0001855571-21-000004.txt : 20211013
0001855571-21-000004.hdr.sgml : 20211013
20211013094013
ACCESSION NUMBER: 0001855571-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211013
DATE AS OF CHANGE: 20211013
EFFECTIVENESS DATE: 20211013
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: High Pines Wealth Management, LLC
CENTRAL INDEX KEY: 0001855571
IRS NUMBER: 821663669
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21130
FILM NUMBER: 211320300
BUSINESS ADDRESS:
STREET 1: 33 RAILROAD AVE.
STREET 2: SUITE 1
CITY: DUXBURY
STATE: MA
ZIP: 02332
BUSINESS PHONE: 617-580-3141
MAIL ADDRESS:
STREET 1: 33 RAILROAD AVE.
STREET 2: SUITE 1
CITY: DUXBURY
STATE: MA
ZIP: 02332
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001855571
XXXXXXXX
09-30-2021
09-30-2021
High Pines Wealth Management, LLC
33 RAILROAD AVE.
SUITE 1
DUXBURY
MA
02332
13F HOLDINGS REPORT
028-21130
N
James M. Gibbons
Chief Compliance Officer
6175803141
James M. Gibbons
Duxbury
MA
10-13-2021
0
41
145651
false
INFORMATION TABLE
2
13FHighPinesQ32021.xml
ADOBE SYSTEMS INCORPORATED
COM
00724F101
4705
8172
SH
SOLE
0
0
8172
ALLSTATE CORP
COM
020002101
4975
39074
SH
SOLE
0
0
39074
ALPHABET INC
CAP STK CL C
02079K107
5040
1891
SH
SOLE
0
0
1891
ALPHABET INC
CAP STK CL A
02079K305
1436
537
SH
SOLE
0
0
537
AMAZON COM INC
COM
023135106
5371
1635
SH
SOLE
0
0
1635
AMGEN INC
COM
031162100
4012
18867
SH
SOLE
0
0
18867
APPLE INC
COM
037833100
4346
30712
SH
SOLE
0
0
30712
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1360
4983
SH
SOLE
0
0
4983
CHASE CORP
COM
16150R104
202
1974
SH
SOLE
0
0
1974
COMCAST CORP NEW
CL A
20030N101
1665
29765
SH
SOLE
0
0
29765
COSTAR GROUP INC
COM
22160N109
215
2502
SH
SOLE
0
0
2502
DISNEY WALT CO
COM
254687106
266
1572
SH
SOLE
0
0
1572
FACEBOOK INC
CL A
30303M102
6362
18746
SH
SOLE
0
0
18746
HOME DEPOT INC
COM
437076102
2548
7761
SH
SOLE
0
0
7761
HONEYWELL INTL INC
COM
438516106
855
4029
SH
SOLE
0
0
4029
INTUITIVE SURGICAL INC
COM NEW
46120E602
2760
2776
SH
SOLE
0
0
2776
ISHARES TR
RUS 1000 GRW ETF
464287614
212
772
SH
SOLE
0
0
772
ISHARES TR
CORE S&P SCP ETF
464287804
2618
23975
SH
SOLE
0
0
23975
JOHNSON & JOHNSON
COM
478160104
2796
17315
SH
SOLE
0
0
17315
JPMORGAN CHASE & CO
COM
46625H100
5083
31053
SH
SOLE
0
0
31053
MEDTRONIC PLC
SHS
G5960L103
388
3093
SH
SOLE
0
0
3093
MICROSOFT CORP
COM
594918104
6315
22399
SH
SOLE
0
0
22399
NVIDIA CORPORATION
COM
67066G104
5271
25445
SH
SOLE
0
0
25445
REPUBLIC SVCS INC
COM
760759100
448
3734
SH
SOLE
0
0
3734
SPDR S&P 500 ETF TR
TR UNIT
78462F103
203
474
SH
SOLE
0
0
474
STARBUCKS CORP
COM
855244109
3902
35376
SH
SOLE
0
0
35376
TESLA INC
COM
88160R101
2292
2955
SH
SOLE
0
0
2955
TJX COS INC NEW
COM
872540109
779
11808
SH
SOLE
0
0
11808
UNITEDHEALTH GROUP INC
COM
91324P102
3667
9385
SH
SOLE
0
0
9385
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
4208
49248
SH
SOLE
0
0
49248
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
15920
40365
SH
SOLE
0
0
40365
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
323
2314
SH
SOLE
0
0
2314
VANGUARD INDEX FDS
MID CAP ETF
922908629
4341
18336
SH
SOLE
0
0
18336
VANGUARD INDEX FDS
VALUE ETF
922908744
7122
52609
SH
SOLE
0
0
52609
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
4680
21076
SH
SOLE
0
0
21076
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
4308
78652
SH
SOLE
0
0
78652
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
3939
47801
SH
SOLE
0
0
47801
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
7402
105043
SH
SOLE
0
0
105043
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
8602
170364
SH
SOLE
0
0
170364
VISA INC
COM CL A
92826C839
3703
16625
SH
SOLE
0
0
16625
WALMART INC
COM
931142103
1011
7250
SH
SOLE
0
0
7250