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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 51 | $697,727 | 14,134 | 0.00 | 0.00 | -13,108 | -48.12 | 12-31-2023 |
| ISHARES TR | TIPS BD ETF | 52 | $681,363 | 6,339 | 0.00 | 0.00 | -8,909 | -58.43 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 53 | $619,695 | 13,367 | 0.00 | 0.00 | -21,029 | -61.14 | 12-31-2023 |
| PEPSICO INC | COM | 54 | $541,475 | 3,188 | 0.00 | 0.00 | -126 | -3.80 | 12-31-2023 |
