GoalFusion Wealth Management

GoalFusion Wealth Management as of March 31, 2022

Portfolio Holdings for GoalFusion Wealth Management

GoalFusion Wealth Management holds 21 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.1 $29M 64k 453.52
Ishares Tr Core Us Aggbd Et (AGG) 21.7 $25M 235k 107.02
Ishares Tr 0-5 Yr Tips Etf (STIP) 15.5 $18M 171k 104.96
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 14.0 $16M 161k 101.35
Vanguard Index Fds Small Cp Etf (VB) 7.4 $8.6M 41k 212.44
Vanguard World Fds Energy Etf (VDE) 5.0 $5.8M 54k 107.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $3.8M 83k 46.02
Spdr Gold Tr Gold Shs (GLD) 2.7 $3.2M 18k 180.37
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $1.7M 7.0k 236.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $1.4M 17k 79.60
Microsoft Corporation (MSFT) 0.4 $462k 1.5k 308.41
Ishares Tr Blackrock Ultra (ICSH) 0.3 $401k 8.0k 50.12
Nextera Energy (NEE) 0.3 $395k 4.7k 84.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $394k 1.1k 353.05
Recursion Pharmaceuticals In Cl A (RXRX) 0.3 $387k 54k 7.17
Advanced Micro Devices (AMD) 0.3 $380k 3.5k 109.42
Costco Wholesale Corporation (COST) 0.2 $223k 388.00 574.74
International Business Machines (IBM) 0.2 $208k 1.6k 129.76
Apple (AAPL) 0.2 $200k 1.2k 173.31
Nuveen Muni Value Fund (NUV) 0.1 $98k 10k 9.61
Hive Blockchain Technologies Ord 0.0 $21k 10k 2.10