HoldingsChannel.com
New England Guild Wealth Advisors Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Vanguard Interm. Treasuries (VGIT) 167,542 +2,797 $11,041
     VGIT167,542+2,797$11,041
Vanguard Total International S (VXUS) 187,722 +18,185 $10,454
     VXUS187,722+18,185$10,454
iShares Core MSCI EAFE (IEFA) 149,048 +74 $9,724
     IEFA149,048+74$9,724
Vanguard FTSE Developed Market (VEA) 198,307 +7,357 $8,737
     VEA198,307+7,357$8,737
Vanguard Total Stock Market (VTI) 51,391 -6,477 $8,409
     VTI51,391-6,477$8,409
SPDR Doubleline Ttl Rtrn (TOTL) 164,433 -11,939 $8,056
     TOTL164,433-11,939$8,056
SPDR S&P 500 (SPY) 21,349 -409 $6,871
     SPY21,349-409$6,871
iShares EMU Hedged ETF (HEZU) 188,158 +1,622 $5,980
     HEZU188,158+1,622$5,980
iShares Core S&P Small Cap (IJR) 58,339 -4,871 $4,892
     IJR58,339-4,871$4,892
Vanguard Total Bond Market (BND) 55,333 +2,183 $4,640
     BND55,333+2,183$4,640
ProShares Dividend Aristocrats (NOBL) 54,143 -7,396 $4,093
     NOBL54,143-7,396$4,093
SPDR S&P Dividend (SDY) 36,958 -425 $3,976
     SDY36,958-425$3,976
Vanguard Short Term Treasuries (VGSH) 65,241 -3,219 $3,969
     VGSH65,241-3,219$3,969
iShares Core S&P Mid Cap (IJH) 16,873 -2,376 $3,473
     IJH16,873-2,376$3,473
iShares Russell 2000 (IWM) 19,780 -6,695 $3,277
     IWM19,780-6,695$3,277
iShares Core US Aggregate Bond (AGG) 26,500 -1,241 $2,978
     AGG26,500-1,241$2,978
Vanguard Glb. Ex US Real Estat (VNQI) 50,399 -30,712 $2,978
     VNQI50,399-30,712$2,978
Vanguard Real Estate (VNQ) 31,561 -5,088 $2,929
     VNQ31,561-5,088$2,929
iShares MSCI EAFE (EFA) 41,847 +11 $2,906
     EFA41,847+11$2,906
iShares MSCI Emerging Markets (EEM) 59,476 -15,594 $2,669
     EEM59,476-15,594$2,669
Vanguard Interm. Corp. Bond (VCIT) 28,386 +423 $2,592
     VCIT28,386+423$2,592
iShares Core S&P 500 (IVV) 7,662 -540 $2,477
     IVV7,662-540$2,477
Vanguard Short Term Corp. Bond (VCSH) 23,677 -436 $1,919
     VCSH23,677-436$1,919
Apple Computer 5,899 -1,151 $1,732
     AAPL5,899-1,151$1,732
Vanguard Dividend Appreciation (VIG) 12,836 -1,713 $1,600
     VIG12,836-1,713$1,600
Vanguard FTSE Emerging Markets (VWO) 35,621 -5,915 $1,584
     VWO35,621-5,915$1,584
iShares MSCI EAFE Small Cap (SCZ) 21,863 -1,258 $1,362
     SCZ21,863-1,258$1,362
iShares Core MSCI Totl (IXUS) 16,917 +21 $1,047
     IXUS16,917+21$1,047
iShares Core MSCI Emerging Mkt (IEMG) 19,400 UNCH $1,043
     IEMG19,400UNCH$1,043
Berkshire Hathaway Cl B      $969
     BRK.B4,276UNCH$969
iShares Russell Mid Cap (IWR) 15,432 UNCH $920
     IWR15,432UNCH$920
Vanguard High Dividend Yield (VYM) 8,138 UNCH $763
     VYM8,138UNCH$763
iShares Residential Real Estat (REZ) 9,118 +2,635 $687
     REZ9,118+2,635$687
Schwab US Small Cap 8,100 -1,612 $613
     SCHA8,100-1,612$613
PowerShares FTSE RAFI US 1000 (PRF) 4,394 -4,235 $557
     PRF4,394-4,235$557
Schwab US Dividend Equity 9,384 UNCH $544
     SCHD9,384UNCH$544
Vanguard FTSE All World ex US (VEU) 9,546 +414 $513
     VEU9,546+414$513
Vanguard Small Cap (VB) 2,867 -1,024 $475
     VB2,867-1,024$475
Becton Dickinson & Co 1,500 UNCH $408
     BDX1,500UNCH$408
Home Depot Inc 1,848 UNCH $404
     HD1,848UNCH$404
Invesco S&P 500 Low 6,763 UNCH $395
     SPLV6,763UNCH$395
Vanguard Mid Cap (VO) 2,152 +254 $383
     VO2,152+254$383
iShares Cohen & Steers REIT (ICF) 3,265 +2 $382
     ICF3,265+2$382
Schwab US Broad Market 4,967 -508 $382
     SCHB4,967-508$382
iShares National Muni Bond (MUB) 3,277 UNCH $373
     MUB3,277UNCH$373
Peoples United 21,025 +3,886 $355
     PBCT21,025+3,886$355
Vanguard S&P 500 ETF (VOO) 1,131 +1,131 $335
     VOO1,131+1,131$335
American Express Company 2,449 UNCH $305
     AXP2,449UNCH$305
A T & T 7,334 +500 $287
     T7,334+500$287
Invesco S&P Midcap Low 5,309 +5,309 $286
     XMLV5,309+5,309$286

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 12/31/2019: $139,300
At 09/30/2019: $139,250

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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