GoalFusion Wealth Management

GoalFusion Wealth Management as of March 31, 2023

Portfolio Holdings for GoalFusion Wealth Management

GoalFusion Wealth Management holds 22 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.7 $31M 77k 411.08
Ishares Tr Core Us Aggbd Et (AGG) 20.4 $26M 261k 99.64
Ishares Tr 0-5 Yr Tips Etf (STIP) 13.3 $17M 171k 99.23
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 12.4 $16M 171k 92.09
Vanguard Index Fds Small Cp Etf (VB) 6.6 $8.4M 44k 189.56
Vanguard World Fds Energy Etf (VDE) 3.8 $4.8M 42k 114.23
Vanguard Index Fds Value Etf (VTV) 3.5 $4.5M 32k 138.11
Spdr Gold Tr Gold Shs (GLD) 2.8 $3.6M 19k 183.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $3.4M 84k 40.40
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.3 $3.0M 23k 129.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $2.5M 35k 73.83
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $1.8M 38k 47.82
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $1.7M 7.8k 210.92
Apple (AAPL) 0.8 $1.0M 6.1k 164.90
Analog Devices (ADI) 0.4 $564k 2.9k 197.22
Microsoft Corporation (MSFT) 0.4 $466k 1.6k 288.27
Nextera Energy (NEE) 0.3 $359k 4.7k 77.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $345k 1.1k 308.77
Abbott Laboratories (ABT) 0.2 $285k 2.8k 101.26
Advanced Micro Devices (AMD) 0.2 $257k 2.6k 98.01
Chevron Corporation (CVX) 0.2 $201k 1.2k 163.16
Recursion Pharmaceuticals In Cl A (RXRX) 0.1 $133k 20k 6.67