0001085146-19-002045.txt : 20190802
0001085146-19-002045.hdr.sgml : 20190802
20190802170751
ACCESSION NUMBER: 0001085146-19-002045
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190802
DATE AS OF CHANGE: 20190802
EFFECTIVENESS DATE: 20190802
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: 19996809
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
06-30-2019
06-30-2019
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
08-01-2019
0
31
194860
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALPHABET INC
CAP STK CL C
02079K107
302
279
SH
SOLE
0
0
279
APPLE INC
COM
037833100
3048
15405
SH
SOLE
0
0
15405
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
204
957
SH
SOLE
0
0
957
CISCO SYS INC
COM
17275R102
409
7469
SH
SOLE
0
0
7469
FACEBOOK INC
CL A
30303M102
261
1347
SH
SOLE
0
0
1347
FORD MTR CO DEL
COM
345370860
147
14411
SH
SOLE
0
0
14411
GILEAD SCIENCES INC
COM
375558103
5041
74598
SH
SOLE
0
0
74598
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
284
5159
SH
SOLE
0
0
5159
INVESCO QQQ TR
UNIT SER 1
46090E103
3730
19990
SH
SOLE
0
0
19990
ISHARES TR
TIPS BD ETF
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402
3477
SH
SOLE
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0
3477
ISHARES TR
CORE S&P500 ETF
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216
733
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SOLE
0
0
733
ISHARES TR
RUS 1000 GRW ETF
464287614
204
1294
SH
SOLE
0
0
1294
ISHARES TR
NATIONAL MUN ETF
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528
4671
SH
SOLE
0
0
4671
ISHARES TR
IBOXX HI YD ETF
464288513
400
4594
SH
SOLE
0
0
4594
MICROSOFT CORP
COM
594918104
468
3494
SH
SOLE
0
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3494
NVIDIA CORP
COM
67066G104
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SH
SOLE
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ORACLE CORP
COM
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SH
SOLE
0
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PEPSICO INC
COM
713448108
322
2460
SH
SOLE
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2460
SPDR SERIES TRUST
BLOOMBERG BRCLYS
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1011
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SH
SOLE
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SYNOPSYS INC
COM
871607107
526
4083
SH
SOLE
0
0
4083
VANGUARD GROUP
DIV APP ETF
921908844
276
2397
SH
SOLE
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2397
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REAL ESTATE ETF
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3448
39425
SH
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39425
VANGUARD INDEX FDS
GROWTH ETF
922908736
44156
270210
SH
SOLE
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270210
VANGUARD INDEX FDS
VALUE ETF
922908744
47688
429740
SH
SOLE
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0
429740
VANGUARD INDEX FDS
SMALL CP ETF
922908751
9518
60705
SH
SOLE
0
0
60705
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
256
3374
SH
SOLE
0
0
3374
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
18693
439237
SH
SOLE
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0
439237
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
507
9539
SH
SOLE
0
0
9539
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1635
18203
SH
SOLE
0
0
18203
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
36235
868684
SH
SOLE
0
0
868684
VISA INC
COM CL A
92826C839
1319
7608
SH
SOLE
0
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7608