Goldstein Munger & Associates

Goldstein Munger & Associates as of March 31, 2019

Portfolio Holdings for Goldstein Munger & Associates

Goldstein Munger & Associates holds 35 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 42.8 $98M 623k 157.31
iShares Russell 2000 Index (IWM) 7.5 $17M 112k 153.09
iShares Gold Trust 6.0 $14M 1.1M 12.38
iShares MSCI EAFE Index Fund (EFA) 5.1 $12M 179k 64.86
iShares Russell 1000 Growth Index (IWF) 4.5 $10M 68k 151.36
Vanguard Emerging Markets ETF (VWO) 4.3 $10M 235k 42.50
Vanguard Europe Pacific ETF (VEA) 3.6 $8.2M 201k 40.89
iShares Russell 1000 Value Index (IWD) 3.6 $8.2M 66k 123.48
SPDR Gold Trust (GLD) 3.5 $8.1M 67k 122.02
iShares Cohen & Steers Realty Maj. (ICF) 3.0 $6.9M 62k 111.19
Vanguard High Dividend Yield ETF (VYM) 3.0 $6.8M 79k 85.66
iShares MSCI Emerging Markets Indx (EEM) 2.2 $5.0M 116k 42.92
Alphabet Inc Class A cs (GOOGL) 1.2 $2.8M 2.3k 1176.75
Vanguard REIT ETF (VNQ) 1.1 $2.5M 29k 86.90
iShares Russell 2000 Growth Index (IWO) 1.1 $2.5M 13k 196.66
Vanguard Total Stock Market ETF (VTI) 1.1 $2.4M 17k 144.68
Alphabet Inc Class C cs (GOOG) 0.9 $2.1M 1.8k 1173.22
iShares Russell 2000 Value Index (IWN) 0.9 $2.1M 18k 119.90
Spdr S&p 500 Etf (SPY) 0.8 $1.8M 6.3k 282.96
Doubleline Total Etf etf (TOTL) 0.5 $1.2M 25k 48.35
Vanguard Growth ETF (VUG) 0.4 $954k 6.1k 156.50
Schwab Emerging Markets Equity ETF (SCHE) 0.4 $832k 32k 26.01
iShares S&P 500 Growth Index (IVW) 0.3 $724k 4.2k 172.38
iShares Russell 3000 Index (IWV) 0.3 $630k 3.8k 166.67
iShares MSCI EAFE Growth Index (EFG) 0.3 $612k 7.9k 77.48
iShares S&P MidCap 400 Index (IJH) 0.2 $543k 2.9k 189.59
iShares S&P SmallCap 600 Index (IJR) 0.2 $548k 7.1k 77.12
Amazon (AMZN) 0.2 $536k 301.00 1780.73
iShares MSCI EAFE Value Index (EFV) 0.2 $534k 11k 48.91
Vanguard Value ETF (VTV) 0.2 $533k 5.0k 107.61
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $462k 3.1k 147.60
SPDR DJ Wilshire REIT (RWR) 0.1 $290k 2.9k 98.84
iShares S&P SmallCap 600 Growth (IJT) 0.1 $265k 1.5k 178.69
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $231k 2.9k 79.66
Invesco Qqq Trust Series 1 (QQQ) 0.1 $208k 1.2k 179.31