0000878057-19-000009.txt : 20190821 0000878057-19-000009.hdr.sgml : 20190821 20190821111519 ACCESSION NUMBER: 0000878057-19-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 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: 191041538 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 09-30-2018 09-30-2018 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 55 110771 false INFORMATION TABLE 2 q3201813f.xml iSharesEMUHedgedETF ETF 46434V639 6354 214219 SH SOLE 0 0 214219 SPDRDoublelineTtlRtrn ETF 78467V848 8468 179220 SH SOLE 0 0 179220 VanguardFTSEDevelopedMarket ETF 921943858 7367 170252 SH SOLE 0 0 170252 VanguardGlb.Ex-USRealEstat ETF 922042676 7183 127878 SH SOLE 0 0 127878 VanguardTotalInternationalS ETF 921909768 6122 113363 SH SOLE 0 0 113363 VanguardTotalBondMarket ETF 921937835 5955 75662 SH SOLE 0 0 75662 iSharesCoreMSCIEAFE ETF 46432F842 4111 64155 SH SOLE 0 0 64155 iSharesCoreS&PSmall-Cap ETF 464287804 5341 61221 SH SOLE 0 0 61221 VanguardTotalStockMarket ETF 922908769 8713 58224 SH SOLE 0 0 58224 iSharesMSCIEmergingMarkets ETF 464287234 2496 58155 SH SOLE 0 0 58155 VanguardShort-TermCorp.Bond ETF 92206C409 3834 49051 SH SOLE 0 0 49051 iSharesMSCIEAFE ETF 464287465 3254 47854 SH SOLE 0 0 47854 VanguardInterm.Corp.Bond ETF 92206C870 3961 47423 SH SOLE 0 0 47423 VanguardFTSEEmergingMarkets ETF 922042858 1618 39461 SH SOLE 0 0 39461 iSharesCoreUSAggregateBond ETF 464287226 3275 31040 SH SOLE 0 0 31040 SPDRS&PDividend ETF 78464A763 2960 30226 SH SOLE 0 0 30226 iSharesMSCIEAFESmall-Cap ETF 464288273 1647 26441 SH SOLE 0 0 26441 iSharesCoreS&PMid-Cap ETF 464287507 4074 20240 SH SOLE 0 0 20240 iSharesCoreMSCIEmergingMkt ETF 46434G103 1005 19400 SH SOLE 0 0 19400 SPDRS&P500 ETF 78462F103 5063 17414 SH SOLE 0 0 17414 VanguardDividendAppreciation ETF 921908844 1538 13893 SH SOLE 0 0 13893 RoboGlobalRoboticsETF EQUITY 301505707 504 12054 SH SOLE 0 0 12054 VanguardInterm.Treasuries ETF 92206C706 719 11577 SH SOLE 0 0 11577 PowerSharesFTSERAFIUS1000 ETF 46137V613 1341 11292 SH SOLE 0 0 11292 SchwabFundamentalUSLargeCo ETF 808524771 423 10670 SH SOLE 0 0 10670 BoulderGrowth&Income ETF 101507101 54 10581 SH SOLE 0 0 10581 AppleComputer EQUITY 037833100 1576 6981 SH SOLE 0 0 6981 BerkshireHathawayClB EQUITY 084670702 1528 7135 SH SOLE 0 0 7135 iSharesRussell2000 ETF 464287655 1057 6272 SH SOLE 0 0 6272 iSharesRussellMid-Cap ETF 464287499 882 3998 SH SOLE 0 0 3998 VanguardHighDividendYield ETF 921946406 709 8138 SH SOLE 0 0 8138 SchwabUSDividendEquity ETF 808524797 497 9384 SH SOLE 0 0 9384 iSharesCoreS&P500 ETF 464287200 440 1504 SH SOLE 0 0 1504 VanguardRealEstate ETF 922908553 432 5355 SH SOLE 0 0 5355 BectonDickinson&Co EQUITY 075887109 392 1500 SH SOLE 0 0 1500 iSharesRussell3000 ETF 464287689 387 2248 SH SOLE 0 0 2248 HomeDepotInc EQUITY 437076102 383 1848 SH SOLE 0 0 1848 iSharesCoreMSCITotl ETF 46432F834 362 6000 SH SOLE 0 0 6000 SchwabUSBroadMarket ETF 808524102 352 5002 SH SOLE 0 0 5002 iSharesNationalMuniBond ETF 464288414 331 3067 SH SOLE 0 0 3067 iSharesCohen&SteersREIT ETF 464287564 330 3295 SH SOLE 0 0 3295 iSharesBarclaysTIPSBond ETF 464287176 319 2886 SH SOLE 0 0 2886 VanguardSmall-Cap ETF 922908751 317 1949 SH SOLE 0 0 1949 iSharesResidentialRealEstat ETF 464288562 296 4700 SH SOLE 0 0 4700 FirstConnecticutBancp EQUITY 319850103 281 9500 SH SOLE 0 0 9500 iSharesCoreShort-TermUSDBo ETF 46432F859 279 5700 SH SOLE 0 0 5700 ValeroEnergyCorpNew EQUITY 91913Y100 275 2420 SH SOLE 0 0 2420 VanguardShort-TermBond ETF 921937827 274 3509 SH SOLE 0 0 3509 AmericanExpressCompany EQUITY 025816109 261 2449 SH SOLE 0 0 2449 SchwabUSSmall-Cap ETF 808524607 254 3340 SH SOLE 0 0 3340 iSharesCoreHighDividend ETF 46429B663 247 2727 SH SOLE 0 0 2727 VanguardFTSEAll-Worldex-US ETF 922042775 245 4711 SH SOLE 0 0 4711 AT&T EQUITY 00206R102 235 7010 SH SOLE 0 0 7010 ExxonMobilCorporation EQUITY 30231G102 229 2690 SH SOLE 0 0 2690 PowerSharesDividendAchievers ETF 46137V506 221 8025 SH SOLE 0 0 8025