0000878057-21-000002.txt : 20210408 0000878057-21-000002.hdr.sgml : 20210408 20210408102533 ACCESSION NUMBER: 0000878057-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210408 DATE AS OF CHANGE: 20210408 EFFECTIVENESS DATE: 20210408 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: 21814053 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 03-31-2021 03-31-2021 NEW ENGLAND GUILD WEALTH ADVISORS, INC.

139 SIMSBURY ROAD AVON CT 06001

13F HOLDINGS REPORT 028-19581 N William R. Pfeiffer Jr. 8604045900 William R. Pfeiffer Jr. Avon CT 04-08-2021 0 69 177840 false INFORMATION TABLE 2 q1202113f.xml Vanguard Total Int'l Stock ETF 921909768 30270 482776 SH SOLE 0 0 482776 SPDR S&P 500 ETF 78462F103 10791 27228 SH SOLE 0 0 27228 Vanguard Interm. Treasuries ETF 92206C706 10650 158417 SH SOLE 0 0 158417 Vanguard Total Stock Market ETF 922908769 9843 47622 SH SOLE 0 0 47622 SPDR Doubleline Ttl Rtrn ETF 78467V848 6707 139112 SH SOLE 0 0 139112 iShares Russell 2000 ETF 464287655 6627 29993 SH SOLE 0 0 29993 Proshares Dividend Aristocrats ETF 74347B680 5628 80774 SH SOLE 0 0 80774 Vanguard Total Bond Market ETF 921937835 5567 65708 SH SOLE 0 0 65708 Vanguard Mid-Cap ETF 922908629 5172 23366 SH SOLE 0 0 23366 iShares MSCI Emerging Markets ETF 464287234 5075 95148 SH SOLE 0 0 95148 ProShares Dividend Aristocrats ETF 74348A467 4907 56888 SH SOLE 0 0 56888 iShares Core MSCI EAFE ETF 46432F842 4899 67996 SH SOLE 0 0 67996 Vanguard Int'l Developed Marke ETF 921943858 4791 97549 SH SOLE 0 0 97549 iShares Core S&P 500 ETF 464287200 4561 11464 SH SOLE 0 0 11464 iShares EMU Hedged ETF ETF 46434V639 4399 128466 SH SOLE 0 0 128466 iShares Core US Aggregate Bond ETF 464287226 4024 35353 SH SOLE 0 0 35353 Vanguard Short-Term Treasuries ETF 92206C102 3887 63191 SH SOLE 0 0 63191 Vanguard Emerging Markets ETF 922042858 3452 66329 SH SOLE 0 0 66329 iShares US Technology ETF 464287721 2952 33660 SH SOLE 0 0 33660 SPDR S&P Dividend ETF 78464A763 2678 22693 SH SOLE 0 0 22693 iShares Core MSCI Totl ETF 46432F834 2608 37106 SH SOLE 0 0 37106 Invesco S&P 500 Equal Weight ETF 46137V357 2444 17250 SH SOLE 0 0 17250 Vanguard Dividend Appreciation ETF 921908844 2364 16076 SH SOLE 0 0 16076 iShares MSCI EAFE ETF 464287465 2174 28657 SH SOLE 0 0 28657 Vanguard Short-Term Corp. Bond ETF 92206C409 2156 26133 SH SOLE 0 0 26133 iShares National Muni Bond ETF 464288414 2133 18380 SH SOLE 0 0 18380 Vanguard Small-Cap ETF 922908751 2069 9666 SH SOLE 0 0 9666 iShares China Large-Cap ETF 464287184 2045 43824 SH SOLE 0 0 43824 iShares Core S&P Small-Cap ETF 464287804 2032 18727 SH SOLE 0 0 18727 Apple Computer EQUITY 037833100 1771 14496 SH SOLE 0 0 14496 Vanguard Glb. Ex-US Real Estat ETF 922042676 1769 31728 SH SOLE 0 0 31728 iShares Core S&P Mid-Cap ETF 464287507 1595 6126 SH SOLE 0 0 6126 Vanguard Interm. Corp. Bond ETF 92206C870 1415 15206 SH SOLE 0 0 15206 Vanguard All-World ex-US ETF 922042775 1209 19921 SH SOLE 0 0 19921 iShares Russell Mid-Cap ETF 464287499 1141 15432 SH SOLE 0 0 15432 iShares Core MSCI Emerging Mkt ETF 46434G103 1075 16700 SH SOLE 0 0 16700 Ishares Esg Aware Msci ETF 46435G516 1022 13463 SH SOLE 0 0 13463 Vanguard High Dividend Yield ETF 921946406 823 8138 SH SOLE 0 0 8138 Schwab US Dividend Equity ETF 808524797 684 9384 SH SOLE 0 0 9384 Vanguard Real Estate ETF 922908553 583 6350 SH SOLE 0 0 6350 Home Depot Inc EQUITY 437076102 564 1848 SH SOLE 0 0 1848 SPDR Financial Select Sector ETF 81369Y605 399 11720 SH SOLE 0 0 11720 Chubb Corp. EQUITY H1467J104 394 2494 SH SOLE 0 0 2494 Ishares Core S&P Total ETF 464287150 386 4209 SH SOLE 0 0 4209 Amazon Com Inc EQUITY 023135106 343 111 SH SOLE 0 0 111 iShares S&P NA Tec. Semi. Idx ETF 464287523 339 800 SH SOLE 0 0 800 Schwab US Broad Market ETF 808524102 339 3507 SH SOLE 0 0 3507 PowerShares FTSE RAFI US 1000 ETF 46137V613 330 2173 SH SOLE 0 0 2173 Berkshire Hathaway Cl B EQUITY 084670702 316 1236 SH SOLE 0 0 1236 Semiconductor Holders Tr ETF 92189F676 301 1235 SH SOLE 0 0 1235 iShares Russell 3000 ETF 464287689 291 1225 SH SOLE 0 0 1225 PowerShares Dividend Achievers ETF 46137V506 278 8025 SH SOLE 0 0 8025 Peoples United EQUITY 712704105 267 14892 SH SOLE 0 0 14892 Tesla Motors Inc EQUITY 88160R101 264 395 SH SOLE 0 0 395 iShares TIPS Bond ETF 464287176 259 2063 SH SOLE 0 0 2063 Direxion Work From Home ETF 25460G773 254 3721 SH SOLE 0 0 3721 Target Corporation EQUITY 87612E106 249 1257 SH SOLE 0 0 1257 iShares Cohen & Steers REIT ETF 464287564 245 4237 SH SOLE 0 0 4237 Willis Towers Watson EQUITY G96629103 241 1055 SH SOLE 0 0 1055 Microsoft EQUITY 594918104 236 1001 SH SOLE 0 0 1001 Vanguard S&P 500 ETF ETF 922908363 225 618 SH SOLE 0 0 618 Starbucks Corp EQUITY 855244109 211 1931 SH SOLE 0 0 1931 A T & T EQUITY 00206R102 207 6834 SH SOLE 0 0 6834 3M Company EQUITY 88579Y101 205 1066 SH SOLE 0 0 1066 Schwab Fundamental US Large Co ETF 808524771 204 3951 SH SOLE 0 0 3951 iShares Residential Real Estat ETF 464288562 201 2710 SH SOLE 0 0 2710 U S Silica Hldgs Inc EQUITY 90346E103 148 12018 SH SOLE 0 0 12018 General Electric EQUITY 369604103 133 10164 SH SOLE 0 0 10164 American Lithium Crp EQUITY 53680Q207 19 10000 SH SOLE 0 0 10000