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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 :
10 |
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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 |
|
IVV |
iShares Core S&P 500 Etf |
4 |
- |
$532.15 |
$16,429,000 |
31,250 |
4.82% |
16,054,000 |
30,464 |
0 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
25 |
- |
$59.52 |
$4,044,000 |
66,583 |
1.19% |
466,000 |
53,672 |
0.029 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
26 |
- |
$108.82 |
$3,909,000 |
35,370 |
1.15% |
2,467,000 |
22,045 |
0.006 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
35 |
- |
$346.03 |
$2,182,000 |
6,474 |
0.64% |
1,668,000 |
4,780 |
0.002 |
Closed - End Fund - E... |
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MRK |
Merck & Co Inc |
40 |
- |
$131.20 |
$1,234,000 |
9,350 |
0.36% |
1,234,000 |
9,350 |
0 |
Drug Manufacturers - ... |
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JNJ |
Johnson & Johnson |
43 |
- |
$146.97 |
$1,002,000 |
6,337 |
0.29% |
793,000 |
5,003 |
0 |
Drug Manufacturers - ... |
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JPM |
JP Morgan Chase & Co |
44 |
- |
$200.71 |
$1,000,000 |
4,991 |
0.29% |
548,000 |
2,335 |
0 |
Domestic Money Center... |
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VTI |
Vanguard Total Stock Market... |
48 |
- |
$261.87 |
$736,000 |
2,832 |
0.22% |
228,000 |
689 |
0 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
58 |
- |
$529.44 |
$434,000 |
830 |
0.13% |
138,000 |
207 |
0 |
Closed - End Fund - E... |
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PG |
Procter & Gamble Co |
76 |
- |
$165.33 |
$227,000 |
1,402 |
0.07% |
227,000 |
1,402 |
0 |
Cleaning Products |
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