0000878057-22-000002.txt : 20220418 0000878057-22-000002.hdr.sgml : 20220418 20220418144217 ACCESSION NUMBER: 0000878057-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220418 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220418 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: 22831910 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 03-31-2022 03-31-2022 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 04-18-2022 0 73 188672 false INFORMATION TABLE 2 q1202213f.xml Abbvie Inc EQUITY 00287Y109 209 1290 SH SOLE 0 0 1290 Amazon Com Inc EQUITY 023135106 339 104 SH SOLE 0 0 104 Apple Computer EQUITY 037833100 2598 14879 SH SOLE 0 0 14879 Berkshire Hathaway Cl B EQUITY 084670702 1013 2870 SH SOLE 0 0 2870 Carrier Global Corp EQUITY 14448C104 444 9674 SH SOLE 0 0 9674 Chubb Corp. EQUITY H1467J104 533 2494 SH SOLE 0 0 2494 Home Depot Inc EQUITY 437076102 327 1092 SH SOLE 0 0 1092 Invesco S&P 500 Equal Weight ETF 46137V357 4318 27381 SH SOLE 0 0 27381 iShares Cohen & Steers REIT ETF 464287564 342 4813 SH SOLE 0 0 4813 iShares Core MSCI EAFE ETF 46432F842 7117 102391 SH SOLE 0 0 102391 iShares Core MSCI Emerging Mkt ETF 46434G103 941 16942 SH SOLE 0 0 16942 iShares Core MSCI Totl ETF 46432F834 2425 36419 SH SOLE 0 0 36419 iShares Core S&P 500 ETF 464287200 5628 12406 SH SOLE 0 0 12406 iShares Core S&P Mid-Cap ETF 464287507 1498 5582 SH SOLE 0 0 5582 iShares Core S&P Small-Cap ETF 464287804 2602 24121 SH SOLE 0 0 24121 iShares Core S&P Total ETF 464287150 384 3803 SH SOLE 0 0 3803 iShares Core US Aggregate Bond ETF 464287226 3035 28336 SH SOLE 0 0 28336 iShares Core US Growth ETF 464287671 211 2000 SH SOLE 0 0 2000 iShares DJ US Real Estate ETF 464287739 3275 30265 SH SOLE 0 0 30265 iShares EMU Hedged ETF ETF 46434V639 4849 141669 SH SOLE 0 0 141669 iShares ESG Aware MSCI ETF 46435G516 641 8697 SH SOLE 0 0 8697 iShares MSCI ACWI Ex US ETF 464288240 366 7005 SH SOLE 0 0 7005 iShares MSCI EAFE ETF 464287465 2110 28671 SH SOLE 0 0 28671 iShares MSCI Emerging Markets ETF 464287234 3674 81376 SH SOLE 0 0 81376 iShares Residential Real Estat ETF 464288562 266 2776 SH SOLE 0 0 2776 iShares Russell 2000 ETF 464287655 7487 36472 SH SOLE 0 0 36472 iShares Russell 3000 ETF 464287689 311 1185 SH SOLE 0 0 1185 iShares Russell Mid-Cap ETF 464287499 1204 15432 SH SOLE 0 0 15432 iShares S&P NA Tec. Semi. Idx ETF 464287523 379 800 SH SOLE 0 0 800 iShares TIPS Bond ETF 464287176 502 4028 SH SOLE 0 0 4028 Ishares US Aerospace ETF 464288760 200 1803 SH SOLE 0 0 1803 iShares US Technology ETF 464287721 2860 27760 SH SOLE 0 0 27760 Johnson & Johnson EQUITY 478160104 237 1340 SH SOLE 0 0 1340 K K R Real Estate Finance