13F Filings History of Goldstein Munger & Associates

Latest 13F report
Q3 2022 - 08 Nov 2022
Value $
$303,489,000
Signature - Title
Richard M. Goldstein - Chief Compliance Officer
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by Goldstein Munger & Associates. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Goldstein Munger & Associates reported 32 stock holdings with total value $303,489,000 as of Q3 2022. Top holdings included IWB, EFA, IWM, IAU, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2022 32 $303,489,000 +$2,429,596 -$7,870,689 -$5,441,093 IWB, EFA, IWM, IAU, VEA 13F-HR 07 Nov 2022, 21:11
Q2 2022 33 $332,158,000 +$8,530,054 -$3,939,636 +$4,590,418 IWB, EFA, IAU, VEA, IWM 13F-HR 09 Aug 2022, 17:50
Q1 2022 36 $385,756,000 +$9,300,057 -$403,627 +$8,896,430 IWB, EFA, IWM, VEA, IAU 13F-HR 09 May 2022, 18:41
Q4 2021 33 $396,739,000 +$2,076,936 -$343,755 +$1,733,181 IWB, EFA, IWM, VEA, IAU 13F-HR 07 Feb 2022, 20:26
Q3 2021 33 $372,712,000 +$1,390,364 -$1,813,478 -$423,114 IWB, EFA, IWM, VEA, VWO 13F-HR 12 Nov 2021, 10:36
Q2 2021 33 $379,140,000 +$19,059,483 -$19,325,490 -$266,007 IWB, EFA, IWM, VEA, VWO 13F-HR 13 Jul 2021, 20:41
Q1 2021 34 $358,039,000 +$10,826,585 -$5,844,619 +$4,981,966 IWB, EFA, IWM, VEA, VWO 13F-HR 27 Apr 2021, 09:44
Q4 2020 39 $338,731,000 +$6,759,038 -$3,707,988 +$3,051,050 IWB, EFA, IWM, IAU, VEA 13F-HR 09 Feb 2021, 21:46
Q3 2020 38 $297,612,000 +$14,954,230 -$2,704,915 +$12,249,315 IWB, EFA, IAU, VEA, VWO 13F-HR 09 Nov 2020, 20:43
Q2 2020 38 $265,214,000 +$33,261,637 -$9,097,308 +$24,164,329 IWB, EFA, IAU, IWM, VWO 13F-HR 11 Aug 2020, 17:46
Q1 2020 36 $202,967,000 +$9,254,277 -$3,036,721 +$6,217,556 IWB, IAU, EFA, IWM, VWO 13F-HR 29 Apr 2020, 09:51
Q4 2019 33 $244,723,000 +$1,797,520 -$375,609 +$1,421,911 IWB, IWM, IAU, EFA, IWF 13F-HR 07 Feb 2020, 19:51
Q3 2019 33 $226,800,000 +$406,531 -$4,111,183 -$3,704,652 IWB, IWM, IAU, EFA, IWF 13F-HR 07 Nov 2019, 21:53
Q2 2019 33 $229,034,000 +$267,492 -$7,624,242 -$7,356,750 IWB, IWM, IAU, EFA, IWF 13F-HR 02 Aug 2019, 17:08
Q1 2019 35 $229,066,000 +$1,594,640 -$229,093 +$1,365,547 IWB, IWM, IAU, EFA, IWF 13F-HR 02 May 2019, 08:22
Q4 2018 34 $203,959,000 +$4,752,416 -$8,412,420 -$3,660,004 IWB, IWM, IAU, EFA, IWF 13F-HR 08 Feb 2019, 16:58
Q3 2018 36 $236,047,000 +$2,586,811 -$11,844,342 -$9,257,531 IWB, IWM, IAU, IWF, EFA 13F-HR 25 Oct 2018, 10:40
Q2 2018 35 $236,918,000 +$2,479,133 -$1,369,966 +$1,109,167 IWB, IWM, IAU, MUB, IWF 13F-HR 24 Jul 2018, 17:05
Q1 2018 36 $232,297,000 +$3,765,935 -$2,890,891 +$875,044 IWB, IWM, IAU, EFA, MUB 13F-HR 01 May 2018, 08:28
Q4 2017 36 $233,572,000 +$1,423,653 -$1,372,565 +$51,088 IWB, IWM, IAU, IWF, MUB 13F-HR 06 Feb 2018, 21:36
Q3 2017 35 $223,266,000 +$1,117,067 -$3,307,818 -$2,190,751 IWB, IWM, IAU, MUB, EFA 13F-HR 31 Oct 2017, 21:13
Q2 2017 34 $217,341,000 +$1,327,913 -$17,365,780 -$16,037,867 IWB, IWM, IAU, MUB, IWF 13F-HR 25 Jul 2017, 11:51
Q1 2017 40 $227,494,000 +$3,337,816 -$12,094,941 -$8,757,125 IWB, IWM, IAU, MUB, EFA 13F-HR 19 Apr 2017, 10:54
Q4 2016 37 $224,505,000 +$10,263,399 -$7,097,433 +$3,165,966 IWB, IWM, MUB, IAU, EFA 13F-HR 19 Jan 2017, 15:40
Q3 2016 31 $219,248,000 +$307,485 -$4,654,528 -$4,347,043 IWB, IWM, MUB, IAU, EFA 13F-HR 17 Oct 2016, 17:34
Q2 2016 32 $216,694,000 +$997,911 -$19,981,626 -$18,983,715 IWB, IWM, MUB, IAU, EFA 13F-HR 20 Jul 2016, 21:09
Q1 2016 32 $230,371,000 +$11,759,801 -$11,129,348 +$630,453 IWB, MUB, IWM, IAU, EFA 13F-HR 18 Apr 2016, 18:58
Q4 2015 31 $225,508,000 +$8,457,795 -$10,673,371 -$2,215,576 IWB, MUB, EFA, IWM, IWF 13F-HR 25 Jan 2016, 09:04
Q3 2015 33 $220,067,000 +$11,759,366 -$7,297,055 +$4,462,311 IWB, MUB, EFA, IWM, IAU 13F-HR 03 Nov 2015, 11:27
Q2 2015 32 $230,783,000 +$1,179,798 -$1,984,080 -$804,282 IWB, MUB, IWM, EFA, VWO 13F-HR 04 Aug 2015, 16:45
Q1 2015 30 $234,278,000 +$1,639,417 -$6,643,838 -$5,004,421 IWB, MUB, IWM, EFA, VWO 13F-HR 13 Apr 2015, 16:39
Q4 2014 33 $237,374,000 +$6,470,876 -$18,244,114 -$11,773,238 IWB, MUB, IWM, VYM, EFA 13F-HR 02 Feb 2015, 21:31
Q3 2014 31 $242,127,000 +$1,265,051 -$2,245,996 -$980,945 IWB, MUB, VYM, IWM, EFA 13F-HR 23 Oct 2014, 07:53
Q2 2014 30 $246,915,000 +$26,696,421 -$5,451,585 +$21,244,836 IWB, MUB, VYM, IWM, EFA 13F-HR 06 Aug 2014, 21:38
Q1 2014 24 $217,175,000 +$3,021,976 -$29,111,538 -$26,089,562 IWB, MUB, VYM, IWM, EFA 13F-HR 14 May 2014, 10:59
Q4 2013 30 $238,829,000 +$3,169,642 -$34,979,257 -$31,809,615 IWB, VYM, MUB, IWM, EFA 13F-HR 06 Aug 2014, 21:36
Q3 2013 31 $256,560,000 +$3,704,536 -$25,781,031 -$22,076,495 IWB, VYM, MUB, VWO, IWM 13F-HR 06 Aug 2014, 21:36
Q2 2013 30 $267,181,000 +$18,376,908 -$1,345,119 +$17,031,789 IWB, VYM, MUB, VWO, IWM 13F-HR 06 Aug 2014, 21:34
Q1 2013 31 $268,589,000 +$4,169,614 -$15,998,302,341 -$15,994,132,727 IWB, VYM, MUB, VWO, IAU 13F-HR 01 Aug 2014, 17:07
Q4 2012 30 $254,244,000 +$33,926,391 -$36,640,301 -$2,713,910 IWB, VYM, VWO, MUB, IAU 13F-HR 01 Aug 2014, 17:05
Q3 2012 33 $259,158,000 +$7,833,890 -$4,398,881 +$3,435,009 IWB, MUB, VYM, INTC, VWO 13F-HR 31 Jul 2014, 09:41
Q2 2012 33 $246,873,000 +$11,040,371 -$2,880,899 +$8,159,472 IWB, MUB, INTC, VYM, VWO 13F-HR 31 Jul 2014, 09:40
Q1 2012 34 $246,641,000 +$45,450,656 -$28,717,486 +$16,733,170 IWB, MUB, INTC, VYM, IAU 13F-HR 31 Jul 2014, 09:38
Q4 2011 31 $210,949,000 +$33,713,487 -$17,812,929 +$15,900,558 IWB, MUB, INTC, EFA, IAU 13F-HR 31 Jul 2014, 09:36
Q3 2011 30 $180,775,000 +$12,453,879 -$2,114,004 +$10,339,875 IWB, MUB, EFA, IAU, EEM 13F-HR 22 Jul 2014, 16:47
Q2 2011 29 $194,221,000 +$8,716,658 -$2,227,111 +$6,489,547 IWB, EFA, EEM, IAU, INTC 13F-HR 22 Jul 2014, 16:46
Q1 2011 31 $187,835,000 +$9,804,471 -$11,994,714 -$2,190,243 IWB, EFA, EEM, IAU, IWM 13F-HR 15 Jul 2014, 08:38
Q4 2010 31 $183,497,000 +$17,029,914 -$16,051,301 +$978,613 IWB, EFA, EEM, INTC, MUB 13F-HR 27 Jun 2014, 11:28
Q3 2010 30 $171,326,000 +$23,179,117 -$4,366,051 +$18,813,066 IWB, MUB, EFA, EEM, INTC 13F-HR 23 Jun 2014, 08:20
Q2 2010 27 $139,335,000 +$14,903,050 -$8,174,176 +$6,728,874 IWB, MUB, EFA, INTC, IWD 13F-HR 23 Jun 2014, 08:20
Q1 2010 26 $152,137,000 +$9,769,850 -$17,480,941 -$7,711,091 IWB, EFA, INTC, IWF, IWD 13F-HR 12 Jun 2014, 17:09
Q4 2009 25 $155,014,000 $0 $0 $0 IWB, EFA, INTC, IWF, IWD 13F-HR 09 Jun 2014, 15:08