Peninsula Wealth, LLC
CIK 1600052 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $586.7M
- ポジション
- 105
- 時点
- 2024年12月31日 Q4 2024時点のデータ
13F価値別で9,443件中 #3,427 位 · 36.3% トップ
- 上位10銘柄のウェイト
- 71.17%
- 上位25銘柄のウェイト
- 88.49%
- 1%超のポジション
- 20
- 実効ポジション数
- 14.8
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 105
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
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%
その他/マッピングなし
64.2%
ポートフォリオ全体 105 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| SNOW Snowflake Inc. Common Stock | $72,213,697 | 12.31% | 467,675 | 上昇 ×1 | |||
| IVW | $65,905,675 | 11.23% | 649,125 | 上昇 ×1 | |||
| ORCL Oracle Corporation Common Stock | $63,956,515 | 10.90% | 383,800 | 上昇 ×1 | |||
| VUG | $56,536,032 | 9.64% | 137,745 | 上昇 ×1 | |||
| IVE | $53,429,788 | 9.11% | 279,913 | 上昇 ×1 | |||
| VTV | $39,134,189 | 6.67% | 231,153 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $22,954,938 | 3.91% | 170,936 | 上昇 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $16,631,846 | 2.83% | 32,533 | 上昇 ×1 | |||
| IVLU | $13,573,830 | 2.31% | 500,695 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $13,229,772 | 2.26% | 52,830 | 上昇 ×1 | |||
| JIG | $12,211,103 | 2.08% | 195,541 | 上昇 ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $10,571,299 | 1.80% | 190,646 | 上昇 ×1 | |||
| IEFA | $9,238,020 | 1.57% | 131,446 | 上昇 ×1 | |||
| VB | $8,937,996 | 1.52% | 37,198 | 上昇 ×1 | |||
| VEA | $7,427,620 | 1.27% | 155,325 | 上昇 ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $7,189,815 | 1.23% | 159,067 | 上昇 ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $7,135,845 | 1.22% | 51,208 | 上昇 ×1 | |||
| IJH | $6,733,587 | 1.15% | 108,066 | 上昇 ×1 | |||
| EFV | $6,484,733 | 1.11% | 123,589 | 上昇 ×1 | |||
| IEMG | $6,319,270 | 1.08% | 121,012 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $4,617,080 | 0.79% | 10,954 | 上昇 ×1 | |||
| VWO | $4,241,793 | 0.72% | 96,317 | 上昇 ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $3,859,757 | 0.66% | 41,786 | 上昇 ×1 | |||
| VO | $3,580,799 | 0.61% | 13,557 | 上昇 ×1 | |||
| IVV | $3,028,998 | 0.52% | 5,145 | 上昇 ×1 | |||
| DFLV | $2,856,838 | 0.49% | 95,133 | 上昇 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $2,697,247 | 0.46% | 6,679 | 上昇 ×1 | |||
| V Visa Inc. | $2,287,833 | 0.39% | 7,239 | 上昇 ×1 | |||
| MBB iShares MBS ETF | $2,276,768 | 0.39% | 24,834 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2,189,377 | 0.37% | 9,979 | 上昇 ×1 | |||
| SNPS Synopsys, Inc. - Common Stock | $2,050,161 | 0.35% | 4,224 | 上昇 ×1 | |||
| CMF | $2,013,683 | 0.34% | 35,155 | 上昇 ×1 | |||
| DFUV | $1,977,866 | 0.34% | 48,335 | 上昇 ×1 | |||
| IWY | $1,799,816 | 0.31% | 7,650 | 上昇 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1,633,323 | 0.28% | 2,790 | 上昇 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,598,851 | 0.27% | 8,396 | 上昇 ×1 | |||
| DFIC | $1,563,230 | 0.27% | 60,485 | 上昇 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1,555,933 | 0.27% | 6,711 | 上昇 ×1 | |||
| IJR | $1,485,891 | 0.25% | 12,896 | 上昇 ×1 | |||
| BRKB | $1,457,748 | 0.25% | 3,216 | 上昇 ×1 | |||
| SPEM | $1,368,811 | 0.23% | 35,674 | 上昇 ×1 | |||
| VTI | $1,313,868 | 0.22% | 4,534 | 上昇 ×1 | |||
| JCPB | $1,301,938 | 0.22% | 28,260 | 上昇 ×1 | |||
| VIG | $1,288,972 | 0.22% | 6,582 | 上昇 ×1 | |||
| DUHP | $1,255,306 | 0.21% | 37,150 | 上昇 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,249,258 | 0.21% | 6,599 | 上昇 ×1 | |||
| TEAM Atlassian Corporation - Class A Common Stock | $1,245,375 | 0.21% | 5,117 | 上昇 ×1 | |||
| IUSV iShares Core S&P U.S. Value ETF | $1,155,179 | 0.20% | 12,476 | 上昇 ×1 | |||
