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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
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Blend
Small
Growth
0
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0
1
0
0
GOLDSTEIN MUNGER ASSOCIATES

Time Period2019-06-30

Total Holdings33

Total Value ($x1000)229,034
Activities
New0

Increased5

Unchanged17

Decreased11

Sold Out2

Top 10 Stock Holdingstotal 85.8%
IWB43.64

IWM7.48

IAU6.41

EFA5.1

IWF4.53

 
VWO4.37

GLD3.87

VEA3.75

IWD3.67

ICF2.98

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
43.64%
RUS 1000 ETF
IWM
7.48%
RUSSELL 2000 ETF
IAU
6.41%
ISHARES
EFA
5.1%
MSCI EAFE ETF
IWF
4.53%
RUS 1000 GRW ETF
VWO
4.37%
FTSE EMR MKT ETF
GLD
3.87%
GOLD SHS
VEA
3.75%
FTSE DEV MKT ETF
IWD
3.67%
RUS 1000 VAL ETF
ICF
2.98%
COHEN&STEER REIT
VYM
2.97%
HIGH DIV YLD
EEM
2.17%
MSCI EMG MKT ETF
VNQ
1.13%
REIT ETF
IWO
1.11%
RUS 2000 GRW ETF
VTI
1.08%
TOTAL STK MKT
IWN
0.93%
RUS 2000 VAL ETF
SPY
0.81%
TR UNIT
TOTL
0.54%
SPDR TR TACTIC
VUG
0.43%
GROWTH ETF
SCHE
0.37%
EMRG MKTEQ ETF
IVW
0.33%
S&P 500 GRWT ETF
EFG
0.28%
EAFE GRWTH ETF
AMZN
0.25%
COM
IJR
0.24%
CORE S&P SCP ETF
IJH
0.24%
CORE S&P MCP ETF
VTV
0.24%
VALUE ETF
EFV
0.23%
EAFE VALUE ETF
IWV
0.22%
RUSSELL 3000 ETF
IJS
0.2%
SP SMCP600VL ETF
RWR
0.13%
DJ REIT ETF
IJT
0.12%
SP SMCP600GR ETF
VCSH
0.1%
SHRT TRM CORP BD
QQQ
0.09%
UNIT SER 1
GOOGL
1.21%
CAP STK CL A
GOOG
0.94%
CAP STK CL C