0001085146-20-000481.txt : 20200210
0001085146-20-000481.hdr.sgml : 20200210
20200207195652
ACCESSION NUMBER: 0001085146-20-000481
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200210
DATE AS OF CHANGE: 20200207
EFFECTIVENESS DATE: 20200210
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: 20588990
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
12-31-2019
12-31-2019
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
02-07-2020
0
41
216040
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
249
1172
SH
SOLE
1172
0
0
ALPHABET INC
CAP STK CL A
02079K305
241
180
SH
SOLE
180
0
0
ALPHABET INC
CAP STK CL C
02079K107
409
306
SH
SOLE
306
0
0
AMAZON COM INC
COM
023135106
268
145
SH
SOLE
145
0
0
APPLE INC
COM
037833100
4412
15026
SH
SOLE
15026
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
217
957
SH
SOLE
957
0
0
CISCO SYS INC
COM
17275R102
404
8424
SH
SOLE
8424
0
0
DISNEY WALT CO
COM DISNEY
254687106
219
1513
SH
SOLE
1513
0
0
FACEBOOK INC
CL A
30303M102
379
1847
SH
SOLE
1847
0
0
GILEAD SCIENCES INC
COM
375558103
4818
74142
SH
SOLE
74142
0
0
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
301
5159
SH
SOLE
5159
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
2654
17187
SH
SOLE
17187
0
0
ISHARES TR
CORE S&P500 ETF
464287200
239
741
SH
SOLE
741
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
350
3982
SH
SOLE
3982
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
539
4735
SH
SOLE
4735
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
228
1294
SH
SOLE
1294
0
0
ISHARES TR
TIPS BD ETF
464287176
463
3970
SH
SOLE
3970
0
0
MASTERCARD INC
CL A
57636Q104
210
703
SH
SOLE
703
0
0
MICROSOFT CORP
COM
594918104
568
3599
SH
SOLE
3599
0
0
NIKE INC
CL B
654106103
438
4328
SH
SOLE
4328
0
0
NVIDIA CORP
COM
67066G104
1165
4953
SH
SOLE
4953
0
0
ORACLE CORP
COM
68389X105
16617
313652
SH
SOLE
313652
0
0
PEPSICO INC
COM
713448108
336
2461
SH
SOLE
2461
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
321
998
SH
SOLE
998
0
0
SPDR SERIES TRUST
BLOOMBERG BRCLYS
78468R622
760
6939
SH
SOLE
6939
0
0
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
254
2360
SH
SOLE
2360
0
0
STARBUCKS CORP
COM
855244109
220
2508
SH
SOLE
2508
0
0
SYNOPSYS INC
COM
871607107
568
4083
SH
SOLE
4083
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
237
1581
SH
SOLE
1581
0
0
VANGUARD GROUP
DIV APP ETF
921908844
304
2436
SH
SOLE
2436
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
48152
264326
SH
SOLE
264326
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
3426
36918
SH
SOLE
36918
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
10274
62024
SH
SOLE
62024
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
54980
458742
SH
SOLE
458742
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
20660
464586
SH
SOLE
464586
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
257
3179
SH
SOLE
3179
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1895
20753
SH
SOLE
20753
0
0
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
574
10796
SH
SOLE
10796
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
34315
778830
SH
SOLE
778830
0
0
VISA INC
COM CL A
92826C839
2781
14799
SH
SOLE
14799
0
0
WISDOMTREE TR
US LARGECAP DIVD
97717W307
338
3186
SH
SOLE
3186
0
0