0001085146-20-001237.txt : 20200429
0001085146-20-001237.hdr.sgml : 20200429
20200429095159
ACCESSION NUMBER: 0001085146-20-001237
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200429
DATE AS OF CHANGE: 20200429
EFFECTIVENESS DATE: 20200429
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: 20827865
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
03-31-2020
03-31-2020
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
04-23-2020
0
36
202967
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
AMAZON COM INC
COM
023135106
587
301
SH
SOLE
301
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
221
1160
SH
SOLE
1160
0
0
ISHARES GOLD TRUST
ISHARES
464285105
16363
1085767
SH
SOLE
822312
0
263455
ISHARES TR
CORE S&P TTL STK
464287150
205
3588
SH
SOLE
3588
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
6256
183296
SH
SOLE
168724
0
14572
ISHARES TR
S&P 500 GRWT ETF
464287309
693
4200
SH
SOLE
4200
0
0
ISHARES TR
MSCI EAFE ETF
464287465
13470
251964
SH
SOLE
224257
0
27707
ISHARES TR
CORE S&P MCP ETF
464287507
412
2864
SH
SOLE
2864
0
0
ISHARES TR
COHEN STEER REIT
464287564
5821
63563
SH
SOLE
44703
0
18860
ISHARES TR
RUS 1000 VAL ETF
464287598
6471
65250
SH
SOLE
65250
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
9381
62270
SH
SOLE
62270
0
0
ISHARES TR
RUS 1000 ETF
464287622
84179
594778
SH
SOLE
466997
0
127781
ISHARES TR
RUS 2000 VAL ETF
464287630
1455
17741
SH
SOLE
17741
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
1936
12238
SH
SOLE
12238
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
12187
106470
SH
SOLE
82436
0
24034
ISHARES TR
RUSSELL 3000 ETF
464287689
842
5676
SH
SOLE
5676
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
399
7106
SH
SOLE
7106
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
313
3130
SH
SOLE
3130
0
0
ISHARES TR
S&P SML 600 GWT
464287887
204
1483
SH
SOLE
1483
0
0
ISHARES TR
EAFE VALUE ETF
464288877
429
12033
SH
SOLE
12033
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
563
7922
SH
SOLE
7922
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
222
10750
SH
SOLE
10750
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
219
4039
SH
SOLE
3750
0
289
SPDR GOLD TRUST
GOLD SHS
78463V107
9661
65256
SH
SOLE
52564
0
12692
SPDR S&P 500 ETF TR
TR UNIT
78462F103
939
3633
SH
SOLE
3633
0
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
1476
30772
SH
SOLE
30772
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
489
5735
SH
SOLE
5735
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2338
33478
SH
SOLE
28814
0
4664
VANGUARD INDEX FDS
GROWTH ETF
922908736
957
6107
SH
SOLE
6107
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
441
4953
SH
SOLE
4953
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1733
13446
SH
SOLE
13446
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
9691
288868
SH
SOLE
217028
0
71840
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
253
3200
SH
SOLE
3200
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
228
2475
SH
SOLE
1150
0
1325
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
6500
194955
SH
SOLE
125607
0
69348
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
5433
76792
SH
SOLE
38455
0
38337