0000878057-20-000003.txt : 20200708 0000878057-20-000003.hdr.sgml : 20200708 20200708113238 ACCESSION NUMBER: 0000878057-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200708 DATE AS OF CHANGE: 20200708 EFFECTIVENESS DATE: 20200708 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: 201017697 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 06-30-2020 06-30-2020 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 07-08-2020 0 56 136134 false INFORMATION TABLE 2 q2202013f.xml Vanguard Total International S ETF 921909768 24375 495721 SH SOLE 0 0 495721 Vanguard Interm. Treasuries ETF 92206C706 12419 175981 SH SOLE 0 0 175981 SPDR Doubleline Ttl Rtrn ETF 78467V848 6760 136429 SH SOLE 0 0 136429 iShares EMU Hedged ETF ETF 46434V639 3098 110078 SH SOLE 0 0 110078 Vanguard FTSE Developed Market ETF 921943858 3093 79746 SH SOLE 0 0 79746 iShares Core MSCI EAFE ETF 46432F842 3871 67721 SH SOLE 0 0 67721 Vanguard FTSE Emerging Markets ETF 922042858 2520 63622 SH SOLE 0 0 63622 iShares MSCI Emerging Markets ETF 464287234 2512 62815 SH SOLE 0 0 62815 Vanguard Total Bond Market ETF 921937835 4908 55564 SH SOLE 0 0 55564 Vanguard Short-Term Treasuries ETF 92206C102 3378 54302 SH SOLE 0 0 54302 Vanguard Total Stock Market ETF 922908769 7994 51072 SH SOLE 0 0 51072 Proshares S&P Midcap 400 Dvd ETF 74347B680 2480 47134 SH SOLE 0 0 47134 Vanguard Glb. Ex-US Real Estat ETF 922042676 1903 40777 SH SOLE 0 0 40777 ProShares Dividend Aristocrats ETF 74348A467 2535 37643 SH SOLE 0 0 37643 iShares Core US Aggregate Bond ETF 464287226 4425 37436 SH SOLE 0 0 37436 iShares Core MSCI Totl ETF 46432F834 2033 37294 SH SOLE 0 0 37294 iShares MSCI EAFE ETF 464287465 1822 29936 SH SOLE 0 0 29936 SPDR S&P 500 ETF 78462F103 9153 29682 SH SOLE 0 0 29682 iShares Core S&P Small-Cap ETF 464287804 1904 27877 SH SOLE 0 0 27877 SPDR S&P Dividend ETF 78464A763 2473 27120 SH SOLE 0 0 27120 Vanguard Mid-Cap ETF 922908629 4022 24535 SH SOLE 0 0 24535 iShares Russell 2000 ETF 464287655 3111 21726 SH SOLE 0 0 21726 Vanguard Interm. Corp. Bond ETF 92206C870 2065 21706 SH SOLE 0 0 21706 Vanguard Short-Term Corp. Bond ETF 92206C409 1680 20329 SH SOLE 0 0 20329 iShares Core MSCI Emerging Mkt ETF 46434G103 923 19400 SH SOLE 0 0 19400 Vanguard FTSE All-World ex-US ETF 922042775 909 19089 SH SOLE 0 0 19089 Vanguard Dividend Appreciation ETF 921908844 2091 17842 SH SOLE 0 0 17842 Peoples United EQUITY 712704105 198 17139 SH SOLE 0 0 17139 iShares Russell Mid-Cap ETF 464287499 827 15432 SH SOLE 0 0 15432 iShares Core S&P 500 ETF 464287200 3798 12263 SH SOLE 0 0 12263 Vanguard Real Estate ETF 922908553 858 10929 SH SOLE 0 0 10929 General Electric EQUITY 369604103 71 10464 SH SOLE 0 0 10464 iShares US Technology ETF 464287721 2432 9013 SH SOLE 0 0 9013 Apple Computer EQUITY 037833100 1475 4044 SH SOLE 0 0 4044 iShares Core S&P Mid-Cap ETF 464287507 1208 6796 SH SOLE 0 0 6796 Vanguard High Dividend Yield ETF 921946406 641 8138 SH SOLE 0 0 8138 Invesco S&P 500 Equal Weight ETF 46137V357 640 6288 SH SOLE 0 0 6288 Vanguard Small-Cap ETF 922908751 495 3398 SH SOLE 0 0 3398 Schwab US Dividend Equity ETF 808524797 486 9384 SH SOLE 0 0 9384 Home Depot Inc EQUITY 437076102 463 1848 SH SOLE 0 0 1848 iShares National Muni Bond ETF 464288414 378 3277 SH SOLE 0 0 3277 PowerShares FTSE RAFI US 1000 ETF 46137V613 316 2919 SH SOLE 0 0 2919 Invesco S&P 500 Low ETF 46138E354 304 6111 SH SOLE 0 0 6111 Amazon Com Inc EQUITY 023135106 298 108 SH SOLE 0 0 108 Schwab US Broad Market ETF 808524102 296 4034 SH SOLE 0 0 4034 American Express Company EQUITY 025816109 276 2899 SH SOLE 0 0 2899 Vanguard S&P 500 ETF ETF 922908363 262 925 SH SOLE 0 0 925 Ishares Core S&P Total ETF 464287150 249 3590 SH SOLE 0 0 3590 PowerShares Dividend Achievers ETF 46137V506 226 8025 SH SOLE 0 0 8025 Berkshire Hathaway Cl B EQUITY 084670702 221 1236 SH SOLE 0 0 1236 iShares Russell 3000 ETF 464287689 218 1208 SH SOLE 0 0 1208 iShares S&P NA Tec. Semi. Idx ETF 464287523 217 800 SH SOLE 0 0 800 iShares Cohen & Steers REIT ETF 464287564 208 2065 SH SOLE 0 0 2065 Willis Towers Watson EQUITY G96629103 208 1055 SH SOLE 0 0 1055 A T & T EQUITY 00206R102 207 6834 SH SOLE 0 0 6834 Microsoft EQUITY 594918104 201 990 SH SOLE 0 0 990