New England Guild Wealth Advisors

New England Guild Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 66 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Int'l Etf (VXUS) 15.5 $26M 559k 45.77
Vanguard Total Bond Market Etf (BND) 9.0 $15M 210k 71.33
SPDR S&P 500 Etf (SPY) 5.9 $9.8M 28k 357.16
iShares TIPS Bond Etf (TIP) 5.1 $8.4M 80k 104.90
Vanguard Total Stock Market Etf (VTI) 5.0 $8.2M 46k 179.46
Proshares Dividend Aristocrats Etf (REGL) 4.3 $7.1M 111k 64.43
iShares EMU Hedged ETF Etf (HEZU) 3.8 $6.3M 220k 28.85
iShares Core MSCI EAFE Etf (IEFA) 3.8 $6.3M 119k 52.67
ProShares Dividend Aristocrats Etf (NOBL) 3.3 $5.5M 69k 79.96
iShares Russell 2000 Etf (IWM) 3.1 $5.1M 31k 164.90
Vanguard Int'l Developed Marke Etf (VEA) 2.6 $4.3M 119k 36.36
iShares Core S&P 500 Etf (IVV) 2.5 $4.2M 12k 358.67
SPDR Doubleline Ttl Rtrn Etf (TOTL) 2.4 $4.0M 101k 40.18
Vanguard Mid-Cap Etf (VO) 2.4 $3.9M 21k 187.97
iShares Core US Aggregate Bond Etf (AGG) 2.1 $3.5M 36k 96.33
Vanguard Interm. Treasuries Etf (VGIT) 1.8 $2.9M 51k 58.31
Invesco S&P 500 Equal Weight Etf (RSP) 1.7 $2.8M 22k 127.29
iShares MSCI Emerging Markets Etf (EEM) 1.5 $2.5M 72k 34.88
Vanguard Emerging Markets Etf (VWO) 1.5 $2.5M 69k 36.50
SPDR S&P Dividend Etf (SDY) 1.5 $2.5M 22k 111.50
iShares MSCI EAFE Etf (EFA) 1.3 $2.1M 38k 56.02
Apple Computer Equity (AAPL) 1.2 $2.1M 15k 138.23
iShares US Technology Etf (IYW) 1.2 $2.0M 28k 73.38
iShares Core MSCI Totl Etf (IXUS) 1.2 $2.0M 40k 50.93
Vanguard Dividend Appreciation Etf (VIG) 1.2 $2.0M 15k 135.13
iShares Core S&P Small-Cap Etf (IJR) 1.1 $1.8M 21k 87.18
iShares Core S&P Mid-Cap Etf (IJH) 0.9 $1.6M 7.1k 219.20
iShares DJ US Real Estate Etf (IYR) 0.8 $1.3M 16k 81.40
iShares National Muni Bond Etf (MUB) 0.7 $1.2M 12k 102.62
Vanguard Small-Cap Etf (VB) 0.7 $1.2M 6.8k 170.95
Vanguard Glb. Ex-US Real Estat Etf (VNQI) 0.7 $1.1M 29k 38.17
Vanguard Short-Term Corp. Bond Etf (VCSH) 0.6 $1.1M 14k 74.29
Vanguard Interm. Corp. Bond Etf (VCIT) 0.6 $1.0M 13k 75.67
iShares Russell Mid-Cap Etf (IWR) 0.6 $959k 15k 62.14
Vanguard All-World ex-US Etf (VEU) 0.5 $890k 20k 44.35
Vanguard Short-Term Treasuries Etf (VGSH) 0.5 $776k 13k 57.78
Vanguard High Dividend Yield Etf (VYM) 0.5 $772k 8.1k 94.86
iShares Core MSCI Emerging Mkt Etf (IEMG) 0.4 $718k 17k 42.99
Vanguard Real Estate Etf (VNQ) 0.4 $708k 8.8k 80.21
K K R Real Estate Finance Trus Equity (KREF) 0.4 $680k 42k 16.24
Schwab US Dividend Equity Etf (SCHD) 0.4 $667k 10k 66.47
Berkshire Hathaway Cl B Equity (BRK.B) 0.3 $530k 2.0k 266.87
Raytheon Technologies Equity (RTX) 0.3 $508k 6.2k 81.83
SPDR Financial Select Sector Etf (XLF) 0.3 $507k 17k 30.33
iShares ESG Aware MSCI Etf (ESGD) 0.3 $469k 8.3k 56.18
Chubb Corp. Equity (CB) 0.3 $454k 2.5k 182.04
Tesla Motors Equity (TSLA) 0.3 $418k 1.6k 265.40
Semiconductor Holders Tr Equity (SMH) 0.2 $353k 1.9k 185.20
Microsoft Equity (MSFT) 0.2 $312k 1.3k 233.18
SPDR Portfolio Emerging Market Etf (SPEM) 0.2 $309k 10k 31.01
Carrier Global Corp Equity (CARR) 0.2 $308k 8.7k 35.51
PowerShares FTSE RAFI US 1000 Etf (PRF) 0.2 $302k 2.2k 138.98
iShares Core S&P Total Etf (ITOT) 0.2 $302k 3.8k 79.41
M&T Bank Corporation Equity (MTB) 0.2 $299k 1.7k 176.51
Home Depot Equity (HD) 0.2 $297k 1.1k 276.02
Schwab US Broad Market Etf (SCHB) 0.2 $296k 7.0k 42.04
Otis Worldwide Corp Equity (OTIS) 0.2 $277k 4.3k 63.87
iShares Cohen & Steers REIT Etf (ICF) 0.2 $264k 4.9k 53.66
PowerShares Dividend Achievers Etf (PFM) 0.2 $260k 8.0k 32.40
Valero Energy Corp Equity (VLO) 0.2 $259k 2.4k 107.02
iShares S&P NA Tec. Semi. Idx Etf (SOXX) 0.2 $255k 800.00 318.75
iShares Russell 3000 Etf (IWV) 0.1 $245k 1.2k 206.75
iShares Residential Real Estat Etf (REZ) 0.1 $244k 3.4k 71.96
Amazon Equity (AMZN) 0.1 $235k 2.1k 112.98
Vanguard S&P 500 ETF Etf (VOO) 0.1 $215k 655.00 328.24
Willis Towers Watson Equity (WTW) 0.1 $212k 1.1k 200.95