$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES TRrus 1000 grw etf | $18,277,000 | +10.1% | 59,809 | -1.3% | 4.61% | +3.4% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $14,209,000 | -3.4% | 290,875 | -0.3% | 3.58% | -9.2% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $3,322,000 | +3.0% | 20,006 | -0.6% | 0.84% | -3.2% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $3,290,000 | -1.3% | 11,226 | -1.2% | 0.83% | -7.4% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,234,000 | +1.6% | 13,739 | -0.0% | 0.31% | -4.6% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $282,000 | -0.7% | 5,232 | -0.2% | 0.07% | -6.6% |
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.