GoalFusion Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Austin, TX
CIK
0001895678
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 29 157,015 IVV, AGG, VT, STIP 13F-HR 4/3/2024 000189567824000002
Q4 2023 29 146,740 IVV, AGG, VT, STIP 13F-HR 1/2/2024 000189567824000001
Q3 2023 28 134,541 IVV, AGG, STIP, VT 13F-HR 10/10/2023 000189567823000005
Q2 2023 26 135,771 IVV, AGG, STIP, VT 13F-HR 7/17/2023 000189567823000004
Q1 2023 22 127,284 IVV, AGG, STIP, VT 13F-HR 4/3/2023 000189567823000003
Q4 2022 21 124,058 IVV, AGG, STIP, VT 13F-HR 2/9/2023 000108514623000978
Q3 2022 18 105,726 IVV, AGG, STIP, VT 13F-HR 10/24/2022 000108514622003576
Q2 2022 18 106,705 IVV, AGG, STIP, VT 13F-HR 7/28/2022 000108514622002641
Q1 2022 21 116,077 IVV, AGG, STIP, VT 13F-HR 5/5/2022 000108514622001789
Q4 2021 13 101,747 AGG, IVV, VT, VB 13F-HR 1/31/2022 000108514622000408