GoalFusion Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$181M
Signature - Title
Jared McBride - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by GoalFusion Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GoalFusion Wealth Management, LLC reported 29 stock holdings with total value $181M as of Q3 2024. Top holdings included IVV, AGG, VT, VCIT, and VB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 29 $181M +$11.6M -$1.03M +$10.6M IVV, AGG, VT, VCIT, VB 13F-HR 10/7/2024, 10:47 AM
Q2 2024 31 $161M +$19.6M -$16.5M +$3.04M IVV, AGG, VT, VCIT, VB 13F-HR 7/18/2024, 01:56 PM
Q1 2024 29 $157M +$10.1M -$7.81M +$2.26M IVV, AGG, VT, STIP, VB 13F-HR 4/3/2024, 02:14 PM
Q4 2023 29 $147M +$3.05M -$1.07M +$1.98M IVV, AGG, VT, STIP, VB 13F-HR 1/2/2024, 05:54 PM
Q3 2023 28 $135M +$3.34M -$622K +$2.72M IVV, AGG, STIP, VT, VB 13F-HR 10/10/2023, 05:26 PM
Q2 2023 26 $136M +$5.29M -$436K +$4.86M IVV, AGG, STIP, VT, VB 13F-HR 7/17/2023, 11:01 AM
Q1 2023 22 $127M +$10.8M -$6.68M +$4.15M IVV, AGG, STIP, VT, VB 13F-HR 4/3/2023, 02:41 PM
Q4 2022 21 $124M +$7.51M -$536K +$6.97M IVV, AGG, STIP, VT, VB 13F-HR 2/9/2023, 09:00 PM
Q3 2022 18 $106M +$4.91M -$90.1K +$4.82M IVV, AGG, STIP, VT, VB 13F-HR 10/24/2022, 03:48 PM
Q2 2022 18 $107M +$4.39M -$1.47M +$2.91M IVV, AGG, STIP, VT, VB 13F-HR 7/28/2022, 05:58 PM
Q1 2022 21 $116M +$26.1M -$15.6M +$10.5M IVV, AGG, STIP, VT, VB 13F-HR 5/5/2022, 08:16 PM
Q4 2021 13 $101M $0 $0 AGG, IVV, VT, VB, VDE 13F-HR 1/31/2022, 03:16 PM