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CIK 0001895678 • 6 13F filings • May 1, 2025 – Jul 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $2.0M | 0.8%Prev: 0.4% | 3,370 SH | Increased-2,050 SH |
| ALPHABET INC | CAP STK CL C | $733K | 0.3%Prev: 0.1% | 2,073 SH | Increased+571 SH |
| AMAZON COM INC | COM | $217K | 0.1%Prev: 0.2% | 910 SH | Decreased-728 SH |
| ANALOG DEVICES INC | COM | $238K | 0.1%Prev: 0.1% | 600 SH | Increased-400 SH |
| APPLE INC | COM | $1.7M | 0.7%Prev: 0.6% | 6,014 SH | Increased+278 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $321K | 0.1% | 905 SH | New |
| ASSURANT INC | COM | $584K | 0.2%Prev: 0.2% | 2,174 SH | Increased-200 SH |
| DELL TECHNOLOGIES INC | CL C | $460K | 0.2% | 1,067 SH | New |
| GENERAL DYNAMICS CORP | COM | $245K | 0.1%Prev: 0.1% | 691 SH | Increased |
| HOME DEPOT INC | COM | $445K | 0.2%Prev: 0.1% | 1,263 SH | Increased+494 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $235K | 0.1%Prev: 0.1% | 834 SH | Decreased-3 SH |
| ISHARES TR | CALIF MUN BD ETF | $432K | 0.2% | 7,500 SH | New |
| ISHARES TR | CORE S&P500 ETF | $62.3M | 25.2%Prev: 25.3% | 83,186 SH | Increased+3,850 SH |
| ISHARES TR | CORE US AGGBD ET | $55.4M | 22.4%Prev: 24.6% | 560,186 SH | Increased+76,906 SH |
| META PLATFORMS INC | CL A | $523K | 0.2%Prev: 0.3% | 929 SH | Decreased+45 SH |
| MICROSOFT CORP | COM | $789K | 0.3%Prev: 0.4% | 2,115 SH | Decreased+481 SH |
| NEXTERA ENERGY INC | COM | $409K | 0.2%Prev: 0.2% | 4,660 SH | Increased |
| NVIDIA CORPORATION | COM | $2.4M | 1.0%Prev: 0.5% | 12,074 SH | Increased+6,379 SH |
| SPDR GOLD TR | GOLD SHS | $6.0M | 2.4%Prev: 2.4% | 16,169 SH | Increased+694 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $656K | 0.3% | 1,374 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.9M | 1.2%Prev: 1.7% | 40,108 SH | Decreased-3,712 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $10.5M | 4.3% | 122,463 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $4.3M | 1.7%Prev: 1.6% | 53,793 SH | Increased+42,407 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $17.4M | 7.0%Prev: 6.6% | 57,414 SH | Increased+2,954 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $501K | 0.2%Prev: 0.2% | 1,355 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $10.0M | 4.0%Prev: 3.9% | 46,015 SH | Increased+2,975 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $471K | 0.2% | 5,625 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.6M | 2.7%Prev: 2.6% | 110,044 SH | Increased+5,922 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $31.7M | 12.8%Prev: 13.1% | 201,849 SH | Increased+3,593 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $21.7M | 8.8%Prev: 8.4% | 262,321 SH | Increased+65,292 SH |
| VANGUARD WORLD FD | ENERGY ETF | $5.2M | 2.1%Prev: 3.2% | 34,639 SH | Decreased-16,997 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $201K | 0.1% | 2,290 SH | New |
| 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 |