Goldstein Munger & Associates as of March 31, 2013
Portfolio Holdings for Goldstein Munger & Associates
Goldstein Munger & Associates holds 31 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Russell 1000 Index (IWB) | 26.6 | $71M | 818k | 87.21 | |
Vanguard High Dividend Yield ETF (VYM) | 9.2 | $25M | 453k | 54.81 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 8.2 | $22M | 200k | 110.17 | |
Vanguard Emerging Markets ETF (VWO) | 7.8 | $21M | 490k | 42.89 | |
iShares Gold Trust | 6.6 | $18M | 1.1k | 15524.89 | |
iShares Russell 2000 Index (IWM) | 6.0 | $16M | 169k | 94.43 | |
iShares MSCI EAFE Index Fund (EFA) | 4.5 | $12M | 203k | 58.98 | |
Spdr S&p 500 Etf (SPY) | 3.9 | $11M | 67k | 156.67 | |
iShares Russell 1000 Growth Index (IWF) | 3.2 | $8.7M | 122k | 71.37 | |
iShares Russell 1000 Value Index (IWD) | 3.2 | $8.6M | 106k | 81.17 | |
iShares MSCI Canada Index (EWC) | 3.0 | $8.0M | 280k | 28.51 | |
iShares Cohen & Steers Realty Maj. (ICF) | 2.9 | $7.8M | 95k | 82.45 | |
SPDR Gold Trust (GLD) | 2.8 | $7.5M | 49k | 154.48 | |
Berkshire Hathaway (BRK.B) | 1.9 | $5.1M | 49k | 104.20 | |
Berkshire Hathaway (BRK.A) | 1.7 | $4.5M | 29.00 | 156275.86 | |
Intel Corporation (INTC) | 1.6 | $4.2M | 192k | 21.83 | |
Vanguard REIT ETF (VNQ) | 1.2 | $3.3M | 46k | 70.53 | |
1.1 | $2.8M | 3.6k | 794.20 | ||
iShares MSCI Emerging Markets Indx (EEM) | 1.0 | $2.7M | 62k | 42.76 | |
iShares Russell 2000 Value Index (IWN) | 0.9 | $2.4M | 28k | 83.81 | |
iShares Russell 2000 Growth Index (IWO) | 0.8 | $2.3M | 21k | 107.62 | |
iShares MSCI EAFE Growth Index (EFG) | 0.4 | $1.1M | 18k | 63.31 | |
iShares MSCI EAFE Value Index (EFV) | 0.4 | $1.1M | 22k | 49.73 | |
Crocs (CROX) | 0.2 | $674k | 46k | 14.81 | |
Apple (AAPL) | 0.2 | $592k | 1.3k | 442.78 | |
iShares Russell 3000 Index (IWV) | 0.2 | $521k | 5.6k | 93.45 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $360k | 3.3k | 110.63 | |
General Electric Company | 0.1 | $280k | 12k | 23.15 | |
Wells Fargo & Company (WFC) | 0.1 | $255k | 6.9k | 36.96 | |
PowerShares DB US Dollar Index Bearish | 0.1 | $245k | 9.4k | 26.06 | |
Facebook Inc cl a (META) | 0.1 | $205k | 8.0k | 25.62 |