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Peninsula Wealth, LLC

13F
Peninsula Wealth, LLC
Last update 2025-02-14 105 Stocks (13 new)
Value $587.00 Mil Turnover 4 %
Countries:
Peninsula Wealth, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SNOW
Snowflake Inc
467,675
72,213.7
-0.09%
12.310
-0.01%
0.140
+45.99%
+38.54%
71,378.5
Software
IVW
iShares S&P 500 Growth ETF
649,125
65,905.7
+3.91%
11.230
+0.42%
0.120
+23.00%
+10.35%
61,492.2
 
ORCL
Oracle Corp
383,800
63,956.5
-6.47%
10.900
-0.81%
0.010
+73.53%
+40.32%
651,466.7
Software
VUG
Vanguard Growth ETF
137,745
56,536.0
-0.57%
9.640
-0.05%
0.040
+23.36%
+9.02%
166,377.8
 
IVE
iShares S&P 500 Value ETF
279,913
53,429.8
+0.16%
9.110
+0.01%
0.150
+10.13%
+4.01%
39,463.5
 
VTV
Vanguard Value ETF
231,153
39,134.2
-0.46%
6.670
-0.03%
0.030
+9.28%
+5.99%
132,705.4
 
NVDA
NVIDIA Corp
170,936
22,954.9
-0.57%
3.910
-0.02%
0.000
+52.91%
+27.77%
4,183,802.5
Semiconductors
QQQ
INVESCO QQQ Trust
32,533
16,631.8
+0.67%
2.830
+0.02%
0.010
+22.37%
+9.79%
356,863.6
 
IVLU
iShares MSCI Intl Value Factor ETF
500,695
13,573.8
+69.71%
2.310
+0.95%
0.760
+13.15%
+23.05%
2,284.6
 
AAPL
Apple Inc
52,830
13,229.8
+1.57%
2.260
+0.03%
0.000
+3.98%
-15.98%
3,135,029.9
Hardware

Peninsula Wealth, LLC's Historical Top Holdings Breakdowns

Peninsula Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IJH
iShares Core S&P Mid-Cap ETF
2024-12-31
Reduce
Reduce
-0.97%
61.68 ($64.17) 67.87
$63.53
-1.00%
Reduce -44.54%
108,066
-86,787
IVLU
iShares MSCI Intl Value Factor ETF
2024-12-31
Add
Add
+0.95%
26.64 ($28.14) 29.26
$32.63
15.97%
Add 69.71%
500,695
205,659
ORCL
Oracle Corp
2024-12-31
Reduce
Reduce
-0.81%
165.41 ($177.81) 192.43
$231.94
30.44%
Reduce -6.47%
383,800
-26,553
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2024-12-31
Reduce
Reduce
-0.66%
55.45 ($58.68) 61.08
$63.58
8.34%
Reduce -24.5%
190,646
-61,864
JIG
JPMorgan International Growth ETF
2024-12-31
Add
Add
+0.61%
62.45 ($65.42) 67.54
$71.06
8.62%
Add 41.88%
195,541
57,722
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2024-12-31
Add
Add
+0.46%
52.22 ($55.34) 58.91
$60.62
9.54%
Add 73.52%
121,012
51,271
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2024-12-31
Reduce
Reduce
-0.45%
34.27 ($35.22) 35.92
$37.58
6.70%
Reduce -71.25%
29,241
-72,470
IVW
iShares S&P 500 Growth ETF
2024-12-31
Add
Add
+0.42%
94.58 ($99.85) 105.47
$111.80
11.97%
Add 3.91%
649,125
24,405
JCPB
JPMorgan Core Plus Bond ETF
2024-12-31
New Buy
New Buy
+0.22%
46.07 ($46.86) 48.1
$46.42
-0.94%
New holding
28,260
28,260
IGSB
iShares 1-3 Year Credit Bond ETF
2024-12-31
Reduce
Reduce
-0.11%
51.53 ($51.97) 52.54
$52.41
0.84%
Reduce -52.24%
10,976
-12,004

Peninsula Wealth, LLC Total Holding History ($B)

To

Peninsula Wealth, LLC's Asset Allocation

To

Peninsula Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Peninsula Wealth, LLC's Hypothetical Growth since 2024-12-31

Peninsula Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Peninsula Wealth, LLC's Holdings Heat Map

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