| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABBV | Exit | AbbVie Inc | $0 | – | -1,709 | -100.0% | -0.09% | – |
| TSLA | Exit | Tesla Inc | $0 | – | -1,307 | -100.0% | -0.12% | – |
| XOM | Exit | Exxon Mobil Corp | $0 | – | -3,100 | -100.0% | -0.13% | – |
| F | Exit | Ford Motor Co | $0 | – | -32,982 | -100.0% | -0.14% | – |
| VPL | Exit | Vanguard FTSE Pacific ETFftse pacific etf | $0 | – | -6,135 | -100.0% | -0.14% | – |
| RODM | Exit | Hartford Multifactor Dev Mkts (exUS) ETFintl eqty etf | $0 | – | -18,081 | -100.0% | -0.16% | – |
| SCHB | Exit | Schwab US Broad Market ETFus brd mkt etf | $0 | – | -9,602 | -100.0% | -0.17% | – |
| MINT | Exit | PIMCO Enhanced Short Maturity Active ETFenhan sht ma ac | $0 | – | -5,283 | -100.0% | -0.19% | – |
| EPD | Exit | Enterprise Products Partners L | $0 | – | -19,880 | -100.0% | -0.19% | – |
| MDY | Exit | SPDR S&P MidCap 400 ETF Trustetf tr spdr mid | $0 | – | -2,298 | -100.0% | -0.37% | – |
| PFE | Exit | Pfizer Inc | $0 | – | -33,900 | -100.0% | -0.40% | – |
| QQQE | Exit | Direxion NASDAQ-100 Equal Wtd ETFtr nas100 eql wgt | $0 | – | -15,121 | -100.0% | -0.40% | – |
| KWEB | Exit | KraneShares CSI China Internet ETFcsi chi internet | $0 | – | -43,143 | -100.0% | -0.42% | – |
| GUNR | Exit | FlexShares Mstar Glbl Upstrm Nat Res ETFmornstar upstr | $0 | – | -29,632 | -100.0% | -0.42% | – |
| TLT | Exit | Ishares 20 Plus Year Treasury Bond Etftr 20 yr tsy bd | $0 | – | -15,076 | -100.0% | -0.47% | – |
| DGRW | Exit | WisdomTree U.S. Quality Divideus qtly div grt | $0 | – | -25,415 | -100.0% | -0.57% | – |
| DTN | Exit | WisdomTree US Dividend ex-Financials ETFus ai enhanced | $0 | – | -20,475 | -100.0% | -0.64% | – |
| BAB | Exit | Invesco Taxable Municipal Bondtaxable mun bd | $0 | – | -78,807 | -100.0% | -0.70% | – |
| OMFL | Exit | Invesco Russell 1000 Dynamic Mltfct ETFrusl 1000 dynm | $0 | – | -55,239 | -100.0% | -0.89% | – |
| DIS | Exit | Walt Disney Co/The | $0 | – | -32,946 | -100.0% | -0.94% | – |
| JNJ | Exit | Johnson & Johnson | $0 | – | -21,030 | -100.0% | -1.15% | – |
| QQQ | Exit | Invesco QQQ Trustqqq tr unit ser 1 | $0 | – | -9,504 | -100.0% | -1.20% | – |
| BWA | Exit | BorgWarner Inc | $0 | – | -84,942 | -100.0% | -1.20% | – |
| IEF | Exit | iShares 7-10 Year Treasury Bond ETFtr 7 10 yr tsy | $0 | – | -37,597 | -100.0% | -1.21% | – |
| AMLP | Exit | Alps Alerian Mlp Etfalerian mlp | $0 | – | -83,526 | -100.0% | -1.24% | – |
| LH | Exit | Laboratory Corp of America Hol | $0 | – | -18,435 | -100.0% | -1.30% | – |
| ILCG | Exit | iShares Morningstar Large-Cap Growth ETFtr grwt | $0 | – | -62,175 | -100.0% | -1.30% | – |
| SBUX | Exit | Starbucks Corp | $0 | – | -40,710 | -100.0% | -1.31% | – |
| VZ | Exit | Verizon Communications Inc | $0 | – | -118,483 | -100.0% | -1.35% | – |
| GIGB | Exit | Goldman Sachs Acss Invmt Grd Corp Bd ETFaccess invt gr | $0 | – | -89,003 | -100.0% | -1.35% | – |
| FIW | Exit | First Trust Water ETFfd wtr etf | $0 | – | -46,586 | -100.0% | -1.36% | – |
| PYPL | Exit | Paypal Holdings Inco | $0 | – | -76,041 | -100.0% | -1.56% | – |
