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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
Mid
Blend
Small
Growth
0
0
0
0
0
0
3
0
0
GOLDSTEIN MUNGER ASSOCIATES

Time Period2018-12-31

Total Holdings34

Total Value ($x1000)203,959
Activities
New0

Increased8

Unchanged8

Decreased18

Sold Out2

Top 10 Stock Holdingstotal 83.93%
IWB42.3

IWM7.23

IAU6.68

EFA4.92

IWF4.35

 
VWO4.28

GLD3.95

VEA3.63

IWD3.61

VYM2.98

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
42.3%
RUS 1000 ETF
IWM
7.23%
RUSSELL 2000 ETF
IAU
6.68%
ISHARES
EFA
4.92%
MSCI EAFE ETF
IWF
4.35%
RUS 1000 GRW ETF
VWO
4.28%
FTSE EMR MKT ETF
GLD
3.95%
GOLD SHS
VEA
3.63%
FTSE DEV MKT ETF
IWD
3.61%
RUS 1000 VAL ETF
VYM
2.98%
HIGH DIV YLD
ICF
2.87%
COHEN&STEER REIT
EEM
2.23%
MSCI EMG MKT ETF
GOOGL
1.2%
CAP STK CL A
VNQ
1.07%
REIT ETF
IWO
1.05%
RUS 2000 GRW ETF
VTI
1.04%
TOTAL STK MKT
GOOG
0.97%
CAP STK CL C
IWN
0.93%
RUS 2000 VAL ETF
SPY
0.78%
TR UNIT
TOTL
0.58%
SPDR TR TACTIC
VUG
0.4%
GROWTH ETF
SCHE
0.37%
EMRG MKTEQ ETF
IVW
0.31%
S&P 500 GRWT ETF
IWV
0.27%
RUSSELL 3000 ETF
EFG
0.27%
EAFE GRWTH ETF
EFV
0.24%
EAFE VALUE ETF
IJR
0.24%
CORE S&P SCP ETF
VTV
0.24%
VALUE ETF
IJH
0.23%
CORE S&P MCP ETF
AMZN
0.22%
COM
IJS
0.2%
SP SMCP600VL ETF
RWR
0.12%
DJ REIT ETF
IJT
0.12%
SP SMCP600GR ETF
VCSH
0.11%
SHRT TRM CORP BD
BND
0.16%
TOTAL BND MRKT
QQQ
0.12%
UNIT SER 1