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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 Period2018-03-31

Total Holdings36

Total Value ($x1000)232,297
Activities
New1

Increased11

Unchanged10

Decreased14

Sold Out1

Top 10 Stock Holdingstotal 82.24%
IWB39.73

IWM7.34

IAU6.2

EFA4.83

MUB4.78

 
IWF4.66

VWO4.46

IWD3.94

GLD3.19

VYM3.11

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
39.73%
RUS 1000 ETF
IWM
7.34%
RUSSELL 2000 ETF
IAU
6.2%
ISHARES
EFA
4.83%
MSCI EAFE ETF
MUB
4.78%
NAT AMT FREE BD
IWF
4.66%
RUS 1000 GRW ETF
VWO
4.46%
FTSE EMR MKT ETF
IWD
3.94%
RUS 1000 VAL ETF
GLD
3.19%
GOLD SHS
VYM
3.11%
HIGH DIV YLD
VEA
3.03%
FTSE DEV MKT ETF
EEM
2.67%
MSCI EMG MKT ETF
ICF
2.46%
COHEN&STEER REIT
IWO
1.14%
RUS 2000 GRW ETF
GOOGL
1.11%
CAP STK CL A
VNQ
1.04%
REIT ETF
SPY
1.04%
TR UNIT
IWN
1.01%
RUS 2000 VAL ETF
GOOG
0.93%
CAP STK CL C
VUG
0.37%
GROWTH ETF
EFG
0.32%
EAFE GRWTH ETF
IVW
0.28%
S&P 500 GRWT ETF
EFV
0.27%
EAFE VALUE ETF
IJR
0.24%
CORE S&P SCP ETF
IJH
0.23%
CORE S&P MCP ETF
VTI
0.23%
TOTAL STK MKT
VTV
0.21%
VALUE ETF
IJS
0.2%
SP SMCP600VL ETF
AMZN
0.19%
COM
SCHE
0.13%
EMRG MKTEQ ETF
IJT
0.12%
SP SMCP600GR ETF
IWV
0.11%
RUSSELL 3000 ETF
WFC
0.11%
COM
RWR
0.11%
DJ REIT ETF
QQQ
0.11%
UNIT SER 1
VGK
0.09%
FTSE EUROPE ETF
HEFA
0.13%
HDG MSCI EAFE