Peninsula Wealth

Peninsula Wealth as of Dec. 31, 2020

Portfolio Holdings for Peninsula Wealth

Peninsula Wealth holds 19 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 23.2 $62M 244k 253.34
Vanguard Index Fds Value Etf (VTV) 19.0 $51M 426k 118.96
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 10.8 $29M 608k 47.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.8 $18M 362k 50.11
Oracle Corporation (ORCL) 6.5 $17M 267k 64.69
Snowflake Cl A (SNOW) 5.4 $15M 52k 281.40
Ishares Tr Core Msci Eafe (IEFA) 5.0 $13M 194k 69.09
Vanguard Index Fds Small Cp Etf (VB) 4.6 $12M 63k 194.68
Ishares Tr S&p 500 Val Etf (IVE) 3.4 $9.1M 71k 128.02
Apple (AAPL) 2.9 $7.7M 58k 132.69
Ishares Core Msci Emkt (IEMG) 2.7 $7.2M 116k 62.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $6.2M 20k 313.72
Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $5.1M 79k 63.81
Gilead Sciences (GILD) 1.6 $4.3M 74k 58.26
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $3.8M 44k 84.93
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $3.1M 32k 97.14
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.2M 13k 91.92
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.4 $1.1M 20k 54.05
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.4 $1.1M 18k 58.54