High Pines Wealth Management, LLC
CIK 1855571 · Holdings on Dec 31, 2023 · First reported Jan 12, 2024
Top ten holdings
Q4 2023- VONG16.04%
- VEA14.25%
- VOO13.30%
- VTV12.56%
- VO8.75%
- VCSH5.92%
- BND5.19%
- VTEB3.22%
- AAPL2.50%
- IJR2.16%
Share classes counted separately83.89%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTEBWeight decreased · -1.27 pp4.49% → 3.22%Shares -15.36K (-27.10%)
- VONGWeight increased · +0.69 pp15.35% → 16.04%Shares -1.49K (-1.09%)
- VOWeight increased · +0.64 pp8.11% → 8.75%Shares +1.00K (+4.22%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $10.52M | 16.04% | 134.84K shares | 15.35% → 16.04%+0.69 pp -1.49K (-1.09%) | Reduced | ▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $9.35M | 14.25% | 195.12K shares | 14.18% → 14.25%+0.07 pp -2.04K (-1.03%) | Reduced | ▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $8.73M | 13.30% | 19.98K shares | 12.91% → 13.30%+0.39 pp -8 (-0.04%) | Reduced | ▾ |
| 04 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $8.24M | 12.56% | 55.11K shares | 12.51% → 12.56%+0.05 pp -16 (-0.03%) | Reduced | ▾ |
| 05 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $5.74M | 8.75% | 24.67K shares | 8.11% → 8.75%+0.64 pp +1.00K (+4.22%) | Added | ▾ |
| 06 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $3.89M | 5.92% | 50.22K shares | 6.49% → 5.92%-0.57 pp -2.24K (-4.27%) | Reduced | ▾ |
| 07 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $3.40M | 5.19% | 46.26K shares | 5.79% → 5.19%-0.60 pp -4.16K (-8.24%) | Reduced | ▾ |
| 08 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $2.11M | 3.22% | 41.33K shares | 4.49% → 3.22%-1.27 pp -15.36K (-27.10%) | Reduced | ▾ |
| 09 | AAPLAPPLE INC View history and evidence | $1.64M | 2.50% | 8.51K shares | 2.38% → 2.50%+0.12 pp +58 (+0.69%) | Added | ▾ |
| 10 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $1.42M | 2.16% | 13.08K shares | 2.25% → 2.16%-0.09 pp -1.44K (-9.92%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CCF CHASE CORP | Non-derivative | -3,234 | -$411.46K | SEC filing ↗ | SEC filing ↗ |
| VOE VNGRD MRNGSTR MD-CAP VAL ETF | Non-derivative | -1,654 | -$216.61K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1855571 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 65593929
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