The Analysis of Five Pine Wealth Management's Holdings
Currently, Five Pine Wealth Management holds 42 types of securities in its portfolio with a total value $155.9M. In the most recent quarter, they have increased their positions in VGIT (+23.0K shares, valued at $1.4M), BND (+14.8K shares, valued at $1.1M), BNDX (+19.0K shares, valued at $917.8K); decreased their positions in BIL (-8.6K shares, valued at $789.9K), VUG (-631 shares, valued at $307.8K), BUFR (-3.7K shares, valued at $128.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS310.5K shares5.00%2025-12-312026-01-21
VEU VANGUARD INTL EQUITY INDEX F278.9K shares4.48%2025-12-312026-01-21 VUG VANGUARD INDEX FDS32.7K shares-1.89%2025-12-312026-01-21 VTV VANGUARD INDEX FDS64.0K shares1.23%2025-12-312026-01-21 VGIT VANGUARD SCOTTSDALE FDS158.2K shares17.02%2025-12-312026-01-21 VB VANGUARD INDEX FDS32.8K shares1.25%2025-12-312026-01-21 VTI VANGUARD INDEX FDS18.2K shares10.21%2025-12-312026-01-21 VO VANGUARD INDEX FDS18.4K shares4.79%2025-12-312026-01-21 RDVY FIRST TR EXCHANGE TRADED FD74.5K shares-1.93%2025-12-312026-01-21 BNDX VANGUARD CHARLOTTE FDS106.4K shares21.72%2025-12-312026-01-21 BNDW VANGUARD SCOTTSDALE FDS61.7K shares13.16%2025-12-312026-01-21 BUFR FIRST TR EXCHNG TRADED FD VI112.2K shares-3.23%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS33.5K shares9.04%2025-12-312026-01-21 VXF VANGUARD INDEX FDS12.1K shares0.48%2025-12-312026-01-21 VIGI VANGUARD WHITEHALL FDS23.3K shares2.18%2025-12-312026-01-21 BUFD FIRST TR EXCHNG TRADED FD VI55.7K shares34.34%2025-12-312026-01-21 MEAR ISHARES U S ETF TR30.9K shares16.00%2025-12-312026-01-21 VNQ VANGUARD INDEX FDS16.8K shares27.68%2025-12-312026-01-21 BIL SPDR SERIES TRUST12.6K shares-40.69%2025-12-312026-01-21 VT VANGUARD INTL EQUITY INDEX F7.5K shares0.65%2025-12-312026-01-21 BIV VANGUARD BD INDEX FDS12.8K shares7.47%2025-12-312026-01-21 SCHM SCHWAB STRATEGIC TR32.8K shares0.25%2025-12-312026-01-21 VGSH VANGUARD SCOTTSDALE FDS14.8K shares9.72%2025-12-312026-01-21 FBTC FIDELITY WISE ORIGIN BITCOIN9.6K shares31.95%2025-12-312026-01-21 ESGV VANGUARD WORLD FD3.6K shares0.25%2025-12-312026-01-21 AG FIRST MAJESTIC SILVER CORP26.1K shares-2.61%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW487 shares0.21%2025-12-312026-01-21 YSEP FIRST TR EXCHNG TRADED FD VI15.6K shares0.00%2025-12-312026-01-21 USMV ISHARES TR4.2K shares-0.67%2025-12-312026-01-21 MSFT MICROSOFT CORP763 shares-0.13%2025-12-312026-01-21 SLV ISHARES SILVER TR5.2K shares7.68%2025-12-312026-01-21 SUSC ISHARES TR13.0K shares0.31%2025-12-312026-01-21 VSGX VANGUARD WORLD FD4.2K shares0.46%2025-12-312026-01-21 DJUL FIRST TR EXCHNG TRADED FD VI5.9K shares-0.34%2025-12-312026-01-21 BROADCOM INC BROADCOM INC753 shares0.27%2025-12-312026-01-21 BIBL NORTHERN LTS FD TR IV5.5K shares0.20%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F4.4K shares-2.34%2025-12-312026-01-21 VBK VANGUARD INDEX FDS724 shares-0.28%2025-12-312026-01-21 MINT PIMCO ETF TR2.1K shares-4.57%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available