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Home > Institutional Investor > New England Guild Wealth Advisors, Inc. > Profile

Instuitional Investor - New England Guild Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: New England Guild Wealth Advisors, Inc.
Portfolio Value $196,969,642
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Int'l Stock
 663,232 $34,302 18.08%
2.
Vanguard Bond Index Funds
 BND 180,264 $13,570 7.15%
3.
Vanguard Scottsdale Funds
 166,210 $12,497 6.58%
4.
Spdr S & P 500 Etf Trust
 SPY 26,625 $10,182 5.36%
5.
Vanguard Total Stock Market
 45,054 $8,614 4.54%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)