0001085146-19-002763.txt : 20191108
0001085146-19-002763.hdr.sgml : 20191108
20191107215346
ACCESSION NUMBER: 0001085146-19-002763
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191108
DATE AS OF CHANGE: 20191107
EFFECTIVENESS DATE: 20191108
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: 191201921
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
09-30-2019
09-30-2019
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
11-06-2019
0
33
226800
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
AMAZON COM INC
COM
023135106
523
301
SH
SOLE
301
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
219
1160
SH
SOLE
1160
0
0
ISHARES GOLD TRUST
ISHARES
464285105
15242
1081004
SH
SOLE
818265
0
262739
ISHARES TR
MSCI EMG MKT ETF
464287234
4735
115857
SH
SOLE
104617
0
11240
ISHARES TR
S&P 500 GRWT ETF
464287309
756
4200
SH
SOLE
4200
0
0
ISHARES TR
MSCI EAFE ETF
464287465
11782
180681
SH
SOLE
151328
0
29353
ISHARES TR
CORE S&P MCP ETF
464287507
553
2864
SH
SOLE
2864
0
0
ISHARES TR
COHEN STEER REIT
464287564
7173
59765
SH
SOLE
41134
0
18631
ISHARES TR
RUS 1000 VAL ETF
464287598
8437
65778
SH
SOLE
65778
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
10273
64356
SH
SOLE
64356
0
0
ISHARES TR
RUS 1000 ETF
464287622
98978
601542
SH
SOLE
474264
0
127278
ISHARES TR
RUS 2000 VAL ETF
464287630
2111
17681
SH
SOLE
17681
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
2357
12231
SH
SOLE
12231
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
16583
109577
SH
SOLE
84748
0
24829
ISHARES TR
RUSSELL 3000 ETF
464287689
509
2930
SH
SOLE
2930
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
553
7106
SH
SOLE
7106
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
470
3130
SH
SOLE
3130
0
0
ISHARES TR
S&P SML 600 GWT
464287887
265
1483
SH
SOLE
1483
0
0
ISHARES TR
EAFE VALUE ETF
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565
11918
SH
SOLE
11918
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
636
7899
SH
SOLE
7899
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
779
30987
SH
SOLE
30987
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
9208
66304
SH
SOLE
53612
0
12692
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1077
3619
SH
SOLE
3619
0
0
SPDR SERIES TRUST
DJ REIT ETF
78464A607
307
2934
SH
SOLE
2934
0
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
1234
25065
SH
SOLE
25065
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2768
29685
SH
SOLE
25153
0
4532
VANGUARD INDEX FDS
GROWTH ETF
922908736
1014
6096
SH
SOLE
6096
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
553
4953
SH
SOLE
4953
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2033
13462
SH
SOLE
13462
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
9593
238273
SH
SOLE
168491
0
69782
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
235
2900
SH
SOLE
2900
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
8495
206783
SH
SOLE
150513
0
56270
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
6784
76460
SH
SOLE
38128
0
38332