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Goldstein Munger & Associates

Latest statistics and disclosures from Goldstein Munger & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWB, EFA, IWM, IAU, VEA, and represent 67.64% of Goldstein Munger & Associates's stock portfolio.
Added to shares of these 8 stocks: IWB, EEM, EFA, IWM, VV, IWV, VTWO, VHT.
Started 1 new stock position in VV.
Reduced shares in these 9 stocks: GLD, IAU, VWO, VEA, VSGX, AOA, CDNS, IWN, IWF.
Sold out of its positions in AOA, VSGX.
Goldstein Munger & Associates was a net seller of stock by $-5.4M.
Goldstein Munger & Associates has $304M in assets under management (AUM), dropping by -8.63%.
Central Index Key (CIK): 0001570251

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Portfolio Holdings for Goldstein Munger & Associates

Goldstein Munger & Associates holds 32 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Etf (IWB)	42.8	$130M		658k	197.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	8.1	$25M		438k	56.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	5.8	$18M		106k	164.92	View chart
Ishares Gold Tr Ishares New (IAU)	5.6	$17M	-15%	535k	31.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.4	$17M		454k	36.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.4	$13M	-3%	364k	36.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.1	$12M		59k	210.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.6	$11M	+4%	311k	34.88	View chart
Spdr Gold Tr Gold Shs (GLD)	3.5	$11M	-24%	68k	154.67	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.3	$9.9M		73k	135.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.4	$7.2M		76k	94.88	View chart
Vanguard World Fds Health Car Etf (VHT)	2.4	$7.2M		32k	223.71	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.7	$5.1M		25k	207.04	View chart
Intel Corporation (INTC)	1.0	$3.2M		123k	25.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.9M		16k	179.47	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.8	$2.5M		20k	128.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.4M		6.7k	357.19	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.8	$2.3M		11k	206.58	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.6M		13k	123.48	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.4	$1.2M	+5%	18k	66.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$922k		16k	57.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$632k		7.2k	87.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$628k		2.9k	219.27	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$581k		15k	38.51	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$575k		7.9k	72.58	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$546k		13k	41.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$438k		2.0k	213.87	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$364k		4.4k	82.35	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$278k		2.7k	101.61	View chart
Cadence Design Systems (CDNS)	0.1	$261k	-30%	1.6k	163.12	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$241k		11k	22.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$206k	NEW	1.3k	163.88	View chart

Past Filings by Goldstein Munger & Associates

SEC 13F filings are viewable for Goldstein Munger & Associates going back to 2014

Goldstein Munger & Associates 2022 Q3 filed Nov. 8, 2022
Goldstein Munger & Associates 2022 Q2 filed Aug. 10, 2022
Goldstein Munger & Associates 2022 Q1 filed May 10, 2022
Goldstein Munger & Associates 2021 Q4 filed Feb. 8, 2022
Goldstein Munger & Associates 2021 Q3 filed Nov. 12, 2021
Goldstein Munger & Associates 2021 Q2 filed July 14, 2021
Goldstein Munger & Associates 2021 Q1 filed April 27, 2021
Goldstein Munger & Associates 2020 Q4 filed Feb. 10, 2021
Goldstein Munger & Associates 2020 Q3 filed Nov. 10, 2020
Goldstein Munger & Associates 2020 Q2 filed Aug. 12, 2020
Goldstein Munger & Associates 2020 Q1 filed April 29, 2020
Goldstein Munger & Associates 2019 Q4 filed Feb. 10, 2020
Goldstein Munger & Associates 2019 Q3 filed Nov. 8, 2019
Goldstein Munger & Associates 2019 Q2 filed Aug. 2, 2019
Goldstein Munger & Associates 2019 Q1 filed May 2, 2019
Goldstein Munger & Associates 2018 Q4 filed Feb. 8, 2019

View all past filings

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