Peninsula Wealth

Peninsula Wealth as of June 30, 2020

Portfolio Holdings for Peninsula Wealth

Peninsula Wealth holds 48 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 23.8 $51M 253k 202.09
Vanguard Index Fds Value Etf (VTV) 19.5 $42M 421k 99.59
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 9.8 $21M 540k 38.79
Oracle Corporation (ORCL) 8.3 $18M 324k 55.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.4 $14M 348k 39.61
Ishares Tr Core Msci Eafe (IEFA) 4.6 $9.9M 173k 57.16
Vanguard Index Fds Small Cp Etf (VB) 4.1 $8.9M 61k 145.72
Ishares Tr S&p 500 Val Etf (IVE) 2.7 $5.7M 53k 108.21
Gilead Sciences (GILD) 2.7 $5.7M 74k 76.94
Ishares Core Msci Emkt (IEMG) 2.2 $4.8M 101k 47.60
Apple (AAPL) 2.2 $4.7M 13k 364.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $4.3M 17k 247.57
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $2.9M 37k 78.53
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $2.5M 12k 207.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $2.3M 24k 95.15
NVIDIA Corporation (NVDA) 0.9 $1.9M 5.0k 379.94
Visa Com Cl A (V) 0.7 $1.5M 7.9k 193.13
Microsoft Corporation (MSFT) 0.7 $1.5M 7.2k 203.58
Amazon (AMZN) 0.5 $1.2M 426.00 2758.22
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.4 $815k 15k 54.38
Synopsys (SNPS) 0.4 $799k 4.1k 195.07
Spdr Ser Tr Bloomberg Brclys (JNK) 0.3 $719k 7.1k 101.20
Ishares Tr National Mun Etf (MUB) 0.3 $552k 4.8k 115.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $534k 6.0k 88.31
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $511k 7.5k 68.29
Ishares Tr Tips Bd Etf (TIP) 0.2 $470k 3.8k 122.97
Facebook Cl A (META) 0.2 $453k 2.0k 226.95
Nike CL B (NKE) 0.2 $424k 4.3k 98.13
Cisco Systems (CSCO) 0.2 $386k 8.3k 46.68
Alphabet Cap Stk Cl C (GOOG) 0.2 $386k 273.00 1413.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $385k 7.1k 54.07
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $347k 4.3k 81.65
Ishares Tr Core S&p500 Etf (IVV) 0.2 $345k 1.1k 309.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $337k 1.9k 178.69
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $329k 1.5k 216.02
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $324k 5.6k 57.82
Pepsi (PEP) 0.1 $319k 2.4k 132.09
Tesla Motors (TSLA) 0.1 $308k 285.00 1080.70
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $296k 3.2k 92.91
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $277k 2.4k 117.37
Chipotle Mexican Grill (CMG) 0.1 $273k 259.00 1054.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $264k 3.2k 83.15
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $256k 5.2k 49.62
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $251k 3.4k 74.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $248k 1.3k 191.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $238k 773.00 307.89
Paypal Holdings (PYPL) 0.1 $219k 1.3k 174.09
Alphabet Cap Stk Cl A (GOOGL) 0.1 $211k 149.00 1416.11