# EDGAR Filing Document

**Accession Number:** 0000878057
**File Stem:** 0000878057-23-000001
**Filing Date:** 2023-1
**Character Count:** 10322
**Document Hash:** 0d5240944a89b717d7334ae81609eea2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000878057-23-000001.hdr.sgml**: 20230111

**ACCESSION NUMBER**: 0000878057-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230111

**DATE AS OF CHANGE**: 20230111

**EFFECTIVENESS DATE**: 20230111

**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:** 23522987

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** NEW ENGLAND GUILD WEALTH ADVISORS INC.<br>**Address:** 139 SIMSBURY ROAD<br>AVON, CT 06001

**Form 13F File Number:** 028-19581

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** William R. Pfeiffer Jr.<br>**Title:** Chief Compliance Officer<br>**Phone:** 8604045900

**Signature, Place, and Date of Signing:**

William R. Pfeiffer Jr.  Avon, CT  01-11-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 67

**Form 13F Information Table Value Total:** $196969642

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Apple Computer | EQUITY | 037833100 |  | 1804 | 13883 | SH |  | SOLE |  | 0 | 0 | 13883 |
| Berkshire Hathaway Cl B | EQUITY | 084670702 |  | 613 | 1986 | SH |  | SOLE |  | 0 | 0 | 1986 |
| Carrier Global Corp | EQUITY | 14448C104 |  | 358 | 8674 | SH |  | SOLE |  | 0 | 0 | 8674 |
| Chubb Corp. | EQUITY | H1467J104 |  | 550 | 2494 | SH |  | SOLE |  | 0 | 0 | 2494 |
| Home Depot Inc | EQUITY | 437076102 |  | 345 | 1092 | SH |  | SOLE |  | 0 | 0 | 1092 |
| Invesco S 500 Equal Weight | ETF | 46137V357 |  | 3082 | 21820 | SH |  | SOLE |  | 0 | 0 | 21820 |
| iShares Cohen  Steers REIT | ETF | 464287564 |  | 259 | 4720 | SH |  | SOLE |  | 0 | 0 | 4720 |
| iShares Core MSCI EAFE | ETF | 46432F842 |  | 7310 | 118594 | SH |  | SOLE |  | 0 | 0 | 118594 |
| iShares Core MSCI Emerging Mkt | ETF | 46434G103 |  | 219 | 4700 | SH |  | SOLE |  | 0 | 0 | 4700 |
| iShares Core MSCI Totl | ETF | 46432F834 |  | 2360 | 40768 | SH |  | SOLE |  | 0 | 0 | 40768 |
| iShares Core S 500 | ETF | 464287200 |  | 4298 | 11186 | SH |  | SOLE |  | 0 | 0 | 11186 |
| iShares Core S Mid-Cap | ETF | 464287507 |  | 1613 | 6669 | SH |  | SOLE |  | 0 | 0 | 6669 |
| iShares Core S Small-Cap | ETF | 464287804 |  | 1932 | 20410 | SH |  | SOLE |  | 0 | 0 | 20410 |
| iShares Core S Total | ETF | 464287150 |  | 322 | 3803 | SH |  | SOLE |  | 0 | 0 | 3803 |
| iShares Core US Aggregate Bond | ETF | 464287226 |  | 4223 | 43540 | SH |  | SOLE |  | 0 | 0 | 43540 |
| iShares DJ US Real Estate | ETF | 464287739 |  | 1974 | 23451 | SH |  | SOLE |  | 0 | 0 | 23451 |
| iShares EMU Hedged ETF | ETF | 46434V639 |  | 3356 | 120820 | SH |  | SOLE |  | 0 | 0 | 120820 |
| iShares ESG Aware MSCI | ETF | 46435G516 |  | 399 | 6072 | SH |  | SOLE |  | 0 | 0 | 6072 |
| iShares MSCI EAFE | ETF | 464287465 |  | 2491 | 37952 | SH |  | SOLE |  | 0 | 0 | 37952 |
| iShares MSCI EAFE Small-Cap | ETF | 464288273 |  | 226 | 4003 | SH |  | SOLE |  | 0 | 0 | 4003 |
| iShares MSCI Emerging Markets | ETF | 464287234 |  | 2135 | 56334 | SH |  | SOLE |  | 0 | 0 | 56334 |
| iShares National Muni Bond | ETF | 464288414 |  | 2008 | 19025 | SH |  | SOLE |  | 0 | 0 | 19025 |
| iShares Russell 2000 | ETF | 464287655 |  | 4712 | 27023 | SH |  | SOLE |  | 0 | 0 | 27023 |
| iShares Russell 3000 | ETF | 464287689 |  | 262 | 1185 | SH |  | SOLE |  | 0 | 0 | 1185 |
| iShares Russell Mid-Cap | ETF | 464287499 |  | 1041 | 15432 | SH |  | SOLE |  | 0 | 0 | 15432 |
| iShares S NA Tec. Semi. Idx | ETF | 464287523 |  | 406 | 1168 | SH |  | SOLE |  | 0 | 0 | 1168 |
| iShares TIPS Bond | ETF | 464287176 |  | 1024 | 9619 | SH |  | SOLE |  | 0 | 0 | 9619 |
| Ishares US Aerospace | ETF | 464288760 |  | 202 | 1803 | SH |  | SOLE |  | 0 | 0 | 1803 |
| iShares US Technology | ETF | 464287721 |  | 1612 | 21640 | SH |  | SOLE |  | 0 | 0 | 21640 |
