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

Peninsula Wealth, LLC quarter change: USA ETF, Unchanged

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).

IWF: Country of operation —; Class RUS 1000 GRW ETF; Shares 2024-09-30 1,694; Shares 2024-12-31 1,694.
BIV: Country of operation —; Class INTERMED TERM; Shares 2024-09-30 8,286; Shares 2024-12-31 8,286.
SPLV: Country of operation —; Class S&P500 LOW VOL; Shares 2024-09-30 3,993; Shares 2024-12-31 3,993.
BNDX: Country of operation —; Class TOTAL INT BD ETF; Shares 2024-09-30 9,186; Shares 2024-12-31 9,186.

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 2024-09-30	Shares 2024-12-31	Value 2024-09-30	Value 2024-12-31	Value change
IWF ISHARES TR	RUS 1000 GRW ETF	1,694	1,694	$644,144	$680,277	+$36,133
BIV VANGUARD BD INDEX FDS	INTERMED TERM	8,286	8,286	$640,094	$619,213	-$20,881
SPLV INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	3,993	3,993	$291,601	$279,502	-$12,099
BNDX VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	9,186	9,186	$461,141	$450,577	-$10,564
VCIT VANGUARD SCOTTSDALE FDS	INT-TERM CORP	3,597	3,597	$298,268	$288,771	-$9,497
PRF INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	9,000	9,000	$371,970	$363,060	-$8,910
BSV VANGUARD BD INDEX FDS	SHORT TRM BOND	4,914	4,914	$383,682	$379,702	-$3,980
SPY SPDR S&P 500 ETF TR	TR UNIT	623	623	$362,773	$365,128	+$2,355

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