0001895678-23-000004.txt : 20230717 0001895678-23-000004.hdr.sgml : 20230717 20230717110134 ACCESSION NUMBER: 0001895678-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230717 DATE AS OF CHANGE: 20230717 EFFECTIVENESS DATE: 20230717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GoalFusion Wealth Management, LLC CENTRAL INDEX KEY: 0001895678 IRS NUMBER: 274378843 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21537 FILM NUMBER: 231090851 BUSINESS ADDRESS: STREET 1: 7611 CREEKBLUFF DRIVE CITY: AUSTIN STATE: TX ZIP: 78750 BUSINESS PHONE: 512-593-6367 MAIL ADDRESS: STREET 1: 7611 CREEKBLUFF DRIVE CITY: AUSTIN STATE: TX ZIP: 78750 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001895678 XXXXXXXX 06-30-2023 06-30-2023 GoalFusion Wealth Management, LLC

7611 CREEKBLUFF DRIVE AUSTIN TX 78750

13F HOLDINGS REPORT 028-21537 000309756 801-120866 N Jared McBride 5125936367 Jared McBride Austin TX 07-17-2023 0 26 135771052 false INFORMATION TABLE 2 Schedule13F.xml ABBOTT LABS COM 002824100 306673 2813 SH SOLE 0 0 2813 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 450543 1460 SH SOLE 0 0 1460 ADVANCED MICRO DEVICES INC COM 007903107 299014 2625 SH SOLE 0 0 2625 ANALOG DEVICES INC COM 032654105 510402 2620 SH SOLE 0 0 2620 APPLE INC COM 037833100 1183799 6103 SH SOLE 0 0 6103 ASSURANT INC COM 04621X108 351881 2799 SH SOLE 0 0 2799 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 380556 1116 SH SOLE 0 0 1116 COSTCO WHSL CORP NEW COM 22160K105 208891 388 SH SOLE 0 0 388 INVESCO QQQ TR UNIT SER 1 46090E103 203181 550 SH SOLE 0 0 550 ISHARES TR 0-5 YR TIPS ETF 46429B747 17280666 177056 SH SOLE 0 0 177056 ISHARES TR CORE S&P500 ETF 464287200 34140495 76598 SH SOLE 0 0 76598 ISHARES TR CORE US AGGBD ET 464287226 26988261 275531 SH SOLE 0 0 275531 MICROSOFT CORP COM 594918104 541055 1589 SH SOLE 0 0 1589 NEXTERA ENERGY INC COM 65339F101 345772 4660 SH SOLE 0 0 4660 NVIDIA CORPORATION COM 67066G104 259452 613 SH SOLE 0 0 613 RECURSION PHARMACEUTICALS IN CL A 75629V104 149400 20000 SH SOLE 0 0 20000 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3342540 25183 SH SOLE 0 0 25183 SPDR GOLD TR GOLD SHS 78463V107 3279455 18396 SH SOLE 0 0 18396 VANGUARD WORLD FDS ENERGY ETF 92204A306 4914666 43535 SH SOLE 0 0 43535 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3453000 84882 SH SOLE 0 0 84882 VANGUARD INDEX FDS MID CAP ETF 922908629 1738163 7895 SH SOLE 0 0 7895 VANGUARD INDEX FDS SMALL CP ETF 922908751 9014291 45323 SH SOLE 0 0 45323 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1890778 39873 SH SOLE 0 0 39873 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2602665 35805 SH SOLE 0 0 35805 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 17017372 175473 SH SOLE 0 0 175473 VANGUARD INDEX FDS VALUE ETF 922908744 4918081 34610 SH SOLE 0 0 34610