Goldstein Munger & Associates Buys iShares Gold Trust, Schwab US Aggregate Bond ETF, Vanguard ESG International Stock ETF, Sells Amazon.com Inc

Nov 12, 2021

San Ramon, CA, based Investment company Goldstein Munger & Associates (Current Portfolio) buys iShares Gold Trust, Schwab US Aggregate Bond ETF, Vanguard ESG International Stock ETF, sells Amazon.com Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Goldstein Munger & Associates. As of 2021Q3, Goldstein Munger & Associates owns 33 stocks with a total value of $373 million. These are the details of the buys and sells.

New Purchases: IAU, SCHZ, VSGX,
Reduced Positions: VTI, IWV,
Sold Out: AMZN,

For the details of Goldstein Munger & Associates's stock buys and sells, go to https://www.gurufocus.com/guru/goldstein+munger+%26+associates/current-portfolio/portfolio

These are the top 5 holdings of Goldstein Munger & Associates

iShares Russell 1000 ETF (IWB) - 651,576 shares, 42.26% of the total portfolio. Shares added by 0.25%
iShares MSCI EAFE ETF (EFA) - 441,659 shares, 9.24% of the total portfolio. Shares added by 0.46%
iShares Russell 2000 ETF (IWM) - 103,022 shares, 6.05% of the total portfolio. Shares added by 0.51%
Vanguard FTSE Developed Markets ETF (VEA) - 426,410 shares, 5.78% of the total portfolio. Shares added by 0.30%
Vanguard FTSE Emerging Markets ETF (VWO) - 368,907 shares, 4.95% of the total portfolio. Shares added by 0.84%

New Purchase: iShares Gold Trust (IAU)

Goldstein Munger & Associates initiated holding in iShares Gold Trust. The purchase prices were between $32.85 and $34.83, with an estimated average price of $34.07. The stock is now traded at around $35.500000. The impact to a portfolio due to this purchase was 4.87%. The holding were 543,060 shares as of 2021-09-30.

New Purchase: Vanguard ESG International Stock ETF (VSGX)

Goldstein Munger & Associates initiated holding in Vanguard ESG International Stock ETF. The purchase prices were between $61.73 and $65.36, with an estimated average price of $63.57. The stock is now traded at around $64.510000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,853 shares as of 2021-09-30.

New Purchase: Schwab US Aggregate Bond ETF (SCHZ)

Goldstein Munger & Associates initiated holding in Schwab US Aggregate Bond ETF. The purchase prices were between $54.07 and $54.89, with an estimated average price of $54.55. The stock is now traded at around $54.020000. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,242 shares as of 2021-09-30.

Sold Out: Amazon.com Inc (AMZN)

Goldstein Munger & Associates sold out a holding in Amazon.com Inc. The sale prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22.

Here is the complete portfolio of Goldstein Munger & Associates. Also check out:

1. Goldstein Munger & Associates's Undervalued Stocks
2. Goldstein Munger & Associates's Top Growth Companies, and
3. Goldstein Munger & Associates's High Yield stocks
4. Stocks that Goldstein Munger & Associates keeps buying

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