Peninsula-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SNOW",
  null,
  "ABBV",
  "OBDC",
  "GOOGL",
  "TEAM",
  "AVGO",
  null,
  "DBEF",
  "GILD",
  "HD",
  null,
  "INTU",
  null,
  "ISRG",
  null,
  "EMXC",
  null,
  "META",
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IJR",
  "EFG",
  "ORCL",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "HPE",
  "PLTR",
  null,
  "PG",
  "IEFA",
  "RTX",
  "GLD",
  null,
  "SSNC",
  "SNPS",
  "UBER",
  "BIV",
  "VO",
  "VWO",
  "PRF",
  "VCIT",
  null,
  "VIG",
  "TSM",
  "IDCC",
  "AMZN",
  "IVE",
  null,
  "VUG",
  "VEA",
  null,
  "BNDX",
  "BSV",
  "VT",
  "VB",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WIT",
  "IUSG",
  null,
  null,
  "CRM",
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  "BAC",
  "BRK-B",
  null,
  "CSCO",
  "COST",
  null,
  null,
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-13
Total Holdings: 105
Total Value: 586682477
Accession Number: 0001085146-25-001267
Form Type: 13F-HR
CIK: peninsula-wealth
Manager Name: Peninsula-Wealth

Data Enrichment

75% identified

79 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

105 positions • $586.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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SPDR GOLD TRUST

GLD|78463V107

Shares:884

Value:$214.0K

% of Portfolio:0.0% ($214.0K/$586.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:4.7K

Value:$207.3K

% of Portfolio:0.0% ($207.3K/$586.7M)

Walt Disney Co

DIS|254687106

Shares:1.8K

Value:$205.3K

% of Portfolio:0.0% ($205.3K/$586.7M)

922042742

VT|922042742

Shares:1.7K

Value:$201.1K

% of Portfolio:0.0% ($201.1K/$586.7M)

WIPRO LTD

WIT|97651M109

Shares:21.0K

Value:$74.5K

% of Portfolio:0.0% ($74.5K/$586.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR GOLD TRUST(GLDcusip78463V107)	884	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$214.0K	0.0% ($214.0K/$586.7M)	QoQ -2.03% (-$4.4K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	4.7K	QoQ -2.72% (-132) YoY-	All Managers (Combined)	$207.3K	0.0% ($207.3K/$586.7M)	QoQ -0.10% (-$212) YoY-
Walt Disney Co(DIScusip254687106)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$205.3K	0.0% ($205.3K/$586.7M)	QoQ NEW(+$205.3K) YoY-
(VTcusip922042742)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$201.1K	0.0% ($201.1K/$586.7M)	QoQ NEW(+$201.1K) YoY-
WIPRO LTD(WITcusip97651M109)	21.0K	QoQ NEW(+21.0K) YoY-	All Managers (Combined)	$74.5K	0.0% ($74.5K/$586.7M)	QoQ NEW(+$74.5K) YoY-