New England Guild Wealth Advisors

New England Guild Wealth Advisors as of June 30, 2020

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 56 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Star Fd Intl Stk Idxf (VXUS) 17.9 $24M 496k 49.17
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 9.1 $12M 176k 70.57
Spdr S&p 500 Etf (SPY) 6.7 $9.2M 30k 308.37
Vanguard Total Stock Market ETF (VTI) 5.9 $8.0M 51k 156.52
Doubleline Total Etf etf (TOTL) 5.0 $6.8M 136k 49.55
Vanguard Total Bond Market ETF (BND) 3.6 $4.9M 56k 88.33
iShares Lehman Aggregate Bond (AGG) 3.3 $4.4M 37k 118.20
Vanguard Mid-Cap ETF (VO) 3.0 $4.0M 25k 163.93
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 2.8 $3.9M 68k 57.16
iShares S&P 500 Index (IVV) 2.8 $3.8M 12k 309.71
Vanguard Sht Term Govt Bond ETF (VGSH) 2.5 $3.4M 54k 62.21
iShares Russell 2000 Index (IWM) 2.3 $3.1M 22k 143.19
Ishares Tr cur hdg ms emu (HEZU) 2.3 $3.1M 110k 28.14
Vanguard Europe Pacific ETF (VEA) 2.3 $3.1M 80k 38.79
Proshares Tr S&p 500 Aristo (NOBL) 1.9 $2.5M 38k 67.34
Vanguard Emerging Markets ETF (VWO) 1.9 $2.5M 64k 39.61
iShares MSCI Emerging Markets Indx (EEM) 1.8 $2.5M 63k 39.99
Proshares Tr mdcp 400 divid (REGL) 1.8 $2.5M 47k 52.62
SPDR S&P Dividend (SDY) 1.8 $2.5M 27k 91.19
iShares Dow Jones US Technology (IYW) 1.8 $2.4M 9.0k 269.83
Vanguard Dividend Appreciation ETF (VIG) 1.5 $2.1M 18k 117.20
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.5 $2.1M 22k 95.14
Ishares Core Intl Stock Etf core (IXUS) 1.5 $2.0M 37k 54.51
iShares S&P SmallCap 600 Index (IJR) 1.4 $1.9M 28k 68.30
Vanguard Intl Equity Index F glb ex us etf (VNQI) 1.4 $1.9M 41k 46.67
iShares MSCI EAFE Index Fund (EFA) 1.3 $1.8M 30k 60.86
Vanguard Short Term Corporate Bond ETF (VCSH) 1.2 $1.7M 20k 82.64
Apple (AAPL) 1.1 $1.5M 4.0k 364.74
iShares S&P MidCap 400 Index (IJH) 0.9 $1.2M 6.8k 177.75
Ishares Inc core msci emkt (IEMG) 0.7 $923k 19k 47.58
Vanguard FTSE All-World ex-US ETF (VEU) 0.7 $909k 19k 47.62
Vanguard REIT ETF (VNQ) 0.6 $858k 11k 78.51
iShares Russell Midcap Index Fund (IWR) 0.6 $827k 15k 53.59
Vanguard High Dividend Yield ETF (VYM) 0.5 $641k 8.1k 78.77
Invesco S&p 500 Equal Weight Etf (RSP) 0.5 $640k 6.3k 101.78
Vanguard Small-Cap ETF (VB) 0.4 $495k 3.4k 145.67
Schwab Strategic Tr us dividend eq (SCHD) 0.4 $486k 9.4k 51.79
Home Depot (HD) 0.3 $463k 1.8k 250.54
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $378k 3.3k 115.35
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.2 $316k 2.9k 108.26
Invesco S&p 500 Low Volatility Etf (SPLV) 0.2 $304k 6.1k 49.75
Amazon (AMZN) 0.2 $298k 108.00 2759.26
Schwab U S Broad Market ETF (SCHB) 0.2 $296k 4.0k 73.38
American Express Company (AXP) 0.2 $276k 2.9k 95.21
Vanguard S&p 500 Etf idx (VOO) 0.2 $262k 925.00 283.24
iShares S&P 1500 Index Fund (ITOT) 0.2 $249k 3.6k 69.36
Invesco Exch-traded Fd Tr Div etf (PFM) 0.2 $226k 8.0k 28.16
Berkshire Hathaway (BRK.B) 0.2 $221k 1.2k 178.80
iShares Russell 3000 Index (IWV) 0.2 $218k 1.2k 180.46
iShares S&P NA Tec. Semi. Idx (SOXX) 0.2 $217k 800.00 271.25
iShares Cohen & Steers Realty Maj. (ICF) 0.2 $208k 2.1k 100.73
Willis Towers Watson (WTW) 0.2 $208k 1.1k 197.16
At&t (T) 0.2 $207k 6.8k 30.29
Microsoft Corporation (MSFT) 0.1 $201k 990.00 203.03
People's United Financial 0.1 $198k 17k 11.55
General Electric Company 0.1 $71k 11k 6.79