Goldstein Munger & Associates

Goldstein Munger & Associates as of Dec. 31, 2021

Portfolio Holdings for Goldstein Munger & Associates

Goldstein Munger & Associates holds 33 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 43.6 $173M 655k 264.43
Ishares Tr Msci Eafe Etf (EFA) 8.8 $35M 444k 78.68
Ishares Tr Russell 2000 Etf (IWM) 5.8 $23M 104k 222.45
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.5 $22M 431k 51.06
Ishares Gold Tr Ishares New (IAU) 4.8 $19M 547k 34.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $19M 376k 49.46
Ishares Tr Rus 1000 Grw Etf (IWF) 4.6 $18M 60k 305.59
Ishares Tr Msci Emg Mkt Etf (EEM) 3.6 $14M 291k 48.85
Ishares Tr Rus 1000 Val Etf (IWD) 3.1 $12M 73k 167.93
Spdr Gold Tr Gold Shs (GLD) 2.8 $11M 65k 170.95
Vanguard Whitehall Fds High Div Yld (VYM) 2.1 $8.5M 76k 112.11
Vanguard World Fds Health Car Etf (VHT) 2.1 $8.3M 31k 266.42
Ishares Tr Russell 3000 Etf (IWV) 1.7 $6.7M 24k 277.51
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $3.9M 16k 241.46
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $3.3M 20k 166.05
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $3.3M 11k 293.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.2M 6.7k 474.87
Vanguard Index Fds Value Etf (VTV) 0.5 $2.1M 14k 147.12
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.9M 5.8k 320.96
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.3M 16k 83.68
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.2M 14k 89.82
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $874k 7.9k 110.33
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $829k 7.2k 114.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $811k 2.9k 283.17
Ishares Tr Eafe Value Etf (EFV) 0.2 $760k 15k 50.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $736k 6.5k 112.99
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $462k 4.4k 104.52
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $380k 2.7k 138.89
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $325k 5.2k 61.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $318k 11k 29.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $282k 5.2k 53.90
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $260k 3.2k 81.25
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $236k 3.2k 72.84