0000878057-22-000004.txt : 20221006 0000878057-22-000004.hdr.sgml : 20221006 20221006141453 ACCESSION NUMBER: 0000878057-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221006 DATE AS OF CHANGE: 20221006 EFFECTIVENESS DATE: 20221006 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: 221297824 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 09-30-2022 09-30-2022 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 09-30-2022 0 66 165408 false INFORMATION TABLE 2 q3202213f.xml Amazon Com Inc EQUITY 023135106 235 2080 SH SOLE 0 0 2080 Apple Computer EQUITY 037833100 2057 14881 SH SOLE 0 0 14881 Berkshire Hathaway Cl B EQUITY 084670702 530 1986 SH SOLE 0 0 1986 Home Depot Inc EQUITY 437076102 297 1076 SH SOLE 0 0 1076 iShares Core S&P Total ETF 464287150 302 3803 SH SOLE 0 0 3803 iShares TIPS Bond ETF 464287176 8432 80384 SH SOLE 0 0 80384 iShares Core S&P 500 ETF 464287200 4181 11657 SH SOLE 0 0 11657 iShares Core US Aggregate Bond ETF 464287226 3490 36228 SH SOLE 0 0 36228 iShares MSCI Emerging Markets ETF 464287234 2527 72442 SH SOLE 0 0 72442 iShares MSCI EAFE ETF 464287465 2126 37951 SH SOLE 0 0 37951 iShares Russell Mid-Cap ETF 464287499 959 15432 SH SOLE 0 0 15432 iShares Core S&P Mid-Cap ETF 464287507 1557 7103 SH SOLE 0 0 7103 iShares S&P NA Tec. Semi. Idx ETF 464287523 255 800 SH SOLE 0 0 800 iShares Cohen & Steers REIT ETF 464287564 264 4920 SH SOLE 0 0 4920 iShares Russell 2000 ETF 464287655 5094 30891 SH SOLE 0 0 30891 iShares Russell 3000 ETF 464287689 245 1185 SH SOLE 0 0 1185 iShares US Technology ETF 464287721 2037 27760 SH SOLE 0 0 27760 iShares DJ US Real Estate ETF 464287739 1322 16241 SH SOLE 0 0 16241 iShares Core S&P Small-Cap ETF 464287804 1839 21094 SH SOLE 0 0 21094 iShares National Muni Bond ETF 464288414 1186 11557 SH SOLE 0 0 11557 iShares Residential Real Estat ETF 464288562 244 3391 SH SOLE 0 0 3391 Microsoft EQUITY 594918104 312 1338 SH SOLE 0 0 1338 Schwab US Broad Market ETF 808524102 296 7041 SH SOLE 0 0 7041 Schwab US Dividend Equity ETF 808524797 667 10034 SH SOLE 0 0 10034 Vanguard Dividend Appreciation ETF 921908844 1974 14608 SH SOLE 0 0 14608 Vanguard Total Int'l Stock ETF 921909768 25574 558741 SH SOLE 0 0 558741 Vanguard Total Bond Market ETF 921937835 14947 209548 SH SOLE 0 0 209548 Vanguard Int'l Developed Marke ETF 921943858 4308 118471 SH SOLE 0 0 118471 Vanguard High Dividend Yield ETF 921946406 772 8138 SH SOLE 0 0 8138 Vanguard Glb. Ex-US Real Estat ETF 922042676 1100 28822 SH SOLE 0 0 28822 Vanguard All-World ex-US ETF 922042775 890 20068 SH SOLE 0 0 20068 Vanguard Emerging Markets ETF 922042858 2512 68831 SH SOLE 0 0 68831 Vanguard S&P 500 ETF ETF 922908363 215 655 SH SOLE 0 0 655 Vanguard Real Estate ETF 922908553 708 8827 SH SOLE 0 0 8827 Vanguard Mid-Cap ETF 922908629 3910 20801 SH SOLE 0 0 20801 Vanguard Small-Cap ETF 922908751 1158 6774 SH SOLE 0 0 6774 Vanguard Total Stock Market ETF 922908769 8239 45909 SH SOLE 0 0 45909 Carrier Global Corp EQUITY 14448C104 308 8674 SH SOLE 0 0 8674 Invesco S&P 500 Equal Weight ETF 46137V357 2831 22241 SH SOLE 0 0 22241 PowerShares Dividend Achievers ETF 46137V506 260 8025 SH SOLE 0 0 8025 PowerShares FTSE RAFI US 1000 ETF 46137V613 302 2173 SH SOLE 0 0 2173 iShares Core MSCI Totl ETF 46432F834 2017 39605 SH SOLE 0 0 39605 iShares Core MSCI EAFE ETF 46432F842 6275 119136 SH SOLE 0 0 119136 iShares Core MSCI Emerging Mkt ETF 46434G103 718 16700 SH SOLE 0 0 16700 iShares EMU Hedged ETF ETF 46434V639 6345 219896 SH SOLE 0 0 219896 iShares ESG Aware MSCI ETF 46435G516 469 8348 SH SOLE 0 0 8348 K K R Real Estate Finance Trus EQUITY 48251K100 680 41861 SH SOLE 0 0 41861 M&T Bank Corporation EQUITY 55261F104 299 1694 SH SOLE 0 0 1694 Otis Worldwide Corp EQUITY 68902V107 277 4337 SH SOLE 0 0 4337 Proshares Dividend Aristocrats ETF 74347B680 7150 110980 SH SOLE 0 0 110980 ProShares Dividend Aristocrats ETF 74348A467 5541 69294 SH SOLE 0 0 69294 Raytheon Technologies Co EQUITY 75513E101 508 6208 SH SOLE 0 0 6208 SPDR S&P 500 ETF 78462F103 9817 27486 SH SOLE 0 0 27486 SPDR Portfolio Emerging Market ETF 78463X509 309 9965 SH SOLE 0 0 9965 SPDR S&P Dividend ETF 78464A763 2487 22305 SH SOLE 0 0 22305 SPDR Doubleline Ttl Rtrn ETF 78467V848 4047 100729 SH SOLE 0 0 100729 SPDR Financial Select Sector ETF 81369Y605 507 16715 SH SOLE 0 0 16715 Tesla Motors Inc EQUITY 88160R101 418 1575 SH SOLE 0 0 1575 Valero Energy Corp New EQUITY 91913Y100 259 2420 SH SOLE 0 0 2420 Semiconductor Holders Tr EQUITY 92189F676 353 1906 SH SOLE 0 0 1906 Vanguard Short-Term Treasuries ETF 92206C102 776 13431 SH SOLE 0 0 13431 Vanguard Short-Term Corp. Bond ETF 92206C409 1070 14403 SH SOLE 0 0 14403 Vanguard Interm. Treasuries ETF 92206C706 2947 50544 SH SOLE 0 0 50544 Vanguard Interm. Corp. Bond ETF 92206C870 1011 13360 SH SOLE 0 0 13360 Willis Towers Watson EQUITY G96629103 212 1055 SH SOLE 0 0 1055 Chubb Corp. EQUITY H1467J104 454 2494 SH SOLE 0 0 2494