High Pines Wealth Management, LLC 13F Holdings

CIK 0001855571 · DUXBURY, MA

As of Dec 31, 2023, High Pines Wealth Management, LLC reported 30 positions worth $65.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD RUSSELL 1000 GROWTH INDEX FUNDVONG—134,841 0.5M16.04%
VANGUARD TAX-MANAGED FUNDSVEA—195,121$9.3M14.25%
VANGUARD 500 INDEX FUNDVOO—19,978$8.7M13.30%
VANGUARD VALUE INDEX FUNDVTV—55,113$8.2M12.56%
VANGUARD MID-CAP INDEX FUNDVO—24,671$5.7M8.75%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—50,222$3.9M5.92%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—46,257$3.4M5.19%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—41,325$2.1M3.22%
APPLE INCAAPLTechnology8,506 .6M2.50%
ISHARES CORE S&P SMALL-CAP ETFIJR—13,080 .4M2.16%
TJX COMPANIES INCTJXConsumer Cyclical9,699$909.8K1.39%
MICROSOFT CORPMSFTTechnology2,249$845.8K1.29%
NVIDIA CORPNVDATechnology1,629$806.5K1.23%
AMAZON.COM INCAMZNEquity5,248$797.4K1.22%
JPMORGAN CHASE & COJPMFinancial Services4,240$721.3K1.10%
META PLATFORMS INCMETACommunication Services1,904$674.1K1.03%
ALPHABET INCGOOGEquity4,619$651.0K0.99%
VISA INC-CLASS A SHARESVFinancial Services2,206$574.4K0.88%
ADOBE INCADBETechnology844$503.2K0.77%
STARBUCKS CORPSBUXConsumer Cyclical4,923$472.6K0.72%
UNITEDHEALTH GROUP INCUNHHealthcare897$472.5K0.72%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,295$461.7K0.70%
HOME DEPOT INCHDConsumer Cyclical1,305$452.1K0.69%
WALT DISNEY CODISCommunication Services4,849$437.8K0.67%
INTUITIVE SURGICAL INCISRGHealthcare1,122$378.6K0.58%