Goalfusion Wealth Management, LLC Top Holdings and 13F Report (2024) About Goalfusion Wealth Management, LLCInvestment ActivityGoalfusion Wealth Management, LLC has $180.50 million in total holdings as of September 30, 2024.Goalfusion Wealth Management, LLC owns shares of 29 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 6.42% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Goalfusion Wealth Management, LLC has purchased 31 new stocks and bought additional shares in 14 stocks.Goalfusion Wealth Management, LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $45,007,527iShares Core U.S. Aggregate Bond ETF $42,688,583Vanguard Total World Stock ETF $22,923,176Vanguard Intermediate-Term Corporate Bond ETF $16,239,711Vanguard Small-Cap ETF $12,160,147 Largest New Holdings this Quarter GRAYSCALE ETHEREUM MINI TR E $73,461 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 28,527 shares (about $2.89M)iShares Core S&P 500 ETF 4,209 shares (about $2.43M)Vanguard Total World Stock ETF 12,875 shares (about $1.54M)Vanguard Total Bond Market ETF 13,761 shares (about $1.03M)Vanguard Intermediate-Term Corporate Bond ETF 10,102 shares (about $846.04K) Largest Sales this Quarter Berkshire Hathaway 547 shares (about $251.76K)NVIDIA 375 shares (about $45.54K)Meta Platforms 4 shares (about $2.29K) 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$45,007,527$2,427,835 ▲5.7%78,02724.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$42,688,583$2,888,932 ▲7.3%421,53223.6%FinanceVTVanguard Total World Stock ETF$22,923,176$1,541,139 ▲7.2%191,50512.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$16,239,711$846,042 ▲5.5%193,9079.0%ETFVBVanguard Small-Cap ETF$12,160,147$718,512 ▲6.3%51,2636.7%ETFVTVVanguard Value ETF$7,219,168$463,134 ▲6.9%41,3544.0%ETFVDEVanguard Energy ETF$5,897,638$442,237 ▲8.1%48,1563.3%ETFBNDVanguard Total Bond Market ETF$5,006,908$1,033,589 ▲26.0%66,6612.8%ETFXLVHealth Care Select Sector SPDR Fund$4,771,540$321,748 ▲7.2%30,9802.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,728,955$294,133 ▲6.6%98,8292.6%ETFGLDSPDR Gold Shares$3,647,601$126,148 ▲3.6%15,0072.0%FinanceVOVanguard Mid-Cap ETF$2,837,214$367,250 ▲14.9%10,7541.6%ETFAAPLApple$1,431,0860.0%6,1420.8%Computer and TechnologyMSFTMicrosoft$947,872$38,724 ▲4.3%2,2030.5%Computer and TechnologyNVDANVIDIA$632,500$45,543 ▼-6.7%5,2080.4%Computer and TechnologyAIZAssurant$516,8230.0%2,5990.3%FinanceMETAMeta Platforms$506,037$2,290 ▼-0.5%8840.3%Computer and TechnologyACNAccenture$445,4040.0%1,2600.2%Computer and TechnologyNEENextEra Energy$393,9100.0%4,6600.2%UtilitiesVTIVanguard Total Stock Market ETF$329,598$10,477 ▲3.3%1,1640.2%ETFAMDAdvanced Micro Devices$323,2380.0%1,9700.2%Computer and TechnologyHDHome Depot$311,5000.0%7690.2%Retail/WholesaleIBMInternational Business Machines$310,1750.0%1,4030.2%Computer and TechnologyCOSTCostco Wholesale$297,8710.0%3360.2%Retail/WholesaleADIAnalog Devices$294,6180.0%1,2800.2%Computer and TechnologyBRK.BBerkshire Hathaway$261,888$251,762 ▼-49.0%5690.1%FinanceGDGeneral Dynamics$208,8200.0%6910.1%AerospaceBLBXBlackboxstocks$91,6680.0%36,6670.1%Business ServicesGRAYSCALE ETHEREUM MINI TR E$73,461$73,461 ▲New Holding30,1070.0%COM UNITVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$292,114 ▼-100.0%00.0%ManufacturingINTUIntuit$0$230,700 ▼-100.0%00.0%Computer and TechnologyCVXChevron$0$205,462 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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