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Peninsula Wealth, LLC13F | |
| Peninsula Wealth, LLC | |
| Last update 2025-02-14 | 105 Stocks (13 new) |
| Value $587.00 Mil | Turnover 4 % |
Peninsula Wealth, LLC Top Holdings of 2024-12-31
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| 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 | +44.96% | +37.14% | 70,655.4 | Software | |
IVW | iShares S&P 500 Growth ETF | 649,125 | 65,905.7 | +3.91% | 11.230 | +0.42% | 0.120 | +26.34% | +10.10% | 61,349.2 | ||
ORCL | Oracle Corp | 383,800 | 63,956.5 | -6.47% | 10.900 | -0.81% | 0.010 | +86.35% | +45.99% | 677,771.4 | Software | |
VUG | Vanguard Growth ETF | 137,745 | 56,536.0 | -0.57% | 9.640 | -0.05% | 0.040 | +26.97% | +8.79% | 166,020.0 | ||
IVE | iShares S&P 500 Value ETF | 279,913 | 53,429.8 | +0.16% | 9.110 | +0.01% | 0.150 | +11.49% | +3.81% | 39,389.4 | ||
VTV | Vanguard Value ETF | 231,153 | 39,134.2 | -0.46% | 6.670 | -0.03% | 0.030 | +10.26% | +5.72% | 132,365.1 | ||
NVDA | NVIDIA Corp | 170,936 | 22,954.9 | -0.57% | 3.910 | -0.02% | 0.000 | +64.00% | +27.62% | 4,178,965.3 | Semiconductors | |
QQQ | INVESCO QQQ Trust | 32,533 | 16,631.8 | +0.67% | 2.830 | +0.02% | 0.010 | +25.61% | +9.29% | 355,244.5 | ||
IVLU | iShares MSCI Intl Value Factor ETF | 500,695 | 13,573.8 | +69.71% | 2.310 | +0.95% | 0.760 | +13.31% | +23.18% | 2,287.0 | ||
AAPL | Apple Inc | 52,830 | 13,229.8 | +1.57% | 2.260 | +0.03% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware |
Peninsula Wealth, LLC's Historical Top Holdings Breakdowns
Peninsula Wealth, LLC's Top Stock Picks
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| 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 | $62.81 | -2.12% | 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 | $32.67 | 16.10% | Add 69.71% | 500,695 | 205,659 | |
ORCL | Oracle Corp | 2024-12-31 | Reduce Reduce | -0.81% | 165.41 ($177.81) 192.43 | $241.30 | 35.71% | 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 | $63.81 | 8.74% | 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 | $71.05 | 8.61% | 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 | $60.83 | 9.92% | 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 | $37.54 | 6.59% | 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 | $111.53 | 11.70% | 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 | $46.46 | -0.85% | 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 | $52.48 | 0.97% | Reduce -52.24% | 10,976 | -12,004 |
Peninsula Wealth, LLC Total Holding History ($B)
Peninsula Wealth, LLC's Asset Allocation
Peninsula Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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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Peninsula Wealth, LLC's Holdings Bubble Chart
Peninsula Wealth, LLC News
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