Goldstein Munger & Associates

Goldstein Munger & Associates as of March 31, 2020

Portfolio Holdings for Goldstein Munger & Associates

Goldstein Munger & Associates holds 36 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 41.5 $84M 595k 141.53
iShares Gold Trust 8.1 $16M 1.1M 15.07
iShares MSCI EAFE Index Fund (EFA) 6.6 $14M 252k 53.46
iShares Russell 2000 Index (IWM) 6.0 $12M 107k 114.46
Vanguard Emerging Markets ETF (VWO) 4.8 $9.7M 289k 33.55
SPDR Gold Trust (GLD) 4.8 $9.7M 65k 148.05
iShares Russell 1000 Growth Index (IWF) 4.6 $9.4M 62k 150.65
Vanguard Europe Pacific ETF (VEA) 3.2 $6.5M 195k 33.34
iShares Russell 1000 Value Index (IWD) 3.2 $6.5M 65k 99.17
iShares MSCI Emerging Markets Indx (EEM) 3.1 $6.3M 183k 34.13
iShares Cohen & Steers Realty Maj. (ICF) 2.9 $5.8M 64k 91.58
Vanguard High Dividend Yield ETF (VYM) 2.7 $5.4M 77k 70.75
Vanguard REIT ETF (VNQ) 1.1 $2.3M 34k 69.84
iShares Russell 2000 Growth Index (IWO) 0.9 $1.9M 12k 158.20
Vanguard Total Stock Market ETF (VTI) 0.8 $1.7M 13k 128.89
Doubleline Total Etf etf (TOTL) 0.7 $1.5M 31k 47.97
iShares Russell 2000 Value Index (IWN) 0.7 $1.5M 18k 82.01
Vanguard Growth ETF (VUG) 0.5 $957k 6.1k 156.71
Spdr S&p 500 Etf (SPY) 0.5 $939k 3.6k 258.46
iShares Russell 3000 Index (IWV) 0.4 $842k 5.7k 148.34
iShares S&P 500 Growth Index (IVW) 0.3 $693k 4.2k 165.00
Amazon (AMZN) 0.3 $587k 301.00 1950.17
iShares MSCI EAFE Growth Index (EFG) 0.3 $563k 7.9k 71.07
Vanguard Total Bond Market ETF (BND) 0.2 $489k 5.7k 85.27
Vanguard Value ETF (VTV) 0.2 $441k 5.0k 89.04
iShares MSCI EAFE Value Index (EFV) 0.2 $429k 12k 35.65
iShares S&P MidCap 400 Index (IJH) 0.2 $412k 2.9k 143.85
iShares S&P SmallCap 600 Index (IJR) 0.2 $399k 7.1k 56.15
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $313k 3.1k 100.00
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $253k 3.2k 79.06
Schwab Emerging Markets Equity ETF (SCHE) 0.1 $222k 11k 20.65
Vanguard Scottsdale Fds vng rus2000idx (VTWO) 0.1 $228k 2.5k 92.12
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $219k 4.0k 54.22
Invesco Qqq Trust Series 1 (QQQ) 0.1 $221k 1.2k 190.52
iShares S&P SmallCap 600 Growth (IJT) 0.1 $204k 1.5k 137.56
iShares S&P 1500 Index Fund (ITOT) 0.1 $205k 3.6k 57.13