| SFM | Exit | Sprouts Farmers Market Inc | $0 | – | -106,707 | -100.0% | -1.60% | – |
| AMZN | Exit | Amazon.com Inc | $0 | – | -38,164 | -100.0% | -1.70% | – |
| ADP | Exit | Automatic Data Processing Inc | $0 | – | -20,301 | -100.0% | -1.72% | – |
| DON | Exit | WisdomTree US MidCap Dividend ETFmidcap divi fd | $0 | – | -119,821 | -100.0% | -1.72% | – |
| FLTR | Exit | VanEck Vectors Investment Grade Floating Rate ETFinvt grade fltg | $0 | – | -204,917 | -100.0% | -1.82% | – |
| CNI | Exit | Canadian National Railway Co | $0 | – | -49,711 | -100.0% | -1.89% | – |
| CVX | Exit | Chevron Corp | $0 | – | -32,537 | -100.0% | -1.93% | – |
| JPM | Exit | JPMorgan Chase & Co | $0 | – | -39,203 | -100.0% | -2.00% | – |
| GDX | Exit | VanEck Vectors Gold Miners ETFgold miner etf | $0 | – | -217,119 | -100.0% | -2.05% | – |
| JUST | Exit | Goldman Sachs Etf Tr Just Us Lrg Cpus lrg cp | $0 | – | -96,744 | -100.0% | -2.07% | – |
| SCHF | Exit | Schwab International Equity ETintl eqty etf | $0 | – | -174,321 | -100.0% | -2.08% | – |
| IJR | Exit | iShares Core S&P Small-Cap ETFetf tr equity | $0 | – | -66,071 | -100.0% | -2.19% | – |
| FB | Exit | Meta Platforms Inc Class Acl a | $0 | – | -21,880 | -100.0% | -2.31% | – |
| MS | Exit | Morgan Stanley | $0 | – | -80,423 | -100.0% | -2.31% | – |
| TIP | Exit | iShares TIPS Bond ETFtips bd etf | $0 | – | -64,402 | -100.0% | -2.35% | – |
| SCHV | Exit | Schwab U.S. Large-Cap Value ETus lcap va etf | $0 | – | -104,378 | -100.0% | -2.36% | – |
| CVS | Exit | CVS Health Corp | $0 | – | -100,395 | -100.0% | -2.46% | – |
| SHY | Exit | iShares 1-3 Year Treasury Bond ETFtr 1 3 yr treas bd | $0 | – | -92,153 | -100.0% | -2.62% | – |
| AAPL | Exit | Apple Inc | $0 | – | -44,540 | -100.0% | -2.68% | – |
| MPC | Exit | Marathon Petroleum Corp | $0 | – | -63,013 | -100.0% | -3.35% | – |
| FNDX | Exit | Schwab Fundamental U.S. Largefdt us lg | $0 | – | -181,197 | -100.0% | -3.56% | – |
| MSFT | Exit | Microsoft Corp | $0 | – | -32,139 | -100.0% | -3.57% | – |
| USMV | Exit | iShares Edge MSCI Min Vol USAmsci min vol etf | $0 | – | -151,766 | -100.0% | -3.86% | – |
| HDEF | Exit | Xtrackers MSCI EAFE High Div Yld Eq ETFmsci eafe | $0 | – | -486,246 | -100.0% | -3.86% | – |
| GSIE | Exit | Goldman Sachs ActiveBeta Interactivebeta int | $0 | – | -389,606 | -100.0% | -4.11% | – |
| GOOGL | Exit | Alphabet Incstk cl a | $0 | – | -103,970 | -100.0% | -4.78% | – |
| BRKB | Exit | Berkshire Hathaway Inccl b | $0 | – | -80,735 | -100.0% | -9.94% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Berkshire Hathaway Inc | 42 | Q3 2023 | 14.7% |
| Schw Intl Eq Etf | 42 | Q3 2023 | 5.9% |
| Microsoft Corp | 42 | Q3 2023 | 4.8% |
| Pfizer Incorporated | 42 | Q3 2023 | 3.4% |
| Morgan Stanley | 42 | Q3 2023 | 3.3% |
| Marathon Petroleum Corp | 42 | Q3 2023 | 3.8% |
| Apple Inc | 42 | Q3 2023 | 3.1% |
| Ford Motor Company | 42 | Q3 2023 | 6.4% |
| JPMorgan Chase & Co | 42 | Q3 2023 | 2.4% |
| Chevron Corporation | 42 | Q3 2023 | 2.7% |
View White Pine Investment CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-28 |
View White Pine Investment CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.