• 13F History

Goldstein Munger & Associates

13F Filings History

Latest 13F report
Q3 2022 - Nov 8, 2022
Value $
$303M
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 $303M as of Q3 2022. Top holdings included IWB, EFA, IWM, IAU, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 32 $303M +$2.43M -$7.44M -$5.01M IWB, EFA, IWM, IAU, VEA 13F-HR 11/7/2022, 08:11 PM
Q2 2022 33 $332M +$8.53M -$3.17M +$5.36M IWB, EFA, IAU, VEA, IWM 13F-HR 8/9/2022, 05:50 PM
Q1 2022 36 $386M +$9.3M -$122K +$9.18M IWB, EFA, IWM, VEA, IAU 13F-HR 5/9/2022, 06:41 PM
Q4 2021 33 $397M +$2.08M -$344K +$1.73M IWB, EFA, IWM, VEA, IAU 13F-HR 2/7/2022, 07:26 PM
Q3 2021 33 $373M +$1.39M -$1.81M -$423K IWB, EFA, IWM, VEA, VWO 13F-HR 11/12/2021, 10:36 AM
Q2 2021 33 $379M +$19.1M -$19.3M -$266K IWB, EFA, IWM, VEA, VWO 13F-HR 7/13/2021, 08:41 PM
Q1 2021 34 $358M +$10.8M -$5.84M +$4.98M IWB, EFA, IWM, VEA, VWO 13F-HR 4/27/2021, 09:44 AM
Q4 2020 39 $339M +$6.76M -$3.71M +$3.05M IWB, EFA, IWM, IAUXXXX, VEA 13F-HR 2/9/2021, 08:46 PM
Q3 2020 38 $298M +$15M -$1.9M +$13.1M IWB, EFA, IAUXXXX, VEA, VWO 13F-HR 11/9/2020, 07:43 PM
Q2 2020 38 $265M +$33.3M -$8.89M +$24.4M IWB, EFA, IAUXXXX, IWM, VWO 13F-HR 8/11/2020, 05:46 PM
Q1 2020 36 $203M +$9.25M -$3.04M +$6.22M IWB, IAUXXXX, EFA, IWM, VWO 13F-HR 4/29/2020, 09:51 AM
Q4 2019 33 $245M +$1.8M -$68.6K +$1.73M IWB, IWM, IAUXXXX, EFA, IWF 13F-HR 2/7/2020, 06:51 PM
Q3 2019 33 $227M +$407K -$4.11M -$3.7M IWB, IWM, IAUXXXX, EFA, IWF 13F-HR 11/7/2019, 08:53 PM
Q2 2019 33 $229M +$267K -$2.71M -$2.45M IWB, IWM, IAUXXXX, EFA, IWF 13F-HR 8/2/2019, 05:08 PM
Q1 2019 35 $229M +$1.59M -$229K +$1.37M IWB, IWM, IAUXXXX, EFA, IWF 13F-HR 5/2/2019, 08:22 AM
Q4 2018 34 $204M +$4.75M -$7.75M -$3M IWB, IWM, IAUXXXX, EFA, IWF 13F-HR 2/8/2019, 03:58 PM
Q3 2018 36 $236M +$2.59M -$483K +$2.1M IWB, IWM, IAUXXXX, IWF, EFA 13F-HR 10/25/2018, 10:40 AM
Q2 2018 35 $237M +$2.48M -$918K +$1.56M IWB, IWM, IAUXXXX, MUB, IWF 13F-HR 7/24/2018, 05:05 PM
Q1 2018 36 $232M +$3.77M -$2.59M +$1.18M IWB, IWM, IAUXXXX, EFA, MUB 13F-HR 5/1/2018, 08:28 AM
Q4 2017 36 $234M +$1.42M -$1.37M +$51.1K IWB, IWM, IAUXXXX, IWF, MUB 13F-HR 2/6/2018, 08:36 PM
Q3 2017 35 $223M +$1.12M -$3.31M -$2.19M IWB, IWM, IAUXXXX, MUB, EFA 13F-HR 10/31/2017, 09:13 PM
Q2 2017 34 $217M +$1.33M -$3.42M -$2.09M IWB, IWM, IAUXXXX, MUB, IWF 13F-HR 7/25/2017, 11:51 AM
Q1 2017 40 $227M +$3.34M -$11.3M -$7.93M IWB, IWM, IAUXXXX, MUB, EFA 13F-HR 4/19/2017, 10:54 AM
Q4 2016 37 $225M +$10.3M -$7.1M +$3.17M IWB, IWM, MUB, IAUXXXX, EFA 13F-HR 1/19/2017, 02:40 PM
