Five Pine Wealth Management: 13F holdings
CIK 20418072026Q2
| Positions | 51 |
|---|---|
| Reported value | $176.7m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BND VANGUARD BD INDEX FDS | 333,233 | $24.5m | 13.8% |
| VEU VANGUARD INTL EQUITY INDEX F | 276,897 | $23.2m | 13.1% |
| VUG VANGUARD INDEX FDS | 190,059 | $16.4m | 9.3% |
| VTV VANGUARD INDEX FDS | 62,151 | $13.5m | 7.7% |
| VOO VANGUARD INDEX FDS | 17,992 | $12.4m | 7.0% |
| VGIT VANGUARD SCOTTSDALE FDS | 185,298 | $10.9m | 6.2% |
| VB VANGUARD INDEX FDS | 31,990 | $9.7m | 5.5% |
| VTI VANGUARD INDEX FDS | 18,684 | $6.9m | 3.9% |
| BNDX VANGUARD CHARLOTTE FDS | 123,153 | $6.0m | 3.4% |
| VO VANGUARD INDEX FDS | 73,466 | $5.9m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2041807")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.