0001855571-23-000001.txt : 20230214 0001855571-23-000001.hdr.sgml : 20230214 20230213180049 ACCESSION NUMBER: 0001855571-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230214 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: 23620557 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 X0202 13F-HR LIVE false false false 0001855571 XXXXXXXX 12-31-2022 12-31-2022 High Pines Wealth Management, LLC

33 RAILROAD AVE. SUITE 1 DUXBURY MA 02332

13F HOLDINGS REPORT 028-21130 N JAMES GIBBONS (617) 580-3141 JAMES GIBBONS DUXBURY MA 02-13-2023 0 32 57026402 false INFORMATION TABLE 2 13FHighPinesQ42022.xml VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8327074 198405 SH SOLE 198405 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 8228349 149281 SH SOLE 149281 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8103780 57732 SH SOLE 57732 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7511884 21381 SH SOLE 21381 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4363562 60740 SH SOLE 60740 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3871448 18995 SH SOLE 18995 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2781289 56199 SH SOLE 56199 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2521360 26642 SH SOLE 26642 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2433148 32360 SH SOLE 32360 0 0 APPLE INC COM 037833100 1007997 7758 SH SOLE 7758 0 0 TJX COS INC NEW COM 872540109 852119 10705 SH SOLE 10705 0 0 COMCAST CORP NEW CL A 20030N101 693771 19839 SH SOLE 19839 0 0 MICROSOFT CORP COM 594918104 531681 2217 SH SOLE 2217 0 0 JPMORGAN CHASE & CO COM 46625H100 494659 3689 SH SOLE 3689 0 0 STARBUCKS CORP COM 855244109 389558 3927 SH SOLE 3927 0 0 JOHNSON & JOHNSON COM 478160104 363546 2058 SH SOLE 2058 0 0 ALLSTATE CORP COM 020002101 352289 2598 SH SOLE 2598 0 0 ALPHABET INC CAP STK CL C 02079K107 334512 3770 SH SOLE 3770 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 332376 1076 SH SOLE 1076 0 0 AMGEN INC COM 031162100 331452 1262 SH SOLE 1262 0 0 VISA INC COM CL A 92826C839 326806 1573 SH SOLE 1573 0 0 UNITEDHEALTH GROUP INC COM 91324P102 311746 588 SH SOLE 588 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 303343 2243 SH SOLE 2243 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 300111 1131 SH SOLE 1131 0 0 NVIDIA CORPORATION COM 67066G104 299002 2046 SH SOLE 2046 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 288070 856 SH SOLE 856 0 0 HOME DEPOT INC COM 437076102 273851 867 SH SOLE 867 0 0 AMAZON COM INC COM 023135106 267708 3187 SH SOLE 3187 0 0 CHASE CORP COM 16150R104 222120 2575 SH SOLE 2575 0 0 DISNEY WALT CO COM 254687106 204602 2355 SH SOLE 2355 0 0 NEXTERA ENERGY INC COM 65339F101 201643 2412 SH SOLE 2412 0 0 COSTAR GROUP INC COM 22160N109 201546 2608 SH SOLE 2608 0 0