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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
1
0
0
0
0
0
3
0
0
GOLDSTEIN MUNGER ASSOCIATES

Time Period2018-06-30

Total Holdings35

Total Value ($x1000)236,918
Activities
New1

Increased10

Unchanged15

Decreased9

Sold Out2

Top 10 Stock Holdingstotal 82.14%
IWB40.75

IWM7.79

IAU5.73

MUB4.69

IWF4.64

 
EFA4.59

VWO4.02

IWD3.81

GLD3.06

VEA3.06

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
40.75%
RUS 1000 ETF
IWM
7.79%
RUSSELL 2000 ETF
IAU
5.73%
ISHARES
MUB
4.69%
NAT AMT FREE BD
IWF
4.64%
RUS 1000 GRW ETF
EFA
4.59%
MSCI EAFE ETF
VWO
4.02%
FTSE EMR MKT ETF
IWD
3.81%
RUS 1000 VAL ETF
GLD
3.06%
GOLD SHS
VEA
3.06%
FTSE DEV MKT ETF
VYM
3%
HIGH DIV YLD
ICF
2.63%
COHEN&STEER REIT
EEM
2.35%
MSCI EMG MKT ETF
IWO
1.2%
RUS 2000 GRW ETF
GOOGL
1.18%
CAP STK CL A
VNQ
1.11%
REIT ETF
IWN
1.07%
RUS 2000 VAL ETF
SPY
1.05%
TR UNIT
GOOG
0.97%
CAP STK CL C
VUG
0.39%
GROWTH ETF
EFG
0.31%
EAFE GRWTH ETF
IVW
0.29%
S&P 500 GRWT ETF
EFV
0.25%
EAFE VALUE ETF
IJR
0.25%
CORE S&P SCP ETF
IJH
0.24%
CORE S&P MCP ETF
VTI
0.23%
TOTAL STK MKT
AMZN
0.22%
COM
IJS
0.22%
SP SMCP600VL ETF
VTV
0.2%
VALUE ETF
IJT
0.13%
SP SMCP600GR ETF
SCHE
0.12%
EMRG MKTEQ ETF
RWR
0.12%
DJ REIT ETF
IWV
0.11%
RUSSELL 3000 ETF
QQQ
0.11%
UNIT SER 1
WFC
0.1%
COM
QQQ
0.11%
UNIT SER 1
VGK
0.09%
FTSE EUROPE ETF