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CIK 0001895678 • 6 13F filings • May 1, 2025 – Jul 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $250K | 0.1%Prev: 0.2% | 1,260 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $848K | 0.4% | 4,170 SH | New |
| ALPHABET INC | CAP STK CL C | $442K | 0.2%Prev: 0.1% | 1,542 SH | Increased+75 SH |
| APPLE INC | COM | $1.1M | 0.5% | 4,203 SH | New |
| ASSURANT INC | COM | $517K | 0.2%Prev: 0.3% | 2,374 SH | Increased |
| CHEVRON CORPORATION | COM | $233K | 0.1% | 1,125 SH | New |
| DELL TECHNOLOGIES INC | CL C | $230K | 0.1% | 1,400 SH | New |
| GENERAL DYNAMICS CORP | COM | $237K | 0.1% | 691 SH | New |
| HOME DEPOT INC | COM | $249K | 0.1%Prev: 0.2% | 758 SH | Decreased-11 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $202K | 0.1%Prev: 0.1% | 834 SH | Decreased-3 SH |
| ISHARES TR | CALIF MUN BD ETF | $426K | 0.2% | 7,500 SH | New |
| ISHARES TR | CORE S&P500 ETF | $53.7M | 24.4%Prev: 24.6% | 82,277 SH | Increased+2,270 SH |
| ISHARES TR | CORE US AGGBD ET | $52.0M | 23.6%Prev: 25.7% | 523,677 SH | Increased+49,756 SH |
| META PLATFORMS INC | CL A | $503K | 0.2%Prev: 0.3% | 879 SH | Decreased-5 SH |
| MICROSOFT CORP | COM | $693K | 0.3%Prev: 0.3% | 1,871 SH | Increased+185 SH |
| NEXTERA ENERGY INC | COM | $433K | 0.2%Prev: 0.2% | 4,660 SH | Increased |
| NVIDIA CORPORATION | COM | $1.8M | 0.8%Prev: 0.3% | 10,592 SH | Increased+4,934 SH |
| REALLOYS INC | COM | $127K | 0.1% | 13,000 SH | New |
| SPDR GOLD TR | GOLD SHS | $6.7M | 3.1%Prev: 2.4% | 15,665 SH | Increased+545 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.1M | 1.4%Prev: 2.1% | 42,349 SH | Decreased-10,637 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $8.9M | 4.0% | 20,329 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $3.7M | 1.7%Prev: 1.6% | 12,727 SH | Increased+1,428 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $14.8M | 6.7%Prev: 6.5% | 56,670 SH | Increased+3,308 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $435K | 0.2%Prev: 0.2% | 1,355 SH | Increased+17 SH |
| VANGUARD INDEX FDS | VALUE ETF | $8.8M | 4.0%Prev: 4.1% | 44,766 SH | Increased+1,501 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $422K | 0.2% | 5,625 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.8M | 2.6%Prev: 2.6% | 107,568 SH | Increased+1,984 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $27.8M | 12.6%Prev: 12.7% | 200,854 SH | Increased+1,048 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $20.5M | 9.3%Prev: 9.0% | 248,049 SH | Increased+46,752 SH |
| VANGUARD WORLD FD | ENERGY ETF | $5.4M | 2.5%Prev: 3.5% | 31,495 SH | Decreased-17,959 SH |
| Q3 2025 |
| 13F-HR |
| 0001895678-25-000006 |
| $209.4M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001895678-26-000004 | $247.7M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001895678-25-000004 | $194.6M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001895678-26-000002 | $220.5M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001895678-25-000003 | $182.7M | View |