High Pines Wealth Management

High Pines Wealth Management as of June 30, 2022

Portfolio Holdings for High Pines Wealth Management

High Pines Wealth Management holds 28 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 15.4 $8.3M 148k 56.28
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 14.7 $8.0M 195k 40.80
Vanguard Index Fds Value Etf (VTV) 14.0 $7.6M 57k 131.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.5 $7.3M 21k 346.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.6 $4.7M 62k 75.27
Vanguard Index Fds Mid Cap Etf (VO) 6.8 $3.7M 19k 196.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 5.2 $2.8M 56k 49.92
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.7 $2.6M 34k 76.27
Ishares Tr Core S&p Scp Etf (IJR) 4.5 $2.4M 26k 92.42
Apple (AAPL) 1.7 $943k 6.9k 136.79
Comcast Corp Cl A (CMCSA) 1.5 $788k 20k 39.24
TJX Companies (TJX) 1.2 $624k 11k 55.89
Amgen (AMGN) 0.7 $383k 1.6k 243.48
Microsoft Corporation (MSFT) 0.7 $365k 1.4k 256.50
Alphabet Cap Stk Cl C (GOOG) 0.6 $343k 157.00 2184.71
Allstate Corporation (ALL) 0.6 $339k 2.7k 126.63
JPMorgan Chase & Co. (JPM) 0.6 $337k 3.0k 112.48
Johnson & Johnson (JNJ) 0.6 $303k 1.7k 177.50
Amazon (AMZN) 0.6 $300k 2.8k 106.31
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $291k 2.2k 129.74
Visa Com Cl A (V) 0.5 $290k 1.5k 196.88
UnitedHealth (UNH) 0.5 $252k 491.00 513.24
Starbucks Corporation (SBUX) 0.4 $233k 3.0k 76.42
Home Depot (HD) 0.4 $230k 838.00 274.46
NVIDIA Corporation (NVDA) 0.4 $225k 1.5k 151.82
Meta Platforms Cl A (META) 0.4 $223k 1.4k 161.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $200k 733.00 272.85
Chase Corporation 0.4 $200k 2.6k 77.67