$397 Million is the total value of Goldstein Munger & Associates's 33 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Buy | ISHARES TRrus 1000 etf | $173,083,000 | +9.9% | 654,551 | +0.5% | 43.63% | +3.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $34,961,000 | +1.5% | 444,347 | +0.6% | 8.81% | -4.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $23,111,000 | +2.6% | 103,894 | +0.8% | 5.82% | -3.7% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $22,016,000 | +2.3% | 431,184 | +1.1% | 5.55% | -3.9% |
| IAU | Buy | ISHARES GOLD TRishares new | $19,028,000 | +4.9% | 546,618 | +0.7% | 4.80% | -1.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $18,573,000 | +0.7% | 375,524 | +1.8% | 4.68% | -5.4% |
| GLD | Buy | SPDR GOLD TR | $11,146,000 | +4.3% | 65,199 | +0.2% | 2.81% | -2.0% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $8,333,000 | +9.1% | 31,278 | +1.2% | 2.10% | +2.4% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $6,687,000 | +9.4% | 24,096 | +0.5% | 1.68% | +2.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $829,000 | +6.8% | 7,236 | +1.8% | 0.21% | +0.5% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $325,000 | +8.3% | 5,246 | +8.1% | 0.08% | +2.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-08
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.