High Pines Wealth Management as of Dec. 31, 2021
Portfolio Holdings for High Pines Wealth Management
High Pines Wealth Management holds 36 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.6 | $14M | 32k | 436.58 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 6.5 | $9.4M | 183k | 51.06 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 5.8 | $8.3M | 105k | 78.54 | |
| Vanguard Index Fds Value Etf (VTV) | 5.5 | $7.9M | 53k | 147.11 | |
| Microsoft Corporation (MSFT) | 5.1 | $7.4M | 22k | 336.30 | |
| NVIDIA Corporation (NVDA) | 5.1 | $7.3M | 25k | 294.12 | |
| Meta Platforms Cl A (META) | 4.3 | $6.1M | 18k | 336.35 | |
| Apple (AAPL) | 3.9 | $5.6M | 32k | 177.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $5.2M | 1.8k | 2893.83 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.5 | $5.1M | 20k | 254.75 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.4 | $4.9M | 57k | 84.75 | |
| Amazon (AMZN) | 3.4 | $4.8M | 1.4k | 3334.03 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $4.6M | 29k | 158.36 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $4.6M | 8.1k | 567.10 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.2 | $4.6M | 56k | 81.26 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.2 | $4.6M | 83k | 54.91 | |
| UnitedHealth (UNH) | 3.0 | $4.4M | 8.7k | 502.13 | |
| Allstate Corporation (ALL) | 2.7 | $3.9M | 33k | 117.65 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $3.2M | 28k | 114.49 | |
| Tesla Motors (TSLA) | 2.1 | $3.0M | 2.8k | 1056.83 | |
| Starbucks Corporation (SBUX) | 2.1 | $3.0M | 26k | 116.97 | |
| Home Depot (HD) | 2.1 | $2.9M | 7.1k | 415.02 | |
| Intuitive Surgical Com New (ISRG) | 2.0 | $2.9M | 8.1k | 359.25 | |
| Visa Com Cl A (V) | 2.0 | $2.8M | 13k | 216.70 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $2.8M | 11k | 241.45 | |
| Amgen (AMGN) | 1.7 | $2.4M | 11k | 224.94 | |
| Johnson & Johnson (JNJ) | 1.1 | $1.6M | 9.6k | 171.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.6M | 537.00 | 2897.58 | |
| Comcast Corp Cl A (CMCSA) | 0.8 | $1.2M | 23k | 50.32 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.0M | 3.5k | 299.13 | |
| TJX Companies (TJX) | 0.7 | $1.0M | 13k | 75.89 | |
| Honeywell International (HON) | 0.6 | $840k | 4.0k | 208.49 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $337k | 2.2k | 150.25 | |
| CoStar (CSGP) | 0.2 | $274k | 3.5k | 78.96 | |
| McKesson Corporation (MCK) | 0.2 | $249k | 1.0k | 249.00 | |
| Nextera Energy (NEE) | 0.2 | $225k | 2.4k | 93.28 |
