0001085146-19-001393.txt : 20190508 0001085146-19-001393.hdr.sgml : 20190508 20190507201817 ACCESSION NUMBER: 0001085146-19-001393 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190508 DATE AS OF CHANGE: 20190507 EFFECTIVENESS DATE: 20190508 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: 19804848 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 03-31-2019 03-31-2019 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 05-06-2019 0 30 180996 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 212 1164 SH SOLE 0 0 1164 ALPHABET INC CAP STK CL C 02079K107 318 271 SH SOLE 0 0 271 APPLE INC COM 037833100 2354 12398 SH SOLE 0 0 12398 CISCO SYS INC COM 17275R102 394 7306 SH SOLE 0 0 7306 EXXON MOBIL CORP COM 30231G102 213 2635 SH SOLE 0 0 2635 FACEBOOK INC CL A 30303M102 216 1297 SH SOLE 0 0 1297 FORD MTR CO DEL COM 345370860 141 16011 SH SOLE 0 0 16011 GILEAD SCIENCES INC COM 375558103 4848 74571 SH SOLE 0 0 74571 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 272 5159 SH SOLE 0 0 5159 INVESCO QQQ TR UNIT SER 1 46090E103 3586 19961 SH SOLE 0 0 19961 ISHARES TR TIPS BD ETF 464287176 435 3847 SH SOLE 0 0 3847 ISHARES TR NATIONAL MUN ETF 464288414 516 4641 SH SOLE 0 0 4641 ISHARES TR IBOXX HI YD ETF 464288513 436 5053 SH SOLE 0 0 5053 MICROSOFT CORP COM 594918104 401 3402 SH SOLE 0 0 3402 NVIDIA CORP COM 67066G104 917 5109 SH SOLE 0 0 5109 ORACLE CORP COM 68389X105 11037 205467 SH SOLE 0 0 205467 PEPSICO INC COM 713448108 296 2414 SH SOLE 0 0 2414 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 994 27616 SH SOLE 0 0 27616 SYNOPSYS INC COM 871607107 466 4048 SH SOLE 0 0 4048 VANGUARD GROUP DIV APP ETF 921908844 259 2360 SH SOLE 0 0 2360 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3233 37171 SH SOLE 0 0 37171 VANGUARD INDEX FDS GROWTH ETF 922908736 40816 260971 SH SOLE 0 0 260971 VANGUARD INDEX FDS VALUE ETF 922908744 44679 415087 SH SOLE 0 0 415087 VANGUARD INDEX FDS SMALL CP ETF 922908751 8961 58612 SH SOLE 0 0 58612 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 240 3305 SH SOLE 0 0 3305 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 17820 419321 SH SOLE 0 0 419321 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 534 10193 SH SOLE 0 0 10193 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1644 18912 SH SOLE 0 0 18912 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 33579 821735 SH SOLE 0 0 821735 VISA INC COM CL A 92826C839 1179 7547 SH SOLE 0 0 7547