Peninsula Wealth

Peninsula Wealth as of Sept. 30, 2020

Portfolio Holdings for Peninsula Wealth

Peninsula Wealth holds 53 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 24.0 $56M 246k 227.61
Vanguard Index Fds Value Etf (VTV) 18.9 $44M 423k 104.51
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.6 $22M 546k 40.90
Oracle Corporation (ORCL) 6.6 $15M 256k 59.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.4 $15M 347k 43.24
Ishares Tr Core Msci Eafe (IEFA) 4.4 $10M 172k 60.28
Vanguard Index Fds Small Cp Etf (VB) 4.0 $9.3M 61k 153.81
Apple (AAPL) 2.8 $6.6M 57k 115.81
Ishares Tr S&p 500 Val Etf (IVE) 2.6 $6.0M 53k 112.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $5.5M 20k 277.83
Ishares Core Msci Emkt (IEMG) 2.3 $5.3M 100k 52.80
Gilead Sciences (GILD) 2.0 $4.7M 74k 63.19
Amazon (AMZN) 1.9 $4.3M 1.4k 3148.44
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $3.0M 37k 78.95
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $2.7M 12k 231.05
NVIDIA Corporation (NVDA) 1.2 $2.7M 5.0k 541.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $2.5M 26k 95.81
Visa Com Cl A (V) 0.7 $1.6M 7.9k 199.90
Microsoft Corporation (MSFT) 0.6 $1.5M 7.2k 210.38
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.4 $905k 17k 54.27
Synopsys (SNPS) 0.4 $876k 4.1k 213.87
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $740k 8.9k 83.04
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $738k 7.9k 93.52
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $684k 12k 58.16
Tesla Motors (TSLA) 0.3 $618k 1.4k 429.17
Alphabet Cap Stk Cl C (GOOG) 0.3 $585k 398.00 1469.85
Spdr Ser Tr Bloomberg Brclys (JNK) 0.2 $560k 5.4k 104.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $555k 6.3k 88.28
Ishares Tr Tips Bd Etf (TIP) 0.2 $540k 4.3k 126.49
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $527k 7.5k 70.17
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $500k 4.1k 121.92
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $448k 1.5k 294.16
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $406k 4.8k 83.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $402k 1.9k 213.15
Facebook Cl A (META) 0.2 $394k 1.5k 261.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $353k 6.5k 54.43
Pepsi (PEP) 0.1 $335k 2.4k 138.72
Chipotle Mexican Grill (CMG) 0.1 $322k 259.00 1243.24
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $312k 2.8k 111.87
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $310k 3.8k 80.75
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $309k 3.2k 96.99
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $304k 2.4k 128.81
Cisco Systems (CSCO) 0.1 $298k 7.6k 39.37
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $286k 5.6k 50.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $281k 1.3k 217.16
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $277k 5.2k 53.69
Ishares Tr Core S&p500 Etf (IVV) 0.1 $252k 751.00 335.55
Paypal Holdings (PYPL) 0.1 $246k 1.2k 197.12
salesforce (CRM) 0.1 $229k 912.00 251.10
Mastercard Incorporated Cl A (MA) 0.1 $227k 673.00 337.30
Alphabet Cap Stk Cl A (GOOGL) 0.1 $218k 149.00 1463.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $209k 623.00 335.47
Sea Sponsord Ads (SE) 0.1 $200k 1.3k 153.85