All Stocks Held By Peninsula Wealth LLC

As of 12/31/2023, we find all stocks held by Peninsula Wealth LLC to be as follows, presented in the table below with each row detailing each Peninsula Wealth LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Peninsula Wealth LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Peninsula Wealth LLC as of the latest filing.

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
VANGUARD SCOTTSDALE FDS (VMBS)	13,367	-21,029	$620
VMBS	13,367	-21,029	$620
PEPSICO INC	3,188	-126	$541
PEP	3,188	-126	$541
UBER TECHNOLOGIES INC	8,737	+420	$538
UBER	8,737	+420	$538
ISHARES TR (IWF)	1,694	UNCH	$514
IWF	1,694	UNCH	$514
MASTERCARD INCORPORATED	1,202	+26	$513
MA	1,202	+26	$513
COSTCO WHSL CORP NEW	776	+4	$512
COST	776	+4	$512
VANGUARD INDEX FDS (VTI)	2,143	+2,143	$508
VTI	2,143	+2,143	$508
VANECK ETF TRUST (MOAT)	5,836	+198	$495
MOAT	5,836	+198	$495
VANGUARD BD INDEX FDS (BIV)	6,102	UNCH	$466
BIV	6,102	UNCH	$466
SALESFORCE INC	1,751	+231	$461
CRM	1,751	+231	$461
JPMORGAN CHASE & CO	2,656	+39	$452
JPM	2,656	+39	$452
DIMENSIONAL ETF TRUST (DFAS)	7,536	+252	$449
DFAS	7,536	+252	$449
CISCO SYS INC	8,834	-282	$446
CSCO	8,834	-282	$446
ISHARES TR (USRT)	7,258	+4	$394
USRT	7,258	+4	$394
VANGUARD INTL EQUITY INDEX F (VT)	3,832	+59	$394
VT	3,832	+59	$394
ISHARES TR (ESGU)	3,718	-45	$390
ESGU	3,718	-45	$390
ISHARES TR (IVV)	786	+3	$375
IVV	786	+3	$375
EXXON MOBIL CORP	3,700	+136	$370
XOM	3,700	+136	$370
ELI LILLY & CO	570	+86	$332
LLY	570	+86	$332
UNITEDHEALTH GROUP INC	616	+35	$324
UNH	616	+35	$324
INVESCO EXCHANGE TRADED FD T (PRF)	9,000	UNCH	$317
PRF	9,000	UNCH	$317
WISDOMTREE TR	4,662	UNCH	$309
DLN	4,662	UNCH	$309
INVESCO EXCH TRADED FD TR II (SPLV)	4,918	UNCH	$308
SPLV	4,918	UNCH	$308
SPDR S&P 500 ETF TR (SPY)	623	UNCH	$296
SPY	623	UNCH	$296
RTX CORPORATION	3,459	-56	$291
RTX	3,459	-56	$291
PROLOGIS INC.	2,136	+24	$285
PLD	2,136	+24	$285
VANGUARD MUN BD FDS (VTEB)	5,449	-2,745	$278
VTEB	5,449	-2,745	$278
HOME DEPOT INC	787	+60	$273
HD	787	+60	$273
BLUE OWL CAPITAL CORPORATION	18,242	+18,242	$269
OBDC	18,242	+18,242	$269
SPDR SER TR (SDY)	2,151	UNCH	$269
SDY	2,151	UNCH	$269
VANGUARD MALVERN FDS (VTIP)	5,609	UNCH	$266
VTIP	5,609	UNCH	$266
LAM RESEARCH CORP	272	+272	$213
LRCX	272	+272	$213
JOHNSON & JOHNSON	1,334	-824	$209
JNJ	1,334	-824	$209
HEWLETT PACKARD ENTERPRISE C	12,273	+66	$208
HPE	12,273	+66	$208
ADVANCED MICRO DEVICES INC	1,402	+1,402	$207
AMD	1,402	+1,402	$207
MERCK & CO INC			$0 (exited)
MRK	0	-2,313	$0
BLUE OWL CAPITAL CORPORATION			$0 (exited)
ORCC	0	-18,242	$0
PROCTER AND GAMBLE CO			$0 (exited)
PG	0	-2,383	$0
WALMART INC			$0 (exited)
WMT	0	-1,252	$0
SELECT SECTOR SPDR TR	0	-2,305	$0 (exited)
XLE	0	-2,305	$0

See Summary: Peninsula Wealth LLC Top Holdings
See Details: Top 10 Stocks Held By Peninsula Wealth LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
EMXC	+35,114	+$1,946
MBB	+17,096	+$1,608
IGSB	+25,349	+$1,300
TLH	+7,787	+$843
VTI	+2,143	+$508
OBDC	+18,242	+$269
LRCX	+272	+$213
AMD	+1,402	+$207

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
PG	-2,383	-$353
ORCC	-18,242	-$243
MRK	-2,313	-$239
XLE	-2,305	-$205
WMT	-1,252	-$202

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IVW	+131,709	+$10,633
IVLU	+103,696	+$2,787
IUSB	+79,710	+$3,701
IVE	+47,385	+$10,160
JIG	+32,824	+$1,955
IJH	+10,779	+$3,074
VB	+8,518	+$4,412
DFLV	+4,279	+$442
CMF	+1,507	+$162
TSLA	+576	+$133

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VWO	-163,358	-$5,070
VEA	-127,200	-$1,983
VTV	-60,873	-$1,982
VCIT	-33,977	-$2,402
SNOW	-32,306	+$18,823
VNQ	-24,175	-$1,360
VMBS	-21,029	-$843
ORCL	-20,027	-$1,491
VUG	-18,693	+$4,182

Peninsula Wealth LLC Info

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

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