HP
| |
High Pines Wealth Management, LLC13F | |
| High Pines Wealth Management, LLC | |
| Last update 2024-01-13 | 30 Stocks (0 new) |
| Value $66.00 Mil | Turnover 1 % |
High Pines Wealth Management, ... Top Holdings of 2023-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 134,841 | 10,520.3 | -1.09% | 16.040 | -0.17% | 0.070 | +22.20% | +6.79% | 27,430.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 195,121 | 9,346.3 | -1.03% | 14.250 | -0.15% | 0.010 | +16.01% | +20.43% | 157,306.4 | ||
VOO | Vanguard S&P 500 ETF | 19,978 | 8,726.3 | -0.04% | 13.300 | -0.01% | 0.000 | +15.97% | +7.02% | 654,232.6 | ||
VTV | Vanguard Value ETF | 55,113 | 8,239.4 | -0.03% | 12.560 | 0% | 0.010 | +9.04% | +6.21% | 131,957.1 | ||
VO | Vanguard Mid-Cap ETF | 24,671 | 5,739.4 | +4.22% | 8.750 | +0.35% | 0.010 | +16.29% | +7.74% | 79,383.2 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 50,222 | 3,885.7 | -4.27% | 5.920 | -0.28% | 0.010 | +2.16% | +3.56% | 34,914.3 | ||
BND | Vanguard Total Bond Market ETF | 46,257 | 3,402.2 | -8.24% | 5.190 | -0.48% | 0.000 | +1.46% | +3.17% | 126,931.0 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 41,325 | 2,109.6 | -27.10% | 3.220 | -1.22% | 0.010 | +2.29% | -1.00% | 35,537.2 | ||
AAPL | Apple Inc | 8,506 | 1,637.7 | +0.69% | 2.500 | +0.02% | 0.000 | +3.82% | -15.94% | 3,136,374.1 | Hardware | |
IJR | iShares Core S&P Small-Cap ETF | 13,080 | 1,415.9 | -9.92% | 2.160 | -0.22% | 0.000 | +18.68% | -1.42% | 81,378.3 |
High Pines Wealth Management, LLC's Historical Top Holdings Breakdowns
High Pines Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTEB | Vanguard Tax-Exempt Bond ETF | 2023-12-31 | Reduce Reduce | -1.22% | 47.36 ($49.03) 51.14 | $48.81 | -0.44% | Reduce -27.1% | 41,325 | -15,362 | |
| CCF Unlock Delisted | Chase Corp | 2023-12-31 | Sold Out Sold Out | -0.68% | 126.65 ($127.03) 127.49 | $127.49 | 0.36% | Sold Out | 0 | -3,234 | |
BND | Vanguard Total Bond Market ETF | 2023-12-31 | Reduce Reduce | -0.48% | 68.04 ($70.6) 73.9 | $72.78 | 3.08% | Reduce -8.24% | 46,257 | -4,155 | |
VOE | Vanguard Mid-Cap Value ETF | 2023-12-31 | Sold Out Sold Out | -0.36% | 124.27 ($134.31) 145.8 | $166.89 | 24.26% | Sold Out | 0 | -1,654 | |
VO | Vanguard Mid-Cap ETF | 2023-12-31 | Add Add | +0.35% | 195.66 ($213.71) 233.95 | $282.23 | 32.06% | Add 4.22% | 24,671 | 1,000 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2023-12-31 | Reduce Reduce | -0.28% | 74.49 ($75.76) 77.37 | $79.06 | 4.36% | Reduce -4.27% | 50,222 | -2,238 | |
IJR | iShares Core S&P Small-Cap ETF | 2023-12-31 | Reduce Reduce | -0.22% | 87.61 ($96.38) 110.11 | $112.82 | 17.06% | Reduce -9.92% | 13,080 | -1,440 | |
AMZN | Amazon.com Inc | 2023-12-31 | Add Add | +0.18% | 119.57 ($140.18) 154.07 | $224.80 | 60.37% | Add 17.12% | 5,248 | 767 | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 2023-12-31 | Reduce Reduce | -0.17% | 66.09 ($72.79) 78.32 | $110.02 | 51.15% | Reduce -1.09% | 134,841 | -1,492 | |
VEA | Vanguard FTSE Developed Markets ETF | 2023-12-31 | Reduce Reduce | -0.15% | 41.58 ($44.76) 47.99 | $56.87 | 27.06% | Reduce -1.03% | 195,121 | -2,038 |
High Pines Wealth Management, LLC Total Holding History ($B)
High Pines Wealth Management, LLC's Asset Allocation
High Pines Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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High Pines Wealth Management, LLC's Hypothetical Growth since 2023-12-31
High Pines Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
High Pines Wealth Management, LLC's Holdings Heat Map
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High Pines Wealth Management, LLC's Holdings Bubble Chart
High Pines Wealth Management, LLC News
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