0000878057-22-000003.txt : 20220708 0000878057-22-000003.hdr.sgml : 20220708 20220708104505 ACCESSION NUMBER: 0000878057-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220708 DATE AS OF CHANGE: 20220708 EFFECTIVENESS DATE: 20220708 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: 221073200 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 06-30-2022 06-30-2022 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 07-08-2022 0 70 162049 false INFORMATION TABLE 2 q2202213f.xml Vanguard Total Int'l Stock ETF 921909768 25627 496548 SH SOLE 0 0 496548 SPDR S&P 500 ETF 78462F103 10124 26836 SH SOLE 0 0 26836 Vanguard Int'l Developed Marke ETF 921943858 8503 208415 SH SOLE 0 0 208415 Vanguard Total Stock Market ETF 922908769 8477 44941 SH SOLE 0 0 44941 Proshares Dividend Aristocrats ETF 74347B680 6990 103619 SH SOLE 0 0 103619 iShares Core MSCI EAFE ETF 46432F842 6262 106414 SH SOLE 0 0 106414 Vanguard Interm. Treasuries ETF 92206C706 5932 96991 SH SOLE 0 0 96991 ProShares Dividend Aristocrats ETF 74348A467 5232 61296 SH SOLE 0 0 61296 iShares Russell 2000 ETF 464287655 5217 30806 SH SOLE 0 0 30806 iShares Core S&P 500 ETF 464287200 4752 12534 SH SOLE 0 0 12534 iShares EMU Hedged ETF ETF 46434V639 4517 144133 SH SOLE 0 0 144133 Vanguard Total Bond Market ETF 921937835 4498 59764 SH SOLE 0 0 59764 SPDR Doubleline Ttl Rtrn ETF 78467V848 4383 103920 SH SOLE 0 0 103920 Vanguard Mid-Cap ETF 922908629 4115 20890 SH SOLE 0 0 20890 Invesco S&P 500 Equal Weight ETF 46137V357 3884 28939 SH SOLE 0 0 28939 iShares MSCI Emerging Markets ETF 464287234 3377 84209 SH SOLE 0 0 84209 iShares Core US Aggregate Bond ETF 464287226 2740 26951 SH SOLE 0 0 26951 SPDR S&P Dividend ETF 78464A763 2672 22509 SH SOLE 0 0 22509 Vanguard Emerging Markets ETF 922042858 2630 63148 SH SOLE 0 0 63148 Vanguard Short-Term Treasuries ETF 92206C102 2326 39520 SH SOLE 0 0 39520 iShares Core S&P Small-Cap ETF 464287804 2288 24757 SH SOLE 0 0 24757 iShares US Technology ETF 464287721 2219 27760 SH SOLE 0 0 27760 iShares Core MSCI Totl ETF 46432F834 2197 38524 SH SOLE 0 0 38524 iShares DJ US Real Estate ETF 464287739 2188 23788 SH SOLE 0 0 23788 Vanguard Dividend Appreciation ETF 921908844 2177 15174 SH SOLE 0 0 15174 Apple Computer EQUITY 037833100 2034 14880 SH SOLE 0 0 14880 iShares MSCI EAFE ETF 464287465 1792 28681 SH SOLE 0 0 28681 iShares Core S&P Mid-Cap ETF 464287507 1710 7560 SH SOLE 0 0 7560 iShares TIPS Bond ETF 464287176 1643 14423 SH SOLE 0 0 14423 Vanguard Glb. Ex-US Real Estat ETF 922042676 1276 28822 SH SOLE 0 0 28822 Vanguard Small-Cap ETF 922908751 1274 7233 SH SOLE 0 0 7233 K K R Real Estate Finance Trus EQUITY 48251K100 1193 68361 SH SOLE 0 0 68361 Vanguard Short-Term Corp. Bond ETF 92206C409 1101 14432 SH SOLE 0 0 14432 Vanguard Interm. Corp. Bond ETF 92206C870 1071 13381 SH SOLE 0 0 13381 iShares Russell Mid-Cap ETF 464287499 998 15432 SH SOLE 0 0 15432 Vanguard All-World ex-US ETF 922042775 996 19943 SH SOLE 0 0 19943 SPDR Financial Select Sector ETF 81369Y605 891 28325 SH SOLE 0 0 28325 Vanguard High Dividend Yield ETF 921946406 828 8138 SH SOLE 0 0 8138 iShares Core MSCI Emerging Mkt ETF 46434G103 819 16700 SH SOLE 0 0 16700 Vanguard Real Estate ETF 922908553 803 8810 SH SOLE 0 0 8810 Berkshire Hathaway Cl B EQUITY 084670702 747 2736 SH SOLE 0 0 2736 Schwab US Dividend Equity ETF 808524797 719 10034 SH SOLE 0 0 10034 Raytheon Technologies Co EQUITY 75513E101 597 6208 SH SOLE 0 0 6208 iShares ESG Aware MSCI ETF 46435G516 554 8829 SH SOLE 0 0 8829 Chubb Corp. EQUITY H1467J104 490 2494 SH SOLE 0 0 2494 Semiconductor Holders Tr EQUITY 92189F676 388 1906 SH SOLE 0 0 1906 Schwab US REIT ETF 808524847 372 17620 SH SOLE 0 0 17620 Tesla Motors Inc EQUITY 88160R101 357 530 SH SOLE 0 0 530 SPDR Portfolio Emerging Market ETF 78463X509 348 10009 SH SOLE 0 0 10009 Carrier Global Corp EQUITY 14448C104 345 9674 SH SOLE 0 0 9674 Microsoft EQUITY 594918104 326 1268 SH SOLE 0 0 1268 PowerShares FTSE RAFI US 1000 ETF 46137V613 322 2173 SH SOLE 0 0 2173 iShares Core S&P Total ETF 464287150 319 3803 SH SOLE 0 0 3803 Schwab US Broad Market ETF 808524102 311 7033 SH SOLE 0 0 7033 American Intl Group Inc. EQUITY 026874784 307 6000 SH SOLE 0 0 6000 Otis Worldwide Corp EQUITY 68902V107 306 4337 SH SOLE 0 0 4337 Home Depot Inc EQUITY 437076102 300 1092 SH SOLE 0 0 1092 iShares S&P NA Tec. Semi. Idx ETF 464287523 280 800 SH SOLE 0 0 800 PowerShares Dividend Achievers ETF 46137V506 277 8025 SH SOLE 0 0 8025 M&T Bank Corporation EQUITY 55261F104 270 1694 SH SOLE 0 0 1694 iShares Cohen & Steers REIT ETF 464287564 265 4365 SH SOLE 0 0 4365 iShares Russell 3000 ETF 464287689 258 1185 SH SOLE 0 0 1185 iShares MSCI ACWI Ex US ETF 464288240 257 5704 SH SOLE 0 0 5704 Valero Energy Corp New EQUITY 91913Y100 257 2420 SH SOLE 0 0 2420 Johnson & Johnson EQUITY 478160104 238 1340 SH SOLE 0 0 1340 Vanguard S&P 500 ETF ETF 922908363 227 655 SH SOLE 0 0 655 iShares Residential Real Estat ETF 464288562 223 2791 SH SOLE 0 0 2791 Amazon Com Inc EQUITY 023135106 221 2080 SH SOLE 0 0 2080 Willis Towers Watson EQUITY G96629103 208 1055 SH SOLE 0 0 1055 Schwab Fundamental US Large Co ETF 808524771 204 4012 SH SOLE 0 0 4012