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Home > Institutional Investor > Goldstein Munger & Associates > Profile

Instuitional Investor - Goldstein Munger & Associates

Fund Profile
Filing Period:
Fund Name: Goldstein Munger & Associates
Portfolio Value $303,489,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 658,245 $129,891,000 42.79%
2.
Ishares Trust
 IEF 438,092 $24,538,000 8.08%
3.
Ishares Trust
 IEF 106,066 $17,492,000 5.76%
4.
Ishares Trust
 IAU 534,645 $16,857,000 5.55%
5.
Vanguard Tax-Managed Fds
 454,263 $16,517,000 5.44%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)