Peninsula Wealth, LLC
CIK 1600052 · Visualizza su SEC EDGAR ↗
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Suddivisione settoriale
Technology
31,6%
Healthcare
1,0%
Communication Services
0,9%
Financial Services
0,6%
Retail
0,6%
Consumer Discretionary
0,5%
Financials
0,2%
Industrials
0,2%
Energy
0,1%
Communications
0,1%
Consumer Staples
0,1%
Consumer products
0,1%
Altro/Non mappato
64,2%
Portafoglio completo 105 posizioni
| Tipo | Sequenza | Tendenza 8 trim. | |||||
|---|---|---|---|---|---|---|---|
| SNOW Snowflake Inc. Common Stock | $72.213.697 | 12,31% | 467.675 | Su ×1 | |||
| IVW | $65.905.675 | 11,23% | 649.125 | Su ×1 | |||
| ORCL Oracle Corporation Common Stock | $63.956.515 | 10,90% | 383.800 | Su ×1 | |||
| VUG | $56.536.032 | 9,64% | 137.745 | Su ×1 | |||
| IVE | $53.429.788 | 9,11% | 279.913 | Su ×1 | |||
| VTV | $39.134.189 | 6,67% | 231.153 | Su ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $22.954.938 | 3,91% | 170.936 | Su ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $16.631.846 | 2,83% | 32.533 | Su ×1 | |||
| IVLU | $13.573.830 | 2,31% | 500.695 | Su ×1 | |||
| AAPL Apple Inc. - Common Stock | $13.229.772 | 2,26% | 52.830 | Su ×1 | |||
| JIG | $12.211.103 | 2,08% | 195.541 | Su ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $10.571.299 | 1,80% | 190.646 | Su ×1 | |||
| IEFA | $9.238.020 | 1,57% | 131.446 | Su ×1 | |||
| VB | $8.937.996 | 1,52% | 37.198 | Su ×1 | |||
| VEA | $7.427.620 | 1,27% | 155.325 | Su ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $7.189.815 | 1,23% | 159.067 | Su ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $7.135.845 | 1,22% | 51.208 | Su ×1 | |||
| IJH | $6.733.587 | 1,15% | 108.066 | Su ×1 | |||
| EFV | $6.484.733 | 1,11% | 123.589 | Su ×1 | |||
| IEMG | $6.319.270 | 1,08% | 121.012 | Su ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $4.617.080 | 0,79% | 10.954 | Su ×1 | |||
| VWO | $4.241.793 | 0,72% | 96.317 | Su ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $3.859.757 | 0,66% | 41.786 | Su ×1 | |||
| VO | $3.580.799 | 0,61% | 13.557 | Su ×1 | |||
| IVV | $3.028.998 | 0,52% | 5.145 | Su ×1 | |||
| DFLV | $2.856.838 | 0,49% | 95.133 | Su ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $2.697.247 | 0,46% | 6.679 | Su ×1 | |||
| V Visa Inc. | $2.287.833 | 0,39% | 7.239 | Su ×1 | |||
| MBB iShares MBS ETF | $2.276.768 | 0,39% | 24.834 | Su ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2.189.377 | 0,37% | 9.979 | Su ×1 | |||
| SNPS Synopsys, Inc. - Common Stock | $2.050.161 | 0,35% | 4.224 | Su ×1 | |||
| CMF | $2.013.683 | 0,34% | 35.155 | Su ×1 | |||
| DFUV | $1.977.866 | 0,34% | 48.335 | Su ×1 | |||
| IWY | $1.799.816 | 0,31% | 7.650 | Su ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1.633.323 | 0,28% | 2.790 | Su ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.598.851 | 0,27% | 8.396 | Su ×1 | |||
| DFIC | $1.563.230 | 0,27% | 60.485 | Su ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1.555.933 | 0,27% | 6.711 | Su ×1 | |||
| IJR | $1.485.891 | 0,25% | 12.896 | Su ×1 | |||
| BRKB | $1.457.748 | 0,25% | 3.216 | Su ×1 | |||
| SPEM | $1.368.811 | 0,23% | 35.674 | Su ×1 | |||
| VTI | $1.313.868 | 0,22% | 4.534 | Su ×1 | |||
| JCPB | $1.301.938 | 0,22% | 28.260 | Su ×1 | |||
| VIG | $1.288.972 | 0,22% | 6.582 | Su ×1 | |||
| DUHP | $1.255.306 | 0,21% | 37.150 | Su ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.249.258 | 0,21% | 6.599 | Su ×1 | |||
| TEAM Atlassian Corporation - Class A Common Stock | $1.245.375 | 0,21% | 5.117 | Su ×1 | |||
| IUSV iShares Core S&P U.S. Value ETF | $1.155.179 | 0,20% | 12.476 | Su ×1 | |||
| DBEF | $1.149.432 | 0,20% | 27.764 | Su ×1 | |||
| INTU Intuit Inc. - Common Stock | $1.122.811 | 0,19% | 1.786 | Su ×1 | |||
| BINC | $1.088.854 | 0,19% | 20.931 | Su ×1 | |||
| HEFA | $1.016.107 | 0,17% | 29.241 | Su ×1 | |||
| TLH | $995.881 | 0,17% | 10.005 | Su ×1 | |||
| EFG | $915.528 | 0,16% | 9.455 | Su ×1 | |||
| QUAL | $836.689 | 0,14% | 4.698 | Su ×1 | |||
