Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
High Pines Wealth Management, LLC (CIK 1855571) reported $65.6M across 30 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: VONG ($10.5M, 16.04%), VEA ($9.3M, 14.25%), VOO ($8.7M, 13.30%), VTV ($8.2M, 12.56%), VO ($5.7M, 8.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $10.5M | 16.04% | 134,841 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $9.3M | 14.25% | 195,121 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $8.7M | 13.30% | 19,978 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $8.2M | 12.56% | 55,113 | Trimmed |
| 5 | VO | VANGUARD INDEX FDS | $5.7M | 8.75% | 24,671 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $3.9M | 5.92% | 50,222 | Trimmed |
| 7 | BND | VANGUARD BD INDEX FDS | $3.4M | 5.19% | 46,257 | Trimmed |
| 8 | VTEB | VANGUARD MUN BD FDS | $2.1M | 3.22% | 41,325 | Trimmed |
| 9 | AAPL | APPLE INC | $1.6M | 2.50% | 8,506 | Added |
| 10 | IJR | ISHARES TR | $1.4M | 2.16% | 13,080 | Trimmed |
| 11 | TJX | TJX COS INC NEW | $909,844 | 1.39% | 9,699 | Added |
| 12 | MSFT | MICROSOFT CORP | $845,757 | 1.29% | 2,249 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $806,524 | 1.23% | 1,629 | Added |
| 14 | AMZN | AMAZON COM INC | $797,435 | 1.22% | 5,248 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $721,306 | 1.10% | 4,240 | Added |
| 16 | META | META PLATFORMS INC | $674,097 | 1.03% | 1,904 | Added |
| 17 | GOOG | ALPHABET INC | $650,950 | 0.99% | 4,619 | Added |
| 18 | V | VISA INC | $574,394 | 0.88% | 2,206 | Added |
| 19 | ADBE | ADOBE INC | $503,242 | 0.77% | 844 | Trimmed |
| 20 | UNH | UNITEDHEALTH GROUP INC | $472,491 | 0.72% | 897 | Added |
| 21 | SBUX | STARBUCKS CORP | $472,626 | 0.72% | 4,923 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $461,697 | 0.70% | 1,295 | Added |
| 23 | HD | HOME DEPOT INC | $452,090 | 0.69% | 1,305 | Added |
| 24 | DIS | DISNEY WALT CO | $437,816 | 0.67% | 4,849 | Added |
| 25 | ISRG | INTUITIVE SURGICAL INC | $378,611 | 0.58% | 1,122 | Added |
Source: SEC Form 13F filings · as of 2023-12-31