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GoalFusion Wealth Management, LLC

Q4 2021 Holdings

Filed 2022-01-31 | 13 holdings | $101.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(AGG)CORE US AGGBD ET464287226$40.9K359,46840.2%
Ishares TR(IVV)CORE S&P500 ETF464287200$25.5K63,98625.0%
Vanguard Intl Equity Index F(VT)TT WRLD ST ETF922042742$14.6K149,87514.3%
Vanguard Index FDS(VB)SMALL CP ETF922908751$7.8K36,5707.7%
Vanguard World FDS(VDE)ENERGY ETF92204A306$4.5K65,8814.4%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$3.5K67,6863.5%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$2.2K26,2332.2%
Vanguard Index FDS(VO)MID CAP ETF922908629$1.3K5,8991.3%
Advanced Micro Devices Inc(AMD)COM007903107$3935,0000.4%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2961,1600.3%
Apple Inc(AAPL)COM037833100$2682,2000.3%
International Business Machs(IBM)COM459200101$2401,8030.2%
Disney Walt Co(DIS)COM254687106$2231,2110.2%