HoldingsChannel.com
New England Guild Wealth Advisors Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
Vanguard Total International S (VXUS) 495,721 +80,569 $24,375
     VXUS495,721+80,569$24,375
Vanguard Interm. Treasuries (VGIT) 175,981 +5,489 $12,419
     VGIT175,981+5,489$12,419
SPDR S&P 500 (SPY) 29,682 -42 $9,153
     SPY29,682-42$9,153
Vanguard Total Stock Market (VTI) 51,072 -2,969 $7,994
     VTI51,072-2,969$7,994
SPDR Doubleline Ttl Rtrn (TOTL) 136,429 -595 $6,760
     TOTL136,429-595$6,760
Vanguard Total Bond Market (BND) 55,564 +1,869 $4,908
     BND55,564+1,869$4,908
iShares Core US Aggregate Bond (AGG) 37,436 +6,887 $4,425
     AGG37,436+6,887$4,425
Vanguard Mid Cap (VO) 24,535 +3,730 $4,022
     VO24,535+3,730$4,022
iShares Core MSCI EAFE (IEFA) 67,721 -1,409 $3,871
     IEFA67,721-1,409$3,871
iShares Core S&P 500 (IVV) 12,263 +3,324 $3,798
     IVV12,263+3,324$3,798
Vanguard Short Term Treasuries (VGSH) 54,302 -825 $3,378
     VGSH54,302-825$3,378
iShares Russell 2000 (IWM) 21,726 +14,640 $3,111
     IWM21,726+14,640$3,111
iShares EMU Hedged ETF (HEZU) 110,078 +58,875 $3,098
     HEZU110,078+58,875$3,098
Vanguard FTSE Developed Market (VEA) 79,746 -4,655 $3,093
     VEA79,746-4,655$3,093
ProShares Dividend Aristocrats (NOBL) 37,643 +4,398 $2,535
     NOBL37,643+4,398$2,535
Vanguard FTSE Emerging Markets (VWO) 63,622 +102 $2,520
     VWO63,622+102$2,520
iShares MSCI Emerging Markets (EEM) 62,815 +24,844 $2,512
     EEM62,815+24,844$2,512
Proshares S&P Midcap 400 Dvd (REGL) 47,134 +59 $2,480
     REGL47,134+59$2,480
SPDR S&P Dividend (SDY) 27,120 -3,781 $2,473
     SDY27,120-3,781$2,473
iShares US Technology (IYW) 9,013 -89 $2,432
     IYW9,013-89$2,432
Vanguard Dividend Appreciation (VIG) 17,842 -1,837 $2,091
     VIG17,842-1,837$2,091
Vanguard Interm. Corp. Bond (VCIT) 21,706 -302 $2,065
     VCIT21,706-302$2,065
iShares Core MSCI Totl (IXUS) 37,294 +748 $2,033
     IXUS37,294+748$2,033
iShares Core S&P Small Cap (IJR) 27,877 -8,438 $1,904
     IJR27,877-8,438$1,904
Vanguard Glb. Ex US Real Estat (VNQI) 40,777 -7,164 $1,903
     VNQI40,777-7,164$1,903
iShares MSCI EAFE (EFA) 29,936 -78 $1,822
     EFA29,936-78$1,822
Vanguard Short Term Corp. Bond (VCSH) 20,329 +58 $1,680
     VCSH20,329+58$1,680
Apple Computer 4,044 UNCH $1,475
     AAPL4,044UNCH$1,475
iShares Core S&P Mid Cap (IJH) 6,796 +138 $1,208
     IJH6,796+138$1,208
iShares Core MSCI Emerging Mkt (IEMG) 19,400 UNCH $923
     IEMG19,400UNCH$923
Vanguard FTSE All World ex US (VEU) 19,089 -791 $909
     VEU19,089-791$909
Vanguard Real Estate (VNQ) 10,929 -2,234 $858
     VNQ10,929-2,234$858
iShares Russell Mid Cap (IWR) 15,432 UNCH $827
     IWR15,432UNCH$827
Vanguard High Dividend Yield (VYM) 8,138 UNCH $641
     VYM8,138UNCH$641
Invesco S&P 500 Equal Weight 6,288 +6,288 $640
     RSP6,288+6,288$640
Vanguard Small Cap (VB) 3,398 +8 $495
     VB3,398+8$495
Schwab US Dividend Equity 9,384 UNCH $486
     SCHD9,384UNCH$486
Home Depot Inc 1,848 UNCH $463
     HD1,848UNCH$463
iShares National Muni Bond (MUB) 3,277 UNCH $378
     MUB3,277UNCH$378
PowerShares FTSE RAFI US 1000 (PRF) 2,919 -43 $316
     PRF2,919-43$316
Invesco S&P 500 Low 6,111 UNCH $304
     SPLV6,111UNCH$304
Amazon Com Inc 108 UNCH $298
     AMZN108UNCH$298
Schwab US Broad Market 4,034 -1,249 $296
     SCHB4,034-1,249$296
American Express Company 2,899 +450 $276
     AXP2,899+450$276
Vanguard S&P 500 ETF (VOO) 925 UNCH $262
     VOO925UNCH$262
Ishares Core S&P Total (ITOT) 3,590 UNCH $249
     ITOT3,590UNCH$249
PowerShares Dividend Achievers (PFM) 8,025 +8,025 $226
     PFM8,025+8,025$226
Berkshire Hathaway Cl B      $221
     BRK.B1,236-3,040$221
iShares Russell 3000 (IWV) 1,208 -150 $218
     IWV1,208-150$218
iShares S&P NA Tec. Semi. Idx (SOXX) 800 +800 $217
     SOXX800+800$217

See Full List: All Stocks Held By New England Guild Wealth Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By New England Guild Wealth Advisors Inc.

Size ($ in 1000's)
At 06/30/2020: $136,134
At 03/31/2020: $111,366

New England Guild Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from New England Guild Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings

New England Guild Wealth Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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