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New England Guild Wealth Advisors, Inc.

Q2 2018 Holdings

Filed 2019-08-21 | 54 holdings | $109.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Spdr Doubleline Ttl Rtrn(TOTL)ETF78467V848$8.4K176,0257.6%
Vanguard Total Stock Market(VTI)ETF922908769$8.1K57,7277.4%
Vanguard Ftse Developed Market(VEA)ETF921943858$7.5K174,1756.8%
Vanguard Glb. Ex-US Real Estat(VNQI)ETF922042676$7.1K122,1176.5%
Vanguard Total Bond Market(BND)ETF921937835$6.5K81,6615.9%
iShares EMU Hedged ETF(HEZU)ETF46434V639$6.3K210,0455.8%
Vanguard Total International S(VXUS)ETF921909768$6.2K114,9215.7%
Vanguard Interm. Corp. Bond(VCIT)ETF92206C870$5.3K62,8944.8%
iShares Core S&P Small-Cap(IJR)ETF464287804$5.0K60,4224.6%
Spdr S&P 500(SPY)ETF78462F103$4.7K17,2014.3%
iShares Core Msci Eafe(IEFA)ETF46432F842$4.0K63,8383.7%
iShares Core S&P Mid-Cap(IJH)ETF464287507$4.0K20,5263.7%
Vanguard Short-Term Corp. Bond(VCSH)ETF92206C409$3.9K49,3313.5%
iShares Msci Eafe(EFA)ETF464287465$3.2K47,8542.9%
Spdr S&P Dividend(SDY)ETF78464A763$3.0K32,7182.8%
iShares Core US Aggregate Bond(AGG)ETF464287226$2.9K27,6832.7%
iShares Msci Emerging Markets(EEM)ETF464287234$2.7K61,5892.4%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$1.7K41,0191.6%
iShares Msci Eafe Small-Cap(SCZ)ETF464288273$1.6K25,8981.5%
Vanguard Dividend Appreciation(VIG)ETF921908844$1.5K14,4231.3%
Apple Computer(AAPL)EQUITY037833100$1.4K7,7761.3%
Berkshire Hathaway Cl B(BRK/B)EQUITY084670702$1.3K7,1001.2%
PowerShares Ftse Rafi US 1000(PRF)ETF46137V613$1.3K11,3801.2%
iShares Core Msci Emerging Mkt(IEMG)ETF46434G103$1.1K20,5421.0%
iShares Russell 2000(IWM)ETF464287655$9896,0400.9%
iShares Russell Mid-Cap(IWR)ETF464287499$8483,9980.8%
Vanguard High Dividend Yield(VYM)ETF921946406$6768,1380.6%
Schwab US Dividend Equity(SCHD)ETF808524797$4639,3840.4%
Robo Global Robotics ETF(ROBO)EQUITY301505707$41210,3040.4%
Vanguard Real Estate(VNQ)ETF922908553$4115,0420.4%
Vanguard Ftse All-World ex-US(VEU)ETF922042775$4107,9060.4%
Schwab Fundamental US Large Co(FNDX)ETF808524771$39710,6200.4%
iShares National Muni Bond(MUB)ETF464288414$3753,4360.3%
iShares Russell 3000(IWV)ETF464287689$3652,2460.3%
iShares Core Msci Totl(IXUS)ETF46432F834$3616,0000.3%
Home Depot Inc(HD)EQUITY437076102$3611,8480.3%
Becton Dickinson & Co(BDX)EQUITY075887109$3591,5000.3%
Schwab US Broad Market(SCHB)ETF808524102$3305,0010.3%
iShares Cohen & Steers REIT(ICF)ETF464287564$3303,3030.3%
First Connecticut BancpEQUITY319850103$32110,5000.3%
Vanguard Small-Cap(VB)ETF922908751$3031,9490.3%
iShares Barclays Tips Bond(TIP)ETF464287176$2992,6520.3%
iShares Residential Real Estat(REZ)ETF464288562$2964,7000.3%
iShares Core S&P 500(IVV)ETF464287200$2941,0750.3%
iShares Core Short-Term USD Bo(ISTB)ETF46432F859$2805,7000.3%
Valero Energy Corp New(VLO)EQUITY91913Y100$2682,4200.2%
Exxon Mobil Corporation(XOM)EQUITY30231G102$2563,0890.2%
Schwab US Small-Cap(SCHA)ETF808524607$2443,3230.2%
American Express Company(AXP)EQUITY025816109$2402,4490.2%
iShares Core High Dividend(HDV)ETF46429B663$2322,7270.2%
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