$54.2 Million is the total value of High Pines Wealth Management, LLC's 28 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOE | VANGUARD INDEX FDSmcap vl idxvip | $291,000 | -13.4% | 2,243 | 0.0% | 0.54% | +117.4% | |
CCF | CHASE CORP | $200,000 | -10.7% | 2,575 | 0.0% | 0.37% | +123.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 12 | Q3 2023 | 13.8% |
VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 16.9% |
VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 14.9% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 14.2% |
VANGUARD BD INDEX FDS | 12 | Q3 2023 | 8.6% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 8.1% |
VANGUARD MUN BD FDS | 12 | Q3 2023 | 5.2% |
APPLE INC | 12 | Q3 2023 | 6.6% |
ISHARES TR | 12 | Q3 2023 | 4.5% |
MICROSOFT CORP | 12 | Q3 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.