StockDriftsStockDriftsTop 30 High Pines Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 16.04% | 134.8K | $10.5M | -1.09%(-1.49K) | — | 2023-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.25% | 195.1K | $9.3M | -1.03%(-2.04K) | — | 2023-12-31 | |
| VOO | VANGUARD INDEX FDS | 13.3% | 20.0K | $8.7M | -0.04%(-8) | — | 2023-12-31 | |
| VTV | VANGUARD INDEX FDS | 12.56% | 55.1K | $8.2M | -0.03%(-16) | — | 2023-12-31 | |
| VO | VANGUARD INDEX FDS | 8.75% | 24.7K | $5.7M | +4.22%(+1.00K) | — | 2023-12-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.92% | 50.2K | $3.9M | -4.27%(-2.24K) | — | 2023-12-31 | |
| BND | VANGUARD BD INDEX FDS | 5.19% | 46.3K | $3.4M | -8.24%(-4.16K) | — | 2023-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.22% | 41.3K | $2.1M | -27.10%(-15.36K) | — | 2023-12-31 | |
| AAPL | APPLE INC | 2.5% | 8.5K | $1.6M | +0.69%(+58) | — | 2023-12-31 | |
| IJR | ISHARES TR | 2.16% | 13.1K | $1.4M | -9.92%(-1.44K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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