HP

High Pines Wealth Management, LLC

13F
High Pines Wealth Management, LLC
Last update 2024-01-13 30 Stocks (0 new)
Value $66.00 Mil Turnover 1 %
Countries:
Top Holdings: VONG(16.04%)VEA(14.25%)VOO(13.30%)VTV(12.56%)VO(8.75%)
Summary Stock Picks Current Portfolio
High Pines Wealth Management, ... Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VONG 		Vanguard Russell 1000 Growth Index Fund
134,841
10,520.3
-1.09%
16.040
-0.17%
0.070
+8.25%
+1.73%
25,744.6
 
VEA 		Vanguard FTSE Developed Markets ETF
195,121
9,346.3
-1.03%
14.250
-0.15%
0.010
+8.49%
+18.04%
152,407.3
 
VOO 		Vanguard S&P 500 ETF
19,978
8,726.3
-0.04%
13.300
-0.01%
0.000
+4.82%
+2.45%
616,659.9
 
VTV 		Vanguard Value ETF
55,113
8,239.4
-0.03%
12.560
0%
0.010
+0.45%
+2.59%
130,555.2
 
VO 		Vanguard Mid-Cap ETF
24,671
5,739.4
+4.22%
8.750
+0.35%
0.010
+5.28%
+4.02%
75,851.1
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
50,222
3,885.7
-4.27%
5.920
-0.28%
0.010
+1.09%
+2.57%
34,615.5
 
BND 		Vanguard Total Bond Market ETF
46,257
3,402.2
-8.24%
5.190
-0.48%
0.000
-0.17%
+2.09%
125,957.4
 
VTEB 		Vanguard Tax-Exempt Bond ETF
41,325
2,109.6
-27.10%
3.220
-1.22%
0.010
-2.10%
-1.66%
35,652.9
 
AAPL 		Apple Inc
8,506
1,637.7
+0.69%
2.500
+0.02%
0.000
-13.37%
-18.50%
3,040,934.2
Hardware
IJR 		iShares Core S&P Small-Cap ETF
13,080
1,415.9
-9.92%
2.160
-0.22%
0.000
+0.27%
-6.66%
78,073.4
 

High Pines Wealth Management, LLC's Historical Top Holdings Breakdowns

High Pines Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTEB 		Vanguard Tax-Exempt Bond ETF2023-12-31Reduce
-1.22%
●
47.36 ($49.03) 51.14
$48.63
-0.82%
Reduce -27.1%
41,325
-15,362
CCF Unlock Delisted Chase Corp2023-12-31Sold Out
-0.68%
●
126.65 ($127.03) 127.49
$127.49
0.36%
Sold Out
0
-3,234
BND 		Vanguard Total Bond Market ETF2023-12-31Reduce
-0.48%
●
68.04 ($70.6) 73.9
$72.25
2.33%
Reduce -8.24%
46,257
-4,155
VOE 		Vanguard Mid-Cap Value ETF2023-12-31Sold Out
-0.36%
●
124.27 ($134.31) 145.8
$162.17
20.74%
Sold Out
0
-1,654
VO 		Vanguard Mid-Cap ETF2023-12-31Add
+0.35%
●
195.66 ($213.71) 233.95
$273.52
27.99%
Add 4.22%
24,671
1,000
VCSH 		Vanguard Short-Term Corporate Bond ETF2023-12-31Reduce
-0.28%
●
74.49 ($75.76) 77.37
$78.60
3.75%
Reduce -4.27%
50,222
-2,238
IJR 		iShares Core S&P Small-Cap ETF2023-12-31Reduce
-0.22%
●
87.61 ($96.38) 110.11
$107.22
11.25%
Reduce -9.92%
13,080
-1,440
AMZN 		Amazon.com Inc2023-12-31Add
+0.18%
●
119.57 ($140.18) 154.07
$212.45
51.56%
Add 17.12%
5,248
767
VONG 		Vanguard Russell 1000 Growth Index Fund2023-12-31Reduce
-0.17%
●
66.09 ($72.79) 78.32
$104.94
44.17%
Reduce -1.09%
134,841
-1,492
VEA 		Vanguard FTSE Developed Markets ETF2023-12-31Reduce
-0.15%
●
41.58 ($44.76) 47.99
$56.19
25.53%
Reduce -1.03%
195,121
-2,038

High Pines Wealth Management, LLC Total Holding History ($B)

To

High Pines Wealth Management, LLC's Asset Allocation

To

High Pines Wealth Management, LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

High Pines Wealth Management, LLC's Holdings Bubble Chart

High Pines Wealth Management, LLC News

  • 1

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