Peninsula Wealth, LLC Last Quarter Change: USA ETF, New

Peninsula Wealth, LLC quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Peninsula Wealth, LLC opened 11 positions, added to 21, reduced 20, sold out of 7 and left 8 unchanged. The largest increase in value was IVW (+$5,395,324); the largest decrease was IJH (-$5,699,953).

JCPB: Country of operation —; Class CORE PLUS BD ETF; Shares 2024-09-30 0; Shares 2024-12-31 28,260.
BINC: Country of operation —; Class ISHARES FLEXIBLE; Shares 2024-09-30 0; Shares 2024-12-31 20,931.
DYNF: Country of operation —; Class ISHARES US EQUIT; Shares 2024-09-30 0; Shares 2024-12-31 15,155.
IWX: Country of operation —; Class RUS TP200 VL ETF; Shares 2024-09-30 0; Shares 2024-12-31 7,951.

Two Form 13F-HR filings compared (SEC CIK 1600052): 2024-09-30 (filed 2024-11-14) and 2024-12-31 (filed 2025-02-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2024-12-31	Share change	Value 2024-09-30	Value 2024-12-31	Value change
JCPB J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	28,260	+28,260	$0	$1,301,938	+$1,301,938
BINC BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	20,931	+20,931	$0	$1,088,854	+$1,088,854
DYNF BLACKROCK ETF TRUST	ISHARES US EQUIT	15,155	+15,155	$0	$776,694	+$776,694
IWX ISHARES TR	RUS TP200 VL ETF	7,951	+7,951	$0	$628,341	+$628,341
IDEV ISHARES TR	CORE MSCI INTL	5,630	+5,630	$0	$362,966	+$362,966
VWOB VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	5,189	+5,189	$0	$327,706	+$327,706
IXUS ISHARES TR	CORE MSCI TOTAL	4,168	+4,168	$0	$275,644	+$275,644
HYDB ISHARES TR	HIGH YLD SYSTM B	4,752	+4,752	$0	$223,404	+$223,404
XLK SELECT SECTOR SPDR TR	TECHNOLOGY	950	+950	$0	$220,894	+$220,894
MTUM ISHARES TR	MSCI USA MMENTM	1,040	+1,040	$0	$215,218	+$215,218
VT VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	1,712	+1,712	$0	$201,123	+$201,123

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