Peninsula Wealth

Peninsula Wealth as of Dec. 31, 2022

Portfolio Holdings for Peninsula Wealth

Peninsula Wealth holds 75 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 19.8 $63M 448k 140.37
Vanguard Index Fds Growth Etf (VUG) 16.4 $52M 245k 213.11
Oracle Corporation (ORCL) 10.4 $33M 406k 81.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.4 $30M 715k 41.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $19M 492k 38.98
Vanguard Index Fds Small Cp Etf (VB) 4.2 $14M 73k 183.54
Ishares Tr Core Msci Eafe (IEFA) 3.6 $12M 188k 61.64
Ishares Tr S&p 500 Val Etf (IVE) 3.3 $11M 72k 145.07
Apple (AAPL) 2.6 $8.1M 63k 129.93
Ishares Core Msci Emkt (IEMG) 2.0 $6.5M 139k 46.70
Snowflake Cl A (SNOW) 1.6 $5.1M 35k 143.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $5.0M 19k 266.27
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $4.7M 80k 58.50
Dimensional Etf Trust Us High Profitab (DUHP) 1.2 $3.9M 161k 24.01
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $3.7M 45k 82.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.1 $3.4M 103k 33.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $3.3M 43k 77.51
Gilead Sciences (GILD) 0.9 $3.0M 35k 85.85
NVIDIA Corporation (NVDA) 0.9 $2.8M 19k 146.14
Amazon (AMZN) 0.8 $2.5M 30k 84.00
Microsoft Corporation (MSFT) 0.8 $2.4M 10k 239.83
Visa Com Cl A (V) 0.6 $1.8M 8.9k 207.77
Veeva Sys Cl A Com (VEEV) 0.5 $1.7M 11k 161.38
Dimensional Etf Trust Intl Core Equity (DFIC) 0.5 $1.6M 73k 22.35
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $1.4M 61k 22.46
Synopsys (SNPS) 0.4 $1.3M 4.2k 319.29
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $1.3M 28k 45.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.3M 17k 75.28
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.2M 13k 94.64
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.2M 8.2k 151.86
Ishares Tr Tips Bd Etf (TIP) 0.4 $1.2M 11k 106.44
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $985k 21k 47.43
Alphabet Cap Stk Cl C (GOOG) 0.3 $901k 10k 88.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $807k 2.6k 308.90
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $773k 7.4k 104.27
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $696k 12k 56.11
Tesla Motors (TSLA) 0.2 $576k 4.7k 123.18
Pepsi (PEP) 0.2 $548k 3.0k 180.65
Broadcom (AVGO) 0.2 $480k 858.00 559.38
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $461k 9.3k 49.49
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $454k 6.1k 74.32
Alphabet Cap Stk Cl A (GOOGL) 0.1 $434k 4.9k 88.23
Cisco Systems (CSCO) 0.1 $412k 8.7k 47.64
Johnson & Johnson (JNJ) 0.1 $399k 2.3k 176.68
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $389k 6.3k 61.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $363k 1.7k 214.24
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $349k 7.1k 49.45
Mastercard Incorporated Cl A (MA) 0.1 $335k 964.00 347.84
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $315k 3.7k 84.75
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $314k 4.8k 64.91
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $314k 4.9k 63.91
Exxon Mobil Corporation (XOM) 0.1 $311k 2.8k 110.31
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $301k 5.9k 51.15
Procter & Gamble Company (PG) 0.1 $299k 2.0k 151.54
Ishares Tr Core S&p500 Etf (IVV) 0.1 $298k 775.00 383.99
Costco Wholesale Corporation (COST) 0.1 $295k 647.00 456.59
Raytheon Technologies Corp (RTX) 0.1 $291k 2.9k 100.92
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $288k 3.3k 86.19
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $279k 1.8k 155.15
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $269k 2.2k 125.11
Chipotle Mexican Grill (CMG) 0.1 $262k 189.00 1387.49
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $262k 5.6k 46.71
Prologis (PLD) 0.1 $241k 2.1k 112.75
JPMorgan Chase & Co. (JPM) 0.1 $240k 1.8k 134.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $238k 623.00 382.43
salesforce (CRM) 0.1 $238k 1.8k 132.59
Meta Platforms Cl A (META) 0.1 $223k 1.9k 120.34
Pfizer (PFE) 0.1 $213k 4.2k 51.24
Owl Rock Capital Corporation (OBDC) 0.1 $211k 18k 11.55
Uber Technologies (UBER) 0.1 $205k 8.3k 24.73
UnitedHealth (UNH) 0.1 $204k 384.00 530.73
Home Depot (HD) 0.1 $202k 640.00 316.05
Merck & Co (MRK) 0.1 $202k 1.8k 110.98
Coca-Cola Company (KO) 0.1 $200k 3.2k 63.60
Hewlett Packard Enterprise (HPE) 0.1 $184k 12k 15.96