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Home > Institutional Investor > High Pines Wealth Management, Llc > 13F Holdings

Instuitional Investor - High Pines Wealth Management, Llc

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%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)