HoldingsChannel.com
Peninsula Wealth LLC Top Holdings
As of  06/30/2022, below is a summary of the Peninsula Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Peninsula Wealth LLC. In the Peninsula Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Peninsula Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Peninsula Wealth LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTV) 453,904 -2,209 $59,861
     VTV453,904-2,209$59,861
VANGUARD INDEX FDS (VUG) 238,658 +172 $53,195
     VUG238,658+172$53,195
VANGUARD TAX MANAGED INTL FD (VEA) 729,346 +1,968 $29,757
     VEA729,346+1,968$29,757
ORACLE CORP 356,892 +27,990 $24,936
     ORCL356,892+27,990$24,936
VANGUARD INTL EQUITY INDEX F (VWO) 453,032 -3,618 $18,869
     VWO453,032-3,618$18,869
VANGUARD INDEX FDS (VB) 72,808 +355 $12,822
     VB72,808+355$12,822
ISHARES TR (IEFA) 196,494 +7,690 $11,564
     IEFA196,494+7,690$11,564
APPLE INC 70,981 -1,148 $9,705
     AAPL70,981-1,148$9,705
ISHARES TR (IVE) 70,219 +120 $9,652
     IVE70,219+120$9,652
ISHARES INC (IEMG) 122,476 +4,483 $6,009
     IEMG122,476+4,483$6,009
INVESCO QQQ TR 19,008 -766 $5,328
     QQQ19,008-766$5,328
SNOWFLAKE INC 35,346 UNCH $4,915
     SNOW35,346UNCH$4,915
ISHARES TR (IVW) 78,722 -286 $4,751
     IVW78,722-286$4,751
VANGUARD INDEX FDS (VNQ) 46,412 +311 $4,229
     VNQ46,412+311$4,229
VANGUARD SCOTTSDALE FDS (VCIT) 50,224 +3,121 $4,019
     VCIT50,224+3,121$4,019
AMAZON COM INC 29,709 +28,220 $3,155
     AMZN29,709+28,220$3,155
NVIDIA CORPORATION 19,820 -314 $3,005
     NVDA19,820-314$3,005
MICROSOFT CORP 9,999 +293 $2,568
     MSFT9,999+293$2,568
GILEAD SCIENCES INC 34,785 -61 $2,150
     GILD34,785-61$2,150
VISA INC 8,853 -187 $1,743
     V8,853-187$1,743
VANGUARD SCOTTSDALE FDS (VMBS) 30,820 +1,877 $1,474
     VMBS30,820+1,877$1,474
SYNOPSYS INC 4,179 +50 $1,269
     SNPS4,179+50$1,269
ISHARES TR (TIP) 10,807 +695 $1,231
     TIP10,807+695$1,231
ISHARES TR (IJR) 12,849 +29 $1,187
     IJR12,849+29$1,187
TESLA INC 1,681 +37 $1,132
     TSLA1,681+37$1,132
ISHARES TR (CMF) 19,622 -7,410 $1,108
     CMF19,622-7,410$1,108
ALPHABET INC 504 +27 $1,102
     GOOG504+27$1,102
DIMENSIONAL ETF TRUST (DUHP) 46,380 +46,380 $1,044
     DUHP46,380+46,380$1,044
VANGUARD CHARLOTTE FDS (BNDX) 19,451 +877 $964
     BNDX19,451+877$964
VANGUARD SPECIALIZED FUNDS (VIG) 5,398 +1,374 $774
     VIG5,398+1,374$774
BERKSHIRE HATHAWAY INC DEL      $678
     BRK.B2,484+30$678
BROADCOM INC 1,147 -18 $557
     AVGO1,147-18$557
DIMENSIONAL ETF TRUST (DFIC) 25,846 +25,846 $556
     DFIC25,846+25,846$556
ALPHABET INC 240 +4 $523
     GOOGL240+4$523
PEPSICO INC 2,948 +38 $491
     PEP2,948+38$491
VANGUARD BD INDEX FDS (BIV) 6,102 UNCH $474
     BIV6,102UNCH$474
VANGUARD MUN BD FDS (VTEB) 9,424 -215 $470
     VTEB9,424-215$470
VANGUARD BD INDEX FDS (BSV) 5,722 UNCH $439
     BSV5,722UNCH$439
WISDOMTREE TR 6,372 UNCH $377
     DLN6,372UNCH$377
ISHARES TR (IWF) 1,694 UNCH $370
     IWF1,694UNCH$370
ISHARES TR (USRT) 6,917 +25 $369
     USRT6,917+25$369
JOHNSON & JOHNSON 2,075 +57 $368
     JNJ2,075+57$368
CISCO SYS INC 7,806 -1,590 $333
     CSCO7,806-1,590$333
ISHARES TR (ESGU) 3,748 +13 $314
     ESGU3,748+13$314
COSTCO WHSL CORP NEW 652 -9 $313
     COST652-9$313
META PLATFORMS INC 1,941 +263 $313
     FB1,941+263$313
PFIZER INC 5,882 +215 $308
     PFE5,882+215$308
INVESCO EXCH TRADED FD TR II (SPLV) 4,918 UNCH $305
     SPLV4,918UNCH$305
VANECK ETF TRUST (MOAT) 4,720 UNCH $301
     MOAT4,720UNCH$301
ISHARES TR (IVV) 768 +3 $291
     IVV768+3$291

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 06/30/2022: $295,513
At 03/31/2022: $351,081

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

Peninsula Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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