Peninsula Wealth

Peninsula Wealth as of June 30, 2021

Portfolio Holdings for Peninsula Wealth

Peninsula Wealth holds 21 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 23.7 $73M 253k 286.81
Vanguard Index Fds Value Etf (VTV) 19.8 $61M 441k 137.46
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 11.3 $35M 670k 51.52
Oracle Corporation (ORCL) 7.3 $22M 286k 77.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.0 $21M 394k 54.31
Vanguard Index Fds Small Cp Etf (VB) 4.7 $14M 64k 225.28
Ishares Tr Core Msci Eafe (IEFA) 4.3 $13M 174k 74.86
Snowflake Cl A (SNOW) 3.4 $11M 43k 241.81
Ishares Tr S&p 500 Val Etf (IVE) 3.3 $10M 69k 147.63
Apple (AAPL) 2.7 $8.2M 60k 136.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $7.0M 20k 354.41
Ishares Core Msci Emkt (IEMG) 2.3 $7.0M 104k 66.99
Ishares Tr S&p 500 Grwt Etf (IVW) 2.0 $6.0M 83k 72.73
Gilead Sciences (GILD) 1.6 $4.9M 72k 68.86
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $4.6M 45k 101.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $3.5M 37k 95.08
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.4M 13k 113.01
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.4 $1.1M 20k 53.39
Skillz 0.3 $890k 41k 21.73
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $806k 14k 57.11
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $789k 13k 62.62