$373 Million is the total value of Goldstein Munger & Associates's 33 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES TRrus 1000 grw etf | $16,603,000 | +0.5% | 60,587 | -0.4% | 4.46% | +2.3% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $11,418,000 | -1.5% | 72,957 | -0.1% | 3.06% | +0.2% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $7,641,000 | -0.9% | 30,916 | -0.9% | 2.05% | +0.8% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $6,113,000 | -2.5% | 23,985 | -2.1% | 1.64% | -0.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,600,000 | -7.7% | 16,214 | -7.4% | 0.97% | -6.1% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,215,000 | -4.6% | 13,744 | -0.0% | 0.33% | -3.0% |
| AMZN | Exit | AMAZON COM INC | $0 | – | -360 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
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.