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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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4
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5
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PENINSULA WEALTH LLC

Time Period2018-12-31

Total Holdings27

Total Value ($x1000)160,550
Activities
New0

Increased16

Unchanged6

Decreased5

Sold Out5

Top 10 Stock Holdingstotal 93.61%
VTV24.2

VUG22.17

VEA15.62

VWO8.75

ORCL6.12

 
VB5.04

VT4.89

GILD2.91

QQQ2

VNQ1.91

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VTV
24.2%
VALUE ETF
VUG
22.17%
GROWTH ETF
VEA
15.62%
FTSE DEV MKT ETF
VWO
8.75%
FTSE EMR MKT ETF
ORCL
6.12%
COM
VB
5.04%
SMALL CP ETF
VT
4.89%
TT WRLD ST ETF
GILD
2.91%
COM
QQQ
2%
UNIT SER 1
VNQ
1.91%
REIT ETF
AAPL
1.24%
COM
VCIT
1%
INT-TERM CORP
V
0.62%
COM CL A
JNK
0.6%
BRC HGH YLD BD
NVDA
0.42%
COM
VMBS
0.34%
MORTG-BACK SEC
MUB
0.31%
NAT AMT FREE BD
TIP
0.27%
TIPS BD ETF
HYG
0.26%
IBOXX HI YD ETF
MSFT
0.22%
COM
SNPS
0.21%
COM
CSCO
0.2%
COM
GOOG
0.18%
CAP STK CL C
PEP
0.17%
COM
SPLV
0.15%
S&P500 LOW VOL
VIG
0.14%
DIV APP ETF
F
0.08%
COM PAR $0.01
XOM
0.13%
COM
UTX
0.12%
COM
FB
0.11%
CL A
BRK.B
0.11%
CL B NEW
IWF
0.11%
RUS 1000 GRW ETF