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