The Analysis of GoalFusion Wealth Management, LLC's Holdings
Currently, GoalFusion Wealth Management, LLC holds 28 types of securities in its portfolio with a total value $209.4M. In the most recent quarter, they have increased their positions in VUG (+14.0K shares, valued at $6.7M), AGG (+19.2K shares, valued at $1.9M), VCIT (+20.2K shares, valued at $1.7M); decreased their positions in VTV (-5.3K shares, valued at $983.6K), AAPL (-1.5K shares, valued at $371.8K), BND (-2.8K shares, valued at $209.1K); initiated new positions in VUG (+14.0K shares, valued at $6.7M), OKLO (+2.7K shares, valued at $302.0K), VEU (+4.0K shares, valued at $285.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR79.5K shares0.19%2025-09-302025-10-21
AGG ISHARES TR502.5K shares3.98%2025-09-302025-10-21 VT VANGUARD INTL EQUITY INDEX F197.7K shares-0.28%2025-09-302025-10-21 VCIT VANGUARD SCOTTSDALE FDS217.3K shares10.27%2025-09-302025-10-21 VB VANGUARD INDEX FDS55.1K shares1.20%2025-09-302025-10-21 VTV VANGUARD INDEX FDS37.8K shares-12.25%2025-09-302025-10-21 VDE VANGUARD WORLD FD53.8K shares4.13%2025-09-302025-10-21 VUG VANGUARD INDEX FDS14.0K sharesnew addition2025-09-302025-10-21 GLD SPDR GOLD TR15.8K shares2.41%2025-09-302025-10-21 VWO VANGUARD INTL EQUITY INDEX F103.1K shares-1.00%2025-09-302025-10-21 VO VANGUARD INDEX FDS11.6K shares1.68%2025-09-302025-10-21 BND VANGUARD BD INDEX FDS41.0K shares-6.41%2025-09-302025-10-21 NVDA NVIDIA CORPORATION6.0K shares6.20%2025-09-302025-10-21 AAPL APPLE INC4.3K shares-25.45%2025-09-302025-10-21 MSFT MICROSOFT CORP1.6K shares0.73%2025-09-302025-10-21 AMD ADVANCED MICRO DEVICES INC5.2K shares-4.61%2025-09-302025-10-21 META META PLATFORMS INC884 shares0.00%2025-09-302025-10-21 AIZ ASSURANT INC2.4K shares0.00%2025-09-302025-10-21 VTI VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-21 GOOG ALPHABET INC1.5K shares0.00%2025-09-302025-10-21 NEE NEXTERA ENERGY INC4.7K shares0.00%2025-09-302025-10-21 HD HOME DEPOT INC769 shares0.00%2025-09-302025-10-21 ACN ACCENTURE PLC IRELAND1.3K shares0.00%2025-09-302025-10-21 OKLO OKLO INC2.7K sharesnew addition2025-09-302025-10-21 VEU VANGUARD INTL EQUITY INDEX F4.0K sharesnew addition2025-09-302025-10-21 GD GENERAL DYNAMICS CORP691 shares0.00%2025-09-302025-10-21 IBM INTERNATIONAL BUSINESS MACHS834 shares-0.36%2025-09-302025-10-21 BLBX BLACKBOXSTOCKS INC36.7K shares0.00%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available