkt (IEMG) 0.8 $1.0M 19k 53.76
Ishares Core Intl Stock Etf core (IXUS) 0.8 $1.0M 17k 61.89
Berkshire Hathaway (BRK.B) 0.7 $969k 4.3k 226.61
iShares Russell Midcap Index Fund (IWR) 0.7 $920k 15k 59.62
Vanguard High Dividend Yield ETF (VYM) 0.6 $763k 8.1k 93.76
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.5 $687k 9.1k 75.35
Schwab U S Small Cap ETF (SCHA) 0.4 $613k 8.1k 75.68
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.4 $557k 4.4k 126.76
Schwab Strategic Tr us dividend eq (SCHD) 0.4 $544k 9.4k 57.97
Vanguard FTSE All-World ex-US ETF (VEU) 0.4 $513k 9.5k 53.74
Vanguard Small-Cap ETF (VB) 0.3 $475k 2.9k 165.68
Home Depot (HD) 0.3 $404k 1.8k 218.61
Becton, Dickinson and (BDX) 0.3 $408k 1.5k 272.00
Invesco S&p 500 Low Volatility Etf (SPLV) 0.3 $395k 6.8k 58.41
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $373k 3.3k 113.82
Vanguard Mid-Cap ETF (VO) 0.3 $383k 2.2k 177.97
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $382k 3.3k 117.00
Schwab U S Broad Market ETF (SCHB) 0.3 $382k 5.0k 76.91
People's United Financial 0.2 $355k 21k 16.88
Vanguard S&p 500 Etf idx (VOO) 0.2 $335k 1.1k 296.20
American Express Company (AXP) 0.2 $305k 2.4k 124.54
At&t (T) 0.2 $287k 7.3k 39.13
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 0.2 $286k 5.3k 53.87
Ishares High Dividend Equity F (HDV) 0.2 $267k 2.7k 97.91
iShares Russell 3000 Index (IWV) 0.2 $256k 1.4k 188.51
Invesco Exch-traded Fd Tr Div etf (PFM) 0.2 $246k 8.0k 30.65
Valero Energy Corporation (VLO) 0.2 $227k 2.4k 93.80
iShares Russell 2000 Value Index (IWN) 0.2 $226k 1.8k 128.48
Willis Towers Watson (WTW) 0.1 $213k 1.1k 201.90
General Electric Company 0.1 $121k 11k 11.20