0000878057-19-000003.txt : 20190820 0000878057-19-000003.hdr.sgml : 20190820 20190820130824 ACCESSION NUMBER: 0000878057-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190820 DATE AS OF CHANGE: 20190820 EFFECTIVENESS DATE: 20190820 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NEW ENGLAND GUILD WEALTH ADVISORS, INC. CENTRAL INDEX KEY: 0000878057 IRS NUMBER: 061323290 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19581 FILM NUMBER: 191038606 BUSINESS ADDRESS: STREET 1: 139 SIMSBURY ROAD CITY: AVON STATE: CT ZIP: 06001 BUSINESS PHONE: 8602363301 MAIL ADDRESS: STREET 1: 139 SIMSBURY ROAD CITY: AVON STATE: CT ZIP: 06001 FORMER COMPANY: FORMER CONFORMED NAME: NEW ENGLAND GUILD INC /ADV DATE OF NAME CHANGE: 19910808 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000878057 XXXXXXXX 12-31-2018 12-31-2018 NEW ENGLAND GUILD WEALTH ADVISORS, INC.

139 SIMSBURY ROAD AVON CT 06001

13F HOLDINGS REPORT 028-19581 N Susan M. Grayson 860-404-5900 Susan M. Grayson Avon CT 08-20-2019 0 49 119237 false INFORMATION TABLE 2 q4201813f.xml iShares EMU Hedged ETF ETF 46434V639 4966 191440 SH SOLE 0 0 191440 Vanguard FTSE Developed Market ETF 921943858 6601 177914 SH SOLE 0 0 177914 Vanguard Total International S ETF 921909768 7995 169313 SH SOLE 0 0 169313 iShares Core MSCI EAFE ETF 46432F842 8999 163612 SH SOLE 0 0 163612 SPDR Doubleline Ttl Rtrn ETF 78467V848 7558 159562 SH SOLE 0 0 159562 Vanguard Interm. Treasuries ETF 92206C706 8864 139661 SH SOLE 0 0 139661 Vanguard Glb. Ex-US Real Estat ETF 922042676 5351 102093 SH SOLE 0 0 102093 Vanguard Short-Term Treasuries ETF 92206C102 4423 73575 SH SOLE 0 0 73575 iShares MSCI Emerging Markets ETF 464287234 2618 67021 SH SOLE 0 0 67021 Vanguard Total Stock Market ETF 922908769 8473 66385 SH SOLE 0 0 66385 iShares Core S&P Small-Cap ETF 464287804 4072 58748 SH SOLE 0 0 58748 Vanguard Total Bond Market ETF 921937835 4232 53431 SH SOLE 0 0 53431 Vanguard FTSE Emerging Markets ETF 922042858 1775 46581 SH SOLE 0 0 46581 iShares MSCI EAFE ETF 464287465 2476 42131 SH SOLE 0 0 42131 Vanguard Real Estate ETF 922908553 2669 35790 SH SOLE 0 0 35790 iShares Russell 2000 ETF 464287655 4120 30771 SH SOLE 0 0 30771 SPDR S&P Dividend ETF 78464A763 2720 30384 SH SOLE 0 0 30384 Vanguard Interm. Corp. Bond ETF 92206C870 2299 27747 SH SOLE 0 0 27747 Vanguard Short-Term Corp. Bond ETF 92206C409 1983 25439 SH SOLE 0 0 25439 SPDR S&P 500 ETF 78462F103 6048 24199 SH SOLE 0 0 24199 iShares MSCI EAFE Small-Cap ETF 464288273 1232 23772 SH SOLE 0 0 23772 iShares Core MSCI Emerging Mkt ETF 46434G103 915 19400 SH SOLE 0 0 19400 iShares Core S&P Mid-Cap ETF 464287507 3091 18615 SH SOLE 0 0 18615 iShares Core US Aggregate Bond ETF 464287226 1941 18227 SH SOLE 0 0 18227 Peoples United EQUITY 712704105 247 17139 SH SOLE 0 0 17139 iShares Russell Mid-Cap ETF 464287499 717 15432 SH SOLE 0 0 15432 Vanguard Dividend Appreciation ETF 921908844 1358 13865 SH SOLE 0 0 13865 Schwab Fundamental US Large Co ETF 808524771 366 10769 SH SOLE 0 0 10769 Boulder Growth & Income EQUITY 101507101 50 10581 SH SOLE 0 0 10581 PowerShares FTSE RAFI US 1000 ETF 46137V613 1038 10220 SH SOLE 0 0 10220 iShares Core S&P 500 ETF 464287200 1605 6379 SH SOLE 0 0 6379 Berkshire Hathaway Cl B EQUITY 084670702 1454 7123 SH SOLE 0 0 7123 Apple Computer EQUITY 037833100 1381 8752 SH SOLE 0 0 8752 Vanguard High Dividend Yield ETF 921946406 635 8138 SH SOLE 0 0 8138 Schwab US Small-Cap ETF 808524607 517 8519 SH SOLE 0 0 8519 Schwab US Dividend Equity ETF 808524797 441 9384 SH SOLE 0 0 9384 Vanguard FTSE All-World ex-US ETF 922042775 420 9216 SH SOLE 0 0 9216 Vanguard Small-Cap ETF 922908751 379 2870 SH SOLE 0 0 2870 Becton Dickinson & Co EQUITY 075887109 338 1500 SH SOLE 0 0 1500 iShares National Muni Bond ETF 464288414 334 3067 SH SOLE 0 0 3067 iShares Russell 3000 ETF 464287689 331 2252 SH SOLE 0 0 2252 Home Depot Inc EQUITY 437076102 318 1848 SH SOLE 0 0 1848 iShares Cohen & Steers REIT ETF 464287564 316 3298 SH SOLE 0 0 3298 iShares Core MSCI Totl ETF 46432F834 315 6000 SH SOLE 0 0 6000 Schwab US Broad Market ETF 808524102 300 5004 SH SOLE 0 0 5004 iShares Residential Real Estat ETF 464288562 293 4700 SH SOLE 0 0 4700 American Express Company EQUITY 025816109 233 2449 SH SOLE 0 0 2449 iShares Core High Dividend ETF 46429B663 230 2727 SH SOLE 0 0 2727 A T & T EQUITY 00206R102 200 7010 SH SOLE 0 0 7010