Peninsula Wealth as of March 31, 2019
Portfolio Holdings for Peninsula Wealth
Peninsula Wealth holds 30 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Value ETF (VTV) | 24.7 | $45M | 415k | 107.64 | |
| Vanguard Growth ETF (VUG) | 22.6 | $41M | 261k | 156.40 | |
| Vanguard Europe Pacific ETF (VEA) | 18.6 | $34M | 822k | 40.86 | |
| Vanguard Emerging Markets ETF (VWO) | 9.8 | $18M | 419k | 42.50 | |
| Oracle Corporation (ORCL) | 6.1 | $11M | 206k | 53.72 | |
| Vanguard Small-Cap ETF (VB) | 5.0 | $9.0M | 59k | 152.89 | |
| Gilead Sciences (GILD) | 2.7 | $4.8M | 75k | 65.01 | |
| Invesco Qqq Trust Series 1 (QQQ) | 2.0 | $3.6M | 20k | 179.65 | |
| Vanguard REIT ETF (VNQ) | 1.8 | $3.2M | 37k | 86.98 | |
| Apple (AAPL) | 1.3 | $2.4M | 12k | 189.87 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.9 | $1.6M | 19k | 86.93 | |
| Visa (V) | 0.7 | $1.2M | 7.5k | 156.22 | |
| SPDR Barclays Capital High Yield B | 0.6 | $994k | 28k | 35.99 | |
| NVIDIA Corporation (NVDA) | 0.5 | $917k | 5.1k | 179.49 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.3 | $534k | 10k | 52.39 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $516k | 4.6k | 111.18 | |
| Synopsys (SNPS) | 0.3 | $466k | 4.0k | 115.12 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $436k | 5.1k | 86.29 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $435k | 3.8k | 113.08 | |
| Microsoft Corporation (MSFT) | 0.2 | $401k | 3.4k | 117.87 | |
| Cisco Systems (CSCO) | 0.2 | $394k | 7.3k | 53.93 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $318k | 271.00 | 1173.43 | |
| Pepsi (PEP) | 0.2 | $296k | 2.4k | 122.62 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.1 | $272k | 5.2k | 52.72 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $259k | 2.4k | 109.75 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $240k | 3.3k | 72.62 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $213k | 2.6k | 80.83 | |
| Facebook Inc cl a (META) | 0.1 | $216k | 1.3k | 166.54 | |
| Alibaba Group Holding (BABA) | 0.1 | $212k | 1.2k | 182.13 | |
| Ford Motor Company (F) | 0.1 | $141k | 16k | 8.81 |