| DYNF | $776.694 | 0,13% | 15.155 | Su ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $749.197 | 0,13% | 818 | Su ×1 | |||
| DFAS | $742.696 | 0,13% | 11.412 | Su ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $715.004 | 0,12% | 2.983 | Su ×1 | |||
| IWF | $680.277 | 0,12% | 1.694 | Su ×1 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $677.426 | 0,12% | 3.222 | Su ×1 | |||
| MA Mastercard Incorporated Common Stock | $674.821 | 0,12% | 1.282 | Su ×1 | |||
| CRM Salesforce, Inc. Common Stock | $630.582 | 0,11% | 1.886 | Su ×1 | |||
| IWX | $628.341 | 0,11% | 7.951 | Su ×1 | |||
| BIV | $619.213 | 0,11% | 8.286 | Su ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $567.462 | 0,10% | 10.976 | Su ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $563.473 | 0,10% | 5.238 | Su ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $559.294 | 0,10% | 9.448 | Su ×1 | |||
| SUB | $558.307 | 0,10% | 5.293 | Su ×1 | |||
| LLY Eli Lilly and Company Common Stock | $506.121 | 0,09% | 656 | Su ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $489.549 | 0,08% | 3.219 | Su ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $486.755 | 0,08% | 6.436 | Su ×1 | |||
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | $486.659 | 0,08% | 6.422 | Su ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $460.431 | 0,08% | 2.331 | Su ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $454.451 | 0,08% | 7.534 | Su ×1 | |||
| BNDX Vanguard Total International Bond ETF | $450.577 | 0,08% | 9.186 | Su ×1 | |||
| MOAT | $448.535 | 0,08% | 4.837 | Su ×1 | |||
| WMT Walmart Inc. - Common Stock | $403.903 | 0,07% | 4.470 | Su ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $380.592 | 0,06% | 978 | Su ×1 | |||
| BSV | $379.702 | 0,06% | 4.914 | Su ×1 | |||
| RTX RTX Corporation Common Stock | $366.646 | 0,06% | 3.168 | Su ×1 | |||
| SPY SPY | $365.128 | 0,06% | 623 | Su ×1 | |||
| PRF | $363.060 | 0,06% | 9.000 | Su ×1 | |||
| IDEV | $362.966 | 0,06% | 5.630 | Su ×1 | |||
| VWOB Vanguard Emerging Markets Government Bond ETF | $327.706 | 0,06% | 5.189 | Su ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $327.391 | 0,06% | 647 | Su ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $319.093 | 0,05% | 358 | Su ×1 | |||
| IYW | $314.095 | 0,05% | 1.969 | Su ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $302.276 | 0,05% | 1.803 | Su ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $288.771 | 0,05% | 3.597 | Su ×1 | |||
| SPLV | $279.502 | 0,05% | 3.993 | Su ×1 | |||
| OBDC Blue Owl Capital Corporation Common Stock | $275.819 | 0,05% | 18.242 | Su ×1 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $275.644 | 0,05% | 4.168 | Su ×1 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $271.242 | 0,05% | 12.705 | Su ×1 | |||
| ABBV AbbVie Inc. Common Stock | $241.725 | 0,04% | 1.360 | Su ×1 | |||
| IDCC InterDigital, Inc. - Common Stock | $229.981 | 0,04% | 1.187 | Su ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $227.053 | 0,04% | 435 | Su ×1 | |||
| HYDB | $223.404 | 0,04% | 4.752 | Su ×1 | |||
| XLK XLK | $220.894 | 0,04% | 950 | Su ×1 | |||
| MTUM | $215.218 | 0,04% | 1.040 | Su ×1 | |||
| Nessuna corrispondenza | |||||||
Le maggiori nuove scommesse
Nuove posizioni aperte questo trimestre, dalla più grande.
| Titolo | Valore | Azioni | % del portafoglio |
|---|---|---|---|
| SNOW | $72.213.697 | 467.675 | 12,31% |
| IVW | $65.905.675 | 649.125 | 11,23% |
| ORCL | $63.956.515 | 383.800 | 10,90% |
| VUG | $56.536.032 | 137.745 | 9,64% |
| IVE | $53.429.788 | 279.913 | 9,11% |
| VTV | $39.134.189 | 231.153 | 6,67% |
| NVDA | $22.954.938 | 170.936 | 3,91% |
| QQQ | $16.631.846 | 32.533 | 2,83% |
| IVLU | $13.573.830 | 500.695 | 2,31% |
| AAPL | $13.229.772 | 52.830 | 2,26% |
| JIG | $12.211.103 | 195.541 | 2,08% |
| EMXC | $10.571.299 | 190.646 | 1,80% |
| IEFA | $9.238.020 | 131.446 | 1,57% |
| VB | $8.937.996 | 37.198 | 1,52% |
| VEA | $7.427.620 | 155.325 | 1,27% |