GM

Goldstein Munger & Associates

13F
Goldstein Munger & Associates
Last update 2022-11-08 32 Stocks (1 new)
Value $303.00 Mil Turnover 1 %
Countries:
Goldstein Munger & Associates Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWB
iShares Russell 1000 ETF
658,245
129,891.0
+0.81%
42.800
+0.34%
0.500
+15.34%
+6.99%
41,950.9
 
EFA
iShares MSCI EAFE ETF
438,092
24,538.0
+1.25%
8.090
+0.10%
0.060
+16.28%
+20.86%
64,782.5
 
IWM
iShares Russell 2000 ETF
106,066
17,492.0
+1.21%
5.760
+0.07%
0.040
+17.84%
+1.39%
66,203.0
 
IAU
iShares Gold Trust
534,645
16,857.0
-15.95%
5.550
-1.05%
0.070
+7.07%
+26.25%
47,090.6
 
VEA
Vanguard FTSE Developed Markets ETF
454,263
16,517.0
-1.64%
5.440
-0.09%
0.020
+17.70%
+21.31%
158,468.7
 
VWO
Vanguard FTSE Emerging Markets ETF
363,566
13,267.0
-3.23%
4.370
-0.15%
0.020
+17.06%
+13.05%
84,639.5
 
IWF
iShares Russell 1000 Growth ETF
58,777
12,367.0
-0.34%
4.070
-0.01%
0.020
+19.94%
+6.94%
112,776.2
 
EEM
iShares MSCI Emerging Markets ETF
311,157
10,853.0
+4.98%
3.580
+0.17%
0.050
+18.37%
+16.59%
18,361.8
 
GLD
SPDR Gold Shares ETF
68,009
10,519.0
-24.02%
3.470
-1.09%
0.020
+7.03%
+26.14%
101,740.2
 
IWD
iShares Russell 1000 Value ETF
73,171
9,950.0
0%
3.280
0%
0.020
+10.16%
+6.81%
64,166.3
 

Goldstein Munger & Associates's Historical Top Holdings Breakdowns

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Goldstein Munger & Associates Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Goldstein Munger & Associates's Hypothetical Growth since 2022-09-30

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