Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $182,742,537
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 473,921 $46,880,302 25.65%
2.
Ishares Trust
 IEF 80,007 $44,955,926 24.6%
3.
Vanguard Intl Equity Index Funds
 VWO 199,806 $23,167,532 12.68%
4.
Vanguard Scottsdale Funds
 201,297 $16,458,043 9.01%
5.
Vanguard Index Fds - SMALL CP ETF
 53,362 $11,833,071 6.48%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)