$318 Million is the total value of Peninsula Wealth, LLC's 75 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $300,696 | – | 5,879 | +100.0% | 0.10% | – |
| PLD | New | PROLOGIS INC. | $240,726 | – | 2,135 | +100.0% | 0.08% | – |
| JPM | New | JPMORGAN CHASE & CO | $240,257 | – | 1,792 | +100.0% | 0.08% | – |
| PFE | New | PFIZER INC | $213,147 | – | 4,160 | +100.0% | 0.07% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $203,801 | – | 384 | +100.0% | 0.06% | – |
| HD | New | HOME DEPOT INC | $202,272 | – | 640 | +100.0% | 0.06% | – |
| KO | New | COCA COLA CO | $200,409 | – | 3,151 | +100.0% | 0.06% | – |
| MRK | New | MERCK & CO INC | $201,645 | – | 1,817 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 26 | Q2 2024 | 24.0% |
| VANGUARD INDEX FDS | 26 | Q2 2024 | 25.4% |
| VANGUARD TAX-MANAGED INTL FD | 26 | Q2 2024 | 21.9% |
| ORACLE CORP | 26 | Q2 2024 | 11.8% |
| VANGUARD INTL EQUITY INDEX F | 26 | Q2 2024 | 10.2% |
| VANGUARD INDEX FDS | 26 | Q2 2024 | 5.5% |
| APPLE INC | 26 | Q2 2024 | 3.6% |
| GILEAD SCIENCES INC | 26 | Q2 2024 | 3.4% |
| VANGUARD SCOTTSDALE FDS | 26 | Q2 2024 | 1.4% |
| VANGUARD SCOTTSDALE FDS | 26 | Q2 2024 | 0.5% |
View Peninsula Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| N-PX | 2024-08-13 |
| 13F-HR/A | 2024-05-30 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
View Peninsula Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.