New England Guild Wealth Advisors

New England Guild Wealth Advisors as of March 31, 2022

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 73 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Int'l Etf (VXUS) 16.1 $30M 508k 59.74
SPDR S&P 500 Etf (SPY) 6.6 $12M 28k 451.65
Vanguard Total Stock Market Etf (VTI) 5.5 $10M 45k 227.68
Vanguard Int'l Developed Marke Etf (VEA) 5.2 $9.9M 205k 48.03
Proshares Dividend Aristocrats Etf (REGL) 4.0 $7.5M 104k 72.27
iShares Russell 2000 Etf (IWM) 4.0 $7.5M 37k 205.28
iShares Core MSCI EAFE Etf (IEFA) 3.8 $7.1M 102k 69.51
Vanguard Interm. Treasuries Etf (VGIT) 3.6 $6.8M 109k 62.91
ProShares Dividend Aristocrats Etf (NOBL) 3.2 $6.0M 64k 94.91
iShares Core S&P 500 Etf (IVV) 3.0 $5.6M 12k 453.65
Vanguard Mid-Cap Etf (VO) 2.6 $5.0M 21k 237.82
iShares EMU Hedged ETF Etf (HEZU) 2.6 $4.8M 142k 34.23
SPDR Doubleline Ttl Rtrn Etf (TOTL) 2.6 $4.8M 108k 44.77
Vanguard Total Bond Market Etf (BND) 2.5 $4.8M 60k 79.55
Invesco S&P 500 Equal Weight Etf (RSP) 2.3 $4.3M 27k 157.70
iShares MSCI Emerging Markets Etf (EEM) 1.9 $3.7M 81k 45.15
iShares DJ US Real Estate Etf (IYR) 1.7 $3.3M 30k 108.21
Vanguard Emerging Markets Etf (VWO) 1.7 $3.2M 69k 46.14
iShares Core US Aggregate Bond Etf (AGG) 1.6 $3.0M 28k 107.11
SPDR S&P Dividend Etf (SDY) 1.5 $2.9M 23k 128.13
iShares US Technology Etf (IYW) 1.5 $2.9M 28k 103.03
iShares Core S&P Small-Cap Etf (IJR) 1.4 $2.6M 24k 107.87
Apple Computer Equity (AAPL) 1.4 $2.6M 15k 174.61
Vanguard Dividend Appreciation Etf (VIG) 1.3 $2.5M 16k 162.16
iShares Core MSCI Totl Etf (IXUS) 1.3 $2.4M 36k 66.59
Vanguard Short-Term Treasuries Etf (VGSH) 1.3 $2.4M 41k 59.27
iShares MSCI EAFE Etf (EFA) 1.1 $2.1M 29k 73.59
Vanguard Small-Cap Etf (VB) 0.9 $1.7M 8.0k 212.46
Vanguard Glb. Ex-US Real Estat Etf (VNQI) 0.8 $1.5M 29k 51.95
iShares Core S&P Mid-Cap Etf (IJH) 0.8 $1.5M 5.6k 268.36
Vanguard Short-Term Corp. Bond Etf (VCSH) 0.7 $1.3M 17k 78.10
K K R Real Estate Finance Trus Etf (KREF) 0.6 $1.2M 59k 20.62
SPDR Financial Select Sector Etf (XLF) 0.6 $1.2M 32k 38.32
iShares Russell Mid-Cap Etf (IWR) 0.6 $1.2M 15k 78.02
Vanguard All-World ex-US Etf (VEU) 0.6 $1.2M 20k 57.60
Vanguard Interm. Corp. Bond Etf (VCIT) 0.6 $1.1M 13k 86.02
Berkshire Hathaway Cl B Equity (BRK.B) 0.5 $1.0M 2.9k 352.96
iShares Core MSCI Emerging Mkt Etf (IEMG) 0.5 $941k 17k 55.54
Vanguard High Dividend Yield Etf (VYM) 0.5 $913k 8.1k 112.19
Vanguard Real Estate Etf (VNQ) 0.5 $906k 8.4k 108.40
Schwab US Dividend Equity Etf (SCHD) 0.4 $792k 10k 78.93
iShares ESG Aware MSCI Etf (ESGD) 0.3 $641k 8.7k 73.70
Raytheon Technologies Equity (RTX) 0.3 $615k 6.2k 99.07
Tesla Motors Equity (TSLA) 0.3 $560k 520.00 1076.92
Chubb Corp. Equity (CB) 0.3 $533k 2.5k 213.71
Semiconductor Holders Tr Etf (SMH) 0.3 $514k 1.9k 269.67
iShares TIPS Bond Etf (TIP) 0.3 $502k 4.0k 124.63
Carrier Global Corp Equity (CARR) 0.2 $444k 9.7k 45.90
Microsoft Equity (MSFT) 0.2 $414k 1.3k 308.49
iShares Core S&P Total Etf (ITOT) 0.2 $384k 3.8k 100.97
iShares S&P NA Tec. Semi. Idx Etf (SOXX) 0.2 $379k 800.00 473.75
Schwab US Broad Market Etf (SCHB) 0.2 $375k 7.0k 53.37
PowerShares FTSE RAFI US 1000 Etf (PRF) 0.2 $371k 2.2k 170.73
iShares MSCI ACWI Ex US Etf (ACWX) 0.2 $366k 7.0k 52.25
Vanguard S&P 500 ETF Etf (VOO) 0.2 $353k 850.00 415.29
iShares Cohen & Steers REIT Etf (ICF) 0.2 $342k 4.8k 71.06
Amazon Equity (AMZN) 0.2 $339k 104.00 3259.62
Otis Worldwide Corp Equity (OTIS) 0.2 $334k 4.3k 77.01
Home Depot Equity (HD) 0.2 $327k 1.1k 299.45
iShares Russell 3000 Etf (IWV) 0.2 $311k 1.2k 262.45
PowerShares Dividend Achievers Etf (PFM) 0.2 $309k 8.0k 38.50
Peoples United Equity 0.2 $287k 14k 19.98
Target Corporation Equity (TGT) 0.1 $267k 1.3k 212.41
iShares Residential Real Estat Etf (REZ) 0.1 $266k 2.8k 95.82
Willis Towers Watson Equity (WTW) 0.1 $249k 1.1k 236.02
Valero Energy Corp Equity (VLO) 0.1 $246k 2.4k 101.65
Johnson & Johnson Equity (JNJ) 0.1 $237k 1.3k 176.87
Pfizer Equity (PFE) 0.1 $236k 4.6k 51.66
Schwab Fundamental US Large Etf (FNDX) 0.1 $234k 4.0k 58.54
iShares Core US Growth Etf (IUSG) 0.1 $211k 2.0k 105.50
Abbvie Equity (ABBV) 0.1 $209k 1.3k 162.02
SPDR Portfolio Emerging Market Etf (SPEM) 0.1 $202k 5.2k 38.69
Ishares US Aerospace Etf (ITA) 0.1 $200k 1.8k 110.93