| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,257 | -100.0% | -0.07% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -10,752 | -100.0% | -0.08% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -1,600 | -100.0% | -0.09% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -2,736 | -100.0% | -0.09% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -4,420 | -100.0% | -0.12% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -2,048 | -100.0% | -0.14% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -13,007 | -100.0% | -0.18% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -7,922 | -100.0% | -0.19% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -15,088 | -100.0% | -0.19% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -2,864 | -100.0% | -0.21% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -7,247 | -100.0% | -0.21% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -15,930 | -100.0% | -0.30% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -17,782 | -100.0% | -0.39% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -13,281 | -100.0% | -0.54% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -11,192 | -100.0% | -0.76% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -6,666 | -100.0% | -0.78% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -19,662 | -100.0% | -0.84% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -15,964 | -100.0% | -0.94% | – |
| INTC | Exit | INTEL CORP | $0 | – | -123,000 | -100.0% | -1.04% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -24,454 | -100.0% | -1.67% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -32,117 | -100.0% | -2.37% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -76,204 | -100.0% | -2.38% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -73,171 | -100.0% | -3.28% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -68,009 | -100.0% | -3.47% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -311,157 | -100.0% | -3.58% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -58,777 | -100.0% | -4.08% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -363,566 | -100.0% | -4.37% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -454,263 | -100.0% | -5.44% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -534,645 | -100.0% | -5.55% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -106,066 | -100.0% | -5.76% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -438,092 | -100.0% | -8.08% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -658,245 | -100.0% | -42.80% | – |
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.