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 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