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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 $586,682,477
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Snowflake Inc.
 SNOW 467,675 $72,213,697 12.3%
2.
Ishares Trust
 IEF 649,125 $65,905,675 11.23%
3.
Oracle Corp
 ORCL 383,800 $63,956,515 10.9%
4.
Vanguard Index Fds
 137,745 $56,536,032 9.63%
5.
Ishares Trust
 IEF 279,913 $53,429,788 9.1%
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)