Peninsula Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
San Francisco, CA
CIK
0001600052
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 95 534,956 SNOW, IVW, VUG, IVE 13F-HR 8/13/2024 000108514624003746
Q1 2024 93 501,307 SNOW, VUG, VTV, ORCL RESTATEMENT 5/30/2024 000108514624002680
Q4 2023 85 484,694 SNOW, VUG, VTV, ORCL 13F-HR 2/14/2024 000108514624001393
Q3 2023 82 427,061 SNOW, VUG, VTV, ORCL 13F-HR 11/13/2023 000108514623004267
Q2 2023 76 382,533 VUG, VTV, ORCL, VEA 13F-HR 8/14/2023 000108514623003449
Q1 2023 72 346,487 VTV, VUG, ORCL, VEA 13F-HR 5/11/2023 000108514623002274
Q4 2022 75 317,795 VTV, VUG, ORCL, VEA 13F-HR 2/10/2023 000108514623001028
Q3 2022 69 283,280 VTV, VUG, VEA, ORCL 13F-HR 11/14/2022 000108514622004069
Q2 2022 66 295,513 VTV, VUG, VEA, ORCL 13F-HR 8/8/2022 000108514622002861
Q1 2022 67 351,081 VUG, VTV, VEA, ORCL 13F-HR 5/5/2022 000108514622001757
Q4 2021 66 371,811 VUG, VTV, VEA, ORCL 13F-HR 2/3/2022 000108514622000526
Q3 2021 24 315,017 VUG, VTV, VEA, ORCL 13F-HR 11/8/2021 000108514621003060
Q2 2021 21 305,491 VUG, VTV, VEA, ORCL 13F-HR 8/13/2021 000108514621002449
Q1 2021 20 279,063 VUG, VTV, VEA, VWO 13F-HR 5/10/2021 000108514621001493
Q4 2020 19 266,434 VUG, VTV, VEA, VWO 13F-HR 2/10/2021 000108514621000560
Q3 2020 53 233,451 VUG, VTV, VEA, ORCL 13F-HR 11/12/2020 000108514620002876
Q2 2020 48 214,510 VUG, VTV, VEA, ORCL 13F-HR 8/11/2020 000108514620002117
Q1 2020 38 178,686 VUG, VTV, VEA, ORCL 13F-HR 5/12/2020 000108514620001432
Q4 2019 41 216,040 VTV, VUG, VEA, VWO 13F-HR 2/10/2020 000108514620000481
Q3 2019 38 200,139 VTV, VUG, VEA, VWO 13F-HR 11/8/2019 000108514619002793
Q2 2019 31 194,860 VTV, VUG, VEA, VWO 13F-HR 8/2/2019 000108514619002045
Q1 2019 30 180,996 VTV, VUG, VEA, VWO 13F-HR 5/8/2019 000108514619001393
Q4 2018 27 160,550 VTV, VUG, VEA, VWO 13F-HR 2/11/2019 000108514619000447
Q3 2018 32 185,460 VTV, VUG, VEA, VWO 13F-HR 11/21/2018 000108514618002805
Q2 2018 32 170,151 VTV, VUG, VEA, VWO 13F-HR 8/7/2018 000108514618001855
Q1 2018 30 167,747 VTV, VUG, VEA, VWO 13F-HR 5/15/2018 000108514618001490
Additional filings from Peninsula Wealth, LLC that have since been restated