High Pines Wealth Management as of March 31, 2022
Portfolio Holdings for High Pines Wealth Management
High Pines Wealth Management holds 37 positions in its portfolio as reported in the March 2022 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) | 8.5 | $12M | 28k | 415.15 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 6.9 | $9.3M | 195k | 48.03 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 6.1 | $8.3M | 116k | 71.36 | |
Vanguard Index Fds Value Etf (VTV) | 5.9 | $8.1M | 55k | 147.79 | |
Microsoft Corporation (MSFT) | 4.6 | $6.3M | 20k | 308.29 | |
NVIDIA Corporation (NVDA) | 4.6 | $6.2M | 23k | 272.87 | |
Apple (AAPL) | 4.4 | $5.9M | 34k | 174.60 | |
Amazon (AMZN) | 3.8 | $5.1M | 1.6k | 3260.04 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.7 | $5.1M | 64k | 79.54 | |
Alphabet Cap Stk Cl C (GOOG) | 3.7 | $5.0M | 1.8k | 2793.10 | |
Vanguard Index Fds Mid Cap Etf (VO) | 3.5 | $4.8M | 20k | 237.86 | |
Allstate Corporation (ALL) | 3.3 | $4.6M | 33k | 138.50 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.3 | $4.5M | 58k | 78.08 | |
UnitedHealth (UNH) | 3.3 | $4.4M | 8.7k | 509.97 | |
Meta Platforms Cl A (META) | 3.2 | $4.3M | 19k | 222.34 | |
JPMorgan Chase & Co. (JPM) | 2.9 | $4.0M | 29k | 136.32 | |
Adobe Systems Incorporated (ADBE) | 2.4 | $3.3M | 7.3k | 455.62 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.4 | $3.3M | 64k | 51.55 | |
Intuitive Surgical Com New (ISRG) | 2.4 | $3.2M | 11k | 301.72 | |
Visa Com Cl A (V) | 2.4 | $3.2M | 14k | 221.74 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $3.2M | 30k | 107.88 | |
Tesla Motors (TSLA) | 2.2 | $3.1M | 2.8k | 1077.60 | |
Starbucks Corporation (SBUX) | 2.1 | $2.9M | 31k | 90.97 | |
Amgen (AMGN) | 2.0 | $2.8M | 12k | 241.80 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $2.6M | 11k | 227.68 | |
Home Depot (HD) | 1.6 | $2.1M | 7.1k | 299.40 | |
Johnson & Johnson (JNJ) | 1.3 | $1.7M | 9.6k | 177.28 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.5M | 537.00 | 2782.12 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.3M | 3.8k | 352.89 | |
TJX Companies (TJX) | 0.8 | $1.1M | 19k | 60.58 | |
Comcast Corp Cl A (CMCSA) | 0.8 | $1.1M | 24k | 46.80 | |
Honeywell International (HON) | 0.6 | $784k | 4.0k | 194.59 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $336k | 2.2k | 149.80 | |
McKesson Corporation (MCK) | 0.2 | $306k | 1.0k | 306.00 | |
CoStar (CSGP) | 0.2 | $232k | 3.5k | 66.51 | |
Chase Corporation | 0.2 | $224k | 2.6k | 86.99 | |
Nextera Energy (NEE) | 0.2 | $204k | 2.4k | 84.58 |