account_balance
Investment manager · 13F filer · SEC CIK 2041807
Five Pine Wealth Management
Reported value$177Mas of Sep 30, 2026
Positions50 4 new, 5 sold out
Top 10 weight74.5%BND alone is 14%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNDVanguard Bd Index FDS
13.7%Added +4%
VEUVanguard Intl Equity Index F
13.0%
VUGVanguard Index FDS
9.5%Trimmed −2%
VTVVanguard Index FDS
7.6%
VGITVanguard Scottsdale FDS
7.5%Added +27%
VOOVanguard Index FDS
7.1%
VBVanguard Index FDS
5.2%
VTIVanguard Index FDS
3.8%Trimmed −3%
BNDXVanguard Charlotte FDS
3.8%+15%
VOVanguard Index FDS
3.3%
RDVYFirst Tr Exchange Traded Fd
3.1%Trimmed −6%
BNDWVanguard Scottsdale FDS
2.3%
BNDVanguard Bd Index FDS
13.7%Added +4%
VEUVanguard Intl Equity Index F
13.0%
VUGVanguard Index FDS
9.5%
VTVVanguard Index FDS
7.6%
VGITVanguard Scottsdale FDS
7.5%+27%
VOOVanguard Index FDS
7.1%
VBVanguard Index FDS
5.2%
VTI3.8%
BNDX3.8%
VO3.3%
RDVY3.1%
BNDW
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BND Vanguard Bd Index FDS 13.7% Added +4%
VEU Vanguard Intl Equity Index F 13.0% Held
VUG Vanguard Index FDS 9.5% Trimmed −2%
VTV Vanguard Index FDS 7.6% Held
VGIT Vanguard Scottsdale FDS 7.5% Added +27%
VOO Vanguard Index FDS 7.1% Held
VB Vanguard Index FDS 5.2% Held
VTI Vanguard Index FDS 3.8% Trimmed −3%
BNDX Vanguard Charlotte FDS 3.8% Added +15%
VO Vanguard Index FDS 3.3% Held
RDVY First Tr Exchange Traded Fd 3.1% Trimmed −6%
BNDW Vanguard Scottsdale FDS 2.3% Trimmed −22%
What changed
Biggest moves since Jun 30, 2026
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