Peninsula Wealth, LLC
- SEC CIK
- 0001600052
- 最新申報
- 2025/2/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 20
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.79 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 247,386 | $6,359 萬 | 22.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 432,015 | $5,679 萬 | 20.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 617,386 | $3,032 萬 | 10.9% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 366,157 | $1,906 萬 | 6.8% | – | – | – |
| ORCLOracle Corp | Stock | 259,704 | $1,822 萬 | 6.5% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 195,221 | $1,407 萬 | 5.0% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 63,191 | $1,353 萬 | 4.8% | – | – | – |
| SNOWSnowflake Inc. | Stock | 46,400 | $1,064 萬 | 3.8% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 71,243 | $1,006 萬 | 3.6% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 116,211 | $747.9 萬 | 2.7% | – | – | – |
| AAPLApple Inc. | Stock | 57,790 | $705.9 萬 | 2.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,790 | $631.6 萬 | 2.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 79,234 | $515.9 萬 | 1.8% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 73,799 | $477.0 萬 | 1.7% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 43,978 | $404.0 萬 | 1.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 36,891 | $343.2 萬 | 1.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,740 | $138.3 萬 | 0.5% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 21,166 | $113.0 萬 | 0.4% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 18,119 | $112.6 萬 | 0.4% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 15,610 | $89.2 萬 | 0.3% | – | – | – |