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| Name: |
Peninsula Wealth LLC |
| City: |
San Francisco |
| State: |
CA |
| Zip: |
94107 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
EFV |
iShares MSCI EAFE Value Ind... |
22 |
New |
$0.00 |
$3,351,000 |
61,600 |
0.67% |
3,351,000 |
61,600 |
0.002 |
Closed - End Fund - E... |
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IWZ |
iShares Russell 3000 Growth |
27 |
New |
$127.05 |
$2,218,000 |
18,927 |
0.44% |
2,218,000 |
18,927 |
0.002 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
33 |
New |
$241.69 |
$1,671,000 |
6,689 |
0.33% |
1,671,000 |
6,689 |
0.003 |
Closed - End Fund - E... |
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TSM |
Taiwan Semiconductor Mfg. C... |
84 |
New |
$172.51 |
$236,000 |
1,738 |
0.05% |
236,000 |
1,738 |
0 |
Semiconductor - Integ... |
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ABBV |
Abbvie Inc. |
86 |
New |
$168.59 |
$222,000 |
1,219 |
0.04% |
222,000 |
1,219 |
0 |
Drug Manufacturers - ... |
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IWW |
iShares Russell 3000 Value |
90 |
New |
$87.24 |
$218,000 |
2,408 |
0.04% |
218,000 |
2,408 |
0 |
Closed - End Fund - E... |
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DIS |
Walt Disney Co |
92 |
New |
$99.97 |
$212,000 |
1,731 |
0.04% |
212,000 |
1,731 |
0 |
Entertainment - Diver... |
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CVX |
Chevron Corp |
93 |
New |
$152.57 |
$202,000 |
1,280 |
0.04% |
202,000 |
1,280 |
0 |
Integrated Oil & Gas |
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