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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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Value
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Growth
5
1
0
0
1
0
6
0
0
PENINSULA WEALTH LLC

Time Period2019-06-30

Total Holdings31

Total Value ($x1000)194,860
Activities
New4

Increased19

Unchanged1

Decreased7

Sold Out3

Top 10 Stock Holdingstotal 94.59%
VTV24.47

VUG22.66

VEA18.6

VWO9.59

ORCL6.56

 
VB4.88

GILD2.59

QQQ1.91

VNQ1.77

AAPL1.56

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTV
24.47%
VALUE ETF
VUG
22.66%
GROWTH ETF
VEA
18.6%
FTSE DEV MKT ETF
VWO
9.59%
FTSE EMR MKT ETF
ORCL
6.56%
COM
VB
4.88%
SMALL CP ETF
GILD
2.59%
COM
QQQ
1.91%
UNIT SER 1
VNQ
1.77%
REIT ETF
AAPL
1.56%
COM
VCIT
0.84%
INT-TERM CORP
V
0.68%
COM CL A
JNK
0.52%
BLOOMBERG BRCLYS
NVDA
0.43%
COM
MUB
0.27%
NAT AMT FREE BD
SNPS
0.27%
COM
VMBS
0.26%
MORTG-BACK SEC
MSFT
0.24%
COM
CSCO
0.21%
COM
TIP
0.21%
TIPS BD ETF
HYG
0.21%
IBOXX HI YD ETF
PEP
0.17%
COM
GOOG
0.15%
CAP STK CL C
SPLV
0.15%
S&P500 LOW VOL
VIG
0.14%
DIV APP ETF
FB
0.13%
CL A
VT
0.13%
TT WRLD ST ETF
IVV
0.11%
CORE S&P500 ETF
IWF
0.1%
RUS 1000 GRW ETF
BRK.B
0.1%
CL B NEW
F
0.08%
COM PAR $0.01
JNK
0.55%
BRC HGH YLD BD
XOM
0.12%
COM
BABA
0.12%
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