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 21000390SCHWAB STRATEGIC TRUS BRD MKT ETF8085241022674937SHSOLE 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