Goalfusion Wealth Management, LLC Top Holdings and 13F Report (2024) → Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad) About Goalfusion Wealth Management, LLCInvestment ActivityGoalfusion Wealth Management, LLC has $157.02 million in total holdings as of March 31, 2024.Goalfusion Wealth Management, LLC owns shares of 29 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.41% of the portfolio was purchased this quarter.About 4.97% of the portfolio was sold this quarter.This quarter, Goalfusion Wealth Management, LLC has purchased 29 new stocks and bought additional shares in 12 stocks.Goalfusion Wealth Management, LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $39,051,743iShares Core U.S. Aggregate Bond ETF $35,551,571Vanguard Total World Stock ETF $19,776,100iShares 0-5 Year TIPS Bond ETF $12,777,550Vanguard Small-Cap ETF $10,765,495 Largest New Holdings this Quarter Vanguard Total Stock Market ETF $292,907 HoldingChevron $207,064 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 79,014 shares (about $7.74M)Vanguard Total Bond Market ETF 19,577 shares (about $1.42M)Vanguard Total Stock Market ETF 1,127 shares (about $292.91K)Chevron 1,313 shares (about $207.06K)Vanguard Small-Cap ETF 542 shares (about $123.90K) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 55,443 shares (about $5.51M)iShares Core S&P 500 ETF 2,267 shares (about $1.19M)Advanced Micro Devices 870 shares (about $157.03K)Vanguard Short-Term Inflation-Protected Securities ETF 3,167 shares (about $151.67K)Meta Platforms 220 shares (about $106.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoalfusion Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$39,051,743$1,191,830 ▼-3.0%74,28124.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$35,551,571$7,738,639 ▲27.8%362,99322.6%FinanceVTVanguard Total World Stock ETF$19,776,100$4,531 ▲0.0%178,96912.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$12,777,550$5,512,697 ▼-30.1%128,5088.1%ETFVBVanguard Small-Cap ETF$10,765,495$123,896 ▲1.2%47,0956.9%ETFVTVVanguard Value ETF$6,159,365$67,098 ▲1.1%37,8203.9%ETFVDEVanguard Energy ETF$5,729,185$4,873 ▼-0.1%43,5023.6%ETFBNDVanguard Total Bond Market ETF$4,988,156$1,421,878 ▲39.9%68,6793.2%ETFXLVHealth Care Select Sector SPDR Fund$4,144,270$7,239 ▲0.2%28,0532.6%ETFVWOVanguard FTSE Emerging Markets ETF$3,935,058$109,771 ▲2.9%94,2082.5%ETFGLDSPDR Gold Shares$3,043,010$8,023 ▼-0.3%14,7921.9%FinanceVOVanguard Mid-Cap ETF$2,368,160$79,705 ▲3.5%9,4781.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,063,389$151,668 ▼-6.8%43,0861.3%ManufacturingAAPLApple$1,065,920$5,830 ▲0.5%6,2160.7%Computer and TechnologyMSFTMicrosoft$673,075$4,627 ▲0.7%1,6000.4%Computer and TechnologyNVDANVIDIA$556,894$2,712 ▲0.5%6160.4%Computer and TechnologyAIZAssurant$489,2220.0%2,5990.3%FinanceBRK.BBerkshire Hathaway$469,3000.0%1,1160.3%FinanceADIAnalog Devices$464,8060.0%2,3500.3%Computer and TechnologyACNAccenture$436,747$34,662 ▼-7.4%1,2600.3%Business ServicesMETAMeta Platforms$431,195$106,828 ▼-19.9%8880.3%Computer and TechnologyAMDAdvanced Micro Devices$405,200$157,026 ▼-27.9%2,2450.3%Computer and TechnologyNEENextEra Energy$297,8210.0%4,6600.2%UtilitiesVTIVanguard Total Stock Market ETF$292,907$292,907 ▲New Holding1,1270.2%ETFCOSTCostco Wholesale$284,2600.0%3880.2%Retail/WholesaleIBMInternational Business Machines$267,9170.0%1,4030.2%Computer and TechnologyINTUIntuit$227,832$649 ▲0.3%3510.1%Computer and TechnologyCVXChevron$207,064$207,064 ▲New Holding1,3130.1%Oils/EnergyBLBXBlackboxstocks$92,4010.0%36,6670.1%Business ServicesABTAbbott Laboratories$0$444,022 ▼-100.0%00.0%MedicalRXRXRecursion Pharmaceuticals$0$197,200 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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