0001951757-23-000693.txt : 20231109 0001951757-23-000693.hdr.sgml : 20231109 20231109085742 ACCESSION NUMBER: 0001951757-23-000693 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 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: 231390270 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 09-30-2023 09-30-2023 High Pines Wealth Management, LLC
40 TREMONT STREET SUITE 62 DUXBURY MA 02332
13F HOLDINGS REPORT 028-21130 N
James Gibbons Chief Compliance Officer (617) 580-3141 James Gibbons Duxbury MA 11-09-2023 0 32 60786032 false
INFORMATION TABLE 2 F_13F_HighPines_Q32023.xml VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 9330657 136333 SH SOLE 136333 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8619804 197159 SH SOLE 197159 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7848568 19986 SH SOLE 19986 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 7603991 55129 SH SOLE 55129 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4929157 23671 SH SOLE 23671 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3942369 52460 SH SOLE 52460 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3517749 50412 SH SOLE 50412 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2726645 56687 SH SOLE 56687 0 0 APPLE INC COM 037833100 1446384 8448 SH SOLE 8448 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1369684 14520 SH SOLE 14520 0 0 TJX COS INC NEW COM 872540109 832165 9363 SH SOLE 9363 0 0 MICROSOFT CORP COM 594918104 712368 2256 SH SOLE 2256 0 0 NVIDIA CORPORATION COM 67066G104 684943 1575 SH SOLE 1575 0 0 AMAZON COM INC COM 023135106 569670 4481 SH SOLE 4481 0 0 JPMORGAN CHASE & CO COM 46625H100 559267 3856 SH SOLE 3856 0 0 ALPHABET INC CAP STK CL C 02079K107 558907 4239 SH SOLE 4239 0 0 META PLATFORMS INC CL A 30303M102 496380 1653 SH SOLE 1653 0 0 UNITEDHEALTH GROUP INC COM 91324P102 434849 862 SH SOLE 862 0 0 VISA INC COM CL A 92826C839 431323 1875 SH SOLE 1875 0 0 ADOBE INC COM 00724F101 431129 846 SH SOLE 846 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 427542 1221 SH SOLE 1221 0 0 CHASE CORP COM 16150R104 411462 3234 SH SOLE 3234 0 0 STARBUCKS CORP COM 855244109 408860 4480 SH SOLE 4480 0 0 HOME DEPOT INC COM 437076102 376051 1245 SH SOLE 1245 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 323061 1105 SH SOLE 1105 0 0 DISNEY WALT CO COM 254687106 317149 3913 SH SOLE 3913 0 0 ALLSTATE CORP COM 020002101 285015 2558 SH SOLE 2558 0 0 TESLA INC COM 88160R101 281398 1125 SH SOLE 1125 0 0 AMGEN INC COM 031162100 235175 875 SH SOLE 875 0 0 COSTAR GROUP INC COM 22160N109 232686 3026 SH SOLE 3026 0 0 STRYKER CORPORATION COM 863667101 225016 823 SH SOLE 823 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 216608 1654 SH SOLE 1654 0 0