0000878057-21-000004.txt : 20211007
0000878057-21-000004.hdr.sgml : 20211007
20211007091207
ACCESSION NUMBER: 0000878057-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211007
DATE AS OF CHANGE: 20211007
EFFECTIVENESS DATE: 20211007
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: 211311165
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
09-30-2021
09-30-2021
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
139 SIMSBURY ROAD
AVON
CT
06001
13F HOLDINGS REPORT
028-19581
N
William R. Pfeiffer Jr.
Chief Compliance Officer
8604045900
William R. Pfeiffer Jr.
Avon
CT
10-07-2021
0
66
188739
false
INFORMATION TABLE
2
q3202113f.xml
Vanguard Total Int'l Stock
ETF
921909768
32251
509812
SH
SOLE
0
0
509812
SPDR S&P 500
ETF
78462F103
11744
27365
SH
SOLE
0
0
27365
Vanguard Total Stock Market
ETF
922908769
10336
46545
SH
SOLE
0
0
46545
Vanguard Interm. Treasuries
ETF
92206C706
9300
137675
SH
SOLE
0
0
137675
iShares Russell 2000
ETF
464287655
7315
33442
SH
SOLE
0
0
33442
iShares EMU Hedged ETF
ETF
46434V639
6150
170536
SH
SOLE
0
0
170536
SPDR Doubleline Ttl Rtrn
ETF
78467V848
6098
126207
SH
SOLE
0
0
126207
Vanguard Int'l Developed Marke
ETF
921943858
6059
120010
SH
SOLE
0
0
120010
Proshares Dividend Aristocrats
ETF
74347B680
5984
88322
SH
SOLE
0
0
88322
Vanguard Total Bond Market
ETF
921937835
5977
69949
SH
SOLE
0
0
69949
ProShares Dividend Aristocrats
ETF
74348A467
5756
65016
SH
SOLE
0
0
65016
iShares Core S&P 500
ETF
464287200
5370
12464
SH
SOLE
0
0
12464
Vanguard Mid-Cap
ETF
922908629
5355
22619
SH
SOLE
0
0
22619
iShares Core MSCI EAFE
ETF
46432F842
5352
72087
SH
SOLE
0
0
72087
iShares MSCI Emerging Markets
ETF
464287234
4584
90990
SH
SOLE
0
0
90990
iShares Core US Aggregate Bond
ETF
464287226
3896
33930
SH
SOLE
0
0
33930
Invesco S&P 500 Equal Weight
ETF
46137V357
3834
25591
SH
SOLE
0
0
25591
Vanguard Emerging Markets
ETF
922042858
3396
67904
SH
SOLE
0
0
67904
Vanguard Short-Term Treasuries
ETF
92206C102
2898
47196
SH
SOLE
0
0
47196
iShares US Technology
ETF
464287721
2811
27760
SH
SOLE
0
0
27760
Vanguard Short-Term Corp. Bond
ETF
92206C409
2711
32900
SH
SOLE
0
0
32900
iShares Core S&P Small-Cap
ETF
464287804
2615
23949
SH
SOLE
0
0
23949
iShares DJ US Real Estate
ETF
464287739
2606
25448
SH
SOLE
0
0
25448
SPDR S&P Dividend
ETF
78464A763
2593
22063
SH
SOLE
0
0
22063
iShares Core MSCI Totl
ETF
46432F834
2525
35559
SH
SOLE
0
0
35559
iShares National Muni Bond
ETF
464288414
2267
19518
SH
SOLE
0
0
19518
Vanguard Dividend Appreciation
ETF
921908844
2260
14712
SH
SOLE
0
0
14712
iShares MSCI EAFE
ETF
464287465
2236
28663
SH
SOLE
0
0
28663
Vanguard Small-Cap
ETF
922908751
2133
9753
SH
SOLE
0
0
9753
Apple Computer
EQUITY
037833100
2105
14877
SH
SOLE
0
0
14877
Vanguard Glb. Ex-US Real Estat
ETF
922042676
1741
30921
SH
SOLE
0
0
30921
iShares Core S&P Mid-Cap
ETF
464287507
1467
5576
SH
SOLE
0
0
5576
Vanguard Interm. Corp. Bond
ETF
92206C870
1394
14766
SH
SOLE
0
0
14766
Vanguard All-World ex-US
ETF
922042775
1216
19943
SH
SOLE
0
0
19943
iShares Russell Mid-Cap
ETF
464287499
1207
15432
SH
SOLE
0
0
15432
SPDR Financial Select Sector
ETF
81369Y605
1058
28189
SH
SOLE
0
0
28189
iShares Core MSCI Emerging Mkt
ETF
46434G103
1031
16700
SH
SOLE
0
0
16700
Vanguard High Dividend Yield
ETF
921946406
841
8138
SH
SOLE
0
0
8138
K K R Real Estate Finance Trus
EQUITY
48251K100
801
37940
SH
SOLE
0
0
37940
Vanguard Real Estate
ETF
922908553
781
7672
SH
SOLE
0
0
7672
iShares ESG Aware MSCI
ETF
46435G516
741
9456
SH
SOLE
0
0
9456
Schwab US Dividend Equity
ETF
808524797
697
9384
SH
SOLE
0
0
9384
Semiconductor Holders Tr
EQUITY
92189F676
486
1896
SH
SOLE
0
0
1896
Chubb Corp.
EQUITY
H1467J104
433
2494
SH
SOLE
0
0
2494
iShares Core S&P Total
ETF
464287150
374
3803
SH
SOLE
0
0
3803
Schwab US Broad Market
ETF
808524102
364
3507
SH
SOLE
0
0
3507
iShares S&P NA Tec. Semi. Idx
ETF
464287523
357
800
SH
SOLE
0
0
800
Home Depot Inc
EQUITY
437076102
353
1074
SH
SOLE
0
0
1074
PowerShares FTSE RAFI US 1000
ETF
46137V613
344
2173
SH
SOLE
0
0
2173
Amazon Com Inc
EQUITY
023135106
342
104
SH
SOLE
0
0
104
iShares TIPS Bond
ETF
464287176
338
2645
SH
SOLE
0
0
2645
Berkshire Hathaway Cl B
EQUITY
084670702
337
1236
SH
SOLE
0
0
1236
Tesla Motors Inc
EQUITY
88160R101
326
420
SH
SOLE
0
0
420
Microsoft
EQUITY
594918104
320
1137
SH
SOLE
0
0
1137
iShares Cohen & Steers REIT
ETF
464287564
314
4794
SH
SOLE
0
0
4794
iShares Russell 3000
ETF
464287689
302
1185
SH
SOLE
0
0
1185
PowerShares Dividend Achievers
ETF
46137V506
289
8025
SH
SOLE
0
0
8025
Target Corporation
EQUITY
87612E106
288
1257
SH
SOLE
0
0
1257
Peoples United
EQUITY
712704105
251
14363
SH
SOLE
0
0
14363
Willis Towers Watson
EQUITY
G96629103
245
1055
SH
SOLE
0
0
1055
iShares Residential Real Estat
ETF
464288562
235
2742
SH
SOLE
0
0
2742
Vanguard S&P 500 ETF
ETF
922908363
232
587
SH
SOLE
0
0
587
Starbucks Corp
EQUITY
855244109
215
1951
SH
SOLE
0
0
1951
Schwab Fundamental US Large Co
ETF
808524771
214
3973
SH
SOLE
0
0
3973
iShares Core US Growth
ETF
464287671
205
2000
SH
SOLE
0
0
2000
U S Silica Hldgs Inc
EQUITY
90346E103
83
10425
SH
SOLE
0
0
10425