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The Analysis of GoalFusion Wealth Management, LLC's Holdings & P&L

Currently, GoalFusion Wealth Management, LLC holds 30 types of securities in its portfolio with a total value $220.5M. In the most recent quarter, they have increased their positions in AGG (+23.9K shares, valued at $2.4M), IVV (+2.3K shares, valued at $1.5M), VUG (+2.2K shares, valued at $981.5K); decreased their positions in VDE (-5.3K shares, valued at $922.3K), AAPL (-71 shares, valued at $18.0K), HD (-11 shares, valued at $3.6K); initiated new positions in CMF (+7.5K shares, valued at $426.4K), CVX (+1.1K shares, valued at $232.8K), DELL (+1.4K shares, valued at $229.8K).

1M P&L

+6.4M+2.85%

3M P&L

-50.2M-17.91%

HY P&L

-42.5M-15.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A212.6M

96.9%

2Semiconductors2.7M

1.2%

3Consumer Electronics1.1M

0.5%

Top Industries by Stock Count

1N/A15 stocks

57.7%

2Semiconductors2 stocks

7.7%

3Consumer Electronics1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR82.3K shares2.82%2026-03-312026-04-14

AGG ISHARES TR523.7K shares4.78%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F200.9K shares0.85%2026-03-312026-04-14

VCIT VANGUARD SCOTTSDALE FDS248.0K shares3.79%2026-03-312026-04-14

VB VANGUARD INDEX FDS56.7K shares1.41%2026-03-312026-04-14

VUG VANGUARD INDEX FDS20.3K shares12.43%2026-03-312026-04-14

VTV VANGUARD INDEX FDS44.8K shares3.21%2026-03-312026-04-14

GLD SPDR GOLD TR15.7K shares0.19%2026-03-312026-04-14

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VWO VANGUARD INTL EQUITY INDEX F107.6K shares2.56%2026-03-312026-04-14

VDE VANGUARD WORLD FD31.5K shares-14.47%2026-03-312026-04-14

VO VANGUARD INDEX FDS12.7K shares6.24%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS42.3K shares1.10%2026-03-312026-04-14

NVDA NVIDIA CORPORATION10.6K shares7.69%2026-03-312026-04-14

AAPL APPLE INC4.2K shares-1.66%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC4.2K shares0.00%2026-03-312026-04-14

MSFT MICROSOFT CORP1.9K shares17.08%2026-03-312026-04-14

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AIZ ASSURANT INC2.4K shares0.00%2026-03-312026-04-14

META META PLATFORMS INC879 shares-0.57%2026-03-312026-04-14

ALPHABET INC ALPHABET INC1.5K shares1.18%2026-03-312026-04-14

VTI VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-14

NEE NEXTERA ENERGY INC4.7K shares0.00%2026-03-312026-04-14

CMF ISHARES TR7.5K sharesnew addition2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F5.6K shares9.76%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares0.00%2026-03-312026-04-14

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HD HOME DEPOT INC758 shares-1.43%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP691 shares0.00%2026-03-312026-04-14

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-14

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS834 shares0.00%2026-03-312026-04-14

REALLOYS INC REALLOYS INC13.0K sharesnew addition2026-03-312026-04-14

IVV

ISHARES TR

2.82%

Shares82.3K

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

4.78%

Shares523.7K

Event2026-03-31

Filed2026-04-14

VANGUARD INTL EQUITY INDEX F

0.85%

Shares200.9K

Event2026-03-31

Filed2026-04-14

VCIT

VANGUARD SCOTTSDALE FDS

3.79%

Shares248.0K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

1.41%

Shares56.7K

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

12.43%

Shares20.3K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

3.21%

Shares44.8K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

0.19%

Shares15.7K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

2.56%

Shares107.6K

Event2026-03-31

Filed2026-04-14

VDE

VANGUARD WORLD FD

-14.47%

Shares31.5K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

6.24%

Shares12.7K

Event2026-03-31

Filed2026-04-14

BND

VANGUARD BD INDEX FDS

1.10%

Shares42.3K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

7.69%

Shares10.6K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-1.66%

Shares4.2K

Event2026-03-31

Filed2026-04-14

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

17.08%

Shares1.9K

Event2026-03-31

Filed2026-04-14

AIZ

ASSURANT INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-14