NE
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NEW ENGLAND GUILD WEALTH ADVISORS, INC.13F | |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | |
| Last update 2023-01-11 | 67 Stocks (5 new) |
| Value $190.00 Mil | Turnover 20 % |
NEW ENGLAND GUILD WEALTH ADVIS... Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VXUS | Vanguard Total International Stock | 663,232 | 34,302.0 | +18.70% | 18.090 | +2.85% | 0.070 | +13.52% | +18.48% | 92,038.5 | ||
BSV | Vanguard Short-Term Bond ETF | 180,264 | 13,570.0 | New Holding | 7.150 | +7.15% | 0.040 | +1.08% | +3.32% | 38,460.1 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 166,210 | 12,497.0 | +1,054.00% | 6.590 | +6.02% | 0.030 | +1.88% | +3.77% | 35,004.9 | ||
SPY | S&P 500 ETF TRUST ETF | 26,625 | 10,182.0 | -3.13% | 5.370 | -0.19% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
VTI | Vanguard Total Stock Market ETF | 45,054 | 8,614.0 | -1.86% | 4.540 | -0.09% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
REGL |
ProShares S&P MidCap 400 Div Aristocrats ETF
ProShares S&P MidCap 400 Div Aristocrats ETF
| 117,947 | 8,439.0 | +6.28% | 4.450 | +0.26% | 0.520 | +7.75% | +4.39% | 1,818.8 | ||
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 81,729 | 7,355.0 | +17.95% | 3.880 | +0.59% | 0.070 | +6.59% | +4.01% | 11,500.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 118,594 | 7,310.0 | -0.45% | 3.850 | -0.02% | 0.010 | +11.52% | +19.59% | 141,328.0 | ||
BND | Vanguard Total Bond Market ETF | 89,155 | 6,405.0 | -57.45% | 3.380 | -5.19% | 0.010 | +1.26% | +3.27% | 127,496.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 123,468 | 5,182.0 | +4.22% | 2.730 | +0.11% | 0.010 | +12.49% | +19.94% | 157,607.2 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Historical Top Holdings Breakdowns
NEW ENGLAND GUILD WEALTH ADVISORS, INC. Total Holding History ($B)
NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Asset Allocation
NEW ENGLAND GUILD WEALTH ADVISORS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Hypothetical Growth since 2022-12-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Holdings Heat Map
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NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s Holdings Bubble Chart
NEW ENGLAND GUILD WEALTH ADVISORS, INC. News
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