0001085146-18-001490.txt : 20180515 0001085146-18-001490.hdr.sgml : 20180515 20180515115657 ACCESSION NUMBER: 0001085146-18-001490 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180515 DATE AS OF CHANGE: 20180515 EFFECTIVENESS DATE: 20180515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peninsula Wealth, LLC CENTRAL INDEX KEY: 0001600052 IRS NUMBER: 800535310 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18772 FILM NUMBER: 18834474 BUSINESS ADDRESS: STREET 1: 350 TOWNSEND STREET STREET 2: SUITE 411 CITY: SAN FRANCISCO STATE: CA ZIP: 94107 BUSINESS PHONE: 650-477-2126 MAIL ADDRESS: STREET 1: 350 TOWNSEND STREET STREET 2: SUITE 411 CITY: SAN FRANCISCO STATE: CA ZIP: 94107 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001600052 XXXXXXXX 03-31-2018 03-31-2018 false Peninsula Wealth, LLC

350 Townsend Street Suite 411 San Francisco CA 94107

13F HOLDINGS REPORT 028-18772 N Ashley Smith-Roos 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills CA 05-15-2018 0 30 167747 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 207 1126 SH SOLE 0 0 1126 ALPHABET INC CAP STK CL C 02079K107 280 271 SH SOLE 0 0 271 APPLE INC COM 037833100 2981 17756 SH SOLE 0 0 17756 CISCO SYS INC COM 17275R102 251 5850 SH SOLE 0 0 5850 FACEBOOK INC CL A 30303M102 251 1567 SH SOLE 0 0 1567 FORD MTR CO DEL COM PAR $0.01 345370860 317 28560 SH SOLE 0 0 28560 GILEAD SCIENCES INC COM 375558103 5622 74553 SH SOLE 0 0 74553 ISHARES TR IBOXX HI YD ETF 464288513 361 4213 SH SOLE 0 0 4213 ISHARES TR NATIONAL MUN ETF 464288414 493 4526 SH SOLE 0 0 4526 ISHARES TR TIPS BD ETF 464287176 363 3212 SH SOLE 0 0 3212 MICROSOFT CORP COM 594918104 289 3156 SH SOLE 0 0 3156 NVIDIA CORP COM 67066G104 1394 6017 SH SOLE 0 0 6017 ORACLE CORP COM 68389X105 6596 144161 SH SOLE 0 0 144161 PEPSICO INC COM 713448108 264 2414 SH SOLE 0 0 2414 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 242 5159 SH SOLE 0 0 5159 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 481 3001 SH SOLE 0 0 3001 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 999 27868 SH SOLE 0 0 27868 SYNOPSYS INC COM 871607107 337 4048 SH SOLE 0 0 4048 VANGUARD GROUP DIV APP ETF 921908844 238 2360 SH SOLE 0 0 2360 VANGUARD INDEX FDS GROWTH ETF 922908736 37043 261129 SH SOLE 0 0 261129 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3128 41459 SH SOLE 0 0 41459 VANGUARD INDEX FDS SMALL CP ETF 922908751 8736 59465 SH SOLE 0 0 59465 VANGUARD INDEX FDS VALUE ETF 922908744 39094 378902 SH SOLE 0 0 378902 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 17130 364616 SH SOLE 0 0 364616 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 291 3939 SH SOLE 0 0 3939 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1380 16258 SH SOLE 0 0 16258 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 439 8523 SH SOLE 0 0 8523 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 36817 832001 SH SOLE 0 0 832001 VANGUARD WORLD FDS INF TECH ETF 92204A702 821 4800 SH SOLE 0 0 4800 VISA INC COM CL A 92826C839 902 7544 SH SOLE 0 0 7544