Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PENINSULA WEALTH LLC 02-14-2024 12-31-2023 85 484,694,232
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SNOWFLAKE INC CL A 1 $93,258,166 468,634 0.02 0.02 -32,306 -6.45 12-31-2023
VANGUARD INDEX FDS GROWTH ETF 2 $71,369,729 229,573 0.01 0.02 -18,693 -7.53 12-31-2023
VANGUARD INDEX FDS VALUE ETF 3 $59,247,046 396,301 0.01 0.01 -60,873 -13.32 12-31-2023
ORACLE CORP COM 4 $34,808,678 330,159 0.01 0.01 -20,027 -5.72 12-31-2023
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