HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SNOWFLAKE INC |
468,634 | -32,306 | $93,258 |
| SNOW | 468,634 | -32,306 | $93,258 |
| VANGUARD INDEX FDS (VUG) |
229,573 | -18,693 | $71,370 |
| VUG | 229,573 | -18,693 | $71,370 |
| VANGUARD INDEX FDS (VTV) |
396,301 | -60,873 | $59,247 |
| VTV | 396,301 | -60,873 | $59,247 |
| ORACLE CORP |
330,159 | -20,027 | $34,809 |
| ORCL | 330,159 | -20,027 | $34,809 |
| VANGUARD TAX MANAGED FDS (VEA) |
591,269 | -127,200 | $28,322 |
| VEA | 591,269 | -127,200 | $28,322 |
| ISHARES TR (IVE) |
127,683 | +47,385 | $22,203 |
| IVE | 127,683 | +47,385 | $22,203 |
| VANGUARD INDEX FDS (VB) |
83,430 | +8,518 | $17,798 |
| VB | 83,430 | +8,518 | $17,798 |
| ISHARES TR (IVW) |
232,779 | +131,709 | $17,482 |
| IVW | 232,779 | +131,709 | $17,482 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
337,812 | -163,358 | $13,884 |
| VWO | 337,812 | -163,358 | $13,884 |
| ISHARES TR (IEFA) |
188,027 | +483 | $13,228 |
| IEFA | 188,027 | +483 | $13,228 |
| APPLE INC |
60,311 | -952 | $11,612 |
| AAPL | 60,311 | -952 | $11,612 |
| NVIDIA CORPORATION |
18,214 | -1,693 | $9,020 |
| NVDA | 18,214 | -1,693 | $9,020 |
| INVESCO QQQ TR |
18,599 | +47 | $7,617 |
| QQQ | 18,599 | +47 | $7,617 |
| ISHARES INC (IEMG) |
136,109 | -3,436 | $6,884 |
| IEMG | 136,109 | -3,436 | $6,884 |
| ISHARES TR (IUSB) |
88,841 | +79,710 | $4,093 |
| IUSB | 88,841 | +79,710 | $4,093 |
| MICROSOFT CORP |
10,316 | +233 | $3,879 |
| MSFT | 10,316 | +233 | $3,879 |
| ISHARES TR (IJH) |
12,911 | +10,779 | $3,578 |
| IJH | 12,911 | +10,779 | $3,578 |
| AMAZON COM INC |
22,078 | +75 | $3,355 |
| AMZN | 22,078 | +75 | $3,355 |
| ISHARES TR (IVLU) |
120,126 | +103,696 | $3,185 |
| IVLU | 120,126 | +103,696 | $3,185 |
| DIMENSIONAL ETF TRUST (DFLV) |
103,647 | +4,279 | $2,804 |
| DFLV | 103,647 | +4,279 | $2,804 |
| GILEAD SCIENCES INC |
34,410 | -792 | $2,788 |
| GILD | 34,410 | -792 | $2,788 |
| J P MORGAN EXCHANGE TRADED F (JIG) |
38,939 | +32,824 | $2,272 |
| JIG | 38,939 | +32,824 | $2,272 |
| SYNOPSYS INC |
4,208 | UNCH | $2,167 |
| SNPS | 4,208 | UNCH | $2,167 |
| DIMENSIONAL ETF TRUST (DFUV) |
55,492 | -3,127 | $2,065 |
| DFUV | 55,492 | -3,127 | $2,065 |
| VANGUARD INDEX FDS (VNQ) |
22,424 | -24,175 | $1,981 |
| VNQ | 22,424 | -24,175 | $1,981 |
| ISHARES INC (EMXC) |
35,114 | +35,114 | $1,946 |
| EMXC | 35,114 | +35,114 | $1,946 |
| VISA INC |
7,302 | -42 | $1,901 |
| V | 7,302 | -42 | $1,901 |
| DIMENSIONAL ETF TRUST (DFIC) |
70,612 | -848 | $1,803 |
| DFIC | 70,612 | -848 | $1,803 |
| ISHARES TR (MBB) |
17,096 | +17,096 | $1,608 |
| MBB | 17,096 | +17,096 | $1,608 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
19,602 | -33,977 | $1,593 |
| VCIT | 19,602 | -33,977 | $1,593 |
| DIMENSIONAL ETF TRUST (DUHP) |
54,793 | -7,256 | $1,568 |
| DUHP | 54,793 | -7,256 | $1,568 |
| ALPHABET INC |
10,997 | -101 | $1,550 |
| GOOG | 10,997 | -101 | $1,550 |
| TESLA INC |
6,234 | +576 | $1,549 |
| TSLA | 6,234 | +576 | $1,549 |
| DIMENSIONAL ETF TRUST (DFEM) |
60,347 | -2,172 | $1,506 |
| DFEM | 60,347 | -2,172 | $1,506 |
| VEEVA SYS INC |
7,801 | +39 | $1,502 |
| VEEV | 7,801 | +39 | $1,502 |
| ISHARES TR (IJR) |
13,325 | +2 | $1,442 |
| IJR | 13,325 | +2 | $1,442 |
| ATLASSIAN CORPORATION |
6,008 | +1 | $1,429 |
| TEAM | 6,008 | +1 | $1,429 |
| INTUIT |
2,244 | +11 | $1,403 |
| INTU | 2,244 | +11 | $1,403 |
| ISHARES TR (IGSB) |
25,349 | +25,349 | $1,300 |
| IGSB | 25,349 | +25,349 | $1,300 |
| ISHARES TR (CMF) |
21,181 | +1,507 | $1,227 |
| CMF | 21,181 | +1,507 | $1,227 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
6,515 | +20 | $1,110 |
| VIG | 6,515 | +20 | $1,110 |
| ISHARES TR (SUB) |
10,391 | +151 | $1,095 |
| SUB | 10,391 | +151 | $1,095 |
| BROADCOM INC |
966 | +20 | $1,078 |
| AVGO | 966 | +20 | $1,078 |
 BERKSHIRE HATHAWAY INC DEL |
$1,070 | ||
| BRK.B | 3,000 | +36 | $1,070 |
| VANGUARD BD INDEX FDS (BSV) |
13,239 | -17,966 | $1,020 |
| BSV | 13,239 | -17,966 | $1,020 |
| META PLATFORMS INC |
2,581 | -68 | $914 |
| META | 2,581 | -68 | $914 |
| ALPHABET INC |
6,191 | -11 | $865 |
| GOOGL | 6,191 | -11 | $865 |
| ISHARES TR (TLH) |
7,787 | +7,787 | $843 |
| TLH | 7,787 | +7,787 | $843 |
| VANGUARD CHARLOTTE FDS (BNDX) |
14,134 | -13,108 | $698 |
| BNDX | 14,134 | -13,108 | $698 |
| ISHARES TR (TIP) |
6,339 | -8,909 | $681 |
| TIP | 6,339 | -8,909 | $681 |
See Full List: All Stocks Held By Peninsula Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Peninsula Wealth LLC
|
Size ($ in 1000's)
At 12/31/2023: $484,694 At 09/30/2023: $427,331 Peninsula Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peninsula Wealth LLC 13F filings. Link to 13F filings: SEC filings |
