$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,754 | -100.0% | -0.08% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -5,782 | -100.0% | -0.09% | – |
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.