Peninsula Wealth

Peninsula Wealth as of March 31, 2022

Portfolio Holdings for Peninsula Wealth

Peninsula Wealth holds 67 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 19.5 $69M 239k 287.60
Vanguard Index Fds Value Etf (VTV) 19.2 $67M 456k 147.78
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 10.0 $35M 727k 48.03
Oracle Corporation (ORCL) 7.8 $27M 329k 82.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $21M 457k 46.13
Vanguard Index Fds Small Cp Etf (VB) 4.4 $15M 73k 212.52
Ishares Tr Core Msci Eafe (IEFA) 3.7 $13M 189k 69.51
Apple (AAPL) 3.6 $13M 72k 174.60
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $11M 70k 155.72
Snowflake Cl A (SNOW) 2.3 $8.1M 35k 229.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $7.2M 20k 362.55
Ishares Core Msci Emkt (IEMG) 1.9 $6.6M 118k 55.55
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $6.0M 79k 76.38
NVIDIA Corporation (NVDA) 1.6 $5.5M 20k 272.87
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $5.0M 46k 108.37
Amazon (AMZN) 1.4 $4.9M 1.5k 3259.91
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $4.1M 47k 86.05
Microsoft Corporation (MSFT) 0.9 $3.0M 9.7k 308.37
Gilead Sciences (GILD) 0.6 $2.1M 35k 59.46
Visa Com Cl A (V) 0.6 $2.0M 9.0k 221.79
Tesla Motors (TSLA) 0.5 $1.8M 1.6k 1077.86
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $1.6M 27k 58.19
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $1.5M 29k 50.10
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.4M 13k 107.88
Synopsys (SNPS) 0.4 $1.4M 4.1k 333.25
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.3M 477.00 2792.45
Ishares Tr Tips Bd Etf (TIP) 0.4 $1.3M 10k 124.60
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $974k 19k 52.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $866k 2.5k 352.89
Broadcom (AVGO) 0.2 $733k 1.2k 629.18
Alphabet Cap Stk Cl A (GOOGL) 0.2 $656k 236.00 2779.66
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $652k 4.0k 162.03
Cisco Systems (CSCO) 0.1 $524k 9.4k 55.77
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $500k 6.1k 81.94
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $497k 9.6k 51.56
Pepsi (PEP) 0.1 $487k 2.9k 167.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $470k 1.7k 277.45
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $446k 5.7k 77.94
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $446k 6.9k 64.71
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $419k 6.4k 65.76
Chipotle Mexican Grill (CMG) 0.1 $397k 251.00 1581.67
Costco Wholesale Corporation (COST) 0.1 $381k 661.00 576.40
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $379k 3.7k 101.47
Meta Platforms Cl A (META) 0.1 $373k 1.7k 222.29
Johnson & Johnson (JNJ) 0.1 $358k 2.0k 177.40
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $353k 4.7k 74.79
Ishares Tr Core S&p500 Etf (IVV) 0.1 $347k 765.00 453.59
Mastercard Incorporated Cl A (MA) 0.1 $331k 927.00 357.07
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $330k 4.9k 67.10
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $317k 3.1k 101.21
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $308k 1.8k 171.11
Uber Technologies (UBER) 0.1 $296k 8.3k 35.70
Pfizer (PFE) 0.1 $293k 5.7k 51.70
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $287k 5.6k 51.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $281k 623.00 451.04
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $276k 2.2k 128.31
Paypal Holdings (PYPL) 0.1 $266k 2.3k 115.45
Procter & Gamble Company (PG) 0.1 $257k 1.7k 152.52
Owl Rock Capital Corporation (OBDC) 0.1 $251k 17k 14.77
Exxon Mobil Corporation (XOM) 0.1 $239k 2.9k 82.73
Prologis (PLD) 0.1 $238k 1.5k 161.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $237k 1.0k 228.10
Twitter 0.1 $225k 5.8k 38.68
Raytheon Technologies Corp (RTX) 0.1 $220k 2.2k 99.28
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $201k 1.9k 104.58
Hewlett Packard Enterprise (HPE) 0.1 $190k 11k 16.68
Skillz 0.0 $73k 24k 3.00