0001085146-19-000447.txt : 20190211 0001085146-19-000447.hdr.sgml : 20190211 20190208173606 ACCESSION NUMBER: 0001085146-19-000447 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190211 DATE AS OF CHANGE: 20190208 EFFECTIVENESS DATE: 20190211 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: 19581180 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 12-31-2018 12-31-2018 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 02-07-2019 0 27 160550 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 281 271 SH SOLE 0 0 271 APPLE INC COM 037833100 1986 12590 SH SOLE 0 0 12590 CISCO SYS INC COM 17275R102 314 7262 SH SOLE 0 0 7262 FORD MTR CO DEL COM PAR $0.01 345370860 122 16011 SH SOLE 0 0 16011 GILEAD SCIENCES INC COM 375558103 4664 74566 SH SOLE 0 0 74566 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 241 5159 SH SOLE 0 0 5159 INVESCO QQQ TR UNIT SER 1 46090E103 3218 20859 SH SOLE 0 0 20859 ISHARES TR IBOXX HI YD ETF 464288513 415 5127 SH SOLE 0 0 5127 ISHARES TR NATIONAL MUN ETF 464288414 504 4621 SH SOLE 0 0 4621 ISHARES TR TIPS BD ETF 464287176 427 3912 SH SOLE 0 0 3912 MICROSOFT CORP COM 594918104 346 3411 SH SOLE 0 0 3411 NVIDIA CORP COM 67066G104 681 5103 SH SOLE 0 0 5103 ORACLE CORP COM 68389X105 9833 217748 SH SOLE 0 0 217748 PEPSICO INC COM 713448108 267 2414 SH SOLE 0 0 2414 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 969 28842 SH SOLE 0 0 28842 SYNOPSYS INC COM 871607107 341 4048 SH SOLE 0 0 4048 VANGUARD GROUP DIV APP ETF 921908844 231 2360 SH SOLE 0 0 2360 VANGUARD INDEX FDS GROWTH ETF 922908736 35600 265041 SH SOLE 0 0 265041 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3069 41214 SH SOLE 0 0 41214 VANGUARD INDEX FDS SMALL CP ETF 922908751 8085 61301 SH SOLE 0 0 61301 VANGUARD INDEX FDS VALUE ETF 922908744 38848 396552 SH SOLE 0 0 396552 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 14043 368482 SH SOLE 0 0 368482 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7852 119979 SH SOLE 0 0 119979 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1603 19343 SH SOLE 0 0 19343 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 539 10475 SH SOLE 0 0 10475 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 25076 675908 SH SOLE 0 0 675908 VISA INC COM CL A 92826C839 995 7546 SH SOLE 0 0 7546