0001599633-16-000010.txt : 20160216
0001599633-16-000010.hdr.sgml : 20160215
20160216083025
ACCESSION NUMBER: 0001599633-16-000010
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20151231
FILED AS OF DATE: 20160216
DATE AS OF CHANGE: 20160216
EFFECTIVENESS DATE: 20160216
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Fusion Investment Group, LLC
CENTRAL INDEX KEY: 0001599633
IRS NUMBER: 000000000
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16055
FILM NUMBER: 161423281
BUSINESS ADDRESS:
STREET 1: ALLEGHENY BUILDING
STREET 2: 429 FORBES AVE, SUITE 300
CITY: PITTSBURGH
STATE: PA
ZIP: 15219
BUSINESS PHONE: 4123253970
MAIL ADDRESS:
STREET 1: ALLEGHENY BUILDING
STREET 2: 429 FORBES AVE, SUITE 300
CITY: PITTSBURGH
STATE: PA
ZIP: 15219
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
true
0001599633
XXXXXXXX
12-31-2015
12-31-2015
Fusion Investment Group, LLC
ALLEGHENY BUILDING
429 FORBES AVE, SUITE 300
PITTSBURGH
PA
15219
13F HOLDINGS REPORT
028-16055
N
Scott Dooley
President/CEO
4123253972
Scott Dooley
Pittsburgh
PA
02-16-2016
0
72
37345
false
INFORMATION TABLE
2
fig13F20151231.xml
ALCOA INC
COM
013817101
228
23085
SH
SOLE
0
0
23085
AMERICAN EXPRESSCOMPANY
COM
025816109
207
2973
SH
SOLE
0
0
2973
APPLE INC
COM
037833100
949
9003
SH
SOLE
0
0
9003
Berkshire Hathaway Inc Del Cl B New
COM
084670702
210
1589
SH
SOLE
0
0
1589
BRISTOL MYERS SQUIBB CO
COM
110122108
866
12569
SH
SOLE
0
0
12569
DBX ETF TR
DBXTR HAR CS 300
233051879
370
13215
SH
SOLE
0
0
13215
DISNEY WALT CO
COM
254687106
653
6214
SH
SOLE
0
0
6214
GENERAL ELECTRIC CO
COM
369604103
1140
36592
SH
SOLE
0
0
36592
GILEAD SCIENCES INC
COM
375558103
531
5236
SH
SOLE
0
0
5236
ISHARES
EM MK MINVOL ETF
464286533
558
11468
SH
SOLE
0
0
11468
ISHARES TR
CORE S&P500 ETF
464287200
901
4399
SH
SOLE
0
0
4399
ISHARES TR
CORE US AGGBD ET
464287226
356
3292
SH
SOLE
0
0
3292
ISHARES TR
1-3 YR TR BD ETF
464287457
835
9902
SH
SOLE
0
0
9902
ISHARES TR
MSCI EAFE ETF
464287465
1877
31967
SH
SOLE
0
0
31967
ISHARES TR
CORE S&P MCP ETF
464287507
890
6388
SH
SOLE
0
0
6388
ISHARES TR
AGENCY BOND ETF
464288166
1125
9940
SH
SOLE
0
0
9940
ISHARES TR
MSCI AC ASIA ETF
464288182
591
11070
SH
SOLE
0
0
11070
ISHARES TR
MSCI ACWI ETF
464288257
1906
34143
SH
SOLE
0
0
34143
ISHARES TR
EAFE SML CP ETF
464288273
587
11742
SH
SOLE
0
0
11742
ISHARES TR
JP MOR EM MK ETF
464288281
212
2003
SH
SOLE
0
0
2003
ISHARES TR
DEVSMCP EXNA ETF
464288497
635
14027
SH
SOLE
0
0
14027
ISHARES TR
IBOXX HI YD ETF
464288513
224
2782
SH
SOLE
0
0
2782
Johnson & Johnson
COM
478160104
223
2170
SH
SOLE
0
0
2170
KAYNE ANDERSON MLP INVT CO
COM
486606106
231
13344
SH
SOLE
0
0
13344
KRAFT HEINZ CO
COM
500754106
260
3580
SH
SOLE
0
0
3580
Las Vegas Sands CorpCom
COM
517834107
143
3253
SH
SOLE
0
0
3253
Lockheed Martin Corp
COM
539830109
161
740
SH
SOLE
0
0
740
MONDELEZ INTL INC
CL A
609207105
273
6090
SH
