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

Tip: Access up to 7 years of quarterly data

Positions held by Goldstein Munger & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

View all past filings