0000878057-21-000001.txt : 20210115 0000878057-21-000001.hdr.sgml : 20210115 20210115083702 ACCESSION NUMBER: 0000878057-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210115 DATE AS OF CHANGE: 20210115 EFFECTIVENESS DATE: 20210115 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: 21530599 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 12-31-2020 12-31-2020 NEW ENGLAND GUILD WEALTH ADVISORS, INC.

139 SIMSBURY ROAD AVON CT 06001

13F HOLDINGS REPORT 028-19581 N Bill Pfeiffer 8604045900 William R. Pfeiffer Jr Avon CT 01-15-2021 0 61 168569 false INFORMATION TABLE 2 q4202013f.xml Vanguard Total Int'l Stock ETF 921909768 29320 487362 SH SOLE 0 0 487362 Vanguard Interm. Treasuries ETF 92206C706 12066 173812 SH SOLE 0 0 173812 SPDR S&P 500 ETF 78462F103 10270 27470 SH SOLE 0 0 27470 Vanguard Total Stock Market ETF 922908769 8890 45672 SH SOLE 0 0 45672 SPDR Doubleline Ttl Rtrn ETF 78467V848 7236 146843 SH SOLE 0 0 146843 Vanguard Total Bond Market ETF 921937835 5416 61416 SH SOLE 0 0 61416 Vanguard Mid-Cap ETF 922908629 5233 25308 SH SOLE 0 0 25308 iShares Russell 2000 ETF 464287655 5025 25630 SH SOLE 0 0 25630 Proshares Dividend Aristocrats ETF 74347B680 4950 78716 SH SOLE 0 0 78716 iShares Core US Aggregate Bond ETF 464287226 4697 39745 SH SOLE 0 0 39745 iShares Core MSCI EAFE ETF 46432F842 4686 67824 SH SOLE 0 0 67824 ProShares Dividend Aristocrats ETF 74348A467 4680 58591 SH SOLE 0 0 58591 iShares Core S&P 500 ETF 464287200 4515 12026 SH SOLE 0 0 12026 Vanguard Int'l Developed Marke ETF 921943858 4278 90607 SH SOLE 0 0 90607 iShares EMU Hedged ETF ETF 46434V639 4214 135112 SH SOLE 0 0 135112 Vanguard Short-Term Treasuries ETF 92206C102 3958 64256 SH SOLE 0 0 64256 iShares MSCI Emerging Markets ETF 464287234 3760 72760 SH SOLE 0 0 72760 Vanguard Emerging Markets ETF 922042858 2999 59847 SH SOLE 0 0 59847 iShares US Technology ETF 464287721 2864 33660 SH SOLE 0 0 33660 iShares Core MSCI Totl ETF 46432F834 2634 39199 SH SOLE 0 0 39199 SPDR S&P Dividend ETF 78464A763 2606 24597 SH SOLE 0 0 24597 iShares National Muni Bond ETF 464288414 2582 22033 SH SOLE 0 0 22033 Vanguard Dividend Appreciation ETF 921908844 2448 17338 SH SOLE 0 0 17338 iShares MSCI EAFE ETF 464287465 2213 30336 SH SOLE 0 0 30336 Apple Computer EQUITY 037833100 2064 15555 SH SOLE 0 0 15555 Vanguard Interm. Corp. Bond ETF 92206C870 1965 20232 SH SOLE 0 0 20232 Invesco S&P 500 Equal Weight ETF 46137V357 1864 14612 SH SOLE 0 0 14612 iShares Core S&P Small-Cap ETF 464287804 1859 20233 SH SOLE 0 0 20233 Vanguard Short-Term Corp. Bond ETF 92206C409 1788 21474 SH SOLE 0 0 21474 Vanguard Glb. Ex-US Real Estat ETF 922042676 1774 32661 SH SOLE 0 0 32661 iShares Core S&P Mid-Cap ETF 464287507 1488 6474 SH SOLE 0 0 6474 iShares China Large-Cap ETF 464287184 1481 31904 SH SOLE 0 0 31904 iShares Core MSCI Emerging Mkt ETF 46434G103 1204 19400 SH SOLE 0 0 19400 Vanguard All-World ex-US ETF 922042775 1173 20104 SH SOLE 0 0 20104 iShares Russell Mid-Cap ETF 464287499 1058 15432 SH SOLE 0 0 15432 Ishares Esg Aware Msci ETF 46435G516 834 11416 SH SOLE 0 0 11416 Vanguard Small-Cap ETF 922908751 809 4158 SH SOLE 0 0 4158 Vanguard High Dividend Yield ETF 921946406 745 8138 SH SOLE 0 0 8138 Schwab US Dividend Equity ETF 808524797 602 9384 SH SOLE 0 0 9384 Vanguard Real Estate ETF 922908553 572 6740 SH SOLE 0 0 6740 Home Depot Inc EQUITY 437076102 491 1848 SH SOLE 0 0 1848 Ishares Core S&P Total ETF 464287150 363 4209 SH SOLE 0 0 4209 Schwab US Broad Market ETF 808524102 363 3992 SH SOLE 0 0 3992 Amazon Com Inc EQUITY 023135106 362 111 SH SOLE 0 0 111 SPDR Financial Select Sector ETF 81369Y605 324 10992 SH SOLE 0 0 10992 iShares S&P NA Tec. Semi. Idx ETF 464287523 303 800 SH SOLE 0 0 800 American Express Company EQUITY 025816109 296 2449 SH SOLE 0 0 2449 Berkshire Hathaway Cl B EQUITY 084670702 287 1236 SH SOLE 0 0 1236 Tesla Motors Inc EQUITY 88160R101 279 395 SH SOLE 0 0 395 iShares Russell 3000 ETF 464287689 270 1208 SH SOLE 0 0 1208 PowerShares FTSE RAFI US 1000 ETF 46137V613 268 2008 SH SOLE 0 0 2008 PowerShares Dividend Achievers ETF 46137V506 264 8025 SH SOLE 0 0 8025 Direxion Work From Home ETF 25460G773 251 3721 SH SOLE 0 0 3721 Microsoft EQUITY 594918104 223 1000 SH SOLE 0 0 1000 Peoples United EQUITY 712704105 222 17139 SH SOLE 0 0 17139 Willis Towers Watson EQUITY G96629103 222 1055 SH SOLE 0 0 1055 Target Corporation EQUITY 87612E106 222 1257 SH SOLE 0 0 1257 Vanguard S&P 500 ETF ETF 922908363 212 618 SH SOLE 0 0 618 iShares Cohen & Steers REIT ETF 464287564 208 3857 SH SOLE 0 0 3857 Starbucks Corp EQUITY 855244109 207 1931 SH SOLE 0 0 1931 General Electric EQUITY 369604103 112 10351 SH SOLE 0 0 10351