Peninsula Wealth as of March 31, 2020
Portfolio Holdings for Peninsula Wealth
Peninsula Wealth holds 38 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Growth ETF (VUG) | 22.2 | $40M | 253k | 156.69 | |
| Vanguard Value ETF (VTV) | 21.6 | $39M | 433k | 89.06 | |
| Vanguard Europe Pacific ETF (VEA) | 12.4 | $22M | 665k | 33.34 | |
| Oracle Corporation (ORCL) | 8.0 | $14M | 295k | 48.33 | |
| Vanguard Emerging Markets ETF (VWO) | 7.5 | $14M | 401k | 33.55 | |
| Vanguard Small-Cap ETF (VB) | 3.9 | $7.0M | 61k | 115.45 | |
| Spdr S&p 500 Etf (SPY) | 3.2 | $5.7M | 22k | 257.74 | |
| Gilead Sciences (GILD) | 3.1 | $5.5M | 74k | 74.76 | |
| Apple (AAPL) | 2.2 | $3.9M | 15k | 254.29 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.8 | $3.3M | 66k | 49.89 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.8 | $3.3M | 17k | 190.38 | |
| Vanguard REIT ETF (VNQ) | 1.5 | $2.7M | 38k | 69.85 | |
| Visa (V) | 1.4 | $2.4M | 15k | 161.13 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.3 | $2.3M | 26k | 87.08 | |
| iShares S&P 500 Value Index (IVE) | 1.1 | $2.0M | 20k | 96.23 | |
| Ishares Inc core msci emkt (IEMG) | 0.9 | $1.7M | 42k | 40.48 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.6M | 6.0k | 263.66 | |
| Microsoft Corporation (MSFT) | 0.6 | $1.2M | 7.3k | 157.71 | |
| Amazon (AMZN) | 0.5 | $840k | 431.00 | 1948.96 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.4 | $762k | 14k | 54.53 | |
| Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.4 | $663k | 7.0k | 94.70 | |
| iShares S&P 500 Growth Index (IVW) | 0.3 | $562k | 3.4k | 165.10 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $537k | 4.8k | 112.96 | |
| Synopsys (SNPS) | 0.3 | $526k | 4.1k | 128.83 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $521k | 4.4k | 117.87 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $384k | 5.0k | 77.12 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $362k | 311.00 | 1163.99 | |
| Nike (NKE) | 0.2 | $359k | 4.3k | 82.74 | |
| Cisco Systems (CSCO) | 0.2 | $333k | 8.5k | 39.30 | |
| Facebook Inc cl a (META) | 0.2 | $302k | 1.8k | 166.67 | |
| Alibaba Group Holding (BABA) | 0.2 | $296k | 1.5k | 194.35 | |
| Pepsi (PEP) | 0.2 | $296k | 2.5k | 120.28 | |
| iShares S&P 500 Index (IVV) | 0.2 | $287k | 1.1k | 258.09 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.1 | $258k | 3.2k | 80.98 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $248k | 2.4k | 103.42 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $242k | 1.3k | 183.19 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.1 | $242k | 5.2k | 46.91 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $203k | 3.2k | 62.77 |
