0001085146-19-002045.txt : 20190802 0001085146-19-002045.hdr.sgml : 20190802 20190802170751 ACCESSION NUMBER: 0001085146-19-002045 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190802 DATE AS OF CHANGE: 20190802 EFFECTIVENESS DATE: 20190802 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: 19996809 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 06-30-2019 06-30-2019 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 08-01-2019 0 31 194860 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 302 279 SH SOLE 0 0 279 APPLE INC COM 037833100 3048 15405 SH SOLE 0 0 15405 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 204 957 SH SOLE 0 0 957 CISCO SYS INC COM 17275R102 409 7469 SH SOLE 0 0 7469 FACEBOOK INC CL A 30303M102 261 1347 SH SOLE 0 0 1347 FORD MTR CO DEL COM 345370860 147 14411 SH SOLE 0 0 14411 GILEAD SCIENCES INC COM 375558103 5041 74598 SH SOLE 0 0 74598 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 284 5159 SH SOLE 0 0 5159 INVESCO QQQ TR UNIT SER 1 46090E103 3730 19990 SH SOLE 0 0 19990 ISHARES TR TIPS BD ETF 464287176 402 3477 SH SOLE 0 0 3477 ISHARES TR CORE S&P500 ETF 464287200 216 733 SH SOLE 0 0 733 ISHARES TR RUS 1000 GRW ETF 464287614 204 1294 SH SOLE 0 0 1294 ISHARES TR NATIONAL MUN ETF 464288414 528 4671 SH SOLE 0 0 4671 ISHARES TR IBOXX HI YD ETF 464288513 400 4594 SH SOLE 0 0 4594 MICROSOFT CORP COM 594918104 468 3494 SH SOLE 0 0 3494 NVIDIA CORP COM 67066G104 835 5088 SH SOLE 0 0 5088 ORACLE CORP COM 68389X105 12791 201172 SH SOLE 0 0 201172 PEPSICO INC COM 713448108 322 2460 SH SOLE 0 0 2460 SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 1011 9277 SH SOLE 0 0 9277 SYNOPSYS INC COM 871607107 526 4083 SH SOLE 0 0 4083 VANGUARD GROUP DIV APP ETF 921908844 276 2397 SH SOLE 0 0 2397 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3448 39425 SH SOLE 0 0 39425 VANGUARD INDEX FDS GROWTH ETF 922908736 44156 270210 SH SOLE 0 0 270210 VANGUARD INDEX FDS VALUE ETF 922908744 47688 429740 SH SOLE 0 0 429740 VANGUARD INDEX FDS SMALL CP ETF 922908751 9518 60705 SH SOLE 0 0 60705 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 256 3374 SH SOLE 0 0 3374 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 18693 439237 SH SOLE 0 0 439237 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 507 9539 SH SOLE 0 0 9539 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1635 18203 SH SOLE 0 0 18203 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 36235 868684 SH SOLE 0 0 868684 VISA INC COM CL A 92826C839 1319 7608 SH SOLE 0 0 7608