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Peninsula Wealth, LLC

SEC CIK
0001600052
Latest filing
Feb 13, 2025

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 4, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
66
+42 vs. Q3 2021
Portfolio value
$371.8M
+$56.8M (+18.0%) vs. Q3 2021
Filed
Feb 4, 2022
SEC
Holdings of Peninsula Wealth, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Growth ETF922908736ETF236,456$75.9M20.4%−18,225−7.2%Reduced–
Vanguard Morningstar Value ETF922908744ETF455,412$67.0M18.0%+9,814+2.2%Added–
Vanguard Ftse Developed Markets ETF921943858ETF720,893$36.8M9.9%+40,660+6.0%Added–
ORCLOracle CorpStock327,383$28.6M7.7%+4,100+1.3%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF451,071$22.3M6.0%+46,416+11.5%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF71,634$16.2M4.4%+7,781+12.2%Added–
iShares Core MSCI Eafe ETF46432F842ETF188,635$14.1M3.8%+14,150+8.1%Added–
SNOWSnowflake Inc.Stock35,338$12.0M3.2%−3,041−7.9%ReducedHistory
AAPLApple Inc.Stock64,215$11.4M3.1%+716+1.1%AddedHistory
iShares S&P 500 Value ETF464287408ETF69,857$10.9M2.9%+243+0.3%Added–
Invesco QQQ Trust Series I46090E103ETF19,829$7.89M2.1%+68+0.3%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF118,096$7.07M1.9%+12,964+12.3%Added–
iShares S&P 500 Growth ETF464287309ETF78,917$6.60M1.8%−3,024−3.7%Reduced–
NVDANVIDIA CorpStock19,717$5.80M1.6%+23+0.1%AddedHistory
Vanguard Real Estate ETF922908553ETF46,002$5.34M1.4%+428+0.9%Added–
AMZNAmazon Com IncStock1,474$4.91M1.3%+1,474NewHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF44,956$4.17M1.1%+5,332+13.5%Added–
MSFTMicrosoft CorpStock9,354$3.15M0.8%+9,354NewHistory
GILDGilead Sciences, Inc.Stock36,004$2.61M0.7%−91−0.3%ReducedHistory
VVisa Inc.Stock9,497$2.06M0.6%+9,497NewHistory
iShares Tr464288356CALIF MUN BD ETF29,876$1.86M0.5%+9,929+49.8%Added–
TSLATesla, Inc.Stock1,659$1.75M0.5%+1,659NewHistory
SNPSSynopsys IncCOM4,128$1.52M0.4%+4,128NewHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF28,034$1.48M0.4%+6,339+29.2%Added–
iShares Core S&P Small Cap ETF464287804ETF12,806$1.47M0.4%+112+0.9%Added–
GOOGAlphabet Inc.Stock472$1.37M0.4%+472NewHistory
iShares Tips Bond ETF464287176ETF9,924$1.28M0.3%+9,924New–
Vanguard Total International Bond ETF92203J407ETF18,044$995.0K0.3%+3,202+21.6%Added–
METAMeta Platforms, Inc.Stock2,167$729.0K0.2%+2,167NewHistory
BRK.BBerkshire Hathaway IncStock2,384$713.0K0.2%+2,384NewHistory
GOOGLAlphabet Inc.Stock232$671.0K0.2%+232NewHistory
AVGOBroadcom Inc.Stock1,001$666.0K0.2%+1,001NewHistory
Vanguard Dividend Appreciation ETF921908844ETF3,838$659.0K0.2%+3,838New–
CSCOCisco Systems, Inc.Stock8,976$569.0K0.2%+8,976NewHistory
iShares Tr464288158SHRT NAT MUN ETF5,123$550.0K0.1%+5,123New–
Vanguard Mun BD FDS922907746TAX EXEMPT BD9,823$539.0K0.1%−255−2.5%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF6,102$535.0K0.1%+6,102New–
iShares Russell 1000 Growth ETF464287614ETF1,694$518.0K0.1%+1,694New–
PEPPepsiCo IncStock2,898$503.0K0.1%+2,898NewHistory
iShares Tr464288521CRE U S REIT ETF6,872$464.0K0.1%+6,872New–
Vanguard Short-Term Bond ETF921937827ETF5,722$463.0K0.1%+5,722New–
PYPLPayPal Holdings, Inc.Stock2,255$425.0K0.1%+2,255NewHistory
WisdomTree Tr97717W307US LARGECAP DIVD6,372$421.0K0.1%+6,372New–
CMGChipotle Mexican Grill IncCOM239$418.0K0.1%+239NewHistory
iShares Tr46435G425ESG AWR MSCI USA3,724$402.0K0.1%+3,724New–
Vanguard Total World Stock ETF922042742ETF3,605$387.0K0.1%+3,605New–
COSTCostco Wholesale CorpStock649$368.0K0.1%+649NewHistory
iShares Core S&P 500 ETF464287200ETF763$364.0K0.1%+763New–
PFEPfizer IncStock5,770$341.0K0.1%+5,770NewHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL4,918$338.0K0.1%+4,918New–
JNJJohnson & JohnsonStock1,955$334.0K0.1%+1,955NewHistory
VanEck Morningstar Wide Moat ETF92189F643ETF4,330$330.0K0.1%+4,330New–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF1,800$309.0K0.1%+1,800New–
SPYSPDR S&P 500 ETF TrustETF623$296.0K0.1%+623NewHistory
MAMastercard IncStock800$288.0K0.1%+800NewHistory
Vanguard Malvern FDS922020805STRM INFPROIDX5,609$288.0K0.1%+5,609New–
SPDR Series Trust78464A763ST STR SP DIV2,151$278.0K0.1%+2,151New–
PGProcter & Gamble CoStock1,695$277.0K0.1%+1,695NewHistory
FIRYFiry Inc.COM36,651$273.0K0.1%−4,215−10.3%ReducedHistory
JPMJPMorgan Chase & CoStock1,682$266.0K0.1%+1,682NewHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,038$251.0K0.1%+1,038New–
CRMSalesforce, Inc.Stock959$244.0K0.1%+959NewHistory
HDHome Depot, Inc.Stock571$237.0K0.1%+571NewHistory
OBDCBlue Owl Capital CorpCOM16,642$236.0K0.1%+349+2.1%AddedHistory
TWTRTwitter, Inc.COM5,303$229.0K0.1%+5,303NewHistory
HPEHewlett Packard Enterprise CoCOM11,232$177.0K<0.1%+11,232NewHistory