0001085146-18-001855.txt : 20180807 0001085146-18-001855.hdr.sgml : 20180807 20180806195524 ACCESSION NUMBER: 0001085146-18-001855 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180807 DATE AS OF CHANGE: 20180806 EFFECTIVENESS DATE: 20180807 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: 18996023 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 true false 0001600052 XXXXXXXX 06-30-2018 06-30-2018 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 08-06-2018 0 32 170151 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 216 1164 SH SOLE 0 0 1164 ALPHABET INC CAP STK CL C 02079K107 303 271 SH SOLE 0 0 271 APPLE INC COM 037833100 3323 17950 SH SOLE 0 0 17950 CISCO SYS INC COM 17275R102 254 5894 SH SOLE 0 0 5894 EXXON MOBIL CORP COM 30231G102 237 2862 SH SOLE 0 0 2862 FACEBOOK INC CL A 30303M102 261 1344 SH SOLE 0 0 1344 FORD MTR CO DEL COM PAR $0.01 345370860 317 28560 SH SOLE 0 0 28560 GILEAD SCIENCES INC COM 375558103 5282 74558 SH SOLE 0 0 74558 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 245 5159 SH SOLE 0 0 5159 INVESCO QQQ TR UNIT SER 1 46090E103 515 3001 SH SOLE 0 0 3001 ISHARES TR TIPS BD ETF 464287176 364 3230 SH SOLE 0 0 3230 ISHARES TR NATIONAL MUN ETF 464288414 496 4552 SH SOLE 0 0 4552 ISHARES TR IBOXX HI YD ETF 464288513 362 4242 SH SOLE 0 0 4242 MICROSOFT CORP COM 594918104 335 3392 SH SOLE 0 0 3392 NVIDIA CORP COM 67066G104 1433 6046 SH SOLE 0 0 6046 ORACLE CORP COM 68389X105 6349 144112 SH SOLE 0 0 144112 PEPSICO INC COM 713448108 263 2414 SH SOLE 0 0 2414 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 1000 28142 SH SOLE 0 0 28142 SYNOPSYS INC COM 871607107 346 4048 SH SOLE 0 0 4048 UNITED TECHNOLOGIES CORP COM 913017109 204 1631 SH SOLE 0 0 1631 VANGUARD GROUP DIV APP ETF 921908844 240 2360 SH SOLE 0 0 2360 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3260 40015 SH SOLE 0 0 40015 VANGUARD INDEX FDS GROWTH ETF 922908736 39292 262234 SH SOLE 0 0 262234 VANGUARD INDEX FDS VALUE ETF 922908744 40055 385832 SH SOLE 0 0 385832 VANGUARD INDEX FDS SMALL CP ETF 922908751 9371 60199 SH SOLE 0 0 60199 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 326 4431 SH SOLE 0 0 4431 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 15612 369862 SH SOLE 0 0 369862 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 439 8560 SH SOLE 0 0 8560 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1364 16328 SH SOLE 0 0 16328 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 36217 844447 SH SOLE 0 0 844447 VANGUARD WORLD FDS INF TECH ETF 92204A702 871 4800 SH SOLE 0 0 4800 VISA INC COM CL A 92826C839 999 7545 SH SOLE 0 0 7545