HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD SCOTTSDALE FDS (VONG) |
134,841 | -1,492 | $10,520 |
| VONG | 134,841 | -1,492 | $10,520 |
| VANGUARD TAX MANAGED FDS (VEA) |
195,121 | -2,038 | $9,346 |
| VEA | 195,121 | -2,038 | $9,346 |
| VANGUARD INDEX FDS (VOO) |
19,978 | -8 | $8,726 |
| VOO | 19,978 | -8 | $8,726 |
| VANGUARD INDEX FDS (VTV) |
55,113 | -16 | $8,239 |
| VTV | 55,113 | -16 | $8,239 |
| VANGUARD INDEX FDS (VO) |
24,671 | +1,000 | $5,739 |
| VO | 24,671 | +1,000 | $5,739 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
50,222 | -2,238 | $3,886 |
| VCSH | 50,222 | -2,238 | $3,886 |
| VANGUARD BD INDEX FDS (BND) |
46,257 | -4,155 | $3,402 |
| BND | 46,257 | -4,155 | $3,402 |
| VANGUARD MUN BD FDS (VTEB) |
41,325 | -15,362 | $2,110 |
| VTEB | 41,325 | -15,362 | $2,110 |
| APPLE INC |
8,506 | +58 | $1,638 |
| AAPL | 8,506 | +58 | $1,638 |
| ISHARES TR (IJR) |
13,080 | -1,440 | $1,416 |
| IJR | 13,080 | -1,440 | $1,416 |
| TJX COS INC NEW |
9,699 | +336 | $910 |
| TJX | 9,699 | +336 | $910 |
| MICROSOFT CORP |
2,249 | -7 | $846 |
| MSFT | 2,249 | -7 | $846 |
| NVIDIA CORPORATION |
1,629 | +54 | $807 |
| NVDA | 1,629 | +54 | $807 |
| AMAZON COM INC |
5,248 | +767 | $797 |
| AMZN | 5,248 | +767 | $797 |
| JPMORGAN CHASE & CO |
4,240 | +384 | $721 |
| JPM | 4,240 | +384 | $721 |
| META PLATFORMS INC |
1,904 | +251 | $674 |
| META | 1,904 | +251 | $674 |
| ALPHABET INC |
4,619 | +380 | $651 |
| GOOG | 4,619 | +380 | $651 |
| VISA INC |
2,206 | +331 | $574 |
| V | 2,206 | +331 | $574 |
| ADOBE INC |
844 | -2 | $503 |
| ADBE | 844 | -2 | $503 |
| STARBUCKS CORP |
4,923 | +443 | $473 |
| SBUX | 4,923 | +443 | $473 |
| UNITEDHEALTH GROUP INC |
897 | +35 | $472 |
| UNH | 897 | +35 | $472 |
 BERKSHIRE HATHAWAY INC DEL |
$462 | ||
| BRK.B | 1,295 | +74 | $462 |
| HOME DEPOT INC |
1,305 | +60 | $452 |
| HD | 1,305 | +60 | $452 |
| DISNEY WALT CO |
4,849 | +936 | $438 |
| DIS | 4,849 | +936 | $438 |
| INTUITIVE SURGICAL INC |
1,122 | +17 | $379 |
| ISRG | 1,122 | +17 | $379 |
| ALLSTATE CORP |
2,432 | -126 | $340 |
| ALL | 2,432 | -126 | $340 |
| TESLA INC |
1,271 | +146 | $316 |
| TSLA | 1,271 | +146 | $316 |
| COSTAR GROUP INC |
3,101 | +75 | $271 |
| CSGP | 3,101 | +75 | $271 |
| STRYKER CORPORATION |
874 | +51 | $262 |
| SYK | 874 | +51 | $262 |
See Full List: All Stocks Held By High Pines Wealth Management LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By High Pines Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $65,593 At 09/30/2023: $60,786 High Pines Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from High Pines Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
