0001085146-15-001583.txt : 20150804 0001085146-15-001583.hdr.sgml : 20150804 20150804164551 ACCESSION NUMBER: 0001085146-15-001583 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150804 DATE AS OF CHANGE: 20150804 EFFECTIVENESS DATE: 20150804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Goldstein Munger & Associates CENTRAL INDEX KEY: 0001570251 IRS NUMBER: 943235229 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16141 FILM NUMBER: 151026159 BUSINESS ADDRESS: STREET 1: 18 CROW CANYON CT, STE 250 CITY: SAN RAMON STATE: CA ZIP: 94583 BUSINESS PHONE: 925-552-1400 MAIL ADDRESS: STREET 1: 18 CROW CANYON CT, STE 250 CITY: SAN RAMON STATE: CA ZIP: 94583 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001570251 XXXXXXXX 06-30-2015 06-30-2015 false Goldstein Munger & Associates
18 CROW CANYON CT, STE 250 SAN RAMON CA 94583
13F HOLDINGS REPORT 028-16141 N
Richard M. Goldstein Chief Compliance Officer 925-552-1400 /s/ Richard M. Goldstein San Ramon CA 08-04-2015 0 32 230783
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 947 7549 SH SOLE 7150 0 399 BERKSHIRE HATHAWAY INC DEL CL A 084670108 5941 29 SH SOLE 29 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4792 35210 SH SOLE 35210 0 0 CROCS INC COM 227046109 1080 73428 SH SOLE 73428 0 0 GOOGLE INC CL A 38259P508 1933 3579 SH SOLE 3579 0 0 GOOGLE INC CL C 38259P706 1867 3587 SH SOLE 3587 0 0 INTEL CORP COM 458140100 5842 192088 SH SOLE 191588 0 500 INTERNATIONAL BUSINESS MACHS COM 459200101 344 2116 SH SOLE 2116 0 0 ISHARES NAT AMT FREE BD 464288414 24502 226432 SH SOLE 213066 0 13366 ISHARES EAFE VALUE ETF 464288877 926 17701 SH SOLE 17701 0 0 ISHARES EAFE GRWTH ETF 464288885 988 14136 SH SOLE 14136 0 0 ISHARES GOLD TRUST ISHARES 464285105 9146 806502 SH SOLE 647682 0 158820 ISHARES TR CORE US AGGBD ET 464287226 305 2805 SH SOLE 2805 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1177 29716 SH SOLE 29716 0 0 ISHARES TR MSCI EAFE ETF 464287465 13190 207744 SH SOLE 156453 0 51291 ISHARES TR COHEN&STEER REIT 464287564 5661 63178 SH SOLE 46055 0 17123 ISHARES TR RUS 1000 VAL ETF 464287598 9370 90834 SH SOLE 87874 0 2960 ISHARES TR RUS 1000 GRW ETF 464287614 10037 101377 SH SOLE 97921 0 3456 ISHARES TR RUS 1000 ETF 464287622 70229 605213 SH SOLE 513263 0 91950 ISHARES TR RUS 2000 VAL ETF 464287630 2219 21760 SH SOLE 21760 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 2523 16320 SH SOLE 16320 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 14619 117081 SH SOLE 92529 0 24552 ISHARES TR RUSSELL 3000 ETF 464287689 280 2261 SH SOLE 2069 0 192 ISHARES TR HDG MSCI EAFE 46434V803 294 10750 SH SOLE 10750 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 267 2490 SH SOLE 2100 0 390 POWERSHS DB US DOLLAR INDEX DOLL INDX BEAR 73936D206 208 9400 SH SOLE 0 0 9400 SPDR GOLD TRUST GOLD SHS 78463V107 8629 76788 SH SOLE 46617 0 30171 SPDR S&P 500 ETF TR TR UNIT 78462F103 7438 36132 SH SOLE 20415 0 15717 VANGUARD INDEX FDS REIT ETF 922908553 2602 34837 SH SOLE 26065 0 8772 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11992 293358 SH SOLE 233865 0 59493 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 11047 164099 SH SOLE 122115 0 41984 WELLS FARGO & CO NEW COM 949746101 388 6900 SH SOLE 6900 0 0