$225 Million is the total value of Goldstein Munger & Associates's 37 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $7,080,000 | +12.9% | 29 | 0.0% | 3.15% | +10.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $4,483,000 | +12.8% | 27,509 | 0.0% | 2.00% | +10.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $2,834,000 | -1.4% | 3,576 | 0.0% | 1.26% | -3.7% | |
| GOOG | ALPHABET INCcap stk cl c | $2,496,000 | -0.7% | 3,234 | 0.0% | 1.11% | -3.1% | |
| IWO | ISHARES TRrus 2000 grw etf | $2,389,000 | +3.4% | 15,516 | 0.0% | 1.06% | +0.9% | |
| AAPL | APPLE INC | $872,000 | +2.5% | 7,526 | 0.0% | 0.39% | 0.0% | |
| AGG | ISHARES TRcore us aggbd et | $346,000 | -3.9% | 3,205 | 0.0% | 0.15% | -6.1% | |
| QQQ | POWERSHARES QQQ TRUSTunit ser 1 | $295,000 | -0.3% | 2,490 | 0.0% | 0.13% | -3.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-19
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.