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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
High Pines Wealth Management, Llc reports $65.59M in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are VONG (16.0%), VEA (14.3%) and VOO (13.3%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from High Pines Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1855571). View High Pines Wealth Management, Llc’s 13F filings on SEC