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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 | $233K | 0.1%Prev: 0.1% | 1,269 SH | Decreased+9 SH |
| ADVANCED MICRO DEVICES INC | COM | $1.8M | 0.7%Prev: 0.4% | 2,920 SH | Increased-2,250 SH |
| ALPHABET INC | CAP STK CL C | $985K | 0.4%Prev: 0.2% | 2,890 SH | Increased+1,388 SH |
| AMAZON COM INC | COM | $295K | 0.1% | 1,184 SH | New |
| APPLE INC | COM | $2.0M | 0.8%Prev: 0.5% | 6,028 SH | Increased+1,752 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $262K | 0.1% | 905 SH | New |
| ASSURANT INC | COM | $573K | 0.2%Prev: 0.2% | 2,174 SH | Increased-200 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.5% | 2,355 SH | New |
| CHEVRON CORPORATION | COM | $235K | 0.1% | 1,153 SH | New |
| DELL TECHNOLOGIES INC | CL C | $486K | 0.2% | 904 SH | New |
| GENERAL DYNAMICS CORP | COM | $229K | 0.1%Prev: 0.1% | 691 SH | Decreased |
| HOME DEPOT INC | COM | $359K | 0.1%Prev: 0.1% | 1,261 SH | Increased+492 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $207K | 0.1%Prev: 0.1% | 940 SH | Decreased+106 SH |
| ISHARES TR | CALIF MUN BD ETF | $333K | 0.1% | 6,150 SH | New |
| ISHARES TR | CORE S&P500 ETF | $64.1M | 25.6%Prev: 25.4% | 83,672 SH | Increased+4,182 SH |
| ISHARES TR | CORE US AGGBD ET | $50.2M | 20.1%Prev: 24.1% | 530,531 SH | Decreased+28,024 SH |
| META PLATFORMS INC | CL A | $635K | 0.3%Prev: 0.3% | 876 SH | Decreased-8 SH |
| MICROSOFT CORP | COM | $1.3M | 0.5%Prev: 0.4% | 2,508 SH | Increased+862 SH |
| NEXTERA ENERGY INC | COM | $353K | 0.1%Prev: 0.2% | 4,660 SH | Increased |
| NVIDIA CORPORATION | COM | $2.8M | 1.1%Prev: 0.5% | 12,316 SH | Increased+6,268 SH |
| SPDR GOLD TR | GOLD SHS | $6.1M | 2.5%Prev: 2.7% | 16,124 SH | Increased+276 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $635K | 0.3% | 1,392 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $7.0M | 2.8%Prev: 1.5% | 99,469 SH | Increased+58,460 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $11.3M | 4.5%Prev: 3.2% | 125,237 SH | Increased+111,247 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.4M | 1.7%Prev: 1.6% | 55,747 SH | Increased+44,170 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $16.6M | 6.6%Prev: 6.7% | 58,201 SH | Increased+3,089 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $507K | 0.2%Prev: 0.2% | 1,355 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $9.9M | 4.0%Prev: 3.4% | 45,957 SH | Increased+8,191 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $467K | 0.2%Prev: 0.1% | 5,625 SH | Increased+1,625 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.7M | 2.7%Prev: 2.7% | 112,651 SH | Increased+9,568 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $32.2M | 12.9%Prev: 13.0% | 204,268 SH | Increased+6,565 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $20.0M | 8.0%Prev: 8.7% | 255,217 SH | Increased+37,960 SH |
| VANGUARD WORLD FD | ENERGY ETF | $5.6M | 2.2%Prev: 3.2% | 32,493 SH | Decreased-21,274 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $212K | 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 |