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