Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HIGH PINES WEALTH MANAGEMENT LLC | 01-12-2024 | 12-31-2023 | 30 | 65,593,929 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1 | $10,520,326 | 134,841 | 0.02 | 0.02 | -1,492 | -1.09 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $9,346,309 | 195,121 | 0.01 | 0.01 | -2,038 | -1.03 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $8,726,287 | 19,978 | 0.01 | 0.01 | -8 | -0.04 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $8,239,346 | 55,113 | 0.01 | 0.01 | -16 | -0.03 | 12-31-2023 |
