0001085146-21-002449.txt : 20210813 0001085146-21-002449.hdr.sgml : 20210813 20210813141952 ACCESSION NUMBER: 0001085146-21-002449 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210813 DATE AS OF CHANGE: 20210813 EFFECTIVENESS DATE: 20210813 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: 211171425 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 06-30-2021 06-30-2021 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 08-12-2021 0 21 305491 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 8215 59983 SH SOLE 0 0 59983 GILEAD SCIENCES INC COM 375558103 4921 71463 SH SOLE 0 0 71463 INVESCO QQQ TR UNIT SER 1 46090E103 7006 19768 SH SOLE 0 0 19768 ISHARES INC CORE MSCI EMKT 46434G103 6991 104352 SH SOLE 0 0 104352 ISHARES TR CALIF MUN BD ETF 464288356 789 12599 SH SOLE 0 0 12599 ISHARES TR CORE MSCI EAFE 46432F842 12986 173471 SH SOLE 0 0 173471 ISHARES TR CORE S&P SCP ETF 464287804 1430 12654 SH SOLE 0 0 12654 ISHARES TR S&P 500 GRWT ETF 464287309 6003 82533 SH SOLE 0 0 82533 ISHARES TR S&P 500 VAL ETF 464287408 10145 68717 SH SOLE 0 0 68717 ORACLE CORP COM 68389X105 22285 286295 SH SOLE 0 0 286295 SKILLZ INC COM 83067L109 890 40966 SH SOLE 0 0 40966 SNOWFLAKE INC CL A 833445109 10487 43369 SH SOLE 0 0 43369 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 806 14112 SH SOLE 0 0 14112 VANGUARD INDEX FDS GROWTH ETF 922908736 72505 252797 SH SOLE 0 0 252797 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4584 45038 SH SOLE 0 0 45038 VANGUARD INDEX FDS SMALL CP ETF 922908751 14331 63614 SH SOLE 0 0 63614 VANGUARD INDEX FDS VALUE ETF 922908744 60627 441049 SH SOLE 0 0 441049 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 21381 393676 SH SOLE 0 0 393676 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3525 37076 SH SOLE 0 0 37076 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1073 20098 SH SOLE 0 0 20098 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 34511 669860 SH SOLE 0 0 669860