0001085146-20-001432.txt : 20200512 0001085146-20-001432.hdr.sgml : 20200512 20200512162923 ACCESSION NUMBER: 0001085146-20-001432 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200512 DATE AS OF CHANGE: 20200512 EFFECTIVENESS DATE: 20200512 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: 20869470 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 03-31-2020 03-31-2020 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 05-12-2020 0 38 178686 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 296 1523 SH SOLE 0 0 1523 ALPHABET INC CAP STK CL C 02079K107 362 311 SH SOLE 0 0 311 AMAZON COM INC COM 023135106 840 431 SH SOLE 0 0 431 APPLE INC COM 037833100 3867 15207 SH SOLE 0 0 15207 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 242 1321 SH SOLE 0 0 1321 CISCO SYS INC COM 17275R102 333 8474 SH SOLE 0 0 8474 FACEBOOK INC CL A 30303M102 302 1812 SH SOLE 0 0 1812 GILEAD SCIENCES INC COM 375558103 5526 73916 SH SOLE 0 0 73916 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 242 5159 SH SOLE 0 0 5159 INVESCO QQQ TR UNIT SER 1 46090E103 3272 17187 SH SOLE 0 0 17187 ISHARES INC CORE MSCI EMKT 46434G103 1697 41927 SH SOLE 0 0 41927 ISHARES TR TIPS BD ETF 464287176 521 4420 SH SOLE 0 0 4420 ISHARES TR CORE S&P500 ETF 464287200 287 1112 SH SOLE 0 0 1112 ISHARES TR S&P 500 GRWT ETF 464287309 562 3404 SH SOLE 0 0 3404 ISHARES TR S&P 500 VAL ETF 464287408 1955 20315 SH SOLE 0 0 20315 ISHARES TR NATIONAL MUN ETF 464288414 537 4754 SH SOLE 0 0 4754 ISHARES TR IBOXX HI YD ETF 464288513 384 4979 SH SOLE 0 0 4979 ISHARES TR CORE MSCI EAFE 46432F842 3273 65600 SH SOLE 0 0 65600 MICROSOFT CORP COM 594918104 1151 7298 SH SOLE 0 0 7298 NIKE INC CL B 654106103 359 4339 SH SOLE 0 0 4339 NVIDIA CORP COM 67066G104 1583 6004 SH SOLE 0 0 6004 ORACLE CORP COM 68389X105 14262 295093 SH SOLE 0 0 295093 PEPSICO INC COM 713448108 296 2461 SH SOLE 0 0 2461 SPDR S&P 500 ETF TR TR UNIT 78462F103 5709 22150 SH SOLE 0 0 22150 SPDR SER TR BLOOMBERG BRCLYS 78468R622 663 7001 SH SOLE 0 0 7001 SYNOPSYS INC COM 871607107 526 4083 SH SOLE 0 0 4083 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2665 38152 SH SOLE 0 0 38152 VANGUARD INDEX FDS GROWTH ETF 922908736 39612 252808 SH SOLE 0 0 252808 VANGUARD INDEX FDS VALUE ETF 922908744 38584 433232 SH SOLE 0 0 433232 VANGUARD INDEX FDS SMALL CP ETF 922908751 7005 60678 SH SOLE 0 0 60678 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 203 3234 SH SOLE 0 0 3234 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 13456 401065 SH SOLE 0 0 401065 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 762 13974 SH SOLE 0 0 13974 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2250 25839 SH SOLE 0 0 25839 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 248 2398 SH SOLE 0 0 2398 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 22171 665003 SH SOLE 0 0 665003 VISA INC COM CL A 92826C839 2425 15050 SH SOLE 0 0 15050 WISDOMTREE TR US LARGECAP DIVD 97717W307 258 3186 SH SOLE 0 0 3186