Instuitional Investor - High Pines Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | High Pines Wealth Management, Llc |
| Portfolio Value | $65,593,929 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 134,841 | $10,520,326 | 16.03% | |
| 2. | Vanguard Tax-Managed Fds | 195,121 | $9,346,309 | 14.24% | |
| 3. | Vanguard Index Fds | 19,978 | $8,726,287 | 13.3% | |
| 4. | Vanguard Index Fds | 55,113 | $8,239,346 | 12.56% | |
| 5. | Vanguard Index Fds | 24,671 | $5,739,392 | 8.74% |