Trus ETF 48251K100 1221 59219 SH SOLE 0 0 59219 Microsoft EQUITY 594918104 414 1342 SH SOLE 0 0 1342 Otis Worldwide Corp EQUITY 68902V107 334 4337 SH SOLE 0 0 4337 Peoples United EQUITY 712704105 287 14363 SH SOLE 0 0 14363 Pfizer EQUITY 717081103 236 4568 SH SOLE 0 0 4568 PowerShares Dividend Achievers ETF 46137V506 309 8025 SH SOLE 0 0 8025 PowerShares FTSE RAFI US 1000 ETF 46137V613 371 2173 SH SOLE 0 0 2173 Proshares Dividend Aristocrats ETF 74347B680 7530 104189 SH SOLE 0 0 104189 ProShares Dividend Aristocrats ETF 74348A467 6027 63499 SH SOLE 0 0 63499 Raytheon Technologies Co EQUITY 75513E101 615 6208 SH SOLE 0 0 6208 Schwab Fundamental US Large Co ETF 808524771 234 3997 SH SOLE 0 0 3997 Schwab US Broad Market ETF 808524102 375 7026 SH SOLE 0 0 7026 Schwab US Dividend Equity ETF 808524797 792 10034 SH SOLE 0 0 10034 Semiconductor Holders Tr ETF 92189F676 514 1906 SH SOLE 0 0 1906 SPDR Doubleline Ttl Rtrn ETF 78467V848 4834 107982 SH SOLE 0 0 107982 SPDR Financial Select Sector ETF 81369Y605 1212 31632 SH SOLE 0 0 31632 SPDR Portfolio Emerging Market ETF 78463X509 202 5221 SH SOLE 0 0 5221 SPDR S&P 500 ETF 78462F103 12405 27466 SH SOLE 0 0 27466 SPDR S&P Dividend ETF 78464A763 2884 22509 SH SOLE 0 0 22509 Target Corporation EQUITY 87612E106 267 1257 SH SOLE 0 0 1257 Tesla Motors Inc EQUITY 88160R101 560 520 SH SOLE 0 0 520 Valero Energy Corp New EQUITY 91913Y100 246 2420 SH SOLE 0 0 2420 Vanguard All-World ex-US ETF 922042775 1154 20036 SH SOLE 0 0 20036 Vanguard Dividend Appreciation ETF 921908844 2536 15639 SH SOLE 0 0 15639 Vanguard Emerging Markets ETF 922042858 3176 68838 SH SOLE 0 0 68838 Vanguard Glb. Ex-US Real Estat ETF 922042676 1502 28911 SH SOLE 0 0 28911 Vanguard High Dividend Yield ETF 921946406 913 8138 SH SOLE 0 0 8138 Vanguard Interm. Corp. Bond ETF 92206C870 1145 13311 SH SOLE 0 0 13311 Vanguard Interm. Treasuries ETF 92206C706 6824 108473 SH SOLE 0 0 108473 Vanguard Int'l Developed Marke ETF 921943858 9857 205233 SH SOLE 0 0 205233 Vanguard Mid-Cap ETF 922908629 4999 21020 SH SOLE 0 0 21020 Vanguard Real Estate ETF 922908553 906 8358 SH SOLE 0 0 8358 Vanguard S&P 500 ETF ETF 922908363 353 850 SH SOLE 0 0 850 Vanguard Short-Term Corp. Bond ETF 92206C409 1295 16581 SH SOLE 0 0 16581 Vanguard Short-Term Treasuries ETF 92206C102 2401 40510 SH SOLE 0 0 40510 Vanguard Small-Cap ETF 922908751 1695 7978 SH SOLE 0 0 7978 Vanguard Total Bond Market ETF 921937835 4791 60228 SH SOLE 0 0 60228 Vanguard Total Int'l Stock ETF 921909768 30358 508164 SH SOLE 0 0 508164 Vanguard Total Stock Market ETF 922908769 10324 45345 SH SOLE 0 0 45345 Willis Towers Watson EQUITY G96629103 249 1055 SH SOLE 0 0 1055