Goldstein Munger & Associates Portfolio Holdings

Goldstein Munger & Associates

  • $303 Million
  • Q3 2022

Goldstein Munger & Associates has filed its 13F form on November 07, 2022 for Q3 2022 where it was disclosed a total value porftolio of $303 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $130M, Ishares Tr Msci Eafe ETF with a value of $24.5M, Ishares Russell 2000 ETF with a value of $17.5M, Ishares Gold Trust with a value of $16.9M, and Vanguard Ftse Developed Market with a value of $16.5M.

Examining the 13F form we can see an decrease of $28.7M in the current position value, from $332M to 303M.

Goldstein Munger & Associates is based out at San Ramon, CA

Below you can find more details about Goldstein Munger & Associates portfolio as well as his latest detailed transactions.

Portfolio value $303 Million
ETFs: $300 Million
Technology: $3.43 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $303 Million
  • Prior Value $332 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 07, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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