Peninsula Wealth, LLC — Q4 2020 13F 持股

Name: Peninsula Wealth, LLC — 13F Holdings, Q4 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001600052

申报总市值

US$5.9亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VUG	Vanguard Growth ETF	ETF-其他	23.20%	—	-0.86%
2	VTV	Vanguard Value ETF	ETF-其他	19.02%	—	+0.70%
3	VEA	Vanguard Ftse Developed ETF	ETF-其他	10.77%	—	+11.30%
4	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	6.82%	—	+4.42%
5	ORCL	Oracle CORP	股票-科技	6.49%	—	+4.21%
6	SNOW	Snowflake INC	股票-科技	5.44%	—	—
7	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	5.03%	—	+12.86%
8	VB	Vanguard Small-cap ETF	ETF-其他	4.60%	—	+3.97%
9	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	3.41%	—	+33.56%
10	AAPL	Apple INC	股票-科技	2.87%	—	+0.73%
11	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	2.69%	—	+15.34%
12	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.33%	—	+0.24%
13	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	1.90%	—	+566.48%
14	GILD	Gilead Sciences INC	股票-医疗保健	1.61%	—	+0.01%
15	VNQ	Vanguard Real Estate ETF	ETF-其他	1.42%	—	+18.70%
16	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	1.16%	—	+20.35%
17	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.44%	—	+69.35%
18	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	0.41%	—	+19.92%
19	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	0.40%	—	+52.96%

本季持股变动

Peninsula Wealth, LLC 于截至 Q4 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VEA	Vanguard Ftse Developed ETF	+1.2%	+11.30%	加仓
2	IVE	Ishares S&p 500 Value ETF	+0.9%	+33.56%	加仓
3	IVW	Ishares S&p 500 Growth ETF	+0.7%	+566.48%	加仓
4	VB	Vanguard Small-cap ETF	+0.6%	+3.97%	加仓
5	IEFA	Ishares Core Msci Eafe ETF	+0.6%	+12.86%	加仓
6	IEMG	Ishares Core Msci Emerging	+0.4%	+15.34%	加仓
7	VWO	Vanguard Ftse Emerging Marke	+0.4%	+4.42%	加仓
8	IJR	Ishares Core S&p Small-cap E	+0.2%	+69.35%	加仓
9	VNQ	Vanguard Real Estate ETF	+0.2%	+18.70%	加仓
10	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+52.96%	加仓
11	VTV	Vanguard Value ETF	+0.1%	+0.70%	加仓
12	VCIT	Vanguard Int-term Corporate	+0.1%	+20.35%	加仓
13	AAPL	Apple INC	0%	+0.73%	加仓
14	QQQ	Invesco Qqq Trust Series 1	0%	+0.24%	加仓
15	ORCL	Oracle CORP	-0.1%	+4.21%	加仓
16	GILD	Gilead Sciences INC	-0.4%	+0.01%	加仓
17	VUG	Vanguard Growth ETF	-0.8%	-0.86%	减仓
18	SNOW	Snowflake INC	—	NEW	新建仓
19	AMZN	Amazon.com INC	—	EXIT	清仓
20	NVDA	Nvidia CORP	—	EXIT	清仓
21	V	Visa Inc-class A Shares	—	EXIT	清仓
22	MSFT	Microsoft CORP	—	EXIT	清仓
23	SNPS	Synopsys INC	—	EXIT	清仓
24	BSV	Vanguard Short-term Bond ETF	—	EXIT	清仓
25	BIV	Vanguard Intermediate-term B	—	EXIT	清仓
26	TSLA	Tesla INC	—	EXIT	清仓
27	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
28	JNK	Ss Spdr Bb High Yield Bond	—	EXIT	清仓
29	BND	Vanguard Total Bond Market	—	EXIT	清仓
30	TIP	Ishares Tips Bond ETF	—	EXIT	清仓
31	IEF	Ishares 7-10 Year Treasury B	—	EXIT	清仓
32	BABA	Alibaba Group Holding-sp Adr	—	EXIT	清仓
33	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	—	EXIT	清仓
34	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
35	META	Meta Platforms Inc-class A	—	EXIT	清仓
36	VTEB	Vanguard Tax-exempt Bond ETF	—	EXIT	清仓
37	PEP	Pepsico INC	—	EXIT	清仓
38	CMG	Chipotle Mexican Grill INC	—	EXIT	清仓
39	BLV	Vanguard Long-term Bond ETF	—	EXIT	清仓
40	VT	Vanguard Tot World Stk ETF	—	EXIT	清仓
41	DLN	Wisdomtree US Largecap Divid	—	EXIT	清仓
42	VIG	Vanguard Dividend Apprec ETF	—	EXIT	清仓
43	CSCO	Cisco Systems INC	—	EXIT	清仓
44	VTIP	Vanguard Short-term Tips	—	EXIT	清仓
45	IWF	Ishares Russell 1000 Growth	—	EXIT	清仓
46	SPLV	Invesco S&p 500 Low Volatili	—	EXIT	清仓
47	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
48	PYPL	Paypal Holdings INC	—	EXIT	清仓
49	CRM	Salesforce INC	—	EXIT	清仓
50	MA	Mastercard INC - A	—	EXIT	清仓