0001085146-19-001393.txt : 20190508
0001085146-19-001393.hdr.sgml : 20190508
20190507201817
ACCESSION NUMBER: 0001085146-19-001393
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190508
DATE AS OF CHANGE: 20190507
EFFECTIVENESS DATE: 20190508
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: 19804848
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
03-31-2019
03-31-2019
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
05-06-2019
0
30
180996
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
212
1164
SH
SOLE
0
0
1164
ALPHABET INC
CAP STK CL C
02079K107
318
271
SH
SOLE
0
0
271
APPLE INC
COM
037833100
2354
12398
SH
SOLE
0
0
12398
CISCO SYS INC
COM
17275R102
394
7306
SH
SOLE
0
0
7306
EXXON MOBIL CORP
COM
30231G102
213
2635
SH
SOLE
0
0
2635
FACEBOOK INC
CL A
30303M102
216
1297
SH
SOLE
0
0
1297
FORD MTR CO DEL
COM
345370860
141
16011
SH
SOLE
0
0
16011
GILEAD SCIENCES INC
COM
375558103
4848
74571
SH
SOLE
0
0
74571
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
272
5159
SH
SOLE
0
0
5159
INVESCO QQQ TR
UNIT SER 1
46090E103
3586
19961
SH
SOLE
0
0
19961
ISHARES TR
TIPS BD ETF
464287176
435
3847
SH
SOLE
0
0
3847
ISHARES TR
NATIONAL MUN ETF
464288414
516
4641
SH
SOLE
0
0
4641
ISHARES TR
IBOXX HI YD ETF
464288513
436
5053
SH
SOLE
0
0
5053
MICROSOFT CORP
COM
594918104
401
3402
SH
SOLE
0
0
3402
NVIDIA CORP
COM
67066G104
917
5109
SH
SOLE
0
0
5109
ORACLE CORP
COM
68389X105
11037
205467
SH
SOLE
0
0
205467
PEPSICO INC
COM
713448108
296
2414
SH
SOLE
0
0
2414
SPDR SERIES TRUST
BLOOMBERG BRCLYS
78464A417
994
27616
SH
SOLE
0
0
27616
SYNOPSYS INC
COM
871607107
466
4048
SH
SOLE
0
0
4048
VANGUARD GROUP
DIV APP ETF
921908844
259
2360
SH
SOLE
0
0
2360
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
3233
37171
SH
SOLE
0
0
37171
VANGUARD INDEX FDS
GROWTH ETF
922908736
40816
260971
SH
SOLE
0
0
260971
VANGUARD INDEX FDS
VALUE ETF
922908744
44679
415087
SH
SOLE
0
0
415087
VANGUARD INDEX FDS
SMALL CP ETF
922908751
8961
58612
SH
SOLE
0
0
58612
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
240
3305
SH
SOLE
0
0
3305
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
17820
419321
SH
SOLE
0
0
419321
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
534
10193
SH
SOLE
0
0
10193
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1644
18912
SH
SOLE
0
0
18912
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
33579
821735
SH
SOLE
0
0
821735
VISA INC
COM CL A
92826C839
1179
7547
SH
SOLE
0
0
7547