Portfolio (Quarterly)
Guide ↗
Five Pine Wealth Management
· CIK 0002041807| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | BERKSHIRE HATHAWAY INC DEL | — | 425.0 | $214K | 0.14% | NEW | — | $502.65 | — |
| 42 | MINT | PIMCO ETF TR | — | 2,111.0 | $212K | 0.14% | NEW | — | $100.32 | +0.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
72.3%
Technology
11.8%
Basic Materials
8.1%
Consumer Defensive
7.9%