Goldstein Munger & Associates Portfolio Holdings

Goldstein Munger & Associates

$303 Million
Q3 2022

Goldstein Munger & Associates has filed its 13F form on November 07, 2022 for Q3 2022 where it was disclosed a total value porftolio of $303 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $130M, Ishares Tr Msci Eafe ETF with a value of $24.5M, Ishares Russell 2000 ETF with a value of $17.5M, Ishares Gold Trust with a value of $16.9M, and Vanguard Ftse Developed Market with a value of $16.5M.

Examining the 13F form we can see an decrease of $28.7M in the current position value, from $332M to 303M.

Goldstein Munger & Associates is based out at San Ramon, CA

Below you can find more details about Goldstein Munger & Associates portfolio as well as his latest detailed transactions.

Portfolio value $303 Million

ETFs: $300 Million

Technology: $3.43 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
INTC Intel Corp Technology	$85.5B	$3.17 Million 1.04% of portfolio	123,000	Q1 2022 New
CDNS Cadence Design Systems Inc Technology	$86B	$261,000 0.09% of portfolio	1,600	Q3 2022 Reduced 30.43%

Summary

Portfolio
No. of Stocks 32
Current Value $303 Million
Prior Value $332 Million
Filing
Period Q3 2022
Filing Date November 07, 2022
Form Type 13F-HR
Activity in Q3 2022
New Purchases 1 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 7 stocks

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Goldstein Munger & Associates Portfolio Holdings