0001085146-22-001905.txt : 20220510 0001085146-22-001905.hdr.sgml : 20220510 20220509184103 ACCESSION NUMBER: 0001085146-22-001905 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220510 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: 22906651 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 03-31-2022 03-31-2022 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 05-09-2022 0 36 385756 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AVID TECHNOLOGY INC COM 05367P100 302 8666 SH SOLE 8666 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 510 3100 SH SOLE 3100 0 0 INTEL CORP COM 458140100 6096 123000 SH SOLE 123000 0 0 ISHARES GOLD TR ISHARES NEW 464285204 20173 547738 SH SOLE 412665 0 135073 ISHARES TR AGGRES ALLOC ETF 464289859 223 3240 SH SOLE 3240 0 0 ISHARES TR CORE S&P MCP ETF 464287507 769 2864 SH SOLE 2864 0 0 ISHARES TR CORE S&P SCP ETF 464287804 781 7236 SH SOLE 7236 0 0 ISHARES TR EAFE GRWTH ETF 464288885 763 7922 SH SOLE 7922 0 0 ISHARES TR EAFE VALUE ETF 464288877 758 15088 SH SOLE 15088 0 0 ISHARES TR MSCI EAFE ETF 464287465 32767 445203 SH SOLE 337238 0 107965 ISHARES TR MSCI EMG MKT ETF 464287234 13340 295470 SH SOLE 206128 0 89342 ISHARES TR RUS 1000 ETF 464287622 164397 657403 SH SOLE 508291 0 149112 ISHARES TR RUS 1000 GRW ETF 464287614 16605 59809 SH SOLE 59809 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 12109 72957 SH SOLE 72957 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 2871 11226 SH SOLE 11226 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 3224 19974 SH SOLE 19974 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 21516 104818 SH SOLE 80587 0 24231 ISHARES TR RUSSELL 3000 ETF 464287689 6347 24191 SH SOLE 21716 0 2475 ISHARES TR S&P 500 GRWT ETF 464287309 1217 15930 SH SOLE 15930 0 0 ISHARES TR S&P SML 600 GWT 464287887 342 2736 SH SOLE 2736 0 0 ISHARES TR SP SMCP600VL ETF 464287879 453 4420 SH SOLE 4420 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 299 10752 SH SOLE 10752 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 213 4300 SH SOLE 4300 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 695 13027 SH SOLE 13027 0 0 SPDR GOLD TR GOLD SHS 78463V107 11795 65294 SH SOLE 52581 0 12713 SPDR S&P 500 ETF TR TR UNIT 78462F103 3172 7024 SH SOLE 5324 0 1700 VANGUARD INDEX FDS GROWTH ETF 922908736 1682 5848 SH SOLE 5848 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3634 15964 SH SOLE 15964 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 2117 14328 SH SOLE 14328 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 17263 374233 SH SOLE 284770 0 89463 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 250 3200 SH SOLE 3200 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1151 13887 SH SOLE 11112 0 2775 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 21127 439871 SH SOLE 277192 0 162679 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 8531 75998 SH SOLE 37661 0 38337 VANGUARD WORLD FD ESG INTL STK ETF 921910725 300 5246 SH SOLE 5246 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 7964 31309 SH SOLE 21610 0 9699