0000878057-19-000005.txt : 20190820 0000878057-19-000005.hdr.sgml : 20190820 20190820134709 ACCESSION NUMBER: 0000878057-19-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 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: 191038678 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 06-30-2019 06-30-2019 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 54 134671 false INFORMATION TABLE 2 q2201913f.xml iShares EMU Hedged ETF ETF 46434V639 5741 186775 SH SOLE 0 0 186775 Vanguard FTSE Developed Market ETF 921943858 7616 182585 SH SOLE 0 0 182585 Vanguard Total International S ETF 921909768 8826 167314 SH SOLE 0 0 167314 SPDR Doubleline Ttl Rtrn ETF 78467V848 7955 162115 SH SOLE 0 0 162115 iShares Core MSCI EAFE ETF 46432F842 9922 161596 SH SOLE 0 0 161596 Vanguard Interm. Treasuries ETF 92206C706 10109 153237 SH SOLE 0 0 153237 Vanguard Glb. Ex-US Real Estat ETF 922042676 5193 88020 SH SOLE 0 0 88020 iShares MSCI Emerging Markets ETF 464287234 3156 73551 SH SOLE 0 0 73551 Vanguard Short-Term Treasuries ETF 92206C102 4200 68931 SH SOLE 0 0 68931 Vanguard Total Stock Market ETF 922908769 9516 63400 SH SOLE 0 0 63400 iShares Core S&P Small-Cap ETF 464287804 4704 60098 SH SOLE 0 0 60098 Vanguard Total Bond Market ETF 921937835 4367 52567 SH SOLE 0 0 52567 Vanguard FTSE Emerging Markets ETF 922042858 1955 45962 SH SOLE 0 0 45962 iShares MSCI EAFE ETF 464287465 2750 41836 SH SOLE 0 0 41836 Vanguard Real Estate ETF 922908553 3197 36581 SH SOLE 0 0 36581 SPDR S&P Dividend ETF 78464A763 3394 33648 SH SOLE 0 0 33648 iShares Russell 2000 ETF 464287655 4645 29871 SH SOLE 0 0 29871 Vanguard Interm. Corp. Bond ETF 92206C870 2548 28363 SH SOLE 0 0 28363 SPDR S&P 500 ETF 78462F103 7127 24323 SH SOLE 0 0 24323 iShares Core US Aggregate Bond ETF 464287226 2687 24130 SH SOLE 0 0 24130 Vanguard Short-Term Corp. Bond ETF 92206C409 1914 23725 SH SOLE 0 0 23725 iShares MSCI EAFE Small-Cap ETF 464288273 1356 23626 SH SOLE 0 0 23626 iShares Core MSCI Emerging Mkt ETF 46434G103 998 19400 SH SOLE 0 0 19400 iShares Core S&P Mid-Cap ETF 464287507 3340 17195 SH SOLE 0 0 17195 Peoples United EQUITY 712704105 288 17139 SH SOLE 0 0 17139 iShares Russell Mid-Cap ETF 464287499 862 15432 SH SOLE 0 0 15432 Vanguard Dividend Appreciation ETF 921908844 1654 14362 SH SOLE 0 0 14362 Schwab Fundamental US Large Co ETF 808524771 423 10821 SH SOLE 0 0 10821 General Electric EQUITY 369604103 108 10278 SH SOLE 0 0 10278 iShares Core MSCI Totl ETF 46432F834 595 10152 SH SOLE 0 0 10152 iShares Core S&P 500 ETF 464287200 2325 7888 SH SOLE 0 0 7888 Apple Computer EQUITY 037833100 1395 7049 SH SOLE 0 0 7049 PowerShares FTSE RAFI US 1000 ETF 46137V613 1159 9938 SH SOLE 0 0 9938 Berkshire Hathaway Cl B EQUITY 084670702 1111 5211 SH SOLE 0 0 5211 Vanguard High Dividend Yield ETF 921946406 711 8138 SH SOLE 0 0 8138 Schwab US Small-Cap ETF 808524607 698 9761 SH SOLE 0 0 9761 Vanguard Small-Cap ETF 922908751 592 3779 SH SOLE 0 0 3779 Schwab US Dividend Equity ETF 808524797 498 9384 SH SOLE 0 0 9384 Vanguard FTSE All-World ex-US ETF 922042775 466 9132 SH SOLE 0 0 9132 Schwab US Broad Market ETF 808524102 386 5474 SH SOLE 0 0 5474 Home Depot Inc EQUITY 437076102 384 1848 SH SOLE 0 0 1848 iShares Residential Real Estat ETF 464288562 378 5183 SH SOLE 0 0 5183 Becton Dickinson & Co EQUITY 075887109 378 1500 SH SOLE 0 0 1500 iShares Cohen & Steers REIT ETF 464287564 368 3263 SH SOLE 0 0 3263 iShares National Muni Bond ETF 464288414 362 3204 SH SOLE 0 0 3204 Invesco S&P 500 Low ETF 46138E354 336 6111 SH SOLE 0 0 6111 iShares Russell 3000 ETF 464287689 336 1947 SH SOLE 0 0 1947 American Express Company EQUITY 025816109 302 2449 SH SOLE 0 0 2449 iShares Core High Dividend ETF 46429B663 258 2727 SH SOLE 0 0 2727 A T & T EQUITY 00206R102 235 7010 SH SOLE 0 0 7010 PowerShares Dividend Achievers ETF 46137V506 230 8025 SH SOLE 0 0 8025 Vanguard Mid-Cap ETF 922908629 208 1244 SH SOLE 0 0 1244 Valero Energy Corp New EQUITY 91913Y100 207 2420 SH SOLE 0 0 2420 Willis Towers Watson EQUITY G96629103 202 1055 SH SOLE 0 0 1055