$230 Million is the total value of Goldstein Munger & Associates's 32 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MUB | Sell | ISHARES TRnational mun etf | $23,724,000 | -3.0% | 212,485 | -3.8% | 10.30% | -5.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $10,514,000 | -28.2% | 183,947 | -26.2% | 4.56% | -29.7% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $9,990,000 | +0.2% | 100,124 | -0.1% | 4.34% | -2.0% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $8,752,000 | +3.3% | 126,764 | -0.1% | 3.80% | +1.1% |
| GLD | Sell | SPDR GOLD TRUST | $7,227,000 | -4.2% | 61,432 | -17.4% | 3.14% | -6.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,230,000 | -6.1% | 180,167 | -11.2% | 2.70% | -8.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,143,000 | -48.8% | 20,157 | -49.3% | 1.80% | -49.9% |
| EFG | Sell | ISHARES TReafe grwth etf | $916,000 | -7.0% | 13,912 | -5.2% | 0.40% | -8.9% |
| EFV | Sell | ISHARES TReafe value etf | $791,000 | -8.9% | 17,643 | -5.4% | 0.34% | -10.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR INDEX | 52 | Q3 2022 | 44.0% |
| ISHARES TR INDEX | 52 | Q3 2022 | 10.8% |
| ISHARES TR INDEX | 52 | Q3 2022 | 8.0% |
| ISHARES TR INDEX | 52 | Q3 2022 | 5.9% |
| ISHARES TR INDEX | 52 | Q3 2022 | 5.9% |
| SPDR GOLD TRUST | 52 | Q3 2022 | 5.2% |
| ISHARES TR INDEX | 52 | Q3 2022 | 6.8% |
| ISHARES TR INDEX | 52 | Q3 2022 | 1.3% |
| ISHARES TR INDEX | 52 | Q3 2022 | 1.3% |
| ISHARES TR | 52 | Q3 2022 | 2.4% |
View Goldstein Munger & Associates's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-07-14 |
| 13F-HR | 2021-04-27 |
| 13F-HR | 2021-02-10 |
| 13F-HR | 2020-11-10 |
| 13F-HR | 2020-08-12 |
View Goldstein Munger & Associates's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.