0001085146-17-000144.txt : 20170119
0001085146-17-000144.hdr.sgml : 20170119
20170119154034
ACCESSION NUMBER: 0001085146-17-000144
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170119
DATE AS OF CHANGE: 20170119
EFFECTIVENESS DATE: 20170119
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Goldstein Munger & Associates
CENTRAL INDEX KEY: 0001570251
IRS NUMBER: 943235229
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16141
FILM NUMBER: 17535893
BUSINESS ADDRESS:
STREET 1: 18 CROW CANYON CT, STE 250
CITY: SAN RAMON
STATE: CA
ZIP: 94583
BUSINESS PHONE: 925-552-1400
MAIL ADDRESS:
STREET 1: 18 CROW CANYON CT, STE 250
CITY: SAN RAMON
STATE: CA
ZIP: 94583
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001570251
XXXXXXXX
12-31-2016
12-31-2016
Goldstein Munger & Associates
18 CROW CANYON CT, STE 250
SAN RAMON
CA
94583
13F HOLDINGS REPORT
028-16141
N
Richard M. Goldstein
Chief Compliance Officer
925 552-1400
/s/ Richard M. Goldstein
San Ramon
CA
01-18-2017
0
37
224505
false
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALPHABET INCCAP STK CL C02079K10724963234SHSOLE
323400ALPHABET INCCAP STK CL A02079K30528343576SHSOLE
357600APPLE INCCOM0378331008727526SHSOLE
72010325BERKSHIRE HATHAWAY INC DELCL A084670108708029SHSOLE
2900BERKSHIRE HATHAWAY INC DELCL B NEW084670702448327509SHSOLE
2750900ISHARES GOLD TRUSTISHARES46428510510626959000SHSOLE
8429760116024ISHARES TRCORE US AGGBD ET4642872263463205SHSOLE
320500ISHARES TRMSCI EMG MKT ETF4642872345074144935SHSOLE
133535011400ISHARES TRS&P 500 GRWT ETF4642873095124200SHSOLE
420000ISHARES TRMSCI EAFE ETF4642874659589166103SHSOLE
144663021440ISHARES TRCOHEN&STEER REIT464287564639264151SHSOLE
46647017504ISHARES TRRUS 1000 VAL ETF464287598953085064SHSOLE
8210402960ISHARES TRRUS 1000 GRW ETF464287614958091329SHSOLE
8787303456ISHARES TRRUS 1000 ETF46428762283538671207SHSOLE
5517370119470ISHARES TRRUS 2000 VAL ETF464287630247120778SHSOLE
2077800ISHARES TRRUS 2000 GRW ETF464287648238915516SHSOLE
1551600ISHARES TRRUSSELL 2000 ETF46428765516157119816SHSOLE
95301024515ISHARES TRRUSSELL 3000 ETF4642876892591949SHSOLE
17570192ISHARES TRSP SMCP600VL ETF4642878794763400SHSOLE
340000ISHARES TRSP SMCP600GR ETF4642878873212142SHSOLE
214200ISHARES TRNATIONAL MUN ETF46428841411844109481SHSOLE
10785801623ISHARES TREAFE VALUE ETF46428887769714744SHSOLE
1474400ISHARES TREAFE GRWTH ETF46428888574011613SHSOLE
1161300ISHARES TRHDG MSCI EAFE46434V80329011100SHSOLE
1110000POWERSHARES QQQ TRUSTUNIT SER 173935A1042952490SHSOLE
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372301214SCHWAB STRATEGIC TREMRG MKTEQ ETF80852470630914330SHSOLE
139240406SCHWAB STRATEGIC TRUS AGGREGATE B8085248392124123SHSOLE
308901034SPDR GOLD TRUSTGOLD SHS78463V107690162958SHSOLE
45001017957SPDR S&P 500 ETF TRTR UNIT78462F10315376875SHSOLE
687500VANGUARD INDEX FDSREIT ETF922908553287634849SHSOLE
2971705132VANGUARD INDEX FDSGROWTH ETF9229087362452200SHSOLE
220000VANGUARD INDEX FDSVALUE ETF9229087444154463SHSOLE
446300VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428588199229160SHSOLE
160504068656VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438585218142790SHSOLE
95390047400VANGUARD WHITEHALL FDS INCHIGH DIV YLD9219464069165120962SHSOLE
80993039969WELLS FARGO & CO NEWCOM9497461012704900SHSOLE
490000