0001951757-24-000048.txt : 20240112
0001951757-24-000048.hdr.sgml : 20240112
20240112170853
ACCESSION NUMBER: 0001951757-24-000048
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240112
DATE AS OF CHANGE: 20240112
EFFECTIVENESS DATE: 20240112
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: High Pines Wealth Management, LLC
CENTRAL INDEX KEY: 0001855571
ORGANIZATION NAME:
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: 24532758
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
12-31-2023
12-31-2023
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
01-12-2024
0
30
65593929
false
INFORMATION TABLE
2
F_13F_HighPines_Q42023.xml
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
10520326
134841
SH
SOLE
134841
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
9346309
195121
SH
SOLE
195121
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
8726287
19978
SH
SOLE
19978
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
8239346
55113
SH
SOLE
55113
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
5739392
24671
SH
SOLE
24671
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
3885676
50222
SH
SOLE
50222
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
3402202
46257
SH
SOLE
46257
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
2109641
41325
SH
SOLE
41325
0
0
APPLE INC
COM
037833100
1637663
8506
SH
SOLE
8506
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
1415925
13080
SH
SOLE
13080
0
0
TJX COS INC NEW
COM
872540109
909844
9699
SH
SOLE
9699
0
0
MICROSOFT CORP
COM
594918104
845757
2249
SH
SOLE
2249
0
0
NVIDIA CORPORATION
COM
67066G104
806524
1629
SH
SOLE
1629
0
0
AMAZON COM INC
COM
023135106
797435
5248
SH
SOLE
5248
0
0
JPMORGAN CHASE & CO
COM
46625H100
721306
4240
SH
SOLE
4240
0
0
META PLATFORMS INC
CL A
30303M102
674097
1904
SH
SOLE
1904
0
0
ALPHABET INC
CAP STK CL C
02079K107
650950
4619
SH
SOLE
4619
0
0
VISA INC
COM CL A
92826C839
574394
2206
SH
SOLE
2206
0
0
ADOBE INC
COM
00724F101
503242
844
SH
SOLE
844
0
0
STARBUCKS CORP
COM
855244109
472626
4923
SH
SOLE
4923
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
472491
897
SH
SOLE
897
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
461697
1295
SH
SOLE
1295
0
0
HOME DEPOT INC
COM
437076102
452090
1305
SH
SOLE
1305
0
0
DISNEY WALT CO
COM
254687106
437816
4849
SH
SOLE
4849
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
378611
1122
SH
SOLE
1122
0
0
ALLSTATE CORP
COM
020002101
340467
2432
SH
SOLE
2432
0
0
TESLA INC
COM
88160R101
315720
1271
SH
SOLE
1271
0
0
COSTAR GROUP INC
COM
22160N109
271015
3101
SH
SOLE
3101
0
0
STRYKER CORPORATION
COM
863667101
261854
874
SH
SOLE
874
0
0
AMGEN INC
COM
031162100
223226
775
SH
SOLE
775
0
0