High Pines Wealth Management as of Dec. 31, 2022
Portfolio Holdings for High Pines Wealth Management
High Pines Wealth Management holds 32 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 14.6 | $8.3M | 198k | 41.97 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 14.4 | $8.2M | 149k | 55.12 | |
| Vanguard Index Fds Value Etf (VTV) | 14.2 | $8.1M | 58k | 140.37 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.2 | $7.5M | 21k | 351.33 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.7 | $4.4M | 61k | 71.84 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 6.8 | $3.9M | 19k | 203.81 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.9 | $2.8M | 56k | 49.49 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.4 | $2.5M | 27k | 94.64 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.3 | $2.4M | 32k | 75.19 | |
| Apple (AAPL) | 1.8 | $1.0M | 7.8k | 129.93 | |
| TJX Companies (TJX) | 1.5 | $852k | 11k | 79.60 | |
| Comcast Corp Cl A (CMCSA) | 1.2 | $694k | 20k | 34.97 | |
| Microsoft Corporation (MSFT) | 0.9 | $532k | 2.2k | 239.82 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $495k | 3.7k | 134.09 | |
| Starbucks Corporation (SBUX) | 0.7 | $390k | 3.9k | 99.20 | |
| Johnson & Johnson (JNJ) | 0.6 | $364k | 2.1k | 176.65 | |
| Allstate Corporation (ALL) | 0.6 | $352k | 2.6k | 135.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $335k | 3.8k | 88.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $332k | 1.1k | 308.90 | |
| Amgen (AMGN) | 0.6 | $332k | 1.3k | 262.64 | |
| Visa Com Cl A (V) | 0.6 | $327k | 1.6k | 207.76 | |
| UnitedHealth (UNH) | 0.5 | $312k | 588.00 | 530.18 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $303k | 2.2k | 135.24 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $300k | 1.1k | 265.35 | |
| NVIDIA Corporation (NVDA) | 0.5 | $299k | 2.0k | 146.14 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $288k | 856.00 | 336.53 | |
| Home Depot (HD) | 0.5 | $274k | 867.00 | 315.86 | |
| Amazon (AMZN) | 0.5 | $268k | 3.2k | 84.00 | |
| Chase Corporation | 0.4 | $222k | 2.6k | 86.26 | |
| Walt Disney Company (DIS) | 0.4 | $205k | 2.4k | 86.88 | |
| Nextera Energy (NEE) | 0.4 | $202k | 2.4k | 83.60 | |
| CoStar (CSGP) | 0.4 | $202k | 2.6k | 77.28 |
