Peninsula Wealth as of Dec. 31, 2018
Portfolio Holdings for Peninsula Wealth
Peninsula Wealth holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Value ETF (VTV) | 24.2 | $39M | 397k | 97.96 | |
| Vanguard Growth ETF (VUG) | 22.2 | $36M | 265k | 134.32 | |
| Vanguard Europe Pacific ETF (VEA) | 15.6 | $25M | 676k | 37.10 | |
| Vanguard Emerging Markets ETF (VWO) | 8.8 | $14M | 369k | 38.11 | |
| Oracle Corporation (ORCL) | 6.1 | $9.8M | 218k | 45.16 | |
| Vanguard Small-Cap ETF (VB) | 5.0 | $8.1M | 61k | 131.89 | |
| Vanguard Total World Stock Idx (VT) | 4.9 | $7.9M | 120k | 65.44 | |
| Gilead Sciences (GILD) | 2.9 | $4.7M | 75k | 62.55 | |
| Invesco Qqq Trust Series 1 (QQQ) | 2.0 | $3.2M | 21k | 154.27 | |
| Vanguard REIT ETF (VNQ) | 1.9 | $3.1M | 41k | 74.46 | |
| Apple (AAPL) | 1.2 | $2.0M | 13k | 157.74 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.0 | $1.6M | 19k | 82.87 | |
| Visa (V) | 0.6 | $995k | 7.5k | 131.86 | |
| SPDR Barclays Capital High Yield B | 0.6 | $969k | 29k | 33.60 | |
| NVIDIA Corporation (NVDA) | 0.4 | $681k | 5.1k | 133.45 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.3 | $539k | 11k | 51.46 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $504k | 4.6k | 109.07 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $427k | 3.9k | 109.15 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.3 | $415k | 5.1k | 80.94 | |
| Microsoft Corporation (MSFT) | 0.2 | $346k | 3.4k | 101.44 | |
| Synopsys (SNPS) | 0.2 | $341k | 4.0k | 84.24 | |
| Cisco Systems (CSCO) | 0.2 | $314k | 7.3k | 43.24 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $281k | 271.00 | 1036.90 | |
| Pepsi (PEP) | 0.2 | $267k | 2.4k | 110.60 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.1 | $241k | 5.2k | 46.71 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $231k | 2.4k | 97.88 | |
| Ford Motor Company (F) | 0.1 | $122k | 16k | 7.62 |
