Five Pine Wealth Management
CIK 2041807 · Holdings on Dec 31, 2024 · First reported Jan 24, 2025
Top ten holdings
Q4 2024- BND14.69%
- VEU11.56%
- VUG10.93%
- VOO9.41%
- VTV7.50%
- VB6.01%
- RDVY4.15%
- VTI3.49%
- VGIT3.46%
- BUFR3.16%
Share classes counted separately74.36%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $17.43M | 14.69% | 242.38K shares | Prior unavailable — | — | ↗▾ |
| 02 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $13.71M | 11.56% | 238.82K shares | Prior unavailable — | — | ↗▾ |
| 03 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $12.97M | 10.93% | 31.60K shares | Prior unavailable — | — | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $11.16M | 9.41% | 20.72K shares | Prior unavailable — | — | ↗▾ |
| 05 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $8.90M | 7.50% | 52.54K shares | Prior unavailable — | — | ↗▾ |
| 06 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $7.13M | 6.01% | 29.66K shares | Prior unavailable — | — | ↗▾ |
| 07 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $4.93M | 4.15% | 83.29K shares | Prior unavailable — | — | ↗▾ |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $4.14M | 3.49% | 14.29K shares | Prior unavailable — | — | ↗▾ |
| 09 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $4.10M | 3.46% | 70.74K shares | Prior unavailable — | — | ↗▾ |
| 10 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $3.75M | 3.16% | 123.02K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2041807 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 24, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 118624327
}Research all 40 reported holdings.
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