0001085146-18-002805.txt : 20181121 0001085146-18-002805.hdr.sgml : 20181121 20181121121614 ACCESSION NUMBER: 0001085146-18-002805 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181121 DATE AS OF CHANGE: 20181121 EFFECTIVENESS DATE: 20181121 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: 181197636 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 09-30-2018 09-30-2018 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 11-19-2018 0 32 185460 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 323 271 SH SOLE 0 0 271 APPLE INC COM 037833100 3605 15969 SH SOLE 0 0 15969 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 205 957 SH SOLE 0 0 957 CISCO SYS INC COM 17275R102 289 5941 SH SOLE 0 0 5941 EXXON MOBIL CORP COM 30231G102 244 2865 SH SOLE 0 0 2865 FACEBOOK INC CL A 30303M102 213 1300 SH SOLE 0 0 1300 FORD MTR CO DEL COM PAR $0.01 345370860 264 28560 SH SOLE 0 0 28560 GILEAD SCIENCES INC COM 375558103 5757 74561 SH SOLE 0 0 74561 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 255 5159 SH SOLE 0 0 5159 INVESCO QQQ TR UNIT SER 1 46090E103 3821 20563 SH SOLE 0 0 20563 ISHARES TR IBOXX HI YD ETF 464288513 369 4273 SH SOLE 0 0 4273 ISHARES TR NATIONAL MUN ETF 464288414 494 4581 SH SOLE 0 0 4581 ISHARES TR RUS 1000 GRW ETF 464287614 202 1294 SH SOLE 0 0 1294 ISHARES TR TIPS BD ETF 464287176 360 3251 SH SOLE 0 0 3251 MICROSOFT CORP COM 594918104 388 3396 SH SOLE 0 0 3396 NVIDIA CORP COM 67066G104 1476 5253 SH SOLE 0 0 5253 ORACLE CORP COM 68389X105 11026 213855 SH SOLE 0 0 213855 PEPSICO INC COM 713448108 270 2414 SH SOLE 0 0 2414 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 1025 28429 SH SOLE 0 0 28429 SYNOPSYS INC COM 871607107 399 4048 SH SOLE 0 0 4048 UNITED TECHNOLOGIES CORP COM 913017109 228 1631 SH SOLE 0 0 1631 VANGUARD GROUP DIV APP ETF 921908844 261 2360 SH SOLE 0 0 2360 VANGUARD INDEX FDS GROWTH ETF 922908736 42469 263770 SH SOLE 0 0 263770 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3290 40776 SH SOLE 0 0 40776 VANGUARD INDEX FDS SMALL CP ETF 922908751 9834 60546 SH SOLE 0 0 60546 VANGUARD INDEX FDS VALUE ETF 922908744 42989 388442 SH SOLE 0 0 388442 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 15304 373320 SH SOLE 0 0 373320 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 333 4380 SH SOLE 0 0 4380 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1370 16398 SH SOLE 0 0 16398 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 438 8593 SH SOLE 0 0 8593 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 36826 851228 SH SOLE 0 0 851228 VISA INC COM CL A 92826C839 1133 7546 SH SOLE 0 0 7546