StockDriftsStockDriftsTop 32 Goldstein Munger & Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 42.8% | 658.2K | $130K | new | — | 2022-09-30 | |
| EFA | ISHARES TR | 8.09% | 438.1K | $25K | new | — | 2022-09-30 | |
| IWM | ISHARES TR | 5.76% | 106.1K | $17K | new | — | 2022-09-30 | |
| IAU | ISHARES GOLD TR | 5.55% | 534.6K | $17K | new | — | 2022-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.44% | 454.3K | $17K | new | — | 2022-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.37% | 363.6K | $13K | new | — | 2022-09-30 | |
| IWF | ISHARES TR | 4.07% | 58.8K | $12K | new | — | 2022-09-30 | |
| EEM | ISHARES TR | 3.58% | 311.2K | $11K | new | — | 2022-09-30 | |
| GLD | SPDR GOLD TR | 3.47% | 68.0K | $11K | new | — | 2022-09-30 | |
| IWD | ISHARES TR | 3.28% | 73.2K | $10K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Goldstein Munger & Associates reports $303.49K in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are IWB (42.8%), EFA (8.1%) and IWM (5.8%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Goldstein Munger & Associates’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1570251). View Goldstein Munger & Associates’s 13F filings on SEC