Goldstein Munger & Associates

Goldstein Munger & Associates as of June 30, 2021

Portfolio Holdings for Goldstein Munger & Associates

Goldstein Munger & Associates holds 33 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 41.5 $157M 650k 242.08
Ishares Tr Msci Eafe Etf (EFA) 9.1 $35M 440k 78.88
Ishares Tr Russell 2000 Etf (IWM) 6.2 $24M 103k 229.37
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.8 $22M 425k 51.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.2 $20M 366k 54.31
Ishares Gold Tr Ishares New (IAU) 4.8 $18M 541k 33.71
Ishares Tr Rus 1000 Grw Etf (IWF) 4.4 $17M 61k 271.49
Ishares Tr Msci Emg Mkt Etf (EEM) 4.2 $16M 291k 55.15
Ishares Tr Rus 1000 Val Etf (IWD) 3.1 $12M 73k 158.62
Spdr Gold Tr Gold Shs (GLD) 2.8 $11M 65k 165.63
Vanguard Whitehall Fds High Div Yld (VYM) 2.1 $8.0M 76k 104.77
Vanguard World Fds Health Car Etf (VHT) 2.0 $7.7M 31k 247.14
Ishares Tr Russell 3000 Etf (IWV) 1.7 $6.3M 25k 255.92
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $3.9M 18k 222.79
Ishares Tr Rus 2000 Grw Etf (IWO) 0.9 $3.5M 11k 311.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $3.3M 20k 165.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.9M 6.7k 428.34
Vanguard Index Fds Value Etf (VTV) 0.5 $2.0M 14k 137.48
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.7M 5.8k 286.76
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.3M 14k 92.58
Amazon (AMZN) 0.3 $1.2M 360.00 3438.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.2M 16k 72.76
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $850k 7.9k 107.30
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $803k 7.1k 113.00
Ishares Tr Eafe Value Etf (EFV) 0.2 $781k 15k 51.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $770k 2.9k 268.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $679k 6.5k 104.24
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $466k 4.4k 105.43
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $363k 2.7k 132.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $354k 11k 32.92
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $271k 4.2k 64.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $265k 3.2k 82.81
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $229k 3.2k 70.68