HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
74,281 | -2,267 | $39,052 |
| IVV | 74,281 | -2,267 | $39,052 |
| ISHARES TR (AGG) |
362,993 | +79,014 | $35,552 |
| AGG | 362,993 | +79,014 | $35,552 |
| VANGUARD INTL EQUITY INDEX F (VT) |
178,969 | +41 | $19,776 |
| VT | 178,969 | +41 | $19,776 |
| ISHARES TR (STIP) |
128,508 | -55,443 | $12,778 |
| STIP | 128,508 | -55,443 | $12,778 |
| VANGUARD INDEX FDS (VB) |
47,095 | +542 | $10,765 |
| VB | 47,095 | +542 | $10,765 |
| VANGUARD INDEX FDS (VTV) |
37,820 | +412 | $6,159 |
| VTV | 37,820 | +412 | $6,159 |
| VANGUARD WORLD FDS (VDE) |
43,502 | -37 | $5,729 |
| VDE | 43,502 | -37 | $5,729 |
| VANGUARD BD INDEX FDS (BND) |
68,679 | +19,577 | $4,988 |
| BND | 68,679 | +19,577 | $4,988 |
| SELECT SECTOR SPDR TR (XLV) |
28,053 | +49 | $4,144 |
| XLV | 28,053 | +49 | $4,144 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
94,208 | +2,628 | $3,935 |
| VWO | 94,208 | +2,628 | $3,935 |
| SPDR GOLD TR (GLD) |
14,792 | -39 | $3,043 |
| GLD | 14,792 | -39 | $3,043 |
| VANGUARD INDEX FDS (VO) |
9,478 | +319 | $2,368 |
| VO | 9,478 | +319 | $2,368 |
| VANGUARD MALVERN FDS (VTIP) |
43,086 | -3,167 | $2,063 |
| VTIP | 43,086 | -3,167 | $2,063 |
| APPLE INC |
6,216 | +34 | $1,066 |
| AAPL | 6,216 | +34 | $1,066 |
| MICROSOFT CORP |
1,600 | +11 | $673 |
| MSFT | 1,600 | +11 | $673 |
| NVIDIA CORPORATION |
616 | +3 | $557 |
| NVDA | 616 | +3 | $557 |
| ASSURANT INC |
2,599 | UNCH | $489 |
| AIZ | 2,599 | UNCH | $489 |
 BERKSHIRE HATHAWAY INC DEL |
$469 | ||
| BRK.B | 1,116 | UNCH | $469 |
| ANALOG DEVICES INC |
2,350 | UNCH | $465 |
| ADI | 2,350 | UNCH | $465 |
| ACCENTURE PLC IRELAND |
1,260 | -100 | $437 |
| ACN | 1,260 | -100 | $437 |
| META PLATFORMS INC |
888 | -220 | $431 |
| META | 888 | -220 | $431 |
| ADVANCED MICRO DEVICES INC |
2,245 | -870 | $405 |
| AMD | 2,245 | -870 | $405 |
| NEXTERA ENERGY INC |
4,660 | UNCH | $298 |
| NEE | 4,660 | UNCH | $298 |
| VANGUARD INDEX FDS (VTI) |
1,127 | +1,127 | $293 |
| VTI | 1,127 | +1,127 | $293 |
| COSTCO WHSL CORP NEW |
388 | UNCH | $284 |
| COST | 388 | UNCH | $284 |
| INTERNATIONAL BUSINESS MACHS |
1,403 | UNCH | $268 |
| IBM | 1,403 | UNCH | $268 |
| INTUIT |
351 | +1 | $228 |
| INTU | 351 | +1 | $228 |
| CHEVRON CORP NEW |
1,313 | +1,313 | $207 |
| CVX | 1,313 | +1,313 | $207 |
See Full List: All Stocks Held By GoalFusion Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By GoalFusion Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $157,014 At 12/31/2023: $146,739 GoalFusion Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from GoalFusion Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
