Notify me when Peninsula Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 105 | $586,682,477 | +$22,701,676 | -$21,103,302 | +$1,598,374 | SNOW, IVW, ORCL, VUG, IVE | 13F-HR | 13 Feb 2025, 13:59 |
| Q3 2024 | 98 | $572,497,269 | +$33,994,045 | -$9,938,121 | +$24,055,924 | ORCL, IVW, IVE, SNOW, VUG | 13F-HR | 14 Nov 2024, 09:46 |
| Q2 2024 | 95 | $533,410,825 | +$97,368,069 | -$65,632,147 | +$31,735,922 | SNOW, IVW, VUG, IVE, ORCL | 13F-HR | 13 Aug 2024, 13:30 |
| Q1 2024 | 93 | $501,307,687 | +$55,959,165 | -$57,008,273 | -$1,049,108 | SNOW, VUG, VTV, ORCL, IVE | Restatement | 30 May 2024, 10:48 |
| Q4 2023 | 85 | $484,694,232 | +$38,717,917 | -$48,142,977 | -$9,425,060 | SNOW, VUG, VTV, ORCL, VEA | 13F-HR | 14 Feb 2024, 14:35 |
| Q3 2023 | 85 | $427,061,531 | +$81,005,516 | -$10,332,695 | +$70,672,821 | SNOW, VUG, VTV, ORCL, VEA | 13F-HR | 13 Nov 2023, 13:54 |
| Q2 2023 | 77 | $382,533,897 | +$4,735,464 | -$1,292,388 | +$3,443,076 | VUG, VTV, ORCL, VEA, VWO | 13F-HR | 14 Aug 2023, 17:55 |
| Q1 2023 | 72 | $346,487,799 | +$5,176,223 | -$3,593,156 | +$1,583,067 | VTV, VUG, ORCL, VEA, VWO | 13F-HR | 11 May 2023, 21:13 |
| Q4 2022 | 75 | $317,795,586 | +$12,342,170 | -$2,784,830 | +$9,557,340 | VTV, VUG, ORCL, VEA, VWO | 13F-HR | 10 Feb 2023, 15:19 |
| Q3 2022 | 69 | $283,280,000 | +$12,808,251 | -$2,448,262 | +$10,359,989 | VTV, VUG, VEA, ORCL, VWO | 13F-HR | 14 Nov 2022, 13:53 |
| Q2 2022 | 66 | $295,513,000 | +$9,126,810 | -$1,540,867 | +$7,585,943 | VTV, VUG, VEA, ORCL, VWO | 13F-HR | 08 Aug 2022, 15:17 |
| Q1 2022 | 67 | $351,081,000 | +$4,911,432 | -$922,079 | +$3,989,353 | VUG, VTV, VEA, ORCL, VWO | 13F-HR | 05 May 2022, 19:17 |
| Q4 2021 | 66 | $371,811,000 | +$42,002,218 | -$7,183,596 | +$34,818,622 | VUG, VTV, VEA, ORCL, VWO | 13F-HR | 03 Feb 2022, 20:50 |
| Q3 2021 | 24 | $315,017,000 | +$12,005,960 | -$4,026,595 | +$7,979,365 | VUG, VTV, VEA, ORCL, VWO | 13F-HR | 08 Nov 2021, 20:38 |
| Q2 2021 | 21 | $305,491,000 | +$10,712,680 | -$4,195,170 | +$6,517,510 | VUG, VTV, VEA, ORCL, VWO | 13F-HR | 13 Aug 2021, 14:19 |
| Q1 2021 | 20 | $279,063,000 | +$4,211,099 | -$1,873,093 | +$2,338,006 | VUG, VTV, VEA, VWO, ORCL | 13F-HR | 07 May 2021, 18:55 |
| Q4 2020 | 19 | $266,434,000 | +$30,963,633 | -$538,598 | +$30,425,035 | VUG, VTV, VEA, VWO, ORCL | 13F-HR | 09 Feb 2021, 20:42 |
| Q3 2020 | 53 | $233,451,000 | +$13,916,971 | -$6,284,880 | +$7,632,091 | VUG, VTV, VEA, ORCL, VWO | 13F-HR | 12 Nov 2020, 14:20 |
| Q2 2020 | 48 | $214,510,000 | +$19,357,571 | -$17,936,954 | +$1,420,617 | VUG, VTV, VEA, ORCL, VWO | 13F-HR | 11 Aug 2020, 15:24 |
| Q1 2020 | 38 | $178,686,000 | +$15,526,259 | -$11,081,821 | +$4,444,438 | VUG, VTV, VEA, ORCL, VWO | 13F-HR | 12 May 2020, 16:29 |
| Q4 2019 | 40 | $213,386,000 | +$8,078,774 | -$6,011,130 | +$2,067,644 | VTV, VUG, VEA, VWO, ORCL | 13F-HR | 07 Feb 2020, 18:56 |
| Q3 2019 | 38 | $200,139,000 | +$8,363,378 | -$959,153 | +$7,404,225 | VTV, VUG, VEA, VWO, ORCL | 13F-HR | 08 Nov 2019, 10:38 |
| Q2 2019 | 31 | $194,860,000 | +$8,777,831 | -$474,040 | +$8,303,791 | VTV, VUG, VEA, VWO, ORCL | 13F-HR | 02 Aug 2019, 17:07 |
| Q1 2019 | 30 | $180,996,000 | +$10,761,741 | -$10,840,487 | -$78,746 | VTV, VUG, VEA, VWO, ORCL | 13F-HR | 07 May 2019, 20:18 |
| Q4 2018 | 27 | $160,550,000 | +$9,443,587 | -$7,337,354 | +$2,106,233 | VTV, VUG, VEA, VWO, ORCL | 13F-HR | 08 Feb 2019, 16:36 |
| Q3 2018 | 32 | $185,460,000 | +$8,384,614 | -$681,116 | +$7,703,498 | VTV, VUG, VEA, VWO, ORCL | 13F-HR | 21 Nov 2018, 11:16 |
| Q2 2018 | 32 | $170,151,000 | +$3,092,033 | -$163,106 | +$2,928,927 | VTV, VUG, VEA, VWO, VB | 13F-HR | 06 Aug 2018, 19:55 |
| Q1 2018 | 30 | $167,747,000 | $0 | VTV, VUG, VEA, VWO, VB | 13F-HR | 15 May 2018, 11:56 |