High Pines Wealth Management as of March 31, 2023
Portfolio Holdings for High Pines Wealth Management
High Pines Wealth Management holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 15.6 | $9.4M | 149k | 62.89 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 14.9 | $9.0M | 198k | 45.17 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.3 | $8.0M | 21k | 376.06 | |
| Vanguard Index Fds Value Etf (VTV) | 13.1 | $7.9M | 57k | 138.11 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.5 | $4.5M | 61k | 73.83 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 6.6 | $4.0M | 19k | 210.93 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.6 | $2.8M | 55k | 50.66 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.3 | $2.6M | 27k | 96.70 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.1 | $2.5M | 32k | 76.23 | |
| Apple (AAPL) | 2.1 | $1.3M | 7.8k | 164.90 | |
| TJX Companies (TJX) | 1.4 | $840k | 11k | 78.36 | |
| Comcast Corp Cl A (CMCSA) | 1.2 | $752k | 20k | 37.91 | |
| Microsoft Corporation (MSFT) | 1.1 | $643k | 2.2k | 288.30 | |
| NVIDIA Corporation (NVDA) | 0.9 | $571k | 2.1k | 277.77 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $482k | 3.7k | 130.30 | |
| Starbucks Corporation (SBUX) | 0.7 | $410k | 3.9k | 104.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $396k | 3.8k | 104.00 | |
| Amazon (AMZN) | 0.6 | $369k | 3.6k | 103.29 | |
| Visa Com Cl A (V) | 0.6 | $356k | 1.6k | 225.46 | |
| Meta Platforms Cl A (META) | 0.6 | $342k | 1.6k | 211.94 | |
| Chase Corporation | 0.6 | $339k | 3.2k | 104.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $333k | 1.1k | 308.77 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $332k | 861.00 | 385.37 | |
| Johnson & Johnson (JNJ) | 0.5 | $321k | 2.1k | 155.00 | |
| Amgen (AMGN) | 0.5 | $308k | 1.3k | 241.75 | |
| UnitedHealth (UNH) | 0.5 | $295k | 624.00 | 472.59 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $291k | 1.1k | 255.47 | |
| Allstate Corporation (ALL) | 0.5 | $290k | 2.6k | 110.81 | |
| Home Depot (HD) | 0.4 | $257k | 871.00 | 295.12 | |
| Walt Disney Company (DIS) | 0.4 | $251k | 2.5k | 100.13 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $222k | 1.7k | 134.07 |
