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
Regulatory Consultant
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
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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