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GoalFusion Wealth Management, LLC

Q3 2022 Holdings

Filed 2022-10-24 | 18 holdings | $325.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Advanced Micro Devices Inc(AMD)COM007903107$220.0K3,47367.6%
Ishares TR(IVV)CORE S&P500 ETF464287200$25.5K71,2347.8%
Ishares TR(AGG)CORE US AGGBD ET464287226$24.3K252,0187.5%
Ishares TR(STIP)0-5 YR TIPS ETF46429B747$17.3K179,8385.3%
Vanguard Intl Equity Index F(VT)TT WRLD ST ETF922042742$14.4K182,6634.4%
Vanguard Index FDS(VB)SMALL CP ETF922908751$7.6K44,3612.3%
Vanguard World FDS(VDE)ENERGY ETF92204A306$5.4K53,0541.7%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$3.4K94,0321.1%
Spdr Gold TR(GLD)GOLD SHS78463V107$2.9K19,0590.9%
Vanguard Index FDS(VO)MID CAP ETF922908629$1.6K8,5880.5%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$97013,6010.3%
Ishares TR(ICSH)BLACKROCK ULTRA46434V878$61212,2350.2%
Microsoft Corp(MSFT)COM594918104$3701,5890.1%
Nextera Energy Inc(NEE)COM65339F101$3654,6600.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2981,1160.1%
Recursion Pharmaceuticals in(RXRX)CL A75629V104$21320,0000.1%
Blackboxstocks IncCOM NEW09229E204$109146,6670.0%
Nuveen MUN Value FD Inc(NUV)COM670928100$8610,2000.0%