Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NEW ENGLAND GUILD WEALTH ADVISORS INC 01-11-2023 12-31-2022 67 196,969,642,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Vanguard Total Int'l Stock ETF 1 $34,302,000 663,232 18.09 15.46 104,491 18.70 12-31-2022
Vanguard Short-Term Bond ETF 2 $13,570,000 180,264 7.15 180,264 +Inf 12-31-2022
Vanguard Short-Term Corp. Bond ETF 3 $12,497,000 166,210 6.59 0.65 151,807 1054.00 12-31-2022
SPDR S&P 500 ETF 4 $10,182,000 26,625 5.37 5.94 -861 -3.13 12-31-2022
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