0000878057-19-000004.txt : 20190820 0000878057-19-000004.hdr.sgml : 20190820 20190820133107 ACCESSION NUMBER: 0000878057-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190820 DATE AS OF CHANGE: 20190820 EFFECTIVENESS DATE: 20190820 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: 191038652 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 03-31-2019 03-31-2019 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 08-20-2019 0 51 132200 false INFORMATION TABLE 2 q1201913f.xml iShares EMU Hedged ETF ETF 46434V639 5624 191563 SH SOLE 0 0 191563 Vanguard FTSE Developed Market ETF 921943858 7539 184453 SH SOLE 0 0 184453 Vanguard Total International S ETF 921909768 9106 175462 SH SOLE 0 0 175462 iShares Core MSCI EAFE ETF 46432F842 9944 163630 SH SOLE 0 0 163630 SPDR Doubleline Ttl Rtrn ETF 78467V848 7740 160268 SH SOLE 0 0 160268 Vanguard Interm. Treasuries ETF 92206C706 9419 146070 SH SOLE 0 0 146070 Vanguard Glb. Ex-US Real Estat ETF 922042676 6017 101010 SH SOLE 0 0 101010 Vanguard Short-Term Treasuries ETF 92206C102 4429 73304 SH SOLE 0 0 73304 iShares MSCI Emerging Markets ETF 464287234 3044 71244 SH SOLE 0 0 71244 Vanguard Total Stock Market ETF 922908769 9590 66268 SH SOLE 0 0 66268 iShares Core S&P Small-Cap ETF 464287804 4642 60171 SH SOLE 0 0 60171 Vanguard Total Bond Market ETF 921937835 4358 53679 SH SOLE 0 0 53679 Vanguard FTSE Emerging Markets ETF 922042858 2016 47427 SH SOLE 0 0 47427 iShares MSCI EAFE ETF 464287465 2733 42131 SH SOLE 0 0 42131 Vanguard Real Estate ETF 922908553 3174 36515 SH SOLE 0 0 36515 SPDR S&P Dividend ETF 78464A763 3100 31179 SH SOLE 0 0 31179 iShares Russell 2000 ETF 464287655 4441 29435 SH SOLE 0 0 29435 Vanguard Interm. Corp. Bond ETF 92206C870 2444 28136 SH SOLE 0 0 28136 Vanguard Short-Term Corp. Bond ETF 92206C409 1982 24855 SH SOLE 0 0 24855 iShares MSCI EAFE Small-Cap ETF 464288273 1353 23891 SH SOLE 0 0 23891 SPDR S&P 500 ETF 78462F103 6732 23830 SH SOLE 0 0 23830 iShares Core US Aggregate Bond ETF 464287226 2305 21136 SH SOLE 0 0 21136 iShares Core MSCI Emerging Mkt ETF 46434G103 1003 19400 SH SOLE 0 0 19400 iShares Core S&P Mid-Cap ETF 464287507 3501 18487 SH SOLE 0 0 18487 Peoples United EQUITY 712704105 282 17139 SH SOLE 0 0 17139 iShares Russell Mid-Cap ETF 464287499 833 15432 SH SOLE 0 0 15432 Vanguard Dividend Appreciation ETF 921908844 1576 14375 SH SOLE 0 0 14375 Schwab Fundamental US Large Co ETF 808524771 411 10821 SH SOLE 0 0 10821 Boulder Growth & Income EQUITY 101507101 114 10581 SH SOLE 0 0 10581 PowerShares FTSE RAFI US 1000 ETF 46137V613 1162 10250 SH SOLE 0 0 10250 iShares Core S&P 500 ETF 464287200 1959 6884 SH SOLE 0 0 6884 Berkshire Hathaway Cl B EQUITY 084670702 1431 7123 SH SOLE 0 0 7123 Apple Computer EQUITY 037833100 1297 6826 SH SOLE 0 0 6826 Vanguard High Dividend Yield ETF 921946406 697 8138 SH SOLE 0 0 8138 Schwab US Small-Cap ETF 808524607 673 9628 SH SOLE 0 0 9628 Vanguard Small-Cap ETF 922908751 580 3798 SH SOLE 0 0 3798 Schwab US Dividend Equity ETF 808524797 491 9384 SH SOLE 0 0 9384 Vanguard FTSE All-World ex-US ETF 922042775 458 9132 SH SOLE 0 0 9132 iShares Russell 3000 ETF 464287689 376 2253 SH SOLE 0 0 2253 Becton Dickinson & Co EQUITY 075887109 375 1500 SH SOLE 0 0 1500 iShares Cohen & Steers REIT ETF 464287564 363 3262 SH SOLE 0 0 3262 Home Depot Inc EQUITY 437076102 355 1848 SH SOLE 0 0 1848 iShares Core MSCI Totl ETF 46432F834 348 8091 SH SOLE 0 0 8091 Schwab US Broad Market ETF 808524102 341 5005 SH SOLE 0 0 5005 iShares National Muni Bond ETF 464288414 341 3067 SH SOLE 0 0 3067 iShares Residential Real Estat ETF 464288562 332 4700 SH SOLE 0 0 4700 American Express Company EQUITY 025816109 268 2449 SH SOLE 0 0 2449 iShares Core High Dividend ETF 46429B663 254 2727 SH SOLE 0 0 2727 PowerShares Dividend Achievers ETF 46137V506 222 8025 SH SOLE 0 0 8025 A T & T EQUITY 00206R102 220 7145 SH SOLE 0 0 7145 Valero Energy Corp New EQUITY 91913Y100 205 2420 SH SOLE 0 0 2420