$189 Million is the total value of NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s 73 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ACWX | New | iShares MSCI ACWI Ex USetf | $366,000 | – | 7,005 | +100.0% | 0.19% | – |
VLO | New | Valero Energy Corp Newequity | $246,000 | – | 2,420 | +100.0% | 0.13% | – |
ABBV | New | Abbvie Incequity | $209,000 | – | 1,290 | +100.0% | 0.11% | – |
SPEM | New | SPDR Portfolio Emerging Marketetf | $202,000 | – | 5,221 | +100.0% | 0.11% | – |
ITA | New | Ishares US Aerospaceetf | $200,000 | – | 1,803 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Total Int'l Stock | 21 | Q4 2022 | 18.1% |
VanguardTotalStockMarket | 21 | Q4 2022 | 7.9% |
SPDRS&P500 | 21 | Q4 2022 | 6.9% |
SPDRDoublelineTtlRtrn | 21 | Q4 2022 | 7.6% |
Vanguard Int'l Developed Marke | 21 | Q4 2022 | 7.6% |
iSharesCoreMSCIEAFE | 21 | Q4 2022 | 7.5% |
VanguardTotalBondMarket | 21 | Q4 2022 | 9.0% |
iSharesEMUHedgedETF | 21 | Q4 2022 | 6.0% |
VanguardGlb.Ex-USRealEstat | 21 | Q4 2022 | 6.7% |
iSharesRussell2000 | 21 | Q4 2022 | 4.1% |
View NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-01-11 |
13F-HR | 2022-10-06 |
13F-HR | 2022-07-08 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-12 |
13F-HR | 2021-10-07 |
13F-HR | 2021-07-12 |
13F-HR | 2021-04-08 |
13F-HR | 2021-01-15 |
13F-HR | 2020-10-05 |
View NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.