0001085146-22-002924.txt : 20220810 0001085146-22-002924.hdr.sgml : 20220810 20220809175023 ACCESSION NUMBER: 0001085146-22-002924 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220810 DATE AS OF CHANGE: 20220809 EFFECTIVENESS DATE: 20220810 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: 221149696 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 06-30-2022 06-30-2022 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 08-09-2022 0 33 332158 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE CADENCE DESIGN SYSTEM INC COM 127387108 345 2300 SH SOLE 2300 0 0 INTEL CORP COM 458140100 4601 123000 SH SOLE 123000 0 0 ISHARES GOLD TR ISHARES NEW 464285204 21825 636098 SH SOLE 496060 0 140038 ISHARES TR AGGRES ALLOC ETF 464289859 208 3479 SH SOLE 3479 0 0 ISHARES TR CORE S&P MCP ETF 464287507 648 2864 SH SOLE 2864 0 0 ISHARES TR CORE S&P SCP ETF 464287804 670 7247 SH SOLE 7236 0 11 ISHARES TR EAFE GRWTH ETF 464288885 638 7922 SH SOLE 7922 0 0 ISHARES TR EAFE VALUE ETF 464288877 655 15088 SH SOLE 15088 0 0 ISHARES TR MSCI EAFE ETF 464287465 27037 432665 SH SOLE 332822 0 99843 ISHARES TR MSCI EMG MKT ETF 464287234 11886 296410 SH SOLE 207068 0 89342 ISHARES TR RUS 1000 ETF 464287622 135664 652985 SH SOLE 503386 0 149599 ISHARES TR RUS 1000 GRW ETF 464287614 12898 58977 SH SOLE 58977 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 10608 73171 SH SOLE 73171 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 2309 11192 SH SOLE 11192 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 2723 19996 SH SOLE 19996 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 17749 104801 SH SOLE 81643 0 23158 ISHARES TR RUSSELL 3000 ETF 464287689 5252 24161 SH SOLE 21686 0 2475 ISHARES TR S&P 500 GRWT ETF 464287309 961 15930 SH SOLE 15930 0 0 ISHARES TR S&P SML 600 GWT 464287887 288 2736 SH SOLE 2736 0 0 ISHARES TR SP SMCP600VL ETF 464287879 394 4420 SH SOLE 4420 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 273 10752 SH SOLE 10752 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 575 13007 SH SOLE 13007 0 0 SPDR GOLD TR GOLD SHS 78463V107 15078 89505 SH SOLE 69812 0 19693 SPDR S&P 500 ETF TR TR UNIT 78462F103 2515 6666 SH SOLE 4966 0 1700 VANGUARD INDEX FDS GROWTH ETF 922908736 456 2048 SH SOLE 2048 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3011 15964 SH SOLE 15964 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1751 13281 SH SOLE 13278 0 3 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 15648 375694 SH SOLE 285749 0 89945 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1156 16912 SH SOLE 11112 0 5800 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 18843 461833 SH SOLE 287352 0 174481 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7750 76204 SH SOLE 37867 0 38337 VANGUARD WORLD FD ESG INTL STK ETF 921910725 222 4535 SH SOLE 4535 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 7521 31938 SH SOLE 22230 0 9708