0000878057-21-000004.txt : 20211007 0000878057-21-000004.hdr.sgml : 20211007 20211007091207 ACCESSION NUMBER: 0000878057-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211007 DATE AS OF CHANGE: 20211007 EFFECTIVENESS DATE: 20211007 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: 211311165 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 09-30-2021 09-30-2021 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 10-07-2021 0 66 188739 false INFORMATION TABLE 2 q3202113f.xml Vanguard Total Int'l Stock ETF 921909768 32251 509812 SH SOLE 0 0 509812 SPDR S&P 500 ETF 78462F103 11744 27365 SH SOLE 0 0 27365 Vanguard Total Stock Market ETF 922908769 10336 46545 SH SOLE 0 0 46545 Vanguard Interm. Treasuries ETF 92206C706 9300 137675 SH SOLE 0 0 137675 iShares Russell 2000 ETF 464287655 7315 33442 SH SOLE 0 0 33442 iShares EMU Hedged ETF ETF 46434V639 6150 170536 SH SOLE 0 0 170536 SPDR Doubleline Ttl Rtrn ETF 78467V848 6098 126207 SH SOLE 0 0 126207 Vanguard Int'l Developed Marke ETF 921943858 6059 120010 SH SOLE 0 0 120010 Proshares Dividend Aristocrats ETF 74347B680 5984 88322 SH SOLE 0 0 88322 Vanguard Total Bond Market ETF 921937835 5977 69949 SH SOLE 0 0 69949 ProShares Dividend Aristocrats ETF 74348A467 5756 65016 SH SOLE 0 0 65016 iShares Core S&P 500 ETF 464287200 5370 12464 SH SOLE 0 0 12464 Vanguard Mid-Cap ETF 922908629 5355 22619 SH SOLE 0 0 22619 iShares Core MSCI EAFE ETF 46432F842 5352 72087 SH SOLE 0 0 72087 iShares MSCI Emerging Markets ETF 464287234 4584 90990 SH SOLE 0 0 90990 iShares Core US Aggregate Bond ETF 464287226 3896 33930 SH SOLE 0 0 33930 Invesco S&P 500 Equal Weight ETF 46137V357 3834 25591 SH SOLE 0 0 25591 Vanguard Emerging Markets ETF 922042858 3396 67904 SH SOLE 0 0 67904 Vanguard Short-Term Treasuries ETF 92206C102 2898 47196 SH SOLE 0 0 47196 iShares US Technology ETF 464287721 2811 27760 SH SOLE 0 0 27760 Vanguard Short-Term Corp. Bond ETF 92206C409 2711 32900 SH SOLE 0 0 32900 iShares Core S&P Small-Cap ETF 464287804 2615 23949 SH SOLE 0 0 23949 iShares DJ US Real Estate ETF 464287739 2606 25448 SH SOLE 0 0 25448 SPDR S&P Dividend ETF 78464A763 2593 22063 SH SOLE 0 0 22063 iShares Core MSCI Totl ETF 46432F834 2525 35559 SH SOLE 0 0 35559 iShares National Muni Bond ETF 464288414 2267 19518 SH SOLE 0 0 19518 Vanguard Dividend Appreciation ETF 921908844 2260 14712 SH SOLE 0 0 14712 iShares MSCI EAFE ETF 464287465 2236 28663 SH SOLE 0 0 28663 Vanguard Small-Cap ETF 922908751 2133 9753 SH SOLE 0 0 9753 Apple Computer EQUITY 037833100 2105 14877 SH SOLE 0 0 14877 Vanguard Glb. Ex-US Real Estat ETF 922042676 1741 30921 SH SOLE 0 0 30921 iShares Core S&P Mid-Cap ETF 464287507 1467 5576 SH SOLE 0 0 5576 Vanguard Interm. Corp. Bond ETF 92206C870 1394 14766 SH SOLE 0 0 14766 Vanguard All-World ex-US ETF 922042775 1216 19943 SH SOLE 0 0 19943 iShares Russell Mid-Cap ETF 464287499 1207 15432 SH SOLE 0 0 15432 SPDR Financial Select Sector ETF 81369Y605 1058 28189 SH SOLE 0 0 28189 iShares Core MSCI Emerging Mkt ETF 46434G103 1031 16700 SH SOLE 0 0 16700 Vanguard High Dividend Yield ETF 921946406 841 8138 SH SOLE 0 0 8138 K K R Real Estate Finance Trus EQUITY 48251K100 801 37940 SH SOLE 0 0 37940 Vanguard Real Estate ETF 922908553 781 7672 SH SOLE 0 0 7672 iShares ESG Aware MSCI ETF 46435G516 741 9456 SH SOLE 0 0 9456 Schwab US Dividend Equity ETF 808524797 697 9384 SH SOLE 0 0 9384 Semiconductor Holders Tr EQUITY 92189F676 486 1896 SH SOLE 0 0 1896 Chubb Corp. EQUITY H1467J104 433 2494 SH SOLE 0 0 2494 iShares Core S&P Total ETF 464287150 374 3803 SH SOLE 0 0 3803 Schwab US Broad Market ETF 808524102 364 3507 SH SOLE 0 0 3507 iShares S&P NA Tec. Semi. Idx ETF 464287523 357 800 SH SOLE 0 0 800 Home Depot Inc EQUITY 437076102 353 1074 SH SOLE 0 0 1074 PowerShares FTSE RAFI US 1000 ETF 46137V613 344 2173 SH SOLE 0 0 2173 Amazon Com Inc EQUITY 023135106 342 104 SH SOLE 0 0 104 iShares TIPS Bond ETF 464287176 338 2645 SH SOLE 0 0 2645 Berkshire Hathaway Cl B EQUITY 084670702 337 1236 SH SOLE 0 0 1236 Tesla Motors Inc EQUITY 88160R101 326 420 SH SOLE 0 0 420 Microsoft EQUITY 594918104 320 1137 SH SOLE 0 0 1137 iShares Cohen & Steers REIT ETF 464287564 314 4794 SH SOLE 0 0 4794 iShares Russell 3000 ETF 464287689 302 1185 SH SOLE 0 0 1185 PowerShares Dividend Achievers ETF 46137V506 289 8025 SH SOLE 0 0 8025 Target Corporation EQUITY 87612E106 288 1257 SH SOLE 0 0 1257 Peoples United EQUITY 712704105 251 14363 SH SOLE 0 0 14363 Willis Towers Watson EQUITY G96629103 245 1055 SH SOLE 0 0 1055 iShares Residential Real Estat ETF 464288562 235 2742 SH SOLE 0 0 2742 Vanguard S&P 500 ETF ETF 922908363 232 587 SH SOLE 0 0 587 Starbucks Corp EQUITY 855244109 215 1951 SH SOLE 0 0 1951 Schwab Fundamental US Large Co ETF 808524771 214 3973 SH SOLE 0 0 3973 iShares Core US Growth ETF 464287671 205 2000 SH SOLE 0 0 2000 U S Silica Hldgs Inc EQUITY 90346E103 83 10425 SH SOLE 0 0 10425