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New England Guild Wealth Advisors, Inc.

Q4 2020 Holdings

Filed 2021-01-15 | 61 holdings | $168.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Int'l Stock(VXUS)ETF921909768$29.3K487,36217.4%
Vanguard Interm. Treasuries(VGIT)ETF92206C706$12.1K173,8127.2%
Spdr S&P 500(SPY)ETF78462F103$10.3K27,4706.1%
Vanguard Total Stock Market(VTI)ETF922908769$8.9K45,6725.3%
Spdr Doubleline Ttl Rtrn(TOTL)ETF78467V848$7.2K146,8434.3%
Vanguard Total Bond Market(BND)ETF921937835$5.4K61,4163.2%
Vanguard Mid-Cap(VO)ETF922908629$5.2K25,3083.1%
iShares Russell 2000(IWM)ETF464287655$5.0K25,6303.0%
Proshares Dividend Aristocrats(REGL)ETF74347B680$5.0K78,7162.9%
iShares Core US Aggregate Bond(AGG)ETF464287226$4.7K39,7452.8%
iShares Core Msci Eafe(IEFA)ETF46432F842$4.7K67,8242.8%
ProShares Dividend Aristocrats(NOBL)ETF74348A467$4.7K58,5912.8%
iShares Core S&P 500(IVV)ETF464287200$4.5K12,0262.7%
Vanguard Int'l Developed Marke(VEA)ETF921943858$4.3K90,6072.5%
iShares EMU Hedged ETF(HEZU)ETF46434V639$4.2K135,1122.5%
Vanguard Short-Term Treasuries(VGSH)ETF92206C102$4.0K64,2562.3%
iShares Msci Emerging Markets(EEM)ETF464287234$3.8K72,7602.2%
Vanguard Emerging Markets(VWO)ETF922042858$3.0K59,8471.8%
iShares US Technology(IYW)ETF464287721$2.9K33,6601.7%
iShares Core Msci Totl(IXUS)ETF46432F834$2.6K39,1991.6%
Spdr S&P Dividend(SDY)ETF78464A763$2.6K24,5971.5%
iShares National Muni Bond(MUB)ETF464288414$2.6K22,0331.5%
Vanguard Dividend Appreciation(VIG)ETF921908844$2.4K17,3381.5%
iShares Msci Eafe(EFA)ETF464287465$2.2K30,3361.3%
Apple Computer(AAPL)EQUITY037833100$2.1K15,5551.2%
Vanguard Interm. Corp. Bond(VCIT)ETF92206C870$2.0K20,2321.2%
Invesco S&P 500 Equal Weight(RSP)ETF46137V357$1.9K14,6121.1%
iShares Core S&P Small-Cap(IJR)ETF464287804$1.9K20,2331.1%
Vanguard Short-Term Corp. Bond(VCSH)ETF92206C409$1.8K21,4741.1%
Vanguard Glb. Ex-US Real Estat(VNQI)ETF922042676$1.8K32,6611.1%
iShares Core S&P Mid-Cap(IJH)ETF464287507$1.5K6,4740.9%
iShares China Large-Cap(FXI)ETF464287184$1.5K31,9040.9%
iShares Core Msci Emerging Mkt(IEMG)ETF46434G103$1.2K19,4000.7%
Vanguard All-World ex-US(VEU)ETF922042775$1.2K20,1040.7%
iShares Russell Mid-Cap(IWR)ETF464287499$1.1K15,4320.6%
Ishares Esg Aware Msci(ESGD)ETF46435G516$83411,4160.5%
Vanguard Small-Cap(VB)ETF922908751$8094,1580.5%
Vanguard High Dividend Yield(VYM)ETF921946406$7458,1380.4%
Schwab US Dividend Equity(SCHD)ETF808524797$6029,3840.4%
Vanguard Real Estate(VNQ)ETF922908553$5726,7400.3%
Home Depot Inc(HD)EQUITY437076102$4911,8480.3%
Ishares Core S&P Total(ITOT)ETF464287150$3634,2090.2%
Schwab US Broad Market(SCHB)ETF808524102$3633,9920.2%
Amazon Com Inc(AMZN)EQUITY023135106$3621110.2%
Spdr Financial Select Sector(XLF)ETF81369Y605$32410,9920.2%
iShares S&P NA Tec. Semi. Idx(SOXX)ETF464287523$3038000.2%
American Express Company(AXP)EQUITY025816109$2962,4490.2%
Berkshire Hathaway Cl B(BRK/B)EQUITY084670702$2871,2360.2%
Tesla Motors Inc(TSLA)EQUITY88160R101$2793950.2%
iShares Russell 3000(IWV)ETF464287689$2701,2080.2%
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