0001085146-20-000476.txt : 20200210 0001085146-20-000476.hdr.sgml : 20200210 20200207195144 ACCESSION NUMBER: 0001085146-20-000476 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200210 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: 20588979 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 12-31-2019 12-31-2019 false Goldstein Munger & Associates

18 CROW CANYON CT, STE 250 SAN RAMON CA 94583

13F HOLDINGS REPORT 028-16141 N Richard M. Goldstein 925-552-1400 /s/ Richard M. Goldstein San Ramon CA 02-07-2020 0 33 244723 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM 023135106 556 301 SH SOLE 301 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 247 1160 SH SOLE 1160 0 0 ISHARES GOLD TRUST ISHARES 464285105 15727 1084636 SH SOLE 821465 0 263171 ISHARES TR MSCI EMG MKT ETF 464287234 5208 116076 SH SOLE 104764 0 11312 ISHARES TR S&P 500 GRWT ETF 464287309 813 4200 SH SOLE 4200 0 0 ISHARES TR MSCI EAFE ETF 464287465 12688 182720 SH SOLE 153280 0 29440 ISHARES TR CORE S&P MCP ETF 464287507 590 2864 SH SOLE 2864 0 0 ISHARES TR COHEN STEER REIT 464287564 7011 59924 SH SOLE 41285 0 18639 ISHARES TR RUS 1000 VAL ETF 464287598 9033 66186 SH SOLE 66186 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 11253 63966 SH SOLE 63966 0 0 ISHARES TR RUS 1000 ETF 464287622 107599 603064 SH SOLE 475763 0 127301 ISHARES TR RUS 2000 VAL ETF 464287630 2277 17711 SH SOLE 17711 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 2622 12238 SH SOLE 12238 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 18239 110091 SH SOLE 85145 0 24946 ISHARES TR RUSSELL 3000 ETF 464287689 553 2936 SH SOLE 2936 0 0 ISHARES TR CORE S&P SCP ETF 464287804 596 7106 SH SOLE 7106 0 0 ISHARES TR SP SMCP600VL ETF 464287879 503 3130 SH SOLE 3130 0 0 ISHARES TR S&P SML 600 GWT 464287887 287 1483 SH SOLE 1483 0 0 ISHARES TR EAFE VALUE ETF 464288877 601 12033 SH SOLE 12033 0 0 ISHARES TR EAFE GRWTH ETF 464288885 685 7922 SH SOLE 7922 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 864 31553 SH SOLE 31553 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 9481 66349 SH SOLE 53657 0 12692 SPDR S&P 500 ETF TR TR UNIT 78462F103 1168 3619 SH SOLE 3619 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1504 30704 SH SOLE 30704 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 481 5735 SH SOLE 5735 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2769 29842 SH SOLE 25259 0 4583 VANGUARD INDEX FDS GROWTH ETF 922908736 1113 6107 SH SOLE 6107 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 594 4953 SH SOLE 4953 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2204 13470 SH SOLE 13470 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10765 242078 SH SOLE 172160 0 69918 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 259 3200 SH SOLE 3200 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 9259 210152 SH SOLE 153604 0 56548 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7174 76559 SH SOLE 38224 0 38335