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Institutional Investment Manager
New England Investment & Retirement Group, Inc.
New England Investment & Retirement Group, Inc. (CIK: 0001535679) incorporated in Massachusetts, located at 231 Sutton Street, North Andover, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Portfolio Summary: 60 holdings with a total value of $209,271,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 SPDR SERIES TRUST 215,355 7,372,000 3.52%
52 RYDEX ETF TRUST 96,519 8,218,000 3.93%
53 WISDOMTREE TR 160,745 8,785,000 4.20%
54 VANGUARD INDEX FDS 50,582 8,888,000 4.25%
55 WISDOMTREE TRUST EUROPE SMCP DV ETF 170,895 9,201,000 4.40%
56 VANGUARD TAX-MANAGED FDS 295,819 10,543,000 5.04%
57 VANGUARD WORLD FDS 91,749 11,125,000 5.32%
58 WISDOMTREE TR 146,083 11,345,000 5.42%
59 SELECT SECTOR SPDR TR 553,270 12,537,000 5.99%
60 VANGUARD WORLD FD 134,407 16,473,000 7.87%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001535679-15-000007, filed 2015.11.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.