0000878057-23-000001.txt : 20230111 0000878057-23-000001.hdr.sgml : 20230111 20230111120404 ACCESSION NUMBER: 0000878057-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230111 DATE AS OF CHANGE: 20230111 EFFECTIVENESS DATE: 20230111 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: 23522987 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 X0202 13F-HR LIVE false false false 0000878057 XXXXXXXX 12-31-2022 12-31-2022 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 01-11-2023 0 67 196969642 false INFORMATION TABLE 2 q4202213f.xml Apple Computer EQUITY 037833100 1804 13883 SH SOLE 0 0 13883 Berkshire Hathaway Cl B EQUITY 084670702 613 1986 SH SOLE 0 0 1986 Carrier Global Corp EQUITY 14448C104 358 8674 SH SOLE 0 0 8674 Chubb Corp. EQUITY H1467J104 550 2494 SH SOLE 0 0 2494 Home Depot Inc EQUITY 437076102 345 1092 SH SOLE 0 0 1092 Invesco S&P 500 Equal Weight ETF 46137V357 3082 21820 SH SOLE 0 0 21820 iShares Cohen & Steers REIT ETF 464287564 259 4720 SH SOLE 0 0 4720 iShares Core MSCI EAFE ETF 46432F842 7310 118594 SH SOLE 0 0 118594 iShares Core MSCI Emerging Mkt ETF 46434G103 219 4700 SH SOLE 0 0 4700 iShares Core MSCI Totl ETF 46432F834 2360 40768 SH SOLE 0 0 40768 iShares Core S&P 500 ETF 464287200 4298 11186 SH SOLE 0 0 11186 iShares Core S&P Mid-Cap ETF 464287507 1613 6669 SH SOLE 0 0 6669 iShares Core S&P Small-Cap ETF 464287804 1932 20410 SH SOLE 0 0 20410 iShares Core S&P Total ETF 464287150 322 3803 SH SOLE 0 0 3803 iShares Core US Aggregate Bond ETF 464287226 4223 43540 SH SOLE 0 0 43540 iShares DJ US Real Estate ETF 464287739 1974 23451 SH SOLE 0 0 23451 iShares EMU Hedged ETF ETF 46434V639 3356 120820 SH SOLE 0 0 120820 iShares ESG Aware MSCI ETF 46435G516 399 6072 SH SOLE 0 0 6072 iShares MSCI EAFE ETF 464287465 2491 37952 SH SOLE 0 0 37952 iShares MSCI EAFE Small-Cap ETF 464288273 226 4003 SH SOLE 0 0 4003 iShares MSCI Emerging Markets ETF 464287234 2135 56334 SH SOLE 0 0 56334 iShares National Muni Bond ETF 464288414 2008 19025 SH SOLE 0 0 19025 iShares Russell 2000 ETF 464287655 4712 27023 SH SOLE 0 0 27023 iShares Russell 3000 ETF 464287689 262 1185 SH SOLE 0 0 1185 iShares Russell Mid-Cap ETF 464287499 1041 15432 SH SOLE 0 0 15432 iShares S&P NA Tec. Semi. Idx ETF 464287523 406 1168 SH SOLE 0 0 1168 iShares TIPS Bond ETF 464287176 1024 9619 SH SOLE 0 0 9619 Ishares US Aerospace ETF 464288760 202 1803 SH SOLE 0 0 1803 iShares US Technology ETF 464287721 1612 21640 SH SOLE 0 0 21640 K K R Real Estate Finance Trus EQUITY 48251K100 291 20817 SH SOLE 0 0 20817 M&T Bank Corporation EQUITY 55261F104 236 1628 SH SOLE 0 0 1628 Medical Properties EQUITY 58463J304 804 72134 SH SOLE 0 0 72134 Microsoft EQUITY 594918104 328 1369 SH SOLE 0 0 1369 Otis Worldwide Corp EQUITY 68902V107 340 4337 SH SOLE 0 0 4337 PowerShares Dividend Achievers ETF 46137V506 293 8025 SH SOLE 0 0 8025 PowerShares FTSE RAFI US 1000 ETF 46137V613 337 2173 SH SOLE 0 0 2173 Proshares Dividend Aristocrats ETF 74347B680 8439 117947 SH SOLE 0 0 117947 ProShares Dividend Aristocrats ETF 74348A467 7355 81729 SH SOLE 0 0 81729 Raytheon Technologies Co EQUITY 75513E101 627 6208 SH SOLE 0 0 6208 Schwab Fundamental US Large Co ETF 808524771 216 4042 SH SOLE 0 0 4042 Schwab US Broad Market ETF 808524102 316 7049 SH SOLE 0 0 7049 Schwab US Dividend Equity ETF 808524797 758 10034 SH SOLE 0 0 10034 SPDR Doubleline Ttl Rtrn ETF 78467V848 4942 123432 SH SOLE 0 0 123432 SPDR Financial Select Sector ETF 81369Y605 572 16720 SH SOLE 0 0 16720 SPDR Portfolio Emerging Market ETF 78463X509 343 10408 SH SOLE 0 0 10408 SPDR S&P 500 ETF 78462F103 10182 26625 SH SOLE 0 0 26625 SPDR S&P Dividend ETF 78464A763 2788 22283 SH SOLE 0 0 22283 Valero Energy Corp New EQUITY 91913Y100 307 2420 SH SOLE 0 0 2420 Vanguard All-World ex-US ETF 922042775 1138 22693 SH SOLE 0 0 22693 Vanguard Dividend Appreciation ETF 921908844 2218 14609 SH SOLE 0 0 14609 Vanguard Emerging Markets ETF 922042858 1659 42552 SH SOLE 0 0 42552 Vanguard Glb. Ex-US Real Estat ETF 922042676 1184 28650 SH SOLE 0 0 28650 Vanguard High Dividend Yield ETF 921946406 968 8942 SH SOLE 0 0 8942 Vanguard Interm. Corp. Bond ETF 92206C870 1023 13198 SH SOLE 0 0 13198 Vanguard Interm. Treasuries ETF 92206C706 2408 41181 SH SOLE 0 0 41181 Vanguard Int'l Developed Marke ETF 921943858 5182 123468 SH SOLE 0 0 123468 Vanguard Mid-Cap ETF 922908629 4263 20919 SH SOLE 0 0 20919 Vanguard Real Estate ETF 922908553 792 9599 SH SOLE 0 0 9599 Vanguard S&P 500 ETF ETF 922908363 523 1490 SH SOLE 0 0 1490 Vanguard Short-Term Bond ETF 921937827 13570 180264 SH SOLE 0 0 180264 Vanguard Short-Term Corp. Bond ETF 92206C409 12497 166210 SH SOLE 0 0 166210 Vanguard Short-Term Treasuries ETF 92206C102 710 12280 SH SOLE 0 0 12280 Vanguard Small-Cap ETF 922908751 1344 7323 SH SOLE 0 0 7323 Vanguard Total Bond Market ETF 921937835 6405 89155 SH SOLE 0 0 89155 Vanguard Total Int'l Stock ETF 921909768 34302 663232 SH SOLE 0 0 663232 Vanguard Total Stock Market ETF 922908769 8614 45054 SH SOLE 0 0 45054 Willis Towers Watson EQUITY G96629103 258 1055 SH SOLE 0 0 1055