Five Pine Wealth Management

Five Pine Wealth Management as of June 30, 2025

Portfolio Holdings for Five Pine Wealth Management

Five Pine Wealth Management holds 40 positions in its portfolio as reported in the June 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) 14.5 $20M 266k 73.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 13.0 $18M 260k 67.26
Vanguard Index Fds Growth Etf (VUG) 11.5 $16M 35k 438.66
Vanguard Index Fds Value Etf (VTV) 8.2 $11M 62k 176.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $9.9M 17k 567.88
Vanguard Index Fds Small Cp Etf (VB) 5.6 $7.6M 32k 237.21
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.2 $5.7M 95k 59.97
First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.9 $5.3M 84k 62.74
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $4.9M 16k 303.93
Vanguard Index Fds Mid Cap Etf (VO) 3.5 $4.7M 17k 280.28
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 2.9 $3.9M 56k 69.27
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.7 $3.7M 116k 31.80
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.2 $2.9M 59k 49.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $2.4M 30k 79.37
Vanguard Index Fds Extend Mkt Etf (VXF) 1.8 $2.4M 12k 192.56
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.6 $2.2M 24k 91.73
Ishares Gold Tr Ishares New (IAU) 1.6 $2.1M 34k 62.36
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.5 $2.0M 22k 90.12
Ishares U S Etf Tr Short Maturity M (MEAR) 0.9 $1.3M 25k 50.27
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $1.3M 16k 77.34
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.0M 11k 89.74
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $1.0M 7.8k 128.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $930k 33k 28.05
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $854k 15k 58.78
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.6 $814k 31k 26.56
Costco Wholesale Corporation (COST) 0.4 $481k 486.00 989.28
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $438k 4.7k 93.99
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $408k 3.7k 109.65
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP) 0.3 $401k 16k 24.40
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $399k 4.2k 94.00
Microsoft Corporation (MSFT) 0.3 $398k 800.00 497.16
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $296k 13k 23.23
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $279k 4.3k 65.50
First Majestic Silver Corp (AG) 0.2 $264k 32k 8.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $248k 5.0k 49.46
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $228k 5.5k 41.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $222k 456.00 485.77
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $214k 2.1k 100.53
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.2 $210k 4.7k 44.42
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $205k 742.00 276.85