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New England Guild Wealth Advisors, Inc.

Q3 2018 Holdings

Filed 2019-08-21 | 55 holdings | $110.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
VanguardTotalStockMarket(VTI)ETF922908769$8.7K58,2247.9%
SPDRDoublelineTtlRtrn(TOTL)ETF78467V848$8.5K179,2207.6%
VanguardFTSEDevelopedMarket(VEA)ETF921943858$7.4K170,2526.7%
VanguardGlb.Ex-USRealEstat(VNQI)ETF922042676$7.2K127,8786.5%
iSharesEMUHedgedETF(HEZU)ETF46434V639$6.4K214,2195.7%
VanguardTotalInternationalS(VXUS)ETF921909768$6.1K113,3635.5%
VanguardTotalBondMarket(BND)ETF921937835$6.0K75,6625.4%
iSharesCoreS&PSmall-Cap(IJR)ETF464287804$5.3K61,2214.8%
Spdrs&p500(SPY)ETF78462F103$5.1K17,4144.6%
iSharesCoreMSCIEAFE(IEFA)ETF46432F842$4.1K64,1553.7%
iSharesCoreS&PMid-Cap(IJH)ETF464287507$4.1K20,2403.7%
VanguardInterm.Corp.Bond(VCIT)ETF92206C870$4.0K47,4233.6%
VanguardShort-TermCorp.Bond(VCSH)ETF92206C409$3.8K49,0513.5%
iSharesCoreUSAggregateBond(AGG)ETF464287226$3.3K31,0403.0%
iSharesMSCIEAFE(EFA)ETF464287465$3.3K47,8542.9%
SPDRS&PDividend(SDY)ETF78464A763$3.0K30,2262.7%
iSharesMSCIEmergingMarkets(EEM)ETF464287234$2.5K58,1552.3%
iSharesMSCIEAFESmall-Cap(SCZ)ETF464288273$1.6K26,4411.5%
VanguardFTSEEmergingMarkets(VWO)ETF922042858$1.6K39,4611.5%
AppleComputer(AAPL)EQUITY037833100$1.6K6,9811.4%
VanguardDividendAppreciation(VIG)ETF921908844$1.5K13,8931.4%
BerkshireHathawayClB(BRK/B)EQUITY084670702$1.5K7,1351.4%
PowerSharesFTSERAFIUS1000(PRF)ETF46137V613$1.3K11,2921.2%
iSharesRussell2000(IWM)ETF464287655$1.1K6,2721.0%
iSharesCoreMSCIEmergingMkt(IEMG)ETF46434G103$1.0K19,4000.9%
iSharesRussellMid-Cap(IWR)ETF464287499$8823,9980.8%
VanguardInterm.Treasuries(VGIT)ETF92206C706$71911,5770.6%
VanguardHighDividendYield(VYM)ETF921946406$7098,1380.6%
RoboGlobalRoboticsETF(ROBO)EQUITY301505707$50412,0540.5%
SchwabUSDividendEquity(SCHD)ETF808524797$4979,3840.4%
iSharesCoreS&P500(IVV)ETF464287200$4401,5040.4%
VanguardRealEstate(VNQ)ETF922908553$4325,3550.4%
SchwabFundamentalUSLargeCo(FNDX)ETF808524771$42310,6700.4%
BectonDickinson&Co(BDX)EQUITY075887109$3921,5000.4%
iSharesRussell3000(IWV)ETF464287689$3872,2480.3%
HomeDepotInc(HD)EQUITY437076102$3831,8480.3%
iSharesCoreMSCITotl(IXUS)ETF46432F834$3626,0000.3%
SchwabUSBroadMarket(SCHB)ETF808524102$3525,0020.3%
iSharesNationalMuniBond(MUB)ETF464288414$3313,0670.3%
iSharesCohen&SteersREIT(ICF)ETF464287564$3303,2950.3%
iSharesBarclaysTIPSBond(TIP)ETF464287176$3192,8860.3%
VanguardSmall-Cap(VB)ETF922908751$3171,9490.3%
iSharesResidentialRealEstat(REZ)ETF464288562$2964,7000.3%
FirstConnecticutBancpEQUITY319850103$2819,5000.3%
iSharesCoreShort-TermUSDBo(ISTB)ETF46432F859$2795,7000.3%
ValeroEnergyCorpNew(VLO)EQUITY91913Y100$2752,4200.2%
VanguardShort-TermBond(BSV)ETF921937827$2743,5090.2%
AmericanExpressCompany(AXP)EQUITY025816109$2612,4490.2%
SchwabUSSmall-Cap(SCHA)ETF808524607$2543,3400.2%
iSharesCoreHighDividend(HDV)ETF46429B663$2472,7270.2%
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