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CIK: 0002041807
Total reported value
$176.7M
$176.7M
40 檔
36.3%
In Q4 2024, Five Pine Wealth Management's U.S. equity holdings reached a combined market value of $176.7M, distributed across 40 disclosed stock positions.
During Q4 2024, Five Pine Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BND, VEU, VUG) accounted for 36.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 14.69% | -0.97% | — | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 11.56% | +0.28% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 10.93% | +0.46% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.41% | +0.41% | — | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.50% | -0.07% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 6.01% | +0.15% | — | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 4.15% | +0.28% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.49% | +0.22% | — | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.46% | -0.14% | — | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.16% | -0.12% | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.15% | +0.06% | — | |
| 12 | BNDW | Vanguard Total World Bond Et | ETF-Other | 2.35% | -0.18% | — | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.25% | -0.11% | — | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.80% | -0.20% | — | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.78% | +0.29% | — | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.70% | -0.22% | — | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.63% | -0.38% | — | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.49% | -0.06% | — | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.05% | -0.11% | — | |
| 20 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.87% | -0.23% | — | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.86% | — | — | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | +0.01% | — | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.75% | +0.06% | — | |
| 24 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.67% | +0.30% | — | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.61% | +0.02% | — | |
| 26 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.45% | — | — | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.04% | — | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.01% | — | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.34% | +0.02% | — | |
| 30 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.33% | -0.02% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.03% | — | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.23% | -0.04% | — | |
| 33 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.21% | -0.01% | — | |
| 34 | BIBL | Inspire 100 ETF | ETF-Other | 0.20% | +0.02% | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | — | — | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.19% | -0.01% | — | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.18% | -0.01% | — | |
| 38 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.18% | -0.01% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.13% | EXIT | |
| 40 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.17% | — | — |
According to official SEC Form 13F filings, Five Pine Wealth Management reported a total U.S. public equity portfolio value of $176.7M across 40 disclosed positions in Q4 2024.
During Q4 2024, Five Pine Wealth Management's top holdings by market value included BND (14.7%)、VEU (11.6%)、VUG (10.9%). The largest single position, BND, represented 14.7% of total portfolio value.
In Q4 2024, Five Pine Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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