GoalFusion Wealth Management

GoalFusion Wealth Management as of March 31, 2025

Portfolio Holdings for GoalFusion Wealth Management

GoalFusion Wealth Management holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 25.7 $47M 474k 98.92
Ishares Tr Core S&p500 Etf (IVV) 24.6 $45M 80k 561.90
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 12.7 $23M 200k 115.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.0 $17M 201k 81.76
Vanguard Index Fds Small Cp Etf (VB) 6.5 $12M 53k 221.75
Vanguard Index Fds Value Etf (VTV) 4.1 $7.5M 43k 172.74
Vanguard World Energy Etf (VDE) 3.5 $6.4M 50k 129.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $5.0M 34k 146.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $4.8M 106k 45.26
Spdr Gold Tr Gold Shs (GLD) 2.4 $4.4M 15k 288.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $3.9M 53k 73.45
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $2.9M 11k 258.62
Microsoft Corporation (MSFT) 0.3 $633k 1.7k 375.35
NVIDIA Corporation (NVDA) 0.3 $613k 5.7k 108.39
Meta Platforms Cl A (META) 0.3 $510k 884.00 576.36
Assurant (AIZ) 0.3 $498k 2.4k 209.74
Accenture Plc Ireland Shs Class A (ACN) 0.2 $393k 1.3k 312.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $368k 1.3k 274.84
Nextera Energy (NEE) 0.2 $330k 4.7k 70.89
Costco Wholesale Corporation (COST) 0.2 $318k 336.00 945.78
Home Depot (HD) 0.2 $282k 769.00 366.37
Alphabet Cap Stk Cl C (GOOG) 0.1 $229k 1.5k 156.26
International Business Machines (IBM) 0.1 $208k 837.00 248.66
Chevron Corporation (CVX) 0.1 $202k 1.2k 167.32