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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 :
9 |
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Unchanged Positions |
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Menu
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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 |
|
VEEV |
Veeva Systems Inc |
30 |
- |
$184.70 |
$1,807,000 |
7,801 |
0.36% |
305,000 |
0 |
0.006 |
Healthcare Informatio... |
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AVGO |
Broadcom Limited |
38 |
- |
$1,735.04 |
$1,280,000 |
966 |
0.26% |
202,000 |
0 |
0 |
Semiconductor- Broad... |
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IWF |
iShares Russell 1000 Growth |
59 |
- |
$363.10 |
$571,000 |
1,694 |
0.11% |
57,000 |
0 |
0.001 |
Closed - End Fund - E... |
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PRF |
Invesco FTSE RAFI US |
70 |
- |
$36.69 |
$346,000 |
9,000 |
0.07% |
29,000 |
0 |
0.005 |
Closed - End Fund - E... |
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DLN |
WisdomTree LargeCap Dividen... |
71 |
- |
$70.09 |
$337,000 |
4,662 |
0.07% |
28,000 |
0 |
0.002 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
73 |
- |
$542.78 |
$326,000 |
623 |
0.07% |
30,000 |
0 |
0 |
Closed - End Fund - E... |
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SPLV |
Powershares S&Amp;P 500 Low... |
75 |
- |
$64.89 |
$324,000 |
4,918 |
0.06% |
16,000 |
0 |
0 |
N/A |
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SDY |
streetTRACKS Series Trust -... |
77 |
- |
$127.73 |
$282,000 |
2,151 |
0.06% |
13,000 |
0 |
0.001 |
Closed - End Fund - E... |
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ORCC |
Owl Rock Capital Corp |
78 |
- |
$0.00 |
$281,000 |
18,242 |
0.06% |
12,000 |
0 |
0.005 |
N/A |
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