0000878057-22-000001.txt : 20220112 0000878057-22-000001.hdr.sgml : 20220112 20220112144724 ACCESSION NUMBER: 0000878057-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220112 DATE AS OF CHANGE: 20220112 EFFECTIVENESS DATE: 20220112 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: 22526397 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 12-31-2021 12-31-2021 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 01-12-2022 0 72 199777 false INFORMATION TABLE 2 q4202113f.xml Amazon Com Inc EQUITY 023135106 347 104 SH SOLE 0 0 104 Apple Computer EQUITY 037833100 2642 14878 SH SOLE 0 0 14878 Berkshire Hathaway Cl B EQUITY 084670702 918 3070 SH SOLE 0 0 3070 Home Depot Inc EQUITY 437076102 453 1092 SH SOLE 0 0 1092 iShares Core S&P Total ETF 464287150 407 3803 SH SOLE 0 0 3803 iShares TIPS Bond ETF 464287176 441 3416 SH SOLE 0 0 3416 iShares Core S&P 500 ETF 464287200 5961 12497 SH SOLE 0 0 12497 iShares Core US Aggregate Bond ETF 464287226 3377 29605 SH SOLE 0 0 29605 iShares MSCI Emerging Markets ETF 464287234 4352 89093 SH SOLE 0 0 89093 iShares MSCI EAFE ETF 464287465 2256 28670 SH SOLE 0 0 28670 iShares Russell Mid-Cap ETF 464287499 1281 15432 SH SOLE 0 0 15432 iShares Core S&P Mid-Cap ETF 464287507 1579 5578 SH SOLE 0 0 5578 iShares S&P NA Tec. Semi. Idx ETF 464287523 434 800 SH SOLE 0 0 800 iShares Cohen & Steers REIT ETF 464287564 372 4891 SH SOLE 0 0 4891 iShares Russell 2000 ETF 464287655 7642 34352 SH SOLE 0 0 34352 iShares Core US Growth ETF 464287671 231 2000 SH SOLE 0 0 2000 iShares Russell 3000 ETF 464287689 329 1185 SH SOLE 0 0 1185 iShares US Technology ETF 464287721 3187 27760 SH SOLE 0 0 27760 iShares DJ US Real Estate ETF 464287739 3152 27139 SH SOLE 0 0 27139 iShares Core S&P Small-Cap ETF 464287804 2817 24599 SH SOLE 0 0 24599 iShares National Muni Bond ETF 464288414 1639 14094 SH SOLE 0 0 14094 iShares Residential Real Estat ETF 464288562 272 2768 SH SOLE 0 0 2768 Johnson & Johnson EQUITY 478160104 237 1383 SH SOLE 0 0 1383 Microsoft EQUITY 594918104 382 1137 SH SOLE 0 0 1137 Peoples United EQUITY 712704105 256 14363 SH SOLE 0 0 14363 Pfizer EQUITY 717081103 270 4568 SH SOLE 0 0 4568 Schwab US Broad Market ETF 808524102 397 3511 SH SOLE 0 0 3511 Schwab Fundamental US Large Co ETF 808524771 234 3986 SH SOLE 0 0 3986 Schwab US Dividend Equity ETF 808524797 759 9384 SH SOLE 0 0 9384 Starbucks Corp EQUITY 855244109 228 1951 SH SOLE 0 0 1951 Vanguard Dividend Appreciation ETF 921908844 2686 15638 SH SOLE 0 0 15638 Vanguard Total Int'l Stock ETF 921909768 32589 512642 SH SOLE 0 0 512642 Vanguard Mega Cap Growth ETF 921910816 205 785 SH SOLE 0 0 785 Vanguard Total Bond Market ETF 921937835 5488 64758 SH SOLE 0 0 64758 Vanguard Int'l Developed Marke ETF 921943858 6560 128467 SH SOLE 0 0 128467 Vanguard High Dividend Yield ETF 921946406 912 8138 SH SOLE 0 0 8138 Vanguard Glb. Ex-US Real Estat ETF 922042676 1613 29897 SH SOLE 0 0 29897 Vanguard All-World ex-US ETF 922042775 1228 20036 SH SOLE 0 0 20036 Vanguard Emerging Markets ETF 922042858 3162 63924 SH SOLE 0 0 63924 Vanguard S&P 500 ETF ETF 922908363 256 587 SH SOLE 0 0 587 Vanguard Real Estate ETF 922908553 876 7551 SH SOLE 0 0 7551 Vanguard Mid-Cap ETF 922908629 5785 22706 SH SOLE 0 0 22706 Vanguard Small-Cap ETF 922908751 2179 9642 SH SOLE 0 0 9642 Vanguard Total Stock Market ETF 922908769 11408 47251 SH SOLE 0 0 47251 Carrier Global Corp EQUITY 14448C104 549 10120 SH SOLE 0 0 10120 Invesco S&P 500 Equal Weight ETF 46137V357 4217 25910 SH SOLE 0 0 25910 PowerShares Dividend Achievers ETF 46137V506 319 8025 SH SOLE 0 0 8025 PowerShares FTSE RAFI US 1000 ETF 46137V613 373 2173 SH SOLE 0 0 2173 iShares Core MSCI Totl ETF 46432F834 2537 35761 SH SOLE 0 0 35761 iShares Core MSCI EAFE ETF 46432F842 5499 73669 SH SOLE 0 0 73669 iShares Core MSCI Emerging Mkt ETF 46434G103 1014 16942 SH SOLE 0 0 16942 iShares EMU Hedged ETF ETF 46434V639 8607 228598 SH SOLE 0 0 228598 iShares ESG Aware MSCI ETF 46435G516 836 10519 SH SOLE 0 0 10519 K K R Real Estate Finance Trus EQUITY 48251K100 1355 65032 SH SOLE 0 0 65032 Otis Worldwide Corp EQUITY 68902V107 378 4337 SH SOLE 0 0 4337 Proshares Dividend Aristocrats ETF 74347B680 6615 89724 SH SOLE 0 0 89724 ProShares Dividend Aristocrats ETF 74348A467 6005 61166 SH SOLE 0 0 61166 Raytheon Technologies Co EQUITY 75513E101 587 6823 SH SOLE 0 0 6823 SPDR S&P 500 ETF 78462F103 13222 27838 SH SOLE 0 0 27838 SPDR S&P Dividend ETF 78464A763 2783 21553 SH SOLE 0 0 21553 SPDR Doubleline Ttl Rtrn ETF 78467V848 5847 123511 SH SOLE 0 0 123511 SPDR Financial Select Sector ETF 81369Y605 1234 31601 SH SOLE 0 0 31601 Target Corporation EQUITY 87612E106 291 1257 SH SOLE 0 0 1257 Tesla Motors Inc EQUITY 88160R101 444 420 SH SOLE 0 0 420 U S Silica Hldgs Inc EQUITY 90346E103 98 10425 SH SOLE 0 0 10425 Semiconductor Holders Tr EQUITY 92189F676 588 1906 SH SOLE 0 0 1906 Vanguard Short-Term Treasuries ETF 92206C102 2525 41510 SH SOLE 0 0 41510 Vanguard Short-Term Corp. Bond ETF 92206C409 2570 31623 SH SOLE 0 0 31623 Vanguard Interm. Treasuries ETF 92206C706 7521 113147 SH SOLE 0 0 113147 Vanguard Interm. Corp. Bond ETF 92206C870 1231 13272 SH SOLE 0 0 13272 Willis Towers Watson EQUITY G96629103 251 1055 SH SOLE 0 0 1055 Chubb Corp. EQUITY H1467J104 482 2494 SH SOLE 0 0 2494