0001085146-20-002117.txt : 20200811 0001085146-20-002117.hdr.sgml : 20200811 20200811152456 ACCESSION NUMBER: 0001085146-20-002117 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200811 DATE AS OF CHANGE: 20200811 EFFECTIVENESS DATE: 20200811 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: 201092219 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 06-30-2020 06-30-2020 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 08-10-2020 0 48 214510 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 256 5159 SH SOLE 0 0 5159 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2278 23941 SH SOLE 0 0 23941 VISA INC COM CL A 92826C839 1535 7948 SH SOLE 0 0 7948 ISHARES TR S&P 500 VAL ETF 464287408 5743 53072 SH SOLE 0 0 53072 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 20942 539889 SH SOLE 0 0 539889 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 534 6047 SH SOLE 0 0 6047 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 337 1886 SH SOLE 0 0 1886 ALPHABET INC CAP STK CL A 02079K305 211 149 SH SOLE 0 0 149 ISHARES TR NATIONAL MUN ETF 464288414 552 4781 SH SOLE 0 0 4781 ISHARES INC CORE MSCI EMKT 46434G103 4798 100797 SH SOLE 0 0 100797 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2904 36981 SH SOLE 0 0 36981 ISHARES TR CORE S&P SCP ETF 464287804 511 7483 SH SOLE 0 0 7483 ISHARES TR RUS 1000 GRW ETF 464287614 248 1294 SH SOLE 0 0 1294 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 329 1523 SH SOLE 0 0 1523 PAYPAL HLDGS INC COM 70450Y103 219 1258 SH SOLE 0 0 1258 GILEAD SCIENCES INC COM 375558103 5686 73897 SH SOLE 0 0 73897 SPDR S&P 500 ETF TR TR UNIT 78462F103 238 773 SH SOLE 0 0 773 ISHARES TR CORE MSCI EAFE 46432F842 9872 172702 SH SOLE 0 0 172702 MICROSOFT CORP COM 594918104 1457 7157 SH SOLE 0 0 7157 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 264 3175 SH SOLE 0 0 3175 ISHARES TR S&P 500 GRWT ETF 464287309 2459 11852 SH SOLE 0 0 11852 INVESCO QQQ TR UNIT SER 1 46090E103 4259 17203 SH SOLE 0 0 17203 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 13779 347879 SH SOLE 0 0 347879 ISHARES TR TIPS BD ETF 464287176 470 3822 SH SOLE 0 0 3822 APPLE INC COM 037833100 4653 12755 SH SOLE 0 0 12755 VANGUARD INDEX FDS SMALL CP ETF 922908751 8867 60851 SH SOLE 0 0 60851 VANGUARD INDEX FDS GROWTH ETF 922908736 51113 252924 SH SOLE 0 0 252924 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 385 7120 SH SOLE 0 0 7120 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 815 14988 SH SOLE 0 0 14988 ISHARES TR CORE S&P500 ETF 464287200 345 1115 SH SOLE 0 0 1115 NIKE INC CL B 654106103 424 4321 SH SOLE 0 0 4321 CHIPOTLE MEXICAN GRILL INC COM 169656105 273 259 SH SOLE 0 0 259 WISDOMTREE TR US LARGECAP DIVD 97717W307 296 3186 SH SOLE 0 0 3186 NVIDIA CORPORATION COM 67066G104 1905 5014 SH SOLE 0 0 5014 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 324 5604 SH SOLE 0 0 5604 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 251 3352 SH SOLE 0 0 3352 FACEBOOK INC CL A 30303M102 453 1996 SH SOLE 0 0 1996 TESLA INC COM 88160R101 308 285 SH SOLE 0 0 285 AMAZON COM INC COM 023135106 1175 426 SH SOLE 0 0 426 ORACLE CORP COM 68389X105 17892 323722 SH SOLE 0 0 323722 PEPSICO INC COM 713448108 319 2415 SH SOLE 0 0 2415 SPDR SER TR BLOOMBERG BRCLYS 78468R622 719 7105 SH SOLE 0 0 7105 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 277 2360 SH SOLE 0 0 2360 ALPHABET INC CAP STK CL C 02079K107 386 273 SH SOLE 0 0 273 VANGUARD INDEX FDS VALUE ETF 922908744 41917 420901 SH SOLE 0 0 420901 SYNOPSYS INC COM 871607107 799 4096 SH SOLE 0 0 4096 ISHARES TR IBOXX HI YD ETF 464288513 347 4250 SH SOLE 0 0 4250 CISCO SYS INC COM 17275R102 386 8269 SH SOLE 0 0 8269