0001085146-20-000481.txt : 20200210 0001085146-20-000481.hdr.sgml : 20200210 20200207195652 ACCESSION NUMBER: 0001085146-20-000481 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200210 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: 20588990 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 12-31-2019 12-31-2019 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 02-07-2020 0 41 216040 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 249 1172 SH SOLE 1172 0 0 ALPHABET INC CAP STK CL A 02079K305 241 180 SH SOLE 180 0 0 ALPHABET INC CAP STK CL C 02079K107 409 306 SH SOLE 306 0 0 AMAZON COM INC COM 023135106 268 145 SH SOLE 145 0 0 APPLE INC COM 037833100 4412 15026 SH SOLE 15026 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 217 957 SH SOLE 957 0 0 CISCO SYS INC COM 17275R102 404 8424 SH SOLE 8424 0 0 DISNEY WALT CO COM DISNEY 254687106 219 1513 SH SOLE 1513 0 0 FACEBOOK INC CL A 30303M102 379 1847 SH SOLE 1847 0 0 GILEAD SCIENCES INC COM 375558103 4818 74142 SH SOLE 74142 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 301 5159 SH SOLE 5159 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2654 17187 SH SOLE 17187 0 0 ISHARES TR CORE S&P500 ETF 464287200 239 741 SH SOLE 741 0 0 ISHARES TR IBOXX HI YD ETF 464288513 350 3982 SH SOLE 3982 0 0 ISHARES TR NATIONAL MUN ETF 464288414 539 4735 SH SOLE 4735 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 228 1294 SH SOLE 1294 0 0 ISHARES TR TIPS BD ETF 464287176 463 3970 SH SOLE 3970 0 0 MASTERCARD INC CL A 57636Q104 210 703 SH SOLE 703 0 0 MICROSOFT CORP COM 594918104 568 3599 SH SOLE 3599 0 0 NIKE INC CL B 654106103 438 4328 SH SOLE 4328 0 0 NVIDIA CORP COM 67066G104 1165 4953 SH SOLE 4953 0 0 ORACLE CORP COM 68389X105 16617 313652 SH SOLE 313652 0 0 PEPSICO INC COM 713448108 336 2461 SH SOLE 2461 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 321 998 SH SOLE 998 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 760 6939 SH SOLE 6939 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 254 2360 SH SOLE 2360 0 0 STARBUCKS CORP COM 855244109 220 2508 SH SOLE 2508 0 0 SYNOPSYS INC COM 871607107 568 4083 SH SOLE 4083 0 0 UNITED TECHNOLOGIES CORP COM 913017109 237 1581 SH SOLE 1581 0 0 VANGUARD GROUP DIV APP ETF 921908844 304 2436 SH SOLE 2436 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 48152 264326 SH SOLE 264326 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3426 36918 SH SOLE 36918 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 10274 62024 SH SOLE 62024 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 54980 458742 SH SOLE 458742 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 20660 464586 SH SOLE 464586 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 257 3179 SH SOLE 3179 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1895 20753 SH SOLE 20753 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 574 10796 SH SOLE 10796 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 34315 778830 SH SOLE 778830 0 0 VISA INC COM CL A 92826C839 2781 14799 SH SOLE 14799 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 338 3186 SH SOLE 3186 0 0