NEW ENGLAND GUILD WEALTH ADVISORS, INC. 13F Holdings

CIK 0000878057 · AVON, CT

As of Dec 31, 2022, NEW ENGLAND GUILD WEALTH ADVISORS, INC. reported 67 positions worth 89.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—663,232$34.3K18.09%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—180,264 3.6K7.15%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—166,210 2.5K6.59%
SPDR S&P 500 ETF TRUSTSPY—26,625 0.2K5.37%
VANGUARD TOTAL STOCK MKT ETFVTI—45,054$8.6K4.54%
PROSHARES TRREGL—117,947$8.4K4.45%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBL—81,729$7.4K3.88%
ISHARES CORE MSCI EAFE ETFIEFA—118,594$7.3K3.85%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—89,155$6.4K3.38%
VANGUARD TAX-MANAGED FUNDSVEA—123,468$5.2K2.73%
STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETFTOTL—123,432$4.9K2.61%
ISHARES RUSSELL 2000 ETFIWM—27,023$4.7K2.48%
ISHARES CORE S&P 500 ETFIVV—11,186$4.3K2.27%
VANGUARD MID-CAP INDEX FUNDVO—20,919$4.3K2.25%
ISHARES CORE US AGGREGATE BOND ETFAGG—43,540$4.2K2.23%
ISHARES TRHEZU—120,820$3.4K1.77%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—21,820$3.1K1.62%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETFSDY—22,283$2.8K1.47%
ISHARES MSCI EAFE ETFEFA—37,952$2.5K1.31%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUNDVGIT—41,181$2.4K1.27%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFIXUS—40,768$2.4K1.24%
VANGUARD DIVIDEND APPREC ETFVIG—14,609$2.2K1.17%
ISHARES MSCI EMERGING MARKETS ETFEEM—56,334$2.1K1.13%
ISHARES NATIONAL MUNI BOND ETFMUB—19,025$2.0K1.06%
ISHARES US REAL ESTATE ETFIYR—23,451$2.0K1.04%