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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 Period2017-12-31

Total Holdings36

Total Value ($x1000)233,572
Activities
New1

Increased6

Unchanged16

Decreased13

Sold Out0

Top 10 Stock Holdingstotal 82.08%
IWB39.25

IWM7.23

IAU6.12

IWF4.9

MUB4.85

 
EFA4.8

VWO4.32

IWD4.3

VYM3.27

GLD3.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
39.25%
RUS 1000 ETF
IWM
7.23%
RUSSELL 2000 ETF
IAU
6.12%
ISHARES
IWF
4.9%
RUS 1000 GRW ETF
MUB
4.85%
NAT AMT FREE BD
EFA
4.8%
MSCI EAFE ETF
VWO
4.32%
FTSE EMR MKT ETF
IWD
4.3%
RUS 1000 VAL ETF
VYM
3.27%
HIGH DIV YLD
GLD
3.04%
GOLD SHS
VEA
2.88%
FTSE DEV MKT ETF
EEM
2.72%
MSCI EMG MKT ETF
ICF
2.66%
COHEN&STEER REIT
IWO
1.17%
RUS 2000 GRW ETF
GOOGL
1.14%
CAP STK CL A
VNQ
1.13%
REIT ETF
IWN
1.1%
RUS 2000 VAL ETF
GOOG
0.98%
CAP STK CL C
SPY
0.74%
TR UNIT
EFG
0.38%
EAFE GRWTH ETF
VUG
0.35%
GROWTH ETF
EFV
0.29%
EAFE VALUE ETF
IVW
0.27%
S&P 500 GRWT ETF
IJR
0.23%
CORE S&P SCP ETF
IJH
0.23%
CORE S&P MCP ETF
VTI
0.23%
TOTAL STK MKT
IJS
0.22%
SP SMCP600VL ETF
VTV
0.21%
VALUE ETF
SCHE
0.15%
EMRG MKTEQ ETF
HEFA
0.13%
HDG MSCI EAFE
WFC
0.13%
COM
IJT
0.12%
SP SMCP600GR ETF
AMZN
0.12%
COM
RWR
0.12%
DJ REIT ETF
IWV
0.11%
RUSSELL 3000 ETF
VGK
0.09%
FTSE EUROPE ETF