Peninsula Wealth, LLC Buys Amazon.com Inc, Microsoft Corp, Visa Inc

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Investment company Peninsula Wealth, LLC (Current Portfolio) buys Amazon.com Inc, Microsoft Corp, Visa Inc, Tesla Inc, Synopsys Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Peninsula Wealth, LLC. As of 2021Q4, Peninsula Wealth, LLC owns 66 stocks with a total value of $372 million. These are the details of the buys and sells.

  • New Purchases: AMZN, MSFT, V, TSLA, SNPS, GOOG, TIP, FB, BRK.B, VIG, GOOGL, AVGO, CSCO, SUB, PEP, BIV, IWF, USRT, BSV, CMG, PYPL, DLN, ESGU, COST, VT, IVV, SPLV, MOAT, PFE, JNJ, PRF, SPY, MA, VTIP, SDY, JPM, CRM, PG, VTI, TWTR, HD, HPE,

  • Added Positions: VWO, VEA, VB, VTV, IEFA, IEMG, CMF, VCIT, ORCL, VMBS, BNDX, AAPL, ORCC,

  • Reduced Positions: VUG, SNOW, IVW, SKLZ, VTEB,


For the details of Peninsula Wealth, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/peninsula+wealth%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Peninsula Wealth, LLC

  1. Vanguard Growth ETF (VUG) - 236,456 shares, 20.41% of the total portfolio. Shares reduced by 7.16%

  2. Vanguard Value ETF (VTV) - 455,412 shares, 18.02% of the total portfolio. Shares added by 2.20%

  3. Vanguard FTSE Developed Markets ETF (VEA) - 720,893 shares, 9.90% of the total portfolio. Shares added by 5.98%

  4. Oracle Corp (ORCL) - 327,383 shares, 7.68% of the total portfolio. Shares added by 1.27%

  5. Vanguard FTSE Emerging Markets ETF (VWO) - 451,071 shares, 6.00% of the total portfolio. Shares added by 11.47%

New Purchase: Amazon.com Inc (AMZN)

Peninsula Wealth, LLC initiated holding in Amazon.com Inc. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $2776.910000. The impact to a portfolio due to this purchase was 1.32%. The holding were 1,474 shares as of 2021-12-31.

New Purchase: Microsoft Corp (MSFT)

Peninsula Wealth, LLC initiated holding in Microsoft Corp. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $301.250000. The impact to a portfolio due to this purchase was 0.85%. The holding were 9,354 shares as of 2021-12-31.

New Purchase: Visa Inc (V)

Peninsula Wealth, LLC initiated holding in Visa Inc. The purchase prices were between $190.16 and $233.88, with an estimated average price of $214.28. The stock is now traded at around $231.540000. The impact to a portfolio due to this purchase was 0.55%. The holding were 9,497 shares as of 2021-12-31.

New Purchase: Tesla Inc (TSLA)

Peninsula Wealth, LLC initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $891.140000. The impact to a portfolio due to this purchase was 0.47%. The holding were 1,659 shares as of 2021-12-31.

New Purchase: Synopsys Inc (SNPS)

Peninsula Wealth, LLC initiated holding in Synopsys Inc. The purchase prices were between $288.74 and $375.59, with an estimated average price of $338.4. The stock is now traded at around $303.510000. The impact to a portfolio due to this purchase was 0.41%. The holding were 4,128 shares as of 2021-12-31.

New Purchase: Alphabet Inc (GOOG)

Peninsula Wealth, LLC initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2853.010000. The impact to a portfolio due to this purchase was 0.37%. The holding were 472 shares as of 2021-12-31.

Added: iShares California Muni Bond ETF (CMF)

Peninsula Wealth, LLC added to a holding in iShares California Muni Bond ETF by 49.78%. The purchase prices were between $61.55 and $62.33, with an estimated average price of $61.99. The stock is now traded at around $60.780000. The impact to a portfolio due to this purchase was 0.17%. The holding were 29,876 shares as of 2021-12-31.

Added: Vanguard Mortgage-Backed Securities ETF (VMBS)

Peninsula Wealth, LLC added to a holding in Vanguard Mortgage-Backed Securities ETF by 29.22%. The purchase prices were between $52.61 and $53.2, with an estimated average price of $52.9. The stock is now traded at around $51.880000. The impact to a portfolio due to this purchase was 0.09%. The holding were 28,034 shares as of 2021-12-31.

Added: Vanguard Total International Bond ETF (BNDX)

Peninsula Wealth, LLC added to a holding in Vanguard Total International Bond ETF by 21.57%. The purchase prices were between $54.87 and $55.81, with an estimated average price of $55.32. The stock is now traded at around $54.000000. The impact to a portfolio due to this purchase was 0.05%. The holding were 18,044 shares as of 2021-12-31.



Here is the complete portfolio of Peninsula Wealth, LLC. Also check out:

1. Peninsula Wealth, LLC's Undervalued Stocks

2. Peninsula Wealth, LLC's Top Growth Companies, and

3. Peninsula Wealth, LLC's High Yield stocks

4. Stocks that Peninsula Wealth, LLC keeps buyingThis article first appeared on GuruFocus.

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