Legal Name: PENINSULA WEALTH, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 2, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
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 |
|