GoalFusion Wealth Management

GoalFusion Wealth Management as of Dec. 31, 2024

Portfolio Holdings for GoalFusion Wealth Management

GoalFusion Wealth Management holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.3 $46M 79k 588.68
Ishares Tr Core Us Aggbd Et (AGG) 23.9 $44M 452k 96.90
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 12.7 $23M 198k 117.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.8 $16M 200k 80.27
Vanguard Index Fds Small Cp Etf (VB) 6.8 $12M 52k 240.28
Vanguard Index Fds Value Etf (VTV) 3.9 $7.2M 43k 169.30
Vanguard World Energy Etf (VDE) 3.4 $6.2M 51k 121.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $4.9M 68k 71.91
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.6 $4.7M 34k 137.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $4.6M 104k 44.04
Spdr Gold Tr Gold Shs (GLD) 2.0 $3.7M 15k 242.13
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $2.9M 11k 264.13
Apple (AAPL) 0.8 $1.5M 5.9k 250.42
Microsoft Corporation (MSFT) 0.5 $905k 2.1k 421.46
NVIDIA Corporation (NVDA) 0.4 $733k 5.5k 134.30
Meta Platforms Cl A (META) 0.3 $518k 884.00 585.51
Assurant (AIZ) 0.3 $506k 2.4k 213.21
Accenture Plc Ireland Shs Class A (ACN) 0.2 $443k 1.3k 351.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $377k 1.3k 289.81
International Business Machines (IBM) 0.2 $338k 1.5k 219.83
Nextera Energy (NEE) 0.2 $334k 4.7k 71.69
Costco Wholesale Corporation (COST) 0.2 $308k 336.00 916.27
Home Depot (HD) 0.2 $299k 769.00 388.87
Alphabet Cap Stk Cl C (GOOG) 0.2 $279k 1.5k 190.47
Analog Devices (ADI) 0.2 $277k 1.3k 212.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $245k 541.00 453.28
Advanced Micro Devices (AMD) 0.1 $217k 1.8k 120.79
Blackboxstocks (BLBX) 0.0 $81k 37k 2.20