The Analysis of GoalFusion Wealth Management, LLC's Holdings


Currently, GoalFusion Wealth Management, LLC holds 27 types of securities in its portfolio with a total value $216.2M. In the most recent quarter, they have increased their positions in VUG (+4.1K shares, valued at $2.0M), VCIT (+21.7K shares, valued at $1.8M), VTV (+5.6K shares, valued at $1.1M); decreased their positions in VDE (-16.9K shares, valued at $2.1M), AGG (-2.7K shares, valued at $270.4K), AMD (-1.0K shares, valued at $214.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR80.0K shares0.67%2025-12-312026-01-06history
AGG ISHARES TR499.8K shares-0.54%2025-12-312026-01-06history
VT VANGUARD INTL EQUITY INDEX F199.2K shares0.73%2025-12-312026-01-06history
VCIT VANGUARD SCOTTSDALE FDS239.0K shares10.01%2025-12-312026-01-06history
VB VANGUARD INDEX FDS55.9K shares1.40%2025-12-312026-01-06history
VUG VANGUARD INDEX FDS18.1K shares29.25%2025-12-312026-01-06history
VTV VANGUARD INDEX FDS43.4K shares14.84%2025-12-312026-01-06history
GLD SPDR GOLD TR15.6K shares-1.34%2025-12-312026-01-06history
Sponsored
VWO VANGUARD INTL EQUITY INDEX F104.9K shares1.75%2025-12-312026-01-06history
VDE VANGUARD WORLD FD36.8K shares-31.51%2025-12-312026-01-06history
VO VANGUARD INDEX FDS12.0K shares3.47%2025-12-312026-01-06history
BND VANGUARD BD INDEX FDS41.9K shares2.14%2025-12-312026-01-06history
NVDA NVIDIA CORPORATION9.8K shares62.63%2025-12-312026-01-06history
AAPL APPLE INC4.3K shares-0.05%2025-12-312026-01-06history
AMD ADVANCED MICRO DEVICES INC4.2K shares-19.34%2025-12-312026-01-06history
MSFT MICROSOFT CORP1.6K shares-2.92%2025-12-312026-01-06history
Sponsored
META META PLATFORMS INC884 shares0.00%2025-12-312026-01-06history
AIZ ASSURANT INC2.4K shares0.00%2025-12-312026-01-06history
ALPHABET INC ALPHABET INC1.5K shares1.46%2025-12-312026-01-06history
VTI VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-06history
VEU VANGUARD INTL EQUITY INDEX F5.1K shares28.13%2025-12-312026-01-06history
NEE NEXTERA ENERGY INC4.7K shares0.00%2025-12-312026-01-06history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares0.00%2025-12-312026-01-06history
HD HOME DEPOT INC769 shares0.00%2025-12-312026-01-06history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS834 shares0.00%2025-12-312026-01-06history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP691 shares0.00%2025-12-312026-01-06history
BLACKBOXSTOCKS INC BLACKBOXSTOCKS INC27.5K shares-25.00%2025-12-312026-01-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available