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New England Guild Wealth Advisors, Inc.

Q1 2018 Holdings

Filed 2019-08-21 | 53 holdings | $105.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Ftse Developed Market(VEA)ETF921943858$7.7K174,4867.3%
Vanguard Total Stock Market(VTI)ETF922908769$7.1K52,3776.7%
Vanguard Glb. Ex-US Real Estat(VNQI)ETF922042676$7.1K116,5936.7%
Vanguard Total Bond Market(BND)ETF921937835$6.9K86,1546.5%
iShares EMU Hedged ETF(HEZU)ETF46434V639$6.2K210,0455.8%
Vanguard Total International S(VXUS)ETF921909768$5.8K102,7515.5%
Vanguard Interm. Corp. Bond(VCIT)ETF92206C870$5.7K67,6665.4%
Spdr S&P 500(SPY)ETF78462F103$5.0K19,0724.8%
Spdr Doubleline Ttl Rtrn(TOTL)ETF78467V848$4.9K102,4334.7%
Vanguard Short-Term Corp. Bond(VCSH)ETF92206C409$4.8K61,2714.5%
iShares Core Msci Eafe(IEFA)ETF46432F842$4.2K63,1763.9%
iShares Core S&P Small-Cap(IJR)ETF464287804$3.9K50,1993.7%
iShares Core US Aggregate Bond(AGG)ETF464287226$3.7K34,7713.5%
iShares Core S&P Mid-Cap(IJH)ETF464287507$3.7K19,5243.5%
iShares Msci Eafe(EFA)ETF464287465$3.3K47,8373.2%
iShares Msci Emerging Markets(EEM)ETF464287234$2.9K60,0352.7%
Spdr S&P Dividend(SDY)ETF78464A763$2.8K30,5072.6%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$2.0K41,7161.9%
iShares Msci Eafe Small-Cap(SCZ)ETF464288273$1.7K26,6031.6%
Vanguard Dividend Appreciation(VIG)ETF921908844$1.5K14,4171.4%
Apple Computer(AAPL)EQUITY037833100$1.4K8,6041.4%
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$9075,9770.9%
iShares Russell Mid-Cap(IWR)ETF464287499$8253,9980.8%
Vanguard High Dividend Yield(VYM)ETF921946406$6718,1380.6%
iShares National Muni Bond(MUB)ETF464288414$5214,7790.5%
Schwab US Dividend Equity(SCHD)ETF808524797$4609,3840.4%
Vanguard Ftse All-World ex-US(VEU)ETF922042775$4307,9060.4%
Vanguard Real Estate(VNQ)ETF922908553$4085,4080.4%
Schwab Fundamental US Large Co(FNDX)ETF808524771$38610,6200.4%
iShares Core Msci Totl(IXUS)ETF46432F834$3786,0000.4%
Vanguard Small-Cap(VB)ETF922908751$3682,5050.3%
iShares Core S&P 500(IVV)ETF464287200$3661,3800.3%
iShares Russell 3000(IWV)ETF464287689$3512,2460.3%
Home Depot Inc(HD)EQUITY437076102$3471,9480.3%
Robo Global Robotics ETF(ROBO)EQUITY301505707$3478,3040.3%
Becton Dickinson & Co(BDX)EQUITY075887109$3251,5000.3%
Schwab US Broad Market(SCHB)ETF808524102$3195,0000.3%
iShares Cohen & Steers REIT(ICF)ETF464287564$3163,3880.3%
iShares Barclays Tips Bond(TIP)ETF464287176$2992,6430.3%
iShares Core Short-Term USD Bo(ISTB)ETF46432F859$2815,7000.3%
iShares Residential Real Estat(REZ)ETF464288562$2714,7000.3%
First Connecticut BancpEQUITY319850103$26910,5000.3%
A T & T(T)EQUITY00206R102$2507,0100.2%
Exxon Mobil Corporation(XOM)EQUITY30231G102$2303,0880.2%
iShares Core High Dividend(HDV)ETF46429B663$2302,7270.2%
Schwab US Small-Cap(SCHA)ETF808524607$2283,3030.2%
American Express Company(AXP)EQUITY025816109$2282,4490.2%
Valero Energy Corp New(VLO)EQUITY91913Y100$2252,4200.2%
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