| DBEF | $1,149,432 | 0.20% | 27,764 | 上昇 ×1 | |||
| INTU Intuit Inc. - Common Stock | $1,122,811 | 0.19% | 1,786 | 上昇 ×1 | |||
| BINC | $1,088,854 | 0.19% | 20,931 | 上昇 ×1 | |||
| HEFA | $1,016,107 | 0.17% | 29,241 | 上昇 ×1 | |||
| TLH | $995,881 | 0.17% | 10,005 | 上昇 ×1 | |||
| EFG | $915,528 | 0.16% | 9,455 | 上昇 ×1 | |||
| QUAL | $836,689 | 0.14% | 4,698 | 上昇 ×1 | |||
| DYNF | $776,694 | 0.13% | 15,155 | 上昇 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $749,197 | 0.13% | 818 | 上昇 ×1 | |||
| DFAS | $742,696 | 0.13% | 11,412 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $715,004 | 0.12% | 2,983 | 上昇 ×1 | |||
| IWF | $680,277 | 0.12% | 1,694 | 上昇 ×1 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $677,426 | 0.12% | 3,222 | 上昇 ×1 | |||
| MA Mastercard Incorporated Common Stock | $674,821 | 0.12% | 1,282 | 上昇 ×1 | |||
| CRM Salesforce, Inc. Common Stock | $630,582 | 0.11% | 1,886 | 上昇 ×1 | |||
| IWX | $628,341 | 0.11% | 7,951 | 上昇 ×1 | |||
| BIV | $619,213 | 0.11% | 8,286 | 上昇 ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $567,462 | 0.10% | 10,976 | 上昇 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $563,473 | 0.10% | 5,238 | 上昇 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $559,294 | 0.10% | 9,448 | 上昇 ×1 | |||
| SUB | $558,307 | 0.10% | 5,293 | 上昇 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $506,121 | 0.09% | 656 | 上昇 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $489,549 | 0.08% | 3,219 | 上昇 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $486,755 | 0.08% | 6,436 | 上昇 ×1 | |||
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | $486,659 | 0.08% | 6,422 | 上昇 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $460,431 | 0.08% | 2,331 | 上昇 ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $454,451 | 0.08% | 7,534 | 上昇 ×1 | |||
| BNDX Vanguard Total International Bond ETF | $450,577 | 0.08% | 9,186 | 上昇 ×1 | |||
| MOAT | $448,535 | 0.08% | 4,837 | 上昇 ×1 | |||
| WMT Walmart Inc. - Common Stock | $403,903 | 0.07% | 4,470 | 上昇 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $380,592 | 0.06% | 978 | 上昇 ×1 | |||
| BSV | $379,702 | 0.06% | 4,914 | 上昇 ×1 | |||
| RTX RTX Corporation Common Stock | $366,646 | 0.06% | 3,168 | 上昇 ×1 | |||
| SPY SPY | $365,128 | 0.06% | 623 | 上昇 ×1 | |||
| PRF | $363,060 | 0.06% | 9,000 | 上昇 ×1 | |||
| IDEV | $362,966 | 0.06% | 5,630 | 上昇 ×1 | |||
| VWOB Vanguard Emerging Markets Government Bond ETF | $327,706 | 0.06% | 5,189 | 上昇 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $327,391 | 0.06% | 647 | 上昇 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $319,093 | 0.05% | 358 | 上昇 ×1 | |||
| IYW | $314,095 | 0.05% | 1,969 | 上昇 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $302,276 | 0.05% | 1,803 | 上昇 ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $288,771 | 0.05% | 3,597 | 上昇 ×1 | |||
| SPLV | $279,502 | 0.05% | 3,993 | 上昇 ×1 | |||
| OBDC Blue Owl Capital Corporation Common Stock | $275,819 | 0.05% | 18,242 | 上昇 ×1 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $275,644 | 0.05% | 4,168 | 上昇 ×1 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $271,242 | 0.05% | 12,705 | 上昇 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $241,725 | 0.04% | 1,360 | 上昇 ×1 | |||
| IDCC InterDigital, Inc. - Common Stock | $229,981 | 0.04% | 1,187 | 上昇 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $227,053 | 0.04% | 435 | 上昇 ×1 | |||
| HYDB | $223,404 | 0.04% | 4,752 | 上昇 ×1 | |||
| XLK XLK | $220,894 | 0.04% | 950 | 上昇 ×1 | |||
| MTUM | $215,218 | 0.04% | 1,040 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| 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% |