Five Pine Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD BD INDEX FDS | $23.00M | 14.8% |
| VANGUARD INTL EQUITY INDEX F | $20.52M | 13.2% |
| VANGUARD INDEX FDS | $15.94M | 10.2% |
| VANGUARD INDEX FDS | $12.23M | 7.8% |
| VANGUARD INDEX FDS | $10.83M | 6.9% |
| VANGUARD SCOTTSDALE FDS | $9.48M | 6.1% |
| VANGUARD INDEX FDS | $8.45M | 5.4% |
| VANGUARD INDEX FDS | $6.11M | 3.9% |
| VANGUARD INDEX FDS | $5.33M | 3.4% |
| FIRST TR EXCHANGE TRADED FD | $5.18M | 3.3% |
| VANGUARD CHARLOTTE FDS | $5.14M | 3.3% |
| VANGUARD SCOTTSDALE FDS | $4.24M | 2.7% |
| FIRST TR EXCHNG TRADED FD VI | $3.84M | 2.5% |
| ISHARES GOLD TR | $2.80M | 1.8% |
| VANGUARD SCOTTSDALE FDS | $2.67M | 1.7% |
| VANGUARD INDEX FDS | $2.54M | 1.6% |
| VANGUARD WHITEHALL FDS | $2.13M | 1.4% |
| FIRST TR EXCHNG TRADED FD VI | $1.57M | 1.0% |
| ISHARES U S ETF TR | $1.55M | 1.0% |
| VANGUARD INDEX FDS | $1.49M | 1.0% |
| SPDR SERIES TRUST | $1.15M | 0.7% |
| VANGUARD INTL EQUITY INDEX F | $1.06M | 0.7% |
| VANGUARD BD INDEX FDS | $993.1K | 0.6% |
| SCHWAB STRATEGIC TR | $987.4K | 0.6% |
| VANGUARD SCOTTSDALE FDS | $869.5K | 0.6% |
| FIDELITY WISE ORIGIN BITCOIN | $732.8K | 0.5% |
| VANGUARD WORLD FD | $435.7K | 0.3% |
| FIRST MAJESTIC SILVER CORP | $434.5K | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $420.0K | 0.3% |
| First Trust Exchange-Traded Fund VIII | $404.6K | 0.3% |
| iShares MSCI UAE ETF | $392.9K | 0.3% |
| MICROSOFT CORP | $368.8K | 0.2% |
| ISHARES SILVER TR | $334.0K | 0.2% |
| ISHARES TR | $304.7K | 0.2% |
| VANGUARD WORLD FD | $297.6K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $278.3K | 0.2% |
| Broadcom Inc. | $260.5K | 0.2% |
| NORTHERN LTS FD TR IV | $250.1K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $237.9K | 0.2% |
| VANGUARD INDEX FDS | $218.9K | 0.1% |
| Warren E. Buffett | $213.6K | 0.1% |
| PIMCO ETF TR | $211.8K | 0.1% |