0001895678-24-000002.txt : 20240403 0001895678-24-000002.hdr.sgml : 20240403 20240403141455 ACCESSION NUMBER: 0001895678-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240403 DATE AS OF CHANGE: 20240403 EFFECTIVENESS DATE: 20240403 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GoalFusion Wealth Management, LLC CENTRAL INDEX KEY: 0001895678 ORGANIZATION NAME: 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: 24818066 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 false false 0001895678 XXXXXXXX 03-31-2024 03-31-2024 GoalFusion Wealth Management, LLC

7611 CREEKBLUFF DRIVE AUSTIN TX 78750

13F HOLDINGS REPORT 028-21537 000309756 801-120866 N Jared McBride 512-593-6367 Jared McBride Pflugerville TX 04-03-2024 0 29 157015613 false INFORMATION TABLE 2 2024.03.31-Schedule13F.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 436747 1260 SH SOLE 0 0 1260 ADVANCED MICRO DEVICES INC COM 007903107 405200 2245 SH SOLE 0 0 2245 ANALOG DEVICES INC COM 032654105 464806 2350 SH SOLE 0 0 2350 APPLE INC COM 037833100 1065920 6216 SH SOLE 0 0 6216 ASSURANT INC COM 04621X108 489222 2599 SH SOLE 0 0 2599 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 469300 1116 SH SOLE 0 0 1116 BLACKBOXSTOCKS INC COM 09229E303 92401 36667 SH SOLE 0 0 36667 CHEVRON CORP NEW COM 166764100 207064 1313 SH SOLE 0 0 1313 COSTCO WHSL CORP NEW COM 22160K105 284260 388 SH SOLE 0 0 388 INTERNATIONAL BUSINESS MACHS COM 459200101 267917 1403 SH SOLE 0 0 1403 INTUIT COM 461202103 227832 351 SH SOLE 0 0 351 ISHARES TR 0-5 YR TIPS ETF 46429B747 12777550 128508 SH SOLE 0 0 128508 ISHARES TR CORE S&P500 ETF 464287200 39051743 74281 SH SOLE 0 0 74281 ISHARES TR CORE US AGGBD ET 464287226 35551571 362993 SH SOLE 0 0 362993 META PLATFORMS INC CL A 30303M102 431195 888 SH SOLE 0 0 888 MICROSOFT CORP COM 594918104 673075 1600 SH SOLE 0 0 1600 NEXTERA ENERGY INC COM 65339F101 297821 4660 SH SOLE 0 0 4660 NVIDIA CORPORATION COM 67066G104 556894 616 SH SOLE 0 0 616 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4144270 28053 SH SOLE 0 0 28053 SPDR GOLD TR GOLD SHS 78463V107 3043010 14792 SH SOLE 0 0 14792 VANGUARD WORLD FDS ENERGY ETF 92204A306 5729185 43502 SH SOLE 0 0 43502 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3935058 94208 SH SOLE 0 0 94208 VANGUARD INDEX FDS MID CAP ETF 922908629 2368160 9478 SH SOLE 0 0 9478 VANGUARD INDEX FDS SMALL CP ETF 922908751 10765495 47095 SH SOLE 0 0 47095 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2063389 43086 SH SOLE 0 0 43086 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4988156 68679 SH SOLE 0 0 68679 VANGUARD INDEX FDS TOTAL STK MKT 922908769 292907 1127 SH SOLE 0 0 1127 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 19776100 178969 SH SOLE 0 0 178969 VANGUARD INDEX FDS VALUE ETF 922908744 6159365 37820 SH SOLE 0 0 37820