GM
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Goldstein Munger & Associates13F | |
Goldstein Munger & Associates | |
Last update 2022-11-08 | 32 Stocks (1 new) |
Value $303.00 Mil | Turnover 1 % |
Goldstein Munger & Associates Top Holdings of 2022-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IWB | iShares Russell 1000 ETF | 658,245 | 129,891.0 | +0.81% | 42.800 | +0.34% | 0.500 | +15.34% | +6.99% | 41,950.9 | ||
EFA | iShares MSCI EAFE ETF | 438,092 | 24,538.0 | +1.25% | 8.090 | +0.10% | 0.060 | +16.28% | +20.86% | 64,782.5 | ||
IWM | iShares Russell 2000 ETF | 106,066 | 17,492.0 | +1.21% | 5.760 | +0.07% | 0.040 | +17.84% | +1.39% | 66,203.0 | ||
IAU | iShares Gold Trust | 534,645 | 16,857.0 | -15.95% | 5.550 | -1.05% | 0.070 | +7.07% | +26.25% | 47,090.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 454,263 | 16,517.0 | -1.64% | 5.440 | -0.09% | 0.020 | +17.70% | +21.31% | 158,468.7 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 363,566 | 13,267.0 | -3.23% | 4.370 | -0.15% | 0.020 | +17.06% | +13.05% | 84,639.5 | ||
IWF | iShares Russell 1000 Growth ETF | 58,777 | 12,367.0 | -0.34% | 4.070 | -0.01% | 0.020 | +19.94% | +6.94% | 112,776.2 | ||
EEM | iShares MSCI Emerging Markets ETF | 311,157 | 10,853.0 | +4.98% | 3.580 | +0.17% | 0.050 | +18.37% | +16.59% | 18,361.8 | ||
GLD | SPDR Gold Shares ETF | 68,009 | 10,519.0 | -24.02% | 3.470 | -1.09% | 0.020 | +7.03% | +26.14% | 101,740.2 | ||
IWD | iShares Russell 1000 Value ETF | 73,171 | 9,950.0 | 0% | 3.280 | 0% | 0.020 | +10.16% | +6.81% | 64,166.3 |
Goldstein Munger & Associates's Historical Top Holdings Breakdowns
Goldstein Munger & Associates Total Holding History ($B)
Goldstein Munger & Associates's Asset Allocation
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
Goldstein Munger & Associates's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Goldstein Munger & Associates's Holdings Heat Map
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Goldstein Munger & Associates's Holdings Bubble Chart
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