High Pines Wealth Management, LLC current holdings: USA ETF
High Pines Wealth Management, LLC reported $0.05 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 9 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are VONG, VEA, VOO.
- VONG: Country of operation —; Class VNG RUS1000GRW; Shares 134,841; Value $10,520,326.
- VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 195,121; Value $9,346,309.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 19,978; Value $8,726,287.
- VTV: Country of operation —; Class VALUE ETF; Shares 55,113; Value $8,239,346.
Form 13F-HR as filed (SEC CIK 1855571): quarter ended 2023-12-31, filed 2024-01-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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