Avoid Fraud, Get The Facts, And Find The Best
Legal Name: GOLDSTEIN MUNGER + ASSOCIATES
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 2, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR RUS 1000 ETF (464287622)
|
613,931 |
$99,942k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
110,146 |
$17,128k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
1,087,376 |
$14,680k |
|
ISHARES (464287465)
|
177,582 |
$11,672k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
65,871 |
$10,364k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
235,254 |
$10,005k |
|
SPDR GOLD TR GOLD (78463V107)
|
66,471 |
$8,854k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
205,919 |
$8,589k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
66,038 |
$8,401k |
|
ISHARES TR COHEN&ST RLTY (464287564)
|
60,546 |
$6,821k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
77,936 |
$6,810k |
|
ISHARES (464287234)
|
116,027 |
$4,979k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
29,685 |
$2,594k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
12,651 |
$2,541k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
16,489 |
$2,475k |
|
ISHARES (464287630)
|
17,681 |
$2,131k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
6,319 |
$1,854k |
|
SSGA ACTIVE ETF TR (78467V848)
|
25,065 |
$1,230k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
6,096 |
$996k |
|
SCHWAB STRATEGIC TR (808524706)
|
31,987 |
$839k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
4,200 |
$753k |
|
ISHARES (464288885)
|
7,899 |
$638k |
|
Amazon.com Inc (023135106)
|
301 |
$570k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
2,864 |
$556k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
7,106 |
$556k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
4,953 |
$549k |
|
ISHARES (464288877)
|
10,918 |
$525k |
|
ISHARES RUS (464287689)
|
2,930 |
$505k |
|
ISHARES (464287879)
|
3,130 |
$465k |
|
SPDR SERIES TRUST (78464A607)
|
2,934 |
$290k |
|
ISHARES (464287887)
|
1,483 |
$271k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
2,900 |
$234k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,160 |
$217k |
|
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