0001085146-21-001955.txt : 20210714 0001085146-21-001955.hdr.sgml : 20210714 20210713204109 ACCESSION NUMBER: 0001085146-21-001955 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210714 DATE AS OF CHANGE: 20210713 EFFECTIVENESS DATE: 20210714 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: 211089092 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 06-30-2021 06-30-2021 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 07-13-2021 0 33 379140 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 1238 360 SH SOLE 360 0 0 ISHARES GOLD TR ISHARES NEW 464285204 18225 540636 SH SOLE 408071 0 132565 ISHARES TR AGGRES ALLOC ETF 464289859 229 3240 SH SOLE 3240 0 0 ISHARES TR CORE S&P MCP ETF 464287507 770 2864 SH SOLE 2864 0 0 ISHARES TR CORE S&P SCP ETF 464287804 803 7106 SH SOLE 7106 0 0 ISHARES TR EAFE GRWTH ETF 464288885 850 7922 SH SOLE 7922 0 0 ISHARES TR EAFE VALUE ETF 464288877 781 15088 SH SOLE 15088 0 0 ISHARES TR MSCI EAFE ETF 464287465 34678 439633 SH SOLE 335182 0 104451 ISHARES TR MSCI EMG MKT ETF 464287234 16048 290981 SH SOLE 206139 0 84842 ISHARES TR RUS 1000 ETF 464287622 157341 649953 SH SOLE 502754 0 147199 ISHARES TR RUS 1000 GRW ETF 464287614 16517 60839 SH SOLE 60839 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 11588 73056 SH SOLE 73056 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 3541 11360 SH SOLE 11360 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 3336 20126 SH SOLE 20126 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 23509 102495 SH SOLE 79010 0 23485 ISHARES TR RUSSELL 3000 ETF 464287689 6272 24508 SH SOLE 22033 0 2475 ISHARES TR S&P 500 GRWT ETF 464287309 1159 15930 SH SOLE 15930 0 0 ISHARES TR S&P SML 600 GWT 464287887 363 2736 SH SOLE 2736 0 0 ISHARES TR SP SMCP600VL ETF 464287879 466 4420 SH SOLE 4420 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 354 10752 SH SOLE 10752 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 679 6514 SH SOLE 6514 0 0 SPDR GOLD TR GOLD SHS 78463V107 10715 64694 SH SOLE 52022 0 12672 SPDR S&P 500 ETF TR TR UNIT 78462F103 2881 6726 SH SOLE 5026 0 1700 VANGUARD INDEX FDS GROWTH ETF 922908736 1677 5848 SH SOLE 5848 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3902 17514 SH SOLE 17514 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1967 14308 SH SOLE 14308 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 19869 365843 SH SOLE 274202 0 91641 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 265 3200 SH SOLE 3200 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1273 13750 SH SOLE 11100 0 2650 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 21902 425123 SH SOLE 262628 0 162495 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7962 75998 SH SOLE 37661 0 38337 VANGUARD WORLD FD ESG INTL STK ETF 921910725 271 4219 SH SOLE 4219 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 7709 31193 SH SOLE 21544 0 9649