HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTV) |
453,904 | -2,209 | $59,861 |
| VTV | 453,904 | -2,209 | $59,861 |
| VANGUARD INDEX FDS (VUG) |
238,658 | +172 | $53,195 |
| VUG | 238,658 | +172 | $53,195 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
729,346 | +1,968 | $29,757 |
| VEA | 729,346 | +1,968 | $29,757 |
| ORACLE CORP |
356,892 | +27,990 | $24,936 |
| ORCL | 356,892 | +27,990 | $24,936 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
453,032 | -3,618 | $18,869 |
| VWO | 453,032 | -3,618 | $18,869 |
| VANGUARD INDEX FDS (VB) |
72,808 | +355 | $12,822 |
| VB | 72,808 | +355 | $12,822 |
| ISHARES TR (IEFA) |
196,494 | +7,690 | $11,564 |
| IEFA | 196,494 | +7,690 | $11,564 |
| APPLE INC |
70,981 | -1,148 | $9,705 |
| AAPL | 70,981 | -1,148 | $9,705 |
| ISHARES TR (IVE) |
70,219 | +120 | $9,652 |
| IVE | 70,219 | +120 | $9,652 |
| ISHARES INC (IEMG) |
122,476 | +4,483 | $6,009 |
| IEMG | 122,476 | +4,483 | $6,009 |
| INVESCO QQQ TR |
19,008 | -766 | $5,328 |
| QQQ | 19,008 | -766 | $5,328 |
| SNOWFLAKE INC |
35,346 | UNCH | $4,915 |
| SNOW | 35,346 | UNCH | $4,915 |
| ISHARES TR (IVW) |
78,722 | -286 | $4,751 |
| IVW | 78,722 | -286 | $4,751 |
| VANGUARD INDEX FDS (VNQ) |
46,412 | +311 | $4,229 |
| VNQ | 46,412 | +311 | $4,229 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
50,224 | +3,121 | $4,019 |
| VCIT | 50,224 | +3,121 | $4,019 |
| AMAZON COM INC |
29,709 | +28,220 | $3,155 |
| AMZN | 29,709 | +28,220 | $3,155 |
| NVIDIA CORPORATION |
19,820 | -314 | $3,005 |
| NVDA | 19,820 | -314 | $3,005 |
| MICROSOFT CORP |
9,999 | +293 | $2,568 |
| MSFT | 9,999 | +293 | $2,568 |
| GILEAD SCIENCES INC |
34,785 | -61 | $2,150 |
| GILD | 34,785 | -61 | $2,150 |
| VISA INC |
8,853 | -187 | $1,743 |
| V | 8,853 | -187 | $1,743 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
30,820 | +1,877 | $1,474 |
| VMBS | 30,820 | +1,877 | $1,474 |
| SYNOPSYS INC |
4,179 | +50 | $1,269 |
| SNPS | 4,179 | +50 | $1,269 |
| ISHARES TR (TIP) |
10,807 | +695 | $1,231 |
| TIP | 10,807 | +695 | $1,231 |
| ISHARES TR (IJR) |
12,849 | +29 | $1,187 |
| IJR | 12,849 | +29 | $1,187 |
| TESLA INC |
1,681 | +37 | $1,132 |
| TSLA | 1,681 | +37 | $1,132 |
| ISHARES TR (CMF) |
19,622 | -7,410 | $1,108 |
| CMF | 19,622 | -7,410 | $1,108 |
| ALPHABET INC |
504 | +27 | $1,102 |
| GOOG | 504 | +27 | $1,102 |
| DIMENSIONAL ETF TRUST (DUHP) |
46,380 | +46,380 | $1,044 |
| DUHP | 46,380 | +46,380 | $1,044 |
| VANGUARD CHARLOTTE FDS (BNDX) |
19,451 | +877 | $964 |
| BNDX | 19,451 | +877 | $964 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
5,398 | +1,374 | $774 |
| VIG | 5,398 | +1,374 | $774 |
 BERKSHIRE HATHAWAY INC DEL |
$678 | ||
| BRK.B | 2,484 | +30 | $678 |
| BROADCOM INC |
1,147 | -18 | $557 |
| AVGO | 1,147 | -18 | $557 |
| DIMENSIONAL ETF TRUST (DFIC) |
25,846 | +25,846 | $556 |
| DFIC | 25,846 | +25,846 | $556 |
| ALPHABET INC |
240 | +4 | $523 |
| GOOGL | 240 | +4 | $523 |
| PEPSICO INC |
2,948 | +38 | $491 |
| PEP | 2,948 | +38 | $491 |
| VANGUARD BD INDEX FDS (BIV) |
6,102 | UNCH | $474 |
| BIV | 6,102 | UNCH | $474 |
| VANGUARD MUN BD FDS (VTEB) |
9,424 | -215 | $470 |
| VTEB | 9,424 | -215 | $470 |
| VANGUARD BD INDEX FDS (BSV) |
5,722 | UNCH | $439 |
| BSV | 5,722 | UNCH | $439 |
| WISDOMTREE TR |
6,372 | UNCH | $377 |
| DLN | 6,372 | UNCH | $377 |
| ISHARES TR (IWF) |
1,694 | UNCH | $370 |
| IWF | 1,694 | UNCH | $370 |
| ISHARES TR (USRT) |
6,917 | +25 | $369 |
| USRT | 6,917 | +25 | $369 |
| JOHNSON & JOHNSON |
2,075 | +57 | $368 |
| JNJ | 2,075 | +57 | $368 |
| CISCO SYS INC |
7,806 | -1,590 | $333 |
| CSCO | 7,806 | -1,590 | $333 |
| ISHARES TR (ESGU) |
3,748 | +13 | $314 |
| ESGU | 3,748 | +13 | $314 |
| COSTCO WHSL CORP NEW |
652 | -9 | $313 |
| COST | 652 | -9 | $313 |
| META PLATFORMS INC |
1,941 | +263 | $313 |
| FB | 1,941 | +263 | $313 |
| PFIZER INC |
5,882 | +215 | $308 |
| PFE | 5,882 | +215 | $308 |
| INVESCO EXCH TRADED FD TR II (SPLV) |
4,918 | UNCH | $305 |
| SPLV | 4,918 | UNCH | $305 |
| VANECK ETF TRUST (MOAT) |
4,720 | UNCH | $301 |
| MOAT | 4,720 | UNCH | $301 |
| ISHARES TR (IVV) |
768 | +3 | $291 |
| IVV | 768 | +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 |
