0001951757-23-000501.txt : 20230808 0001951757-23-000501.hdr.sgml : 20230808 20230808171902 ACCESSION NUMBER: 0001951757-23-000501 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230808 DATE AS OF CHANGE: 20230808 EFFECTIVENESS DATE: 20230808 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: 231152578 BUSINESS ADDRESS: STREET 1: 40 TREMONT STREET STREET 2: SUITE 62 CITY: DUXBURY STATE: MA ZIP: 02332 BUSINESS PHONE: 617-580-3141 MAIL ADDRESS: STREET 1: 40 TREMONT STREET STREET 2: SUITE 62 CITY: DUXBURY STATE: MA ZIP: 02332 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001855571 XXXXXXXX 06-30-2023 06-30-2023 High Pines Wealth Management, LLC

40 TREMONT STREET SUITE 62 DUXBURY MA 02332

13F HOLDINGS REPORT 028-21130 N JAMES M. GIBBONS (617) 580-3141 JAMES M. GIBBONS DUXBURY MA 08-08-2023 0 31 65629668 false INFORMATION TABLE 2 F_13F_HighPines_Q22023.xml VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 11085520 156664 SH SOLE 156664 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9180088 198789 SH SOLE 198789 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9035390 22185 SH SOLE 22185 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8589950 60450 SH SOLE 60450 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4465056 61426 SH SOLE 61426 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4273422 19411 SH SOLE 19411 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3205743 63834 SH SOLE 63834 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2807797 28177 SH SOLE 28177 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2696068 35634 SH SOLE 35634 0 0 APPLE INC COM 037833100 1512772 7799 SH SOLE 7799 0 0 NVIDIA CORPORATION COM 67066G104 868460 2053 SH SOLE 2053 0 0 TJX COS INC NEW COM 872540109 817885 9646 SH SOLE 9646 0 0 MICROSOFT CORP COM 594918104 758723 2228 SH SOLE 2228 0 0 JPMORGAN CHASE & CO COM 46625H100 538962 3706 SH SOLE 3706 0 0 ALPHABET INC CAP STK CL C 02079K107 480856 3975 SH SOLE 3975 0 0 AMAZON COM INC COM 023135106 465385 3570 SH SOLE 3570 0 0 META PLATFORMS INC CL A 30303M102 462612 1612 SH SOLE 1612 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 433245 886 SH SOLE 886 0 0 VISA INC COM CL A 92826C839 410365 1728 SH SOLE 1728 0 0 STARBUCKS CORP COM 855244109 390495 3942 SH SOLE 3942 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 388786 1137 SH SOLE 1137 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 368962 1082 SH SOLE 1082 0 0 JOHNSON & JOHNSON COM 478160104 343785 2077 SH SOLE 2077 0 0 UNITEDHEALTH GROUP INC COM 91324P102 299919 624 SH SOLE 624 0 0 ALLSTATE CORP COM 020002101 285794 2621 SH SOLE 2621 0 0 AMGEN INC COM 031162100 283076 1275 SH SOLE 1275 0 0 HOME DEPOT INC COM 437076102 271499 874 SH SOLE 874 0 0 COSTAR GROUP INC COM 22160N109 234604 2636 SH SOLE 2636 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 228881 1654 SH SOLE 1654 0 0 DISNEY WALT CO COM 254687106 224896 2519 SH SOLE 2519 0 0 TESLA INC COM 88160R101 220672 843 SH SOLE 843 0 0