SOLE
0
0
6090
PEPSICO INC
COM
713448108
238
2382
SH
SOLE
0
0
2382
Philip Morris Intl
COM
718172109
450
5115
SH
SOLE
0
0
5115
Raytheon Co Com
COM
755111507
157
1253
SH
SOLE
0
0
1253
STARBUCKS CORP
COM
855244109
733
12214
SH
SOLE
0
0
12214
UNDER ARMOUR INC
COM
904311107
365
4518
SH
SOLE
0
0
4518
Vanguard Index Fds
FUND
922908553
106
1327
SH
SOLE
0
0
1327
WELLS FARGO & CO NEW
COM
949746101
678
12451
SH
SOLE
0
0
12451
Whole Foods Mkt Inc
COM
966837106
242
7223
SH
SOLE
0
0
7223
AT&T INC
COM
00206R102
671
19506
SH
SOLE
0
0
19506
ABBVIE INC COM
COM
00287Y109
361
6091
SH
SOLE
0
0
6091
Alcoa Inc 5.9% 02/01/27
BOND
013817AJ0
10
10000
PRN
SOLE
0
0
10000
AllianceBerstein
COM
01879R106
101
9324
SH
SOLE
0
0
9324
ALPHABET CL C
COM
02079K107
778
1025
SH
SOLE
0
0
1025
ALPHABET CL A
COM
02079K305
554
711
SH
SOLE
0
0
711
ALTRIA GROUP INC
COM
02209S103
695
11933
SH
SOLE
0
0
11933
Calamos Conv & High
COM
12811P108
98
9256
SH
SOLE
0
0
9256
CISCO SYS INC
COM
17275R102
725
26658
SH
SOLE
0
0
26658
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
178
10029
SH
SOLE
0
0
10029
FIRST TR EXCHANGE TRADED FD
SENIOR LN FD
33738D309
209
4465
SH
SOLE
0
0
4465
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
704
31648
SH
SOLE
0
0
31648
GENERAL MTRS CO
COM
37045V100
245
7214
SH
SOLE
0
0
7214
Glaxosmithkline PLC Spons ADR
COM
3733W105
202
4991
SH
SOLE
0
0
4991
ISHARES TR
MSCI POL CAP ETF
46429B606
367
20291
SH
SOLE
0
0
20291
Ishares Morningstar Multi Asset Income
ETF
46432F875
104
4436
SH
SOLE
0
0
4436
ISHARES INC
CORE MSCI EMKT
46434G103
1998
50724
SH
SOLE
0
0
50724
JP Morgan Chase & Co
COM
46625H100
215
3244
SH
SOLE
0
0
3244
Kinder Morgan Inc
MLP
49456B101
118
7887
SH
SOLE
0
0
7887
MARKET VECTORS ETF TR
VIETNAM ETF
57060U761
361
24430
SH
SOLE
0
0
24430
Nuveen Real Estate Inc Fd
FUND
67071B108
156
14681
SH
SOLE
0
0
14681
PIMCO ETF TR
1-3YR USTREIDX
72201R106
829
16365
SH
SOLE
0
0
16365
PIMCO ETF TR
1-5 US TIP IDX
72201R205
541
10532
SH
SOLE
0
0
10532
PIMCO ETF TR
LOW DURTN AC ETF
72201R718
239
2395
SH
SOLE
0
0
2395
SPDR SERIES TRUST
BRCLY INTL CRP
78464A151
206
6683
SH
SOLE
0
0
6683
SPDR SERIES TRUST
SHRT INTL ETF
78464A334
297
9984
SH
SOLE
0
0
9984
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1032
14334
SH
SOLE
0
0
14334
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
231
4361
SH
SOLE
0
0
4361
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
238
5548
SH
SOLE
0
0
5548
TRAVELERS COMPANIES INC
COM
89417E109
685
6062
SH
SOLE
0
0
6062
VANGUARD SCOTTSDALE FDS
SHTRM GVT BD ETF
92206C102
842
13858
SH
SOLE
0
0
13858
Verizon
COM
92343V104
306
6547
SH
SOLE
0
0
6547
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
1418
40446
SH
SOLE
0
0
40446
ALLERGAN PLC
COM
G0177J108
262
837
SH
SOLE
0
0
837
Accenture PLC Ireland Class Shs
COM
G1151C101
209
1992
SH
SOLE
0
0
1992
EATON CORP PLC
COM
G29183103
1049
20152
SH
SOLE
0
0
20152