$339 Million is the total value of Goldstein Munger & Associates's 39 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDSvalue etf | $1,678,000 | +13.8% | 14,108 | 0.0% | 0.50% | 0.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $1,550,000 | +11.3% | 6,118 | 0.0% | 0.46% | -2.1% | |
| EFG | ISHARES TReafe grwth etf | $799,000 | +12.2% | 7,922 | 0.0% | 0.24% | -1.3% | |
| EFV | ISHARES TReafe value etf | $712,000 | +16.9% | 15,088 | 0.0% | 0.21% | +2.4% | |
| IJH | ISHARES TRcore s&p mcp etf | $658,000 | +23.9% | 2,864 | 0.0% | 0.19% | +9.0% | |
| IJR | ISHARES TRcore s&p scp etf | $653,000 | +30.9% | 7,106 | 0.0% | 0.19% | +14.9% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $506,000 | 0.0% | 5,735 | 0.0% | 0.15% | -12.4% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $330,000 | +14.6% | 10,752 | 0.0% | 0.10% | 0.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $266,000 | +0.4% | 3,200 | 0.0% | 0.08% | -11.2% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $227,000 | +12.9% | 725 | 0.0% | 0.07% | -1.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
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.