Peninsula Wealth, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Peninsula Wealth, LLC 13F Holdings
CIK 0001600052 · San Francisco, CA
As of Dec 31, 2024, Peninsula Wealth, LLC reported
105 positions worth $586.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SNOWFLAKE INC | SNOW | Technology | 467,675 | $72.2M | 12.31% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 649,125 | $65.9M | 11.23% |
| ORACLE CORP | ORCL | Technology | 383,800 | $64.0M | 10.90% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 137,745 | $56.5M | 9.64% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 279,913 | $53.4M | 9.11% |
| VANGUARD VALUE INDEX FUND | VTV | — | 231,153 | $39.1M | 6.67% |
| NVIDIA CORP | NVDA | Technology | 170,936 | $23.0M | 3.91% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 32,533 |
|
6.6M2.83% |
| ISHARES TR | IVLU | — | 500,695 |
3.6M | 2.31% |
| APPLE INC | AAPL | Technology | 52,830 |
3.2M | 2.26% |
| JPMORGAN INTERNATIONAL GROWTH ETF | JIG | — | 195,541 |
2.2M | 2.08% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 190,646 |
0.6M | 1.80% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 131,446 | $9.2M | 1.57% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 37,198 | $8.9M | 1.52% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 155,325 | $7.4M | 1.27% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 159,067 | $7.2M | 1.23% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 51,208 | $7.1M | 1.22% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 108,066 | $6.7M | 1.15% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 123,589 | $6.5M | 1.11% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 121,012 | $6.3M | 1.08% |
| MICROSOFT CORP | MSFT | Technology | 10,954 | $4.6M | 0.79% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 96,317 | $4.2M | 0.72% |
| GILEAD SCIENCES INC | GILD | Healthcare | 41,786 | $3.9M | 0.66% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 13,557 | $3.6M | 0.61% |
| ISHARES CORE S&P 500 ETF | IVV | — | 5,145 | $3.0M | 0.52% |