Goldstein Munger & Associates

Goldstein Munger & Associates as of Sept. 30, 2022

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
Ishares Tr Msci Eafe Etf (EFA) 8.1 $25M 438k 56.01
Ishares Tr Russell 2000 Etf (IWM) 5.8 $18M 106k 164.92
Ishares Gold Tr Ishares New (IAU) 5.6 $17M 535k 31.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.4 $17M 454k 36.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.4 $13M 364k 36.49
Ishares Tr Rus 1000 Grw Etf (IWF) 4.1 $12M 59k 210.41
Ishares Tr Msci Emg Mkt Etf (EEM) 3.6 $11M 311k 34.88
Spdr Gold Tr Gold Shs (GLD) 3.5 $11M 68k 154.67
Ishares Tr Rus 1000 Val Etf (IWD) 3.3 $9.9M 73k 135.98
Vanguard Whitehall Fds High Div Yld (VYM) 2.4 $7.2M 76k 94.88
Vanguard World Fds Health Car Etf (VHT) 2.4 $7.2M 32k 223.71
Ishares Tr Russell 3000 Etf (IWV) 1.7 $5.1M 25k 207.04
Intel Corporation (INTC) 1.0 $3.2M 123k 25.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.9M 16k 179.47
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $2.5M 20k 128.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.4M 6.7k 357.19
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $2.3M 11k 206.58
Vanguard Index Fds Value Etf (VTV) 0.5 $1.6M 13k 123.48
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $1.2M 18k 66.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $922k 16k 57.88
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $632k 7.2k 87.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $628k 2.9k 219.27
Ishares Tr Eafe Value Etf (EFV) 0.2 $581k 15k 38.51
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $575k 7.9k 72.58
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $546k 13k 41.98
Vanguard Index Fds Growth Etf (VUG) 0.1 $438k 2.0k 213.87
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $364k 4.4k 82.35
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $278k 2.7k 101.61
Cadence Design Systems (CDNS) 0.1 $261k 1.6k 163.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $241k 11k 22.41
Vanguard Index Fds Large Cap Etf (VV) 0.1 $206k 1.3k 163.88