0001085146-21-001493.txt : 20210510 0001085146-21-001493.hdr.sgml : 20210510 20210507185539 ACCESSION NUMBER: 0001085146-21-001493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210510 DATE AS OF CHANGE: 20210507 EFFECTIVENESS DATE: 20210510 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: 21904693 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 03-31-2021 03-31-2021 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 05-03-2021 0 20 279063 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 7059 57790 SH SOLE 0 0 57790 GILEAD SCIENCES INC COM 375558103 4770 73799 SH SOLE 0 0 73799 INVESCO QQQ TR UNIT SER 1 46090E103 6316 19790 SH SOLE 0 0 19790 ISHARES INC CORE MSCI EMKT 46434G103 7479 116211 SH SOLE 0 0 116211 ISHARES TR CALIF MUN BD ETF 464288356 1126 18119 SH SOLE 0 0 18119 ISHARES TR CORE MSCI EAFE 46432F842 14066 195221 SH SOLE 0 0 195221 ISHARES TR CORE S&P SCP ETF 464287804 1383 12740 SH SOLE 0 0 12740 ISHARES TR S&P 500 GRWT ETF 464287309 5159 79234 SH SOLE 0 0 79234 ISHARES TR S&P 500 VAL ETF 464287408 10062 71243 SH SOLE 0 0 71243 ORACLE CORP COM 68389X105 18223 259704 SH SOLE 0 0 259704 SNOWFLAKE INC CL A 833445109 10639 46400 SH SOLE 0 0 46400 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 892 15610 SH SOLE 0 0 15610 VANGUARD INDEX FDS GROWTH ETF 922908736 63588 247386 SH SOLE 0 0 247386 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4040 43978 SH SOLE 0 0 43978 VANGUARD INDEX FDS SMALL CP ETF 922908751 13528 63191 SH SOLE 0 0 63191 VANGUARD INDEX FDS VALUE ETF 922908744 56793 432015 SH SOLE 0 0 432015 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 19058 366157 SH SOLE 0 0 366157 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3432 36891 SH SOLE 0 0 36891 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1130 21166 SH SOLE 0 0 21166 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 30320 617386 SH SOLE 0 0 617386