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New England Guild Wealth Advisors, Inc.

Q4 2017 Holdings

Filed 2019-08-21 | 53 holdings | $104.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Ftse Developed Market(VEA)ETF921943858$7.9K176,2127.6%
Vanguard Total Stock Market(VTI)ETF922908769$7.3K53,1437.0%
Vanguard Total Bond Market(BND)ETF921937835$7.1K86,5826.8%
iShares EMU Hedged ETF(HEZU)ETF46434V639$6.2K209,5096.0%
Vanguard Glb. Ex-US Real Estat(VNQI)ETF922042676$6.0K98,7375.7%
Vanguard Interm. Corp. Bond(VCIT)ETF92206C870$5.8K68,3245.6%
Vanguard Total International S(VXUS)ETF921909768$5.1K90,2744.9%
Spdr S&P 500(SPY)ETF78462F103$5.1K19,0204.9%
Vanguard Short-Term Corp. Bond(VCSH)ETF92206C409$4.9K61,9334.7%
Spdr Doubleline Ttl Rtrn(TOTL)ETF78467V848$4.7K95,9974.5%
iShares Core Msci Eafe(IEFA)ETF46432F842$4.2K63,1764.0%
iShares Core S&P Small-Cap(IJR)ETF464287804$3.9K50,3193.7%
iShares Core S&P Mid-Cap(IJH)ETF464287507$3.7K19,3073.5%
iShares Core US Aggregate Bond(AGG)ETF464287226$3.5K32,3293.4%
iShares Msci Eafe(EFA)ETF464287465$3.3K47,0653.2%
Spdr S&P Dividend(SDY)ETF78464A763$2.9K30,3972.7%
iShares Msci Emerging Markets(EEM)ETF464287234$2.8K58,6962.6%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$1.9K41,6741.8%
iShares Msci Eafe Small-Cap(SCZ)ETF464288273$1.7K26,5881.6%
Vanguard Dividend Appreciation(VIG)ETF921908844$1.5K14,5661.4%
Apple Computer(AAPL)EQUITY037833100$1.5K8,6271.4%
Berkshire Hathaway Cl B(BRK/B)EQUITY084670702$1.4K7,1001.3%
iShares Core Msci Emerging Mkt(IEMG)ETF46434G103$1.2K20,5321.1%
iShares Russell 2000(IWM)ETF464287655$9025,9160.9%
iShares Russell Mid-Cap(IWR)ETF464287499$8323,9980.8%
Vanguard High Dividend Yield(VYM)ETF921946406$6978,1380.7%
iShares National Muni Bond(MUB)ETF464288414$5294,7790.5%
Vanguard Real Estate(VNQ)ETF922908553$4996,0130.5%
Schwab US Dividend Equity(SCHD)ETF808524797$4809,3840.5%
Vanguard Ftse All-World ex-US(VEU)ETF922042775$4337,9060.4%
Schwab Fundamental US Large Co(FNDX)ETF808524771$39610,5750.4%
iShares Core S&P 500(IVV)ETF464287200$3851,4330.4%
iShares Core Msci Totl(IXUS)ETF46432F834$3786,0000.4%
Vanguard Small-Cap(VB)ETF922908751$3702,5050.4%
iShares Russell 3000(IWV)ETF464287689$3552,2450.3%
Home Depot Inc(HD)EQUITY437076102$3501,8480.3%
iShares Cohen & Steers REIT(ICF)ETF464287564$3433,3850.3%
Robo Global Robotics ETF(ROBO)EQUITY301505707$3438,3030.3%
Schwab US Broad Market(SCHB)ETF808524102$3235,0000.3%
Becton Dickinson & Co(BDX)EQUITY075887109$3211,5000.3%
iShares Barclays Tips Bond(TIP)ETF464287176$3012,6420.3%
iShares Residential Real Estat(REZ)ETF464288562$2934,7000.3%
iShares Core Short-Term USD Bo(ISTB)ETF46432F859$2845,7000.3%
First Connecticut BancpEQUITY319850103$27510,5000.3%
A T & T(T)EQUITY00206R102$2737,0100.3%
Exxon Mobil Corporation(XOM)EQUITY30231G102$2583,0870.2%
iShares Core High Dividend(HDV)ETF46429B663$2462,7270.2%
American Express Company(AXP)EQUITY025816109$2432,4490.2%
Schwab US Small-Cap(SCHA)ETF808524607$2303,3020.2%
Valero Energy Corp New(VLO)EQUITY91913Y100$2222,4200.2%
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