0001085146-21-000560.txt : 20210210 0001085146-21-000560.hdr.sgml : 20210210 20210209214225 ACCESSION NUMBER: 0001085146-21-000560 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210210 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210210 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: 21608966 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 12-31-2020 12-31-2020 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 02-09-2021 0 19 266434 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 7653 57675 SH SOLE 0 0 57675 GILEAD SCIENCES INC COM 375558103 4298 73772 SH SOLE 0 0 73772 INVESCO QQQ TR UNIT SER 1 46090E103 6213 19804 SH SOLE 0 0 19804 ISHARES INC CORE MSCI EMKT 46434G103 7174 115636 SH SOLE 0 0 115636 ISHARES TR CORE MSCI EAFE 46432F842 13411 194104 SH SOLE 0 0 194104 ISHARES TR CORE S&P SCP ETF 464287804 1169 12718 SH SOLE 0 0 12718 ISHARES TR S&P 500 GRWT ETF 464287309 5051 79151 SH SOLE 0 0 79151 ISHARES TR S&P 500 VAL ETF 464287408 9085 70964 SH SOLE 0 0 70964 ORACLE CORP COM 68389X105 17284 267179 SH SOLE 0 0 267179 SNOWFLAKE INC CL A 833445109 14492 51500 SH SOLE 0 0 51500 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1053 17988 SH SOLE 0 0 17988 VANGUARD INDEX FDS GROWTH ETF 922908736 61808 243974 SH SOLE 0 0 243974 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3771 44401 SH SOLE 0 0 44401 VANGUARD INDEX FDS SMALL CP ETF 922908751 12251 62929 SH SOLE 0 0 62929 VANGUARD INDEX FDS VALUE ETF 922908744 50688 426094 SH SOLE 0 0 426094 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 18159 362382 SH SOLE 0 0 362382 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3086 31767 SH SOLE 0 0 31767 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1081 19999 SH SOLE 0 0 19999 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 28707 608067 SH SOLE 0 0 608067