Peninsula Wealth

Peninsula Wealth as of March 31, 2021

Portfolio Holdings for Peninsula Wealth

Peninsula Wealth holds 20 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 22.8 $64M 247k 257.04
Vanguard Index Fds Value Etf (VTV) 20.4 $57M 432k 131.46
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 10.9 $30M 617k 49.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.8 $19M 366k 52.05
Oracle Corporation (ORCL) 6.5 $18M 260k 70.17
Ishares Tr Core Msci Eafe (IEFA) 5.0 $14M 195k 72.05
Vanguard Index Fds Small Cp Etf (VB) 4.8 $14M 63k 214.08
Snowflake Cl A (SNOW) 3.8 $11M 46k 229.29
Ishares Tr S&p 500 Val Etf (IVE) 3.6 $10M 71k 141.23
Ishares Core Msci Emkt (IEMG) 2.7 $7.5M 116k 64.36
Apple (AAPL) 2.5 $7.1M 58k 122.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $6.3M 20k 319.15
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $5.2M 79k 65.11
Gilead Sciences (GILD) 1.7 $4.8M 74k 64.64
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $4.0M 44k 91.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $3.4M 37k 93.03
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.4M 13k 108.56
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.4 $1.1M 21k 53.39
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $1.1M 18k 62.14
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $892k 16k 57.14