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GoalFusion Wealth Management, LLC

Q2 2022 Holdings

Filed 2022-07-29 | 18 holdings | $372.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Advanced Micro Devices Inc(AMD)COM007903107$266.0K3,47371.4%
Ishares TR(IVV)CORE S&P500 ETF464287200$25.9K68,3527.0%
Ishares TR(AGG)CORE US AGGBD ET464287226$24.5K241,0536.6%
Ishares TR(STIP)0-5 YR TIPS ETF46429B747$17.4K171,9474.7%
Vanguard Intl Equity Index F(VT)TT WRLD ST ETF922042742$14.6K170,6353.9%
Vanguard Index FDS(VB)SMALL CP ETF922908751$7.6K43,0582.0%
Vanguard World FDS(VDE)ENERGY ETF92204A306$5.0K50,7341.4%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$3.6K86,9441.0%
Spdr Gold TR(GLD)GOLD SHS78463V107$3.3K19,3660.9%
Vanguard Index FDS(VO)MID CAP ETF922908629$1.5K7,7250.4%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$1.0K13,5650.3%
Ishares TR(ICSH)BLACKROCK ULTRA46434V878$4008,0000.1%
Microsoft Corp(MSFT)COM594918104$3851,4980.1%
Nextera Energy Inc(NEE)COM65339F101$3614,6600.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$3051,1160.1%
Blackboxstocks IncCOM NEW09229E204$217146,6670.1%
Recursion Pharmaceuticals in(RXRX)CL A75629V104$19524,0000.1%
Nuveen MUN Value FD Inc(NUV)COM670928100$9110,2000.0%