GoalFusion Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Austin, TX
CIK
0001895678
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 26 135,771 13F-HR 7/17/2023 000189567823000004 GoalFusion Wealth Management, LLC
Q1 2023 22 127,284 13F-HR 4/3/2023 000189567823000003 GoalFusion Wealth Management, LLC
Q4 2022 21 124,058 13F-HR 2/9/2023 000108514623000978 GoalFusion Wealth Management, LLC
Q3 2022 18 105,726 13F-HR 10/24/2022 000108514622003576 GoalFusion Wealth Management, LLC
Q2 2022 18 106,705 13F-HR 7/28/2022 000108514622002641 GoalFusion Wealth Management, LLC
Q1 2022 21 116,077 13F-HR 5/5/2022 000108514622001789 GoalFusion Wealth Management, LLC
Q4 2021 13 101,747 13F-HR 1/31/2022 000108514622000408 GoalFusion Wealth Management, LLC