0001085146-21-003060.txt : 20211109
0001085146-21-003060.hdr.sgml : 20211109
20211108203814
ACCESSION NUMBER: 0001085146-21-003060
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211109
DATE AS OF CHANGE: 20211108
EFFECTIVENESS DATE: 20211109
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: 211389513
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
09-30-2021
09-30-2021
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
11-05-2021
0
24
315017
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
APPLE INC
COM
037833100
8985
63499
SH
SOLE
0
0
63499
GILEAD SCIENCES INC
COM
375558103
2521
36095
SH
SOLE
0
0
36095
INVESCO QQQ TR
UNIT SER 1
46090E103
7073
19761
SH
SOLE
0
0
19761
ISHARES INC
CORE MSCI EMKT
46434G103
6493
105132
SH
SOLE
0
0
105132
ISHARES TR
CALIF MUN BD ETF
464288356
1238
19947
SH
SOLE
0
0
19947
ISHARES TR
CORE MSCI EAFE
46432F842
12956
174485
SH
SOLE
0
0
174485
ISHARES TR
CORE S&P SCP ETF
464287804
1386
12694
SH
SOLE
0
0
12694
ISHARES TR
S&P 500 GRWT ETF
464287309
6056
81941
SH
SOLE
0
0
81941
ISHARES TR
S&P 500 VAL ETF
464287408
10123
69614
SH
SOLE
0
0
69614
NVIDIA CORPORATION
COM
67066G104
4080
19694
SH
SOLE
0
0
19694
ORACLE CORP
COM
68389X105
28168
323283
SH
SOLE
0
0
323283
OWL ROCK CAPITAL CORPORATION
COM
69121K104
230
16293
SH
SOLE
0
0
16293
SKILLZ INC
COM
83067L109
401
40866
SH
SOLE
0
0
40866
SNOWFLAKE INC
CL A
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11607
38379
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SOLE
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TOTAL INT BD ETF
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VANGUARD INDEX FDS
REAL ESTATE ETF
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4639
45574
SH
SOLE
0
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45574
VANGUARD INDEX FDS
SMALL CP ETF
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13963
63853
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SOLE
0
0
63853
VANGUARD INDEX FDS
VALUE ETF
922908744
60321
445598
SH
SOLE
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0
445598
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
20237
404655
SH
SOLE
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0
404655
VANGUARD MUN BD FDS
TAX EXEMPT BD
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552
10078
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SOLE
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10078
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
3741
39624
SH
SOLE
0
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VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
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1156
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SOLE
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VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
34345
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SH
SOLE
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0
680233