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
+19.96%
+7.43%
42,124.7
 
EFA
iShares MSCI EAFE ETF
438,092
24,538.0
+1.25%
8.090
+0.10%
0.060
+18.54%
+20.78%
64,740.4
 
IWM
iShares Russell 2000 ETF
106,066
17,492.0
+1.21%
5.760
+0.07%
0.040
+24.47%
+2.59%
66,987.1
 
IAU
iShares Gold Trust
534,645
16,857.0
-15.95%
5.550
-1.05%
0.070
+4.55%
+26.30%
47,109.4
 
VEA
Vanguard FTSE Developed Markets ETF
454,263
16,517.0
-1.64%
5.440
-0.09%
0.020
+20.13%
+21.36%
158,533.4
 
VWO
Vanguard FTSE Emerging Markets ETF
363,566
13,267.0
-3.23%
4.370
-0.15%
0.020
+18.77%
+13.23%
84,767.5
 
IWF
iShares Russell 1000 Growth ETF
58,777
12,367.0
-0.34%
4.070
-0.01%
0.020
+24.90%
+7.07%
112,910.4
 
EEM
iShares MSCI Emerging Markets ETF
311,157
10,853.0
+4.98%
3.580
+0.17%
0.050
+20.68%
+16.81%
18,397.5
 
GLD
SPDR Gold Shares ETF
68,009
10,519.0
-24.02%
3.470
-1.09%
0.020
+4.50%
+26.18%
101,766.8
 
IWD
iShares Russell 1000 Value ETF
73,171
9,950.0
0%
3.280
0%
0.020
+14.43%
+7.67%
64,686.8
 

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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