0001085146-19-002046.txt : 20190802
0001085146-19-002046.hdr.sgml : 20190802
20190802170840
ACCESSION NUMBER: 0001085146-19-002046
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190802
DATE AS OF CHANGE: 20190802
EFFECTIVENESS DATE: 20190802
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: 19996814
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
true
false
0001570251
XXXXXXXX
06-30-2019
06-30-2019
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
08-01-2019
0
33
229034
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
AMAZON COM INC
COM
023135106
570
301
SH
SOLE
301
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
217
1160
SH
SOLE
1160
0
0
ISHARES GOLD TRUST
ISHARES
464285105
14680
1087376
SH
SOLE
824637
0
262739
ISHARES TR
MSCI EMG MKT ETF
464287234
4979
116027
SH
SOLE
104787
0
11240
ISHARES TR
S&P 500 GRWT ETF
464287309
753
4200
SH
SOLE
4200
0
0
ISHARES TR
MSCI EAFE ETF
464287465
11672
177582
SH
SOLE
148294
0
29288
ISHARES TR
CORE S&P MCP ETF
464287507
556
2864
SH
SOLE
2864
0
0
ISHARES TR
COHEN STEER REIT
464287564
6821
60546
SH
SOLE
41065
0
19481
ISHARES TR
RUS 1000 VAL ETF
464287598
8401
66038
SH
SOLE
66038
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
10364
65871
SH
SOLE
65871
0
0
ISHARES TR
RUS 1000 ETF
464287622
99942
613931
SH
SOLE
484785
0
129146
ISHARES TR
RUS 2000 VAL ETF
464287630
2131
17681
SH
SOLE
17681
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
2541
12651
SH
SOLE
12651
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
17128
110146
SH
SOLE
85167
0
24979
ISHARES TR
RUSSELL 3000 ETF
464287689
505
2930
SH
SOLE
2930
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
556
7106
SH
SOLE
7106
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
465
3130
SH
SOLE
3130
0
0
ISHARES TR
S&P SML 600 GWT
464287887
271
1483
SH
SOLE
1483
0
0
ISHARES TR
EAFE VALUE ETF
464288877
525
10918
SH
SOLE
10918
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
638
7899
SH
SOLE
7899
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
839
31987
SH
SOLE
31987
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
8854
66471
SH
SOLE
53779
0
12692
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1854
6319
SH
SOLE
3619
0
2700
SPDR SERIES TRUST
DJ REIT ETF
78464A607
290
2934
SH
SOLE
2934
0
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
1230
25065
SH
SOLE
25065
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2594
29685
SH
SOLE
25153
0
4532
VANGUARD INDEX FDS
GROWTH ETF
922908736
996
6096
SH
SOLE
6096
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
549
4953
SH
SOLE
4953
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2475
16489
SH
SOLE
16489
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
10005
235254
SH
SOLE
165604
0
69650
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
234
2900
SH
SOLE
2900
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
8589
205919
SH
SOLE
149649
0
56270
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
6810
77936
SH
SOLE
39604
0
38332