Avoid Fraud, Get The Facts, And Find The Best
Legal Name: PENINSULA WEALTH, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 2, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD INDEX FDS VALUE ETF (922908744)
|
429,740 |
$47,688k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
270,210 |
$44,156k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
868,684 |
$36,235k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
439,237 |
$18,693k |
|
ORACLE CORP (68389X105)
|
201,172 |
$12,791k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
60,705 |
$9,518k |
|
GILEAD SCIENCES INC (375558103)
|
74,598 |
$5,041k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
19,990 |
$3,730k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
39,425 |
$3,448k |
|
Apple Inc (037833100)
|
15,405 |
$3,048k |
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
18,203 |
$1,635k |
|
VISA INC COM CL A (92826C839)
|
7,608 |
$1,319k |
|
SPDR SERIES TRUST (78468R622)
|
9,277 |
$1,011k |
|
NVIDIA Corp (67066G104)
|
5,088 |
$835k |
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
4,671 |
$528k |
|
Synopsys Inc (871607107)
|
4,083 |
$526k |
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
9,539 |
$507k |
|
MICROSOFT CORP (594918104)
|
3,494 |
$468k |
|
CISCO SYSTEMS INC (17275R102)
|
7,469 |
$409k |
|
ISHARES TR (464287176)
|
3,477 |
$402k |
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
4,594 |
$400k |
|
PEPSICO INC (713448108)
|
2,460 |
$322k |
|
Alphabet Inc (02079K107)
|
279 |
$302k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
5,159 |
$284k |
|
VANGUARD GROUP (921908844)
|
2,397 |
$276k |
|
Facebook Inc (30303M102)
|
1,347 |
$261k |
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
3,374 |
$256k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
733 |
$216k |
|
Berkshire Hathaway, Inc. (084670702)
|
957 |
$204k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,294 |
$204k |
|
FORD MOTOR CO (345370860)
|
14,411 |
$147k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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