Q3 2016 31 $219M +$307K -$4.33M -$4.02M IWB, IWM, MUB, IAUXXXX, EFA 13F-HR 10/17/2016, 05:34 PM
Q2 2016 32 $217M +$998K -$13.8M -$12.8M IWB, IWM, MUB, IAUXXXX, EFA 13F-HR 7/20/2016, 09:09 PM
Q1 2016 32 $230M +$11.8M -$11.1M +$630K IWB, MUB, IWM, IAUXXXX, EFA 13F-HR 4/18/2016, 06:58 PM
Q4 2015 31 $226M +$8.46M -$4.96M +$3.49M IWB, MUB, EFA, IWM, IWF 13F-HR 1/25/2016, 08:04 AM
Q3 2015 33 $220M +$11.8M -$6.95M +$4.81M IWB, MUB, EFA, IWM, IAUXXXX 13F-HR 11/3/2015, 10:27 AM
Q2 2015 32 $231M +$1.18M -$1.98M -$804K IWB, MUB, IWM, EFA, VWO 13F-HR 8/4/2015, 04:45 PM
Q1 2015 30 $234M +$1.64M -$5.95M -$4.31M IWB, MUB, IWM, EFA, VWO 13F-HR 4/13/2015, 04:39 PM
Q4 2014 33 $237M +$6.47M -$18M -$11.6M IWB, MUB, IWM, VYM, EFA 13F-HR 2/2/2015, 08:31 PM
Q3 2014 31 $242M +$1.27M -$2.25M -$981K IWB, MUB, VYM, IWM, EFA 13F-HR 10/23/2014, 07:53 AM
Q2 2014 30 $247M +$26.7M -$3.63M +$23.1M IWB, MUB, VYM, IWM, EFA 13F-HR 8/6/2014, 09:38 PM
Q1 2014 24 $217M +$3.02M -$11.9M -$8.88M IWB, MUB, VYM, IWM, EFA 13F-HR 5/14/2014, 10:59 AM
Q4 2013 30 $239M +$3.17M -$34.8M -$31.6M IWB, VYM, MUB, IWM, EFA 13F-HR 8/6/2014, 09:36 PM
Q3 2013 31 $66.3M +$1.6M -$2.91M -$1.3M VYM, MUB, BRKB, BRKA, INTC 13F-HR 8/6/2014, 09:36 PM
Q2 2013 30 $67.3M +$913K -$455K +$458K VYM, MUB, BRKB, BRKA, INTC 13F-HR 8/6/2014, 09:34 PM
Q1 2013 31 $199M +$3.82M -$21.3M -$17.5M IWB, VYM, MUB, IWM, EFA 13F-HR 8/1/2014, 05:07 PM
Q4 2012 30 $206M +$30.4M -$29.7M +$726K IWB, VYM, MUB, IAUXXXX, IWM 13F-HR 8/1/2014, 05:05 PM
Q3 2012 33 $231M +$3.16M -$4.4M -$1.24M IWB, MUB, VYM, INTC, IAUXXXX 13F-HR 7/31/2014, 09:41 AM
Q2 2012 33 $225M +$7.61M -$2.09M +$5.52M IWB, MUB, INTC, VYM, IAUXXXX 13F-HR 7/31/2014, 09:40 AM
Q1 2012 34 $226M +$35.5M -$28.6M +$6.85M IWB, MUB, INTC, VYM, IAUXXXX 13F-HR 7/31/2014, 09:38 AM
Q4 2011 31 $202M +$25.6M -$17.4M +$8.17M IWB, MUB, INTC, EFA, IAUXXXX 13F-HR 7/31/2014, 09:36 AM
Q3 2011 30 $178M +$12.2M -$2.05M +$10.2M IWB, MUB, EFA, IAUXXXX, EEM 13F-HR 7/22/2014, 04:47 PM
Q2 2011 29 $194M +$8.72M -$1.51M +$7.21M IWB, EFA, EEM, IAUXXXX, INTC 13F-HR 7/22/2014, 04:46 PM
Q1 2011 31 $180M +$9.43M -$11.7M -$2.26M IWB, EFA, EEM, IAUXXXX, IWM 13F-HR 7/15/2014, 08:38 AM
Q4 2010 31 $137M +$10M -$15M -$4.98M IWB, INTC, MUB, IWD, IWF 13F-HR 6/27/2014, 11:28 AM
Q3 2010 29 $171M +$23.2M -$1.02M +$22.2M IWB, MUB, EFA, EEM, INTC 13F-HR 6/23/2014, 08:20 AM
Q2 2010 26 $139M +$14.9M -$8.17M +$6.73M IWB, MUB, EFA, INTC, IWD 13F-HR 6/23/2014, 08:20 AM
Q1 2010 26 $152M +$9.77M -$11.6M -$1.87M IWB, EFA, INTC, IWF, IWD 13F-HR 6/12/2014, 05:09 PM
Q4 2009 25 $155M IWB, EFA, INTC, IWF, IWD 13F-HR 6/9/2014, 03:08 PM