GM
| |
Goldstein Munger & Associates13F | |
| Goldstein Munger & Associates | |
| Last update 2022-11-08 | 32 Stocks (1 new) |
| Value $303.00 Mil | Turnover 1 % |
| Portfolio Report | |
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 | 129891.000 | +0.81% | 42.800 | +0.34% | 0.500 | +4.86% | +19.10% | 37341.223 | ||
EFA | iShares MSCI EAFE ETF | 438,092 | 24538.000 | +1.25% | 8.090 | +0.10% | 0.060 | +4.89% | +9.64% | 57596.280 | ||
IWM | iShares Russell 2000 ETF | 106,066 | 17492.000 | +1.21% | 5.760 | +0.07% | 0.040 | +8.54% | +8.46% | 69932.854 | ||
IAU | iShares Gold Trust | 534,645 | 16857.000 | -15.95% | 5.550 | -1.05% | 0.070 | +14.60% | +28.75% | 31634.971 | ||
VEA | Vanguard FTSE Developed Markets ETF | 454,263 | 16517.000 | -1.64% | 5.440 | -0.09% | 0.020 | +5.16% | +8.87% | 137553.908 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 363,566 | 13267.000 | -3.23% | 4.370 | -0.15% | 0.020 | +6.81% | +13.80% | 80979.859 | ||
IWF | iShares Russell 1000 Growth ETF | 58,777 | 12367.000 | -0.34% | 4.070 | -0.01% | 0.020 | +2.86% | +23.67% | 98811.486 | ||
EEM | iShares MSCI Emerging Markets ETF | 311,157 | 10853.000 | +4.98% | 3.580 | +0.17% | 0.050 | +5.83% | +12.04% | 18346.610 | ||
GLD | SPDR Gold Shares ETF | 68,009 | 10519.000 | -24.02% | 3.470 | -1.09% | 0.020 | +14.53% | +28.54% | 74823.708 | ||
IWD | iShares Russell 1000 Value ETF | 73,171 | 9950.000 | 0% | 3.280 | 0% | 0.020 | +7.02% | +13.34% | 59728.820 |
Goldstein Munger & Associates's Historical Top Holdings Breakdowns
Goldstein Munger & Associates's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GLD | SPDR Gold Shares ETF | 2022-09-30 | Reduce | -1.09% | 151.23 ($160.81) 168.32 | $245.73 | 52.81% | Reduce -24.02% | 68,009 | -21,496 | |
IAU | iShares Gold Trust | 2022-09-30 | Reduce | -1.05% | 30.82 ($32.77) 34.3 | $50.25 | 53.34% | Reduce -15.95% | 534,645 | -101,453 | |
IWB | iShares Russell 1000 ETF | 2022-09-30 | Add | +0.34% | 197.33 ($218.33) 236.5 | $312.35 | 43.06% | Add 0.81% | 658,245 | 5,260 | |
EEM | iShares MSCI Emerging Markets ETF | 2022-09-30 | Add | +0.17% | 34.88 ($39.02) 41.05 | $45.05 | 15.45% | Add 4.98% | 311,157 | 14,747 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2022-09-30 | Reduce | -0.15% | 36.49 ($40.14) 41.97 | $46.77 | 16.52% | Reduce -3.23% | 363,566 | -12,128 | |
EFA | iShares MSCI EAFE ETF | 2022-09-30 | Add | +0.10% | 55.54 ($62.33) 66.76 | $82.61 | 32.54% | Add 1.25% | 438,092 | 5,427 | |
VEA | Vanguard FTSE Developed Markets ETF | 2022-09-30 | Reduce | -0.09% | 36.19 ($40.64) 43.61 | $52.15 | 28.32% | Reduce -1.64% | 454,263 | -7,570 | |
IWM | iShares Russell 2000 ETF | 2022-09-30 | Add | +0.07% | 164.17 ($181.52) 200.04 | $217.72 | 19.94% | Add 1.21% | 106,066 | 1,265 | |
VSGX | Vanguard ESG International Stock ETF | 2022-09-30 | Sold Out | -0.07% | 43.44 ($48.56) 51.69 | $60.63 | 24.86% | Sold Out | 0 | -4,535 | |
VV | Vanguard Large Cap ETF | 2022-09-30 | New Buy | +0.07% | 163.56 ($181.11) 196.13 | $262.26 | 44.81% | New holding | 1,257 | 1,257 |
Goldstein Munger & Associates Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
Goldstein Munger & Associates's Hypothetical Growth since 2022-09-30
Goldstein Munger & Associates's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Goldstein Munger & Associates's Holdings Heat Map
Size field:
Goldstein Munger & Associates's Holdings Bubble Chart
Goldstein Munger & Associates News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers