Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Goldstein Munger & Associates 13F Holdings -- Portfolio & Top Positions (2022-09-30)

Name: Goldstein Munger & Associates 13F Holdings (2022-09-30)
Creator: ko.io

Goldstein Munger & Associates (CIK 1570251) reported $303.5M across 32 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: IWB ($129.9M, 42.80%), EFA ($24.5M, 8.09%), IWM ($17.5M, 5.76%), IAU ($16.9M, 5.55%), VEA ($16.5M, 5.44%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IWB	ISHARES TR	$129.9M	42.80%	658,245	Added
2	EFA	ISHARES TR	$24.5M	8.09%	438,092	Added
3	IWM	ISHARES TR	$17.5M	5.76%	106,066	Added
4	IAU	ISHARES GOLD TR	$16.9M	5.55%	534,645	Trimmed
5	VEA	VANGUARD TAX-MANAGED FDS	$16.5M	5.44%	454,263	Trimmed
6	VWO	VANGUARD INTL EQUITY INDEX F	$13.3M	4.37%	363,566	Trimmed
7	IWF	ISHARES TR	$12.4M	4.07%	58,777	Trimmed
8	EEM	ISHARES TR	$10.9M	3.58%	311,157	Added
9	GLD	SPDR GOLD TR	$10.5M	3.47%	68,009	Trimmed
10	IWD	ISHARES TR	$9.9M	3.28%	73,171	Hold
11	VYM	VANGUARD WHITEHALL FDS	$7.2M	2.38%	76,204	Hold
12	VHT	VANGUARD WORLD FDS	$7.2M	2.37%	32,117	Added
13	IWV	ISHARES TR	$5.1M	1.67%	24,454	Added
14	INTC	INTEL CORP	$3.2M	1.04%	123,000	Hold
15	VTI	VANGUARD INDEX FDS	$2.9M	0.94%	15,964	Hold
16	IWN	ISHARES TR	$2.5M	0.84%	19,662	Trimmed
17	SPY	SPDR S&P 500 ETF TR	$2.4M	0.78%	6,666	Hold
18	IWO	ISHARES TR	$2.3M	0.76%	11,192	Hold
19	VTV	VANGUARD INDEX FDS	$1.6M	0.54%	13,281	Hold
20	VTWO	VANGUARD SCOTTSDALE FDS	$1.2M	0.39%	17,782	Added
21	IVW	ISHARES TR	$922,000	0.30%	15,930	Hold
22	IJR	ISHARES TR	$632,000	0.21%	7,247	Hold
23	IJH	ISHARES TR	$628,000	0.21%	2,864	Hold
24	EFG	ISHARES TR	$575,000	0.19%	7,922	Hold
25	EFV	ISHARES TR	$581,000	0.19%	15,088	Hold

Source: SEC Form 13F filings · as of 2022-09-30