0001085146-19-000430.txt : 20190208
0001085146-19-000430.hdr.sgml : 20190208
20190208165833
ACCESSION NUMBER: 0001085146-19-000430
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190208
DATE AS OF CHANGE: 20190208
EFFECTIVENESS DATE: 20190208
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: 19580742
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
12-31-2018
12-31-2018
false
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
02-07-2019
0
34
203959
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALPHABET INC
CAP STK CL C
02079K107
1978
1910
SH
SOLE
1910
0
0
ALPHABET INC
CAP STK CL A
02079K305
2454
2348
SH
SOLE
2348
0
0
AMAZON COM INC
COM
023135106
452
301
SH
SOLE
301
0
0
ISHARES GOLD TRUST
ISHARES
464285105
13625
1108585
SH
SOLE
844674
0
263911
ISHARES TR
MSCI EMG MKT ETF
464287234
4549
116473
SH
SOLE
105233
0
11240
ISHARES TR
S&P 500 GRWT ETF
464287309
633
4200
SH
SOLE
4200
0
0
ISHARES TR
MSCI EAFE ETF
464287465
10038
170777
SH
SOLE
142153
0
28624
ISHARES TR
CORE S&P MCP ETF
464287507
476
2864
SH
SOLE
2864
0
0
ISHARES TR
COHEN STEER REIT
464287564
5846
61088
SH
SOLE
41557
0
19531
ISHARES TR
RUS 1000 VAL ETF
464287598
7355
66228
SH
SOLE
66228
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
8876
67803
SH
SOLE
67803
0
0
ISHARES TR
RUS 1000 ETF
464287622
86270
622033
SH
SOLE
492660
0
129373
ISHARES TR
RUS 2000 VAL ETF
464287630
1891
17581
SH
SOLE
17581
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
2136
12714
SH
SOLE
12714
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
14750
110157
SH
SOLE
85164
0
24993
ISHARES TR
RUSSELL 3000 ETF
464287689
555
3780
SH
SOLE
3780
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
493
7106
SH
SOLE
7106
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
413
3130
SH
SOLE
3130
0
0
ISHARES TR
S&P SML 600 GWT
464287887
239
1483
SH
SOLE
1483
0
0
ISHARES TR
EAFE VALUE ETF
464288877
494
10918
SH
SOLE
10918
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
546
7899
SH
SOLE
7899
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
753
31987
SH
SOLE
31987
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
8063
66502
SH
SOLE
53810
0
12692
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1582
6319
SH
SOLE
3619
0
2700
SPDR SERIES TRUST
DJ REIT ETF
78464A607
252
2934
SH
SOLE
2934
0
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
1187
25065
SH
SOLE
25065
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2184
29285
SH
SOLE
24753
0
4532
VANGUARD INDEX FDS
GROWTH ETF
922908736
819
6096
SH
SOLE
6096
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
485
4953
SH
SOLE
4953
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2120
16607
SH
SOLE
16607
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
8722
228919
SH
SOLE
159339
0
69580
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
226
2900
SH
SOLE
2900
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
7409
199695
SH
SOLE
143425
0
56270
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
6088
78061
SH
SOLE
39729
0
38332