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Home > Institutional Investor > Goalfusion Wealth Management, Llc > Profile

Instuitional Investor - Goalfusion Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Goalfusion Wealth Management, Llc
Portfolio Value $194,592,722
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 79,336 $49,259,715 25.31%
2.
Ishares Trust
 IEF 483,280 $47,941,413 24.64%
3.
Vanguard Intl Equity Index Funds
 VWO 198,256 $25,479,891 13.09%
4.
Vanguard Scottsdale Funds
 197,029 $16,337,645 8.4%
5.
Vanguard Index Fds - SMALL CP ETF
 54,460 $12,905,982 6.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)