Five Pine Wealth Management

Five Pine Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Five Pine Wealth Management

Five Pine Wealth Management holds 40 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 14.7 $17M 242k 71.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.6 $14M 239k 57.41
Vanguard Index Fds Growth Etf (VUG) 10.9 $13M 32k 410.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.4 $11M 21k 538.82
Vanguard Index Fds Value Etf (VTV) 7.5 $8.9M 53k 169.30
Vanguard Index Fds Small Cp Etf (VB) 6.0 $7.1M 30k 240.28
First Tr Exchange-traded Risng Divd Achiv (RDVY) 4.2 $4.9M 83k 59.14
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $4.1M 14k 289.80
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.5 $4.1M 71k 58.00
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 3.2 $3.7M 123k 30.47
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $3.7M 14k 264.14
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 2.4 $2.8M 41k 68.19
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.3 $2.7M 55k 49.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $2.1M 27k 78.01
Vanguard Index Fds Extend Mkt Etf (VXF) 1.8 $2.1M 11k 189.97
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.7 $2.0M 22k 91.43
Ishares Gold Tr Ishares New (IAU) 1.6 $1.9M 39k 49.51
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.5 $1.8M 22k 79.99
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $1.2M 17k 74.73
Ishares U S Etf Tr Short Maturity M (MEAR) 0.9 $1.0M 21k 49.95
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $1.0M 37k 27.71
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $943k 16k 58.18
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $892k 10k 89.08
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.7 $792k 31k 25.52
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $721k 6.1k 117.48
Summit Therapeutics (SMMT) 0.4 $531k 30k 17.84
Costco Wholesale Corporation (COST) 0.4 $451k 493.00 915.37
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $428k 4.8k 88.80
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $399k 3.8k 104.88
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP) 0.3 $387k 18k 21.70
Microsoft Corporation (MSFT) 0.3 $365k 865.00 421.44
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $268k 3.3k 81.58
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $243k 11k 22.72
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $233k 6.0k 38.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $231k 5.2k 44.04
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $223k 3.9k 56.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $216k 771.00 280.21
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.2 $212k 5.1k 41.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $207k 456.00 453.28
RBB Us Trsry 6 Mnth (XBIL) 0.2 $201k 4.0k 50.04