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New England Guild Wealth Advisors, Inc.

Q1 2021 Holdings

Filed 2021-04-08 | 69 holdings | $177.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
American Lithium Crp(LAC1EUR)EQUITY53680Q207$1910,0000.0%
General ElectricEQUITY369604103$13310,1640.1%
U S Silica Hldgs Inc(SLCAUSD)EQUITY90346E103$14812,0180.1%
iShares Residential Real Estat(REZ)ETF464288562$2012,7100.1%
Schwab Fundamental US Large Co(FNDX)ETF808524771$2043,9510.1%
3M Company(MMM)EQUITY88579Y101$2051,0660.1%
A T & T(T)EQUITY00206R102$2076,8340.1%
Starbucks Corp(SBUX)EQUITY855244109$2111,9310.1%
Vanguard S&P 500 ETF(VOO)ETF922908363$2256180.1%
Microsoft(MSFT)EQUITY594918104$2361,0010.1%
Willis Towers Watson(WTW)EQUITYG96629103$2411,0550.1%
iShares Cohen & Steers REIT(ICF)ETF464287564$2454,2370.1%
Target Corporation(TGT)EQUITY87612E106$2491,2570.1%
Direxion Work From Home(WFHUSD)ETF25460G773$2543,7210.1%
iShares Tips Bond(TIP)ETF464287176$2592,0630.1%
Tesla Motors Inc(TSLA)EQUITY88160R101$2643950.1%
Peoples United(PBCTEUR)EQUITY712704105$26714,8920.2%
PowerShares Dividend Achievers(PFM)ETF46137V506$2788,0250.2%
iShares Russell 3000(IWV)ETF464287689$2911,2250.2%
Semiconductor Holders Tr(SMH)ETF92189F676$3011,2350.2%
Berkshire Hathaway Cl B(BRK/B)EQUITY084670702$3161,2360.2%
PowerShares Ftse Rafi US 1000(PRF)ETF46137V613$3302,1730.2%
Schwab US Broad Market(SCHB)ETF808524102$3393,5070.2%
iShares S&P NA Tec. Semi. Idx(SOXX)ETF464287523$3398000.2%
Amazon Com Inc(AMZN)EQUITY023135106$3431110.2%
Ishares Core S&P Total(ITOT)ETF464287150$3864,2090.2%
Chubb Corp.(CB)EQUITYH1467J104$3942,4940.2%
Spdr Financial Select Sector(XLF)ETF81369Y605$39911,7200.2%
Home Depot Inc(HD)EQUITY437076102$5641,8480.3%
Vanguard Real Estate(VNQ)ETF922908553$5836,3500.3%
Schwab US Dividend Equity(SCHD)ETF808524797$6849,3840.4%
Vanguard High Dividend Yield(VYM)ETF921946406$8238,1380.5%
Ishares Esg Aware Msci(ESGD)ETF46435G516$1.0K13,4630.6%
iShares Core Msci Emerging Mkt(IEMG)ETF46434G103$1.1K16,7000.6%
iShares Russell Mid-Cap(IWR)ETF464287499$1.1K15,4320.6%
Vanguard All-World ex-US(VEU)ETF922042775$1.2K19,9210.7%
Vanguard Interm. Corp. Bond(VCIT)ETF92206C870$1.4K15,2060.8%
iShares Core S&P Mid-Cap(IJH)ETF464287507$1.6K6,1260.9%
Vanguard Glb. Ex-US Real Estat(VNQI)ETF922042676$1.8K31,7281.0%
Apple Computer(AAPL)EQUITY037833100$1.8K14,4961.0%
iShares Core S&P Small-Cap(IJR)ETF464287804$2.0K18,7271.1%
iShares China Large-Cap(FXI)ETF464287184$2.0K43,8241.1%
Vanguard Small-Cap(VB)ETF922908751$2.1K9,6661.2%
iShares National Muni Bond(MUB)ETF464288414$2.1K18,3801.2%
Vanguard Short-Term Corp. Bond(VCSH)ETF92206C409$2.2K26,1331.2%
iShares Msci Eafe(EFA)ETF464287465$2.2K28,6571.2%
Vanguard Dividend Appreciation(VIG)ETF921908844$2.4K16,0761.3%
Invesco S&P 500 Equal Weight(RSP)ETF46137V357$2.4K17,2501.4%
iShares Core Msci Totl(IXUS)ETF46432F834$2.6K37,1061.5%
Spdr S&P Dividend(SDY)ETF78464A763$2.7K22,6931.5%
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