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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 $146,740,386
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 76,548 $36,561,615 24.91%
2.
Ishares Trust
 IEF 283,979 $28,184,953 19.2%
3.
Vanguard Intl Equity Index Funds
 VWO 178,928 $18,408,136 12.54%
4.
Ishares Tr
 183,951 $18,135,729 12.35%
5.
Vanguard Index Fds
 46,553 $9,931,197 6.76%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)