Goldstein Munger & Associates

Goldstein Munger & Associates as of March 31, 2021

Portfolio Holdings for Goldstein Munger & Associates

Goldstein Munger & Associates holds 34 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 40.7 $146M 652k 223.83
Ishares Tr Msci Eafe Etf (EFA) 9.3 $33M 439k 75.87
Ishares Tr Russell 2000 Etf (IWM) 6.3 $23M 103k 220.94
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.8 $21M 426k 49.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.3 $19M 363k 52.05
Ishares Gold Tr Ishares 4.9 $18M 1.1M 16.26
Ishares Tr Msci Emg Mkt Etf (EEM) 4.3 $16M 291k 53.34
Ishares Tr Rus 1000 Grw Etf (IWF) 4.2 $15M 62k 243.04
Ishares Tr Rus 1000 Val Etf (IWD) 3.1 $11M 73k 151.56
Spdr Gold Tr Gold Shs (GLD) 2.9 $10M 65k 159.96
Vanguard Whitehall Fds High Div Yld (VYM) 2.1 $7.7M 76k 101.09
Vanguard World Fds Health Car Etf (VHT) 2.0 $7.2M 31k 228.75
Ishares Tr Russell 3000 Etf (IWV) 1.7 $6.3M 26k 237.22
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $3.6M 18k 206.67
Ishares Tr Rus 2000 Grw Etf (IWO) 1.0 $3.4M 11k 300.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $3.2M 20k 159.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.8M 7.0k 396.78
Vanguard Index Fds Value Etf (VTV) 0.5 $1.9M 14k 131.46
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.6M 6.1k 257.11
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.2M 6.9k 178.25
Amazon (AMZN) 0.3 $1.1M 360.00 3094.44
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 17k 65.12
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $796k 7.9k 100.48
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $771k 7.1k 108.50
Ishares Tr Eafe Value Etf (EFV) 0.2 $769k 15k 50.97
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $746k 2.9k 260.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $642k 6.6k 96.77
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $445k 4.4k 100.68
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $380k 3.0k 128.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $342k 11k 31.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $264k 3.2k 82.50
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $260k 4.2k 61.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $231k 725.00 318.62
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $217k 3.2k 66.98