High Pines Wealth Management

High Pines Wealth Management as of Sept. 30, 2022

Portfolio Holdings for High Pines Wealth Management

High Pines Wealth Management holds 32 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Etf (VONG) 15.4 $8.0M 148k 54.21
Vanguard Tax-managed Fds Etf (VEA) 13.6 $7.1M 196k 36.36
Vanguard Index Fds Etf (VTV) 13.6 $7.1M 58k 123.47
Vanguard Index Fds Etf (VOO) 13.2 $6.9M 21k 328.29
Vanguard Bd Index Fds Etf (BND) 8.2 $4.3M 60k 71.34
Vanguard Index Fds Etf (VO) 6.8 $3.5M 19k 187.99
Vanguard Scottsdale Fds Etf (VCSH) 4.7 $2.4M 33k 74.28
Vanguard Mun Bd Fds Etf (VTEB) 4.7 $2.4M 51k 48.15
Ishares Tr Etf (IJR) 4.4 $2.3M 27k 87.20
Apple Equity (AAPL) 2.0 $1.1M 7.8k 138.19
Tjx Cos Equity (TJX) 1.3 $680k 11k 62.13
Comcast Corp Equity (CMCSA) 1.1 $589k 20k 29.33
Microsoft Corp Equity (MSFT) 1.0 $514k 2.2k 232.79
Jpmorgan Chase & Co Equity (JPM) 0.7 $385k 3.7k 104.45
Alphabet Equity (GOOG) 0.7 $361k 3.8k 96.19
Amazon Equity (AMZN) 0.7 $343k 3.0k 112.94
Johnson & Johnson Equity (JNJ) 0.6 $336k 2.1k 163.42
Starbucks Corp Equity (SBUX) 0.6 $331k 3.9k 84.35
Allstate Corp Equity (ALL) 0.6 $322k 2.6k 124.61
Unitedhealth Group Equity (UNH) 0.6 $296k 587.00 504.26
Berkshire Hathaway Inc Del Equity (BRK.B) 0.5 $286k 1.1k 266.79
Amgen Equity (AMGN) 0.5 $284k 1.3k 225.04
Visa Equity (V) 0.5 $277k 1.6k 177.68
Vanguard Index Fds Etf (VOE) 0.5 $273k 2.2k 121.71
Nvidia Corporation Equity (NVDA) 0.5 $248k 2.0k 121.63
Home Depot Equity (HD) 0.5 $239k 867.00 275.66
Adobe Systems Incorporated Equity (ADBE) 0.4 $233k 848.00 274.76
Disney Walt Equity (DIS) 0.4 $220k 2.3k 94.54
Meta Platforms Equity (META) 0.4 $218k 1.6k 135.91
Tesla Equity (TSLA) 0.4 $217k 819.00 264.96
Chase Corp Equity 0.4 $215k 2.6k 83.50
Intuitive Surgical Equity (ISRG) 0.4 $212k 1.1k 187.61