$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TRrus 1000 val etf | $12,252,000 | +7.3% | 72,957 | 0.0% | 3.09% | +0.8% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $8,520,000 | +8.5% | 75,998 | 0.0% | 2.15% | +1.9% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $3,915,000 | +8.8% | 16,214 | 0.0% | 0.99% | +2.2% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $3,194,000 | +10.7% | 6,726 | 0.0% | 0.80% | +4.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $2,105,000 | +8.7% | 14,308 | 0.0% | 0.53% | +2.1% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $1,877,000 | +10.6% | 5,848 | 0.0% | 0.47% | +4.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $1,333,000 | +13.3% | 15,930 | 0.0% | 0.34% | +6.3% | |
| EFG | ISHARES TReafe grwth etf | $874,000 | +3.7% | 7,922 | 0.0% | 0.22% | -2.7% | |
| IJH | ISHARES TRcore s&p mcp etf | $811,000 | +7.6% | 2,864 | 0.0% | 0.20% | +1.0% | |
| EFV | ISHARES TReafe value etf | $760,000 | -0.9% | 15,088 | 0.0% | 0.19% | -6.8% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $736,000 | +8.7% | 6,514 | 0.0% | 0.19% | +2.2% | |
| IJS | ISHARES TRsp smcp600vl etf | $462,000 | +3.8% | 4,420 | 0.0% | 0.12% | -2.5% | |
| IJT | ISHARES TRs&p sml 600 gwt | $380,000 | +6.7% | 2,736 | 0.0% | 0.10% | 0.0% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $318,000 | -3.0% | 10,752 | 0.0% | 0.08% | -9.1% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $260,000 | -1.5% | 3,200 | 0.0% | 0.07% | -7.0% | |
| AOA | ISHARES TRaggres alloc etf | $236,000 | +4.4% | 3,240 | 0.0% | 0.06% | -3.3% |
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.