High Pines Wealth Management as of Dec. 31, 2023
Portfolio Holdings for High Pines Wealth Management
High Pines Wealth Management holds 30 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 16.0 | $11M | 135k | 78.02 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 14.2 | $9.3M | 195k | 47.90 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.3 | $8.7M | 20k | 436.79 | |
| Vanguard Index Fds Value Etf (VTV) | 12.6 | $8.2M | 55k | 149.50 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 8.7 | $5.7M | 25k | 232.64 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.9 | $3.9M | 50k | 77.37 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.2 | $3.4M | 46k | 73.55 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.2 | $2.1M | 41k | 51.05 | |
| Apple (AAPL) | 2.5 | $1.6M | 8.5k | 192.53 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $1.4M | 13k | 108.25 | |
| TJX Companies (TJX) | 1.4 | $910k | 9.7k | 93.81 | |
| Microsoft Corporation (MSFT) | 1.3 | $846k | 2.2k | 376.06 | |
| NVIDIA Corporation (NVDA) | 1.2 | $807k | 1.6k | 495.10 | |
| Amazon (AMZN) | 1.2 | $797k | 5.2k | 151.95 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $721k | 4.2k | 170.12 | |
| Meta Platforms Cl A (META) | 1.0 | $674k | 1.9k | 354.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $651k | 4.6k | 140.93 | |
| Visa Com Cl A (V) | 0.9 | $574k | 2.2k | 260.38 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $503k | 844.00 | 596.26 | |
| Starbucks Corporation (SBUX) | 0.7 | $473k | 4.9k | 96.00 | |
| UnitedHealth (UNH) | 0.7 | $473k | 897.00 | 526.75 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $462k | 1.3k | 356.52 | |
| Home Depot (HD) | 0.7 | $452k | 1.3k | 346.43 | |
| Walt Disney Company (DIS) | 0.7 | $438k | 4.8k | 90.29 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $379k | 1.1k | 337.44 | |
| Allstate Corporation (ALL) | 0.5 | $341k | 2.4k | 139.99 | |
| Tesla Motors (TSLA) | 0.5 | $316k | 1.3k | 248.40 | |
| CoStar (CSGP) | 0.4 | $271k | 3.1k | 87.40 | |
| Stryker Corporation (SYK) | 0.4 | $262k | 874.00 | 299.60 | |
| Amgen (AMGN) | 0.3 | $223k | 775.00 | 288.03 |
