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Peninsula Wealth, Llc

Portfolio Manager
Peninsula Wealth, Llc
Performance
0% (N/A)
AUM (13F)
$586.68M
# of Holdings
105
Performance Rank
N/A
Allocation (Top 20)
N/A

Peninsula Wealth, Llc Holdings Map

Top 50 Peninsula Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SNOW
SNOWFLAKE INC
12.31%467.7K$72.2M
-0.09%(-443)
2023-Q4: 468.6K shares2024-Q1: 468.1K shares2024-Q2: 468.1K shares2024-Q3: 468.1K shares2024-Q4: 467.7K shares2024-12-31
IVW
ISHARES TR
11.23%649.1K$65.9M
+3.91%(+24.41K)
2023-Q4: 232.8K shares2024-Q1: 395.4K shares2024-Q2: 594.3K shares2024-Q3: 624.7K shares2024-Q4: 649.1K shares2024-12-31
ORCL
ORACLE CORP
10.9%383.8K$64.0M
-6.47%(-26.55K)
2023-Q4: 330.2K shares2024-Q1: 330.9K shares2024-Q2: 330.3K shares2024-Q3: 410.4K shares2024-Q4: 383.8K shares2024-12-31
VUG
VANGUARD INDEX FDS
9.64%137.7K$56.5M
-0.57%(-790)
2023-Q4: 229.6K shares2024-Q1: 182.3K shares2024-Q2: 141.5K shares2024-Q3: 138.5K shares2024-Q4: 137.7K shares2024-12-31
IVE
ISHARES TR
9.11%279.9K$53.4M
+0.16%(+445)
2023-Q4: 127.7K shares2024-Q1: 189.4K shares2024-Q2: 268.7K shares2024-Q3: 279.5K shares2024-Q4: 279.9K shares2024-12-31
VTV
VANGUARD INDEX FDS
6.67%231.2K$39.1M
-0.46%(-1.06K)
2023-Q4: 396.3K shares2024-Q1: 316.3K shares2024-Q2: 238.6K shares2024-Q3: 232.2K shares2024-Q4: 231.2K shares2024-12-31
NVDA
NVIDIA CORPORATION
3.91%170.9K$23.0M
-0.57%(-984)
2023-Q4: 18.2K shares2024-Q1: 18.2K shares2024-Q2: 171.1K shares2024-Q3: 171.9K shares2024-Q4: 170.9K shares2024-12-31
QQQ
INVESCO QQQ TR
2.83%32.5K$16.6M
+0.67%(+215)
2023-Q4: 18.6K shares2024-Q1: 22.9K shares2024-Q2: 28.2K shares2024-Q3: 32.3K shares2024-Q4: 32.5K shares2024-12-31
IVLU
ISHARES TR
2.31%500.7K$13.6M
+69.71%(+205.66K)
2023-Q4: 120.1K shares2024-Q1: 258.9K shares2024-Q2: 270.8K shares2024-Q3: 295.0K shares2024-Q4: 500.7K shares2024-12-31
AAPL
APPLE INC
2.26%52.8K$13.2M
+1.57%(+817)
2023-Q4: 60.3K shares2024-Q1: 51.0K shares2024-Q2: 51.2K shares2024-Q3: 52.0K shares2024-Q4: 52.8K shares2024-12-31

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