Five Pine Wealth Management Incresed Positions in Q2 2025

Five Pine Wealth Management

  • $135 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
471
+ 1.35%
$329.49 - $438.4 $155K - $206K
35.3K $15.5B
VEU
Vanguard Ftse All World Ex Us

ETFs
10.7K
+ 4.28%
$54.19 - $67.22 $578K - $717K
260K $17.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
282
+ 1.65%
$456.74 - $568.03 $129K - $160K
17.4K $9.89B
VGIT
Vanguard Intermediate Term Tre

ETFs
12.9K
+ 15.74%
$58.63 - $59.9 $754K - $770K
94.5K $5.67B
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.47K
+ 3.7%
$72.02 - $73.82 $682K - $699K
266K $19.6B
VB
Vanguard Small Cap ETF

ETFs
966
+ 3.1%
$193.73 - $237.37 $187K - $229K
32.1K $7.62B
VTV
Vanguard Value ETF

ETFs
2.32K
+ 3.86%
$153.67 - $176.74 $356K - $410K
62.4K $11B
VTI
Vanguard Total Stock Market Et

ETFs
694
+ 4.47%
$243.75 - $303.93 $169K - $211K
16.2K $4.93B
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 6.62%
$228.54 - $279.83 $238K - $292K
16.8K $4.71B
VXF
Vanguard Extended Market ETF

ETFs
1.22K
+ 10.86%
$150.43 - $192.71 $183K - $234K
12.4K $2.39B
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
4.71K
+ 9.1%
$68.11 - $69.33 $321K - $326K
56.4K $3.91B
BNDX
Vanguard Total International B

ETFs
4.94K
+ 9.1%
$48.77 - $49.55 $241K - $245K
59.2K $2.95B
VT
Vanguard Total World Stk Index

ETFs
856
+ 12.32%
$103.16 - $128.52 $88.3K - $110K
7.81K $1B
MEAR
Blackrock Short Maturity Munic

ETFs
3.02K
+ 13.6%
$49.74 - $50.27 $150K - $152K
25.2K $1.27B
Fidelity Wise Origin Bitcoin
407
+ 9.58%
N/A
4.66K $438M
VNQ
Vanguard Specialized Funds Van

ETFs
946
+ 9.15%
$79.79 - $91.42 $75.5K - $86.5K
11.3K $1.01B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
675
+ 2.25%
$23.45 - $26.56 $15.8K - $17.9K
30.7K $814M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
1.35K
+ 8.96%
$21.49 - $24.4 $29K - $32.9K
16.4K $401M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9
+ 0.24%
$86.93 - $109.64 $782 - $987
3.72K $408M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
41
+ 0.97%
$52.84 - $65.52 $2.17K - $2.69K
4.26K $279M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
145
+ 0.9%
$75.05 - $77.34 $10.9K - $11.2K
16.3K $1.26B
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.21%
$908.13 - $1056.85 $908 - $1.06K
486 $481M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
209
+ 1.67%
$22.43 - $23.23 $4.69K - $4.86K
12.8K $296M
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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