36 is the total number of securities GoalFusion Wealth Management, LLC has owned. The longest GoalFusion Wealth Management, LLC has owned a single stock is 9 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IVV | ISHARES TR | 9 | 9 | 24.16% | 24.75% | 25.15% | Q4 2021 | Q4 2023 | 9 |
| AGG | ISHARES TR | 9 | 9 | 19.21% | 23.04% | 40.22% | Q4 2021 | Q4 2023 | 9 |
| VT | VANGUARD INTL EQUITY I... | 9 | 9 | 12.30% | 13.31% | 14.38% | Q4 2021 | Q4 2023 | 9 |
| VB | VANGUARD INDEX FDS | 9 | 9 | 6.48% | 7.05% | 7.68% | Q4 2021 | Q4 2023 | 9 |
| VDE | VANGUARD WORