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Home > Institutional Investor > Peninsula Wealth, Llc > Profile

Instuitional Investor - Peninsula Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Peninsula Wealth, Llc
Portfolio Value $484,694,232
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Snowflake Inc.
 SNOW 468,634 $93,258,166 19.24%
2.
Vanguard Index Fds
 229,573 $71,369,729 14.72%
3.
Vanguard Index Fds
 396,301 $59,247,046 12.22%
4.
Oracle Corp
 ORCL 330,159 $34,808,678 7.18%
5.
Vanguard Tax-Managed Fds
 591,269 $28,321,806 5.84%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)