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 464288877 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