Five Pine Wealth Management

Five Pine Wealth Management as of March 31, 2025

Portfolio Holdings for Five Pine Wealth Management

Five Pine Wealth Management holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 15.3 $19M 256k 73.45
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.3 $15M 250k 60.66
Vanguard Index Fds Growth Etf (VUG) 10.5 $13M 35k 370.82
Vanguard Index Fds Value Etf (VTV) 8.4 $10M 60k 172.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.2 $8.8M 17k 513.92
Vanguard Index Fds Small Cp Etf (VB) 5.6 $6.9M 31k 221.75
First Tr Exchange Traded Risng Divd Achiv (RDVY) 4.0 $4.9M 83k 58.54
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.9 $4.9M 82k 59.40
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $4.3M 16k 274.84
Vanguard Index Fds Mid Cap Etf (VO) 3.3 $4.1M 16k 258.63
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 3.1 $3.8M 127k 29.69
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 2.9 $3.6M 52k 68.81
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.2 $2.7M 30k 91.73
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.2 $2.6M 54k 48.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $2.4M 31k 78.94
Ishares Gold Tr Ishares New (IAU) 1.8 $2.2M 37k 58.96
Vanguard Index Fds Extend Mkt Etf (VXF) 1.6 $1.9M 11k 172.26
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.5 $1.8M 22k 82.94
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $1.2M 16k 76.57
Ishares U S Etf Tr Short Maturity M (MEAR) 0.9 $1.1M 22k 50.24
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $1.1M 19k 58.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $936k 10k 90.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $876k 33k 26.20
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $806k 6.9k 115.94
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.6 $748k 30k 24.95
Costco Wholesale Corporation (COST) 0.4 $459k 485.00 945.90
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $437k 4.7k 93.67
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $364k 3.7k 97.96
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP) 0.3 $342k 15k 22.73
Microsoft Corporation (MSFT) 0.3 $312k 831.00 375.47
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $306k 4.3k 71.98
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $289k 13k 23.06
Summit Therapeutics (SMMT) 0.2 $262k 14k 19.29
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $249k 4.2k 58.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $243k 456.00 532.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $238k 5.3k 45.26
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $230k 6.0k 38.41
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.2 $207k 5.1k 40.90