| K K R Real Estate Finance Trus | EQUITY | 48251K100 |  | 291 | 20817 | SH |  | SOLE |  | 0 | 0 | 20817 |
| M Bank Corporation | EQUITY | 55261F104 |  | 236 | 1628 | SH |  | SOLE |  | 0 | 0 | 1628 |
| Medical Properties | EQUITY | 58463J304 |  | 804 | 72134 | SH |  | SOLE |  | 0 | 0 | 72134 |
| Microsoft | EQUITY | 594918104 |  | 328 | 1369 | SH |  | SOLE |  | 0 | 0 | 1369 |
| Otis Worldwide Corp | EQUITY | 68902V107 |  | 340 | 4337 | SH |  | SOLE |  | 0 | 0 | 4337 |
| PowerShares Dividend Achievers | ETF | 46137V506 |  | 293 | 8025 | SH |  | SOLE |  | 0 | 0 | 8025 |
| PowerShares FTSE RAFI US 1000 | ETF | 46137V613 |  | 337 | 2173 | SH |  | SOLE |  | 0 | 0 | 2173 |
| Proshares Dividend Aristocrats | ETF | 74347B680 |  | 8439 | 117947 | SH |  | SOLE |  | 0 | 0 | 117947 |
| ProShares Dividend Aristocrats | ETF | 74348A467 |  | 7355 | 81729 | SH |  | SOLE |  | 0 | 0 | 81729 |
| Raytheon Technologies Co | EQUITY | 75513E101 |  | 627 | 6208 | SH |  | SOLE |  | 0 | 0 | 6208 |
| Schwab Fundamental US Large Co | ETF | 808524771 |  | 216 | 4042 | SH |  | SOLE |  | 0 | 0 | 4042 |
| Schwab US Broad Market | ETF | 808524102 |  | 316 | 7049 | SH |  | SOLE |  | 0 | 0 | 7049 |
| Schwab US Dividend Equity | ETF | 808524797 |  | 758 | 10034 | SH |  | SOLE |  | 0 | 0 | 10034 |
| SPDR Doubleline Ttl Rtrn | ETF | 78467V848 |  | 4942 | 123432 | SH |  | SOLE |  | 0 | 0 | 123432 |
| SPDR Financial Select Sector | ETF | 81369Y605 |  | 572 | 16720 | SH |  | SOLE |  | 0 | 0 | 16720 |
| SPDR Portfolio Emerging Market | ETF | 78463X509 |  | 343 | 10408 | SH |  | SOLE |  | 0 | 0 | 10408 |
| SPDR S 500 | ETF | 78462F103 |  | 10182 | 26625 | SH |  | SOLE |  | 0 | 0 | 26625 |
| SPDR S Dividend | ETF | 78464A763 |  | 2788 | 22283 | SH |  | SOLE |  | 0 | 0 | 22283 |
| Valero Energy Corp New | EQUITY | 91913Y100 |  | 307 | 2420 | SH |  | SOLE |  | 0 | 0 | 2420 |
| Vanguard All-World ex-US | ETF | 922042775 |  | 1138 | 22693 | SH |  | SOLE |  | 0 | 0 | 22693 |
| Vanguard Dividend Appreciation | ETF | 921908844 |  | 2218 | 14609 | SH |  | SOLE |  | 0 | 0 | 14609 |
| Vanguard Emerging Markets | ETF | 922042858 |  | 1659 | 42552 | SH |  | SOLE |  | 0 | 0 | 42552 |
| Vanguard Glb. Ex-US Real Estat | ETF | 922042676 |  | 1184 | 28650 | SH |  | SOLE |  | 0 | 0 | 28650 |
| Vanguard High Dividend Yield | ETF | 921946406 |  | 968 | 8942 | SH |  | SOLE |  | 0 | 0 | 8942 |
| Vanguard Interm. Corp. Bond | ETF | 92206C870 |  | 1023 | 13198 | SH |  | SOLE |  | 0 | 0 | 13198 |
| Vanguard Interm. Treasuries | ETF | 92206C706 |  | 2408 | 41181 | SH |  | SOLE |  | 0 | 0 | 41181 |
| Vanguard Int'l Developed Marke | ETF | 921943858 |  | 5182 | 123468 | SH |  | SOLE |  | 0 | 0 | 123468 |
| Vanguard Mid-Cap | ETF | 922908629 |  | 4263 | 20919 | SH |  | SOLE |  | 0 | 0 | 20919 |
| Vanguard Real Estate | ETF | 922908553 |  | 792 | 9599 | SH |  | SOLE |  | 0 | 0 | 9599 |
| Vanguard S 500 ETF | ETF | 922908363 |  | 523 | 1490 | SH |  | SOLE |  | 0 | 0 | 1490 |
| Vanguard Short-Term Bond | ETF | 921937827 |  | 13570 | 180264 | SH |  | SOLE |  | 0 | 0 | 180264 |
| Vanguard Short-Term Corp. Bond | ETF | 92206C409 |  | 12497 | 166210 | SH |  | SOLE |  | 0 | 0 | 166210 |
| Vanguard Short-Term Treasuries | ETF | 92206C102 |  | 710 | 12280 | SH |  | SOLE |  | 0 | 0 | 12280 |
| Vanguard Small-Cap | ETF | 922908751 |  | 1344 | 7323 | SH |  | SOLE |  | 0 | 0 | 7323 |
| Vanguard Total Bond Market | ETF | 921937835 |  | 6405 | 89155 | SH |  | SOLE |  | 0 | 0 | 89155 |
| Vanguard Total Int'l Stock | ETF | 921909768 |  | 34302 | 663232 | SH |  | SOLE |  | 0 | 0 | 663232 |
| Vanguard Total Stock Market | ETF | 922908769 |  | 8614 | 45054 | SH |  | SOLE |  | 0 | 0 | 45054 |
| Willis Towers Watson | EQUITY | G96629103 |  | 258 | 1055 | SH |  | SOLE |  | 0 | 0 | 1055 |

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