FP

Five Pine Wealth Management

13F
Five Pine Wealth Management
Last update 2025-04-22 38 Stocks (0 new)
Value $123.00 Mil Turnover 7 %
Countries:
Top Holdings: BND(15.32%)VEU(12.32%)VUG(10.52%)VTV(8.45%)VOO(7.17%)
Summary Stock Picks Current Portfolio
Five Pine Wealth Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND
Vanguard Total Bond Market ETF
256,106
18,811.0
+5.66%
15.320
+0.82%
0.010
+0.05%
+3.60%
126,370.7
 
VEU
Vanguard FTSE All-World ex-US ETF
249,524
15,136.1
+4.48%
12.320
+0.53%
0.040
+13.88%
+18.90%
42,344.4
 
VUG
Vanguard Growth ETF
34,851
12,923.3
+10.29%
10.520
+0.98%
0.010
+24.44%
+7.95%
152,432.4
 
VTV
Vanguard Value ETF
60,060
10,374.7
+14.31%
8.450
+1.06%
0.010
+8.26%
+7.31%
131,767.6
 
VOO
Vanguard S&P 500 ETF
17,136
8,806.5
-17.30%
7.170
-1.63%
0.000
+16.76%
+7.46%
616,819.8
 
VB
Vanguard Small Cap ETF
31,159
6,909.5
+5.06%
5.630
+0.27%
0.010
+15.73%
+1.97%
58,767.7
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
83,056
4,862.1
-0.28%
3.960
-0.01%
0.040
+14.43%
+8.61%
15,291.3
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
81,656
4,850.4
+15.44%
3.950
+0.53%
0.020
+0.01%
+4.12%
31,681.0
 
VTI
Vanguard Total Stock Market ETF
15,513
4,263.6
+8.53%
3.470
+0.27%
0.000
+17.05%
+6.98%
450,247.8
 
VO
Vanguard Mid-Cap ETF
15,748
4,072.9
+11.23%
3.320
+0.34%
0.010
+14.26%
+8.28%
76,168.6
 

Five Pine Wealth Management's Historical Top Holdings Breakdowns

Five Pine Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.63%
●
507.05 ($540.58) 563.67
$575.22
6.41%
Reduce -17.3%
17,136
-3,584
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+1.06%
●
167.73 ($174.39) 179.21
$179.63
3.00%
Add 14.31%
60,060
7,517
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.98%
●
369.1 ($404.54) 427.61
$441.98
9.25%
Add 10.29%
34,851
3,251
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.82%
●
71.17 ($72.57) 73.66
$73.08
0.70%
Add 5.66%
256,106
13,724
BNDW
Vanguard Total World Bond ETF
2025-03-31
Add
Add
+0.61%
●
67.41 ($68.42) 69.37
$68.98
0.82%
Add 26.41%
51,719
10,806
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.57%
●
91.45 ($91.59) 91.75
$91.50
-0.10%
Add 34.47%
29,618
7,592
VEU
Vanguard FTSE All-World ex-US ETF
2025-03-31
Add
Add
+0.53%
●
56.51 ($60.25) 62.98
$67.57
12.15%
Add 4.48%
249,524
10,701
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.53%
●
57.44 ($58.5) 59.4
$59.25
1.28%
Add 15.44%
81,656
10,920
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.34%
●
251.87 ($268.43) 277.95
$283.63
5.66%
Add 11.23%
15,748
1,590
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.27%
●
217.89 ($238.81) 252.64
$243.21
1.84%
Add 5.06%
31,159
1,502

Five Pine Wealth Management Total Holding History ($B)

To

Five Pine Wealth Management's Asset Allocation

To

Five Pine Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Five Pine Wealth Management's Hypothetical Growth since 2025-03-31

Five Pine Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Five Pine Wealth Management's Holdings Heat Map

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Five Pine Wealth Management's Holdings Bubble Chart

Five Pine Wealth Management News

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