Goldstein Munger & Associates

Goldstein Munger & Associates as of March 31, 2022

Portfolio Holdings for Goldstein Munger & Associates

Goldstein Munger & Associates holds 36 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 42.6 $164M 657k 250.07
Ishares Tr Msci Eafe Etf (EFA) 8.5 $33M 445k 73.60
Ishares Tr Russell 2000 Etf (IWM) 5.6 $22M 105k 205.27
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.5 $21M 440k 48.03
Ishares Gold Tr Ishares New (IAU) 5.2 $20M 548k 36.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $17M 374k 46.13
Ishares Tr Rus 1000 Grw Etf (IWF) 4.3 $17M 60k 277.63
Ishares Tr Msci Emg Mkt Etf (EEM) 3.5 $13M 296k 45.15
Ishares Tr Rus 1000 Val Etf (IWD) 3.1 $12M 73k 165.97
Spdr Gold Tr Gold Shs (GLD) 3.1 $12M 65k 180.64
Vanguard Whitehall Fds High Div Yld (VYM) 2.2 $8.5M 76k 112.25
Vanguard World Fds Health Car Etf (VHT) 2.1 $8.0M 31k 254.37
Ishares Tr Russell 3000 Etf (IWV) 1.6 $6.3M 24k 262.37
Intel Corporation (INTC) 1.6 $6.1M 123k 49.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.6M 16k 227.64
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $3.2M 20k 161.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.2M 7.0k 451.59
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $2.9M 11k 255.75
Vanguard Index Fds Value Etf (VTV) 0.5 $2.1M 14k 147.75
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.7M 5.8k 287.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.2M 16k 76.40
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.2M 14k 82.88
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $781k 7.2k 107.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $769k 2.9k 268.51
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $763k 7.9k 96.31
Ishares Tr Eafe Value Etf (EFV) 0.2 $758k 15k 50.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $695k 13k 53.35
Cadence Design Systems (CDNS) 0.1 $510k 3.1k 164.52
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $453k 4.4k 102.49
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $342k 2.7k 125.00
Avid Technology 0.1 $302k 8.7k 34.85
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $300k 5.2k 57.19
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $299k 11k 27.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $250k 3.2k 78.12
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $223k 3.2k 68.83
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $213k 4.3k 49.53