Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 13 | Q4 2023 | 13.8% |
VANGUARD SCOTTSDALE FDS | 13 | Q4 2023 | 16.9% |
VANGUARD TAX-MANAGED INTL FD | 13 | Q4 2023 | 14.9% |
VANGUARD INDEX FDS | 13 | Q4 2023 | 14.2% |
VANGUARD INDEX FDS | 13 | Q4 2023 | 8.8% |
VANGUARD BD INDEX FDS | 13 | Q4 2023 | 8.6% |
VANGUARD MUN BD FDS | 13 | Q4 2023 | 5.2% |
APPLE INC | 13 | Q4 2023 | 6.6% |
ISHARES TR | 13 | Q4 2023 | 4.5% |
MICROSOFT CORP | 13 | Q4 2023 | 5.1% |
View High Pines Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-12 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-15 |
13F-HR | 2021-10-13 |
View High Pines Wealth Management, LLC'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.