0000878057-19-000008.txt : 20190821 0000878057-19-000008.hdr.sgml : 20190821 20190821110929 ACCESSION NUMBER: 0000878057-19-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20190821 DATE AS OF CHANGE: 20190821 EFFECTIVENESS DATE: 20190821 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: 191041506 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 06-30-2018 06-30-2018 NEW ENGLAND GUILD WEALTH ADVISORS, INC.

139 SIMSBURY ROAD AVON CT 06001

13F HOLDINGS REPORT 028-19581 N Susan M. Grayson 8604045900 Susan M. Grayson Avon CT 08-21-2019 0 54 109499 false INFORMATION TABLE 2 q2201813f.xml iShares EMU Hedged ETF ETF 46434V639 6314 210045 SH SOLE 0 0 210045 SPDR Doubleline Ttl Rtrn ETF 78467V848 8370 176025 SH SOLE 0 0 176025 Vanguard FTSE Developed Market ETF 921943858 7472 174175 SH SOLE 0 0 174175 Vanguard Glb. Ex-US Real Estat ETF 922042676 7093 122117 SH SOLE 0 0 122117 Vanguard Total International S ETF 921909768 6217 114921 SH SOLE 0 0 114921 Vanguard Total Bond Market ETF 921937835 6467 81661 SH SOLE 0 0 81661 iShares Core MSCI EAFE ETF 46432F842 4045 63838 SH SOLE 0 0 63838 Vanguard Interm. Corp. Bond ETF 92206C870 5253 62894 SH SOLE 0 0 62894 iShares MSCI Emerging Markets ETF 464287234 2669 61589 SH SOLE 0 0 61589 iShares Core S&P Small-Cap ETF 464287804 5043 60422 SH SOLE 0 0 60422 Vanguard Total Stock Market ETF 922908769 8107 57727 SH SOLE 0 0 57727 Vanguard Short-Term Corp. Bond ETF 92206C409 3853 49331 SH SOLE 0 0 49331 iShares MSCI EAFE ETF 464287465 3205 47854 SH SOLE 0 0 47854 Vanguard FTSE Emerging Markets ETF 922042858 1731 41019 SH SOLE 0 0 41019 SPDR S&P Dividend ETF 78464A763 3033 32718 SH SOLE 0 0 32718 iShares Core US Aggregate Bond ETF 464287226 2943 27683 SH SOLE 0 0 27683 iShares MSCI EAFE Small-Cap ETF 464288273 1625 25898 SH SOLE 0 0 25898 iShares Core MSCI Emerging Mkt ETF 46434G103 1079 20542 SH SOLE 0 0 20542 iShares Core S&P Mid-Cap ETF 464287507 3998 20526 SH SOLE 0 0 20526 SPDR S&P 500 ETF 78462F103 4666 17201 SH SOLE 0 0 17201 Vanguard Dividend Appreciation ETF 921908844 1466 14423 SH SOLE 0 0 14423 PowerShares FTSE RAFI US 1000 ETF 46137V613 1281 11380 SH SOLE 0 0 11380 Schwab Fundamental US Large Co ETF 808524771 397 10620 SH SOLE 0 0 10620 Boulder Growth & Income ETF 101507101 49 10581 SH SOLE 0 0 10581 First Connecticut Bancp EQUITY 319850103 321 10500 SH SOLE 0 0 10500 Robo Global Robotics ETF EQUITY 301505707 412 10304 SH SOLE 0 0 10304 Apple Computer EQUITY 037833100 1439 7776 SH SOLE 0 0 7776 Berkshire Hathaway Cl B EQUITY 084670702 1325 7100 SH SOLE 0 0 7100 iShares Russell 2000 ETF 464287655 989 6040 SH SOLE 0 0 6040 iShares Russell Mid-Cap ETF 464287499 848 3998 SH SOLE 0 0 3998 Vanguard High Dividend Yield ETF 921946406 676 8138 SH SOLE 0 0 8138 Schwab US Dividend Equity ETF 808524797 463 9384 SH SOLE 0 0 9384 Vanguard Real Estate ETF 922908553 411 5042 SH SOLE 0 0 5042 Vanguard FTSE All-World ex-US ETF 922042775 410 7906 SH SOLE 0 0 7906 iShares National Muni Bond ETF 464288414 375 3436 SH SOLE 0 0 3436 iShares Russell 3000 ETF 464287689 365 2246 SH SOLE 0 0 2246 iShares Core MSCI Totl ETF 46432F834 361 6000 SH SOLE 0 0 6000 Home Depot Inc EQUITY 437076102 361 1848 SH SOLE 0 0 1848 Becton Dickinson & Co EQUITY 075887109 359 1500 SH SOLE 0 0 1500 Schwab US Broad Market ETF 808524102 330 5001 SH SOLE 0 0 5001 iShares Cohen & Steers REIT ETF 464287564 330 3303 SH SOLE 0 0 3303 Vanguard Small-Cap ETF 922908751 303 1949 SH SOLE 0 0 1949 iShares Barclays TIPS Bond ETF 464287176 299 2652 SH SOLE 0 0 2652 iShares Residential Real Estat ETF 464288562 296 4700 SH SOLE 0 0 4700 iShares Core S&P 500 ETF 464287200 294 1075 SH SOLE 0 0 1075 iShares Core Short-Term USD Bo ETF 46432F859 280 5700 SH SOLE 0 0 5700 Valero Energy Corp New EQUITY 91913Y100 268 2420 SH SOLE 0 0 2420 Exxon Mobil Corporation EQUITY 30231G102 256 3089 SH SOLE 0 0 3089 Schwab US Small-Cap ETF 808524607 244 3323 SH SOLE 0 0 3323 American Express Company EQUITY 025816109 240 2449 SH SOLE 0 0 2449 iShares Core High Dividend ETF 46429B663 232 2727 SH SOLE 0 0 2727 A T & T EQUITY 00206R102 226 7034 SH SOLE 0 0 7034 PowerShares Dividend Achievers ETF 46137V506 206 8025 SH SOLE 0 0 8025 Total Systems Services EQUITY 891906109 204 2412 SH SOLE 0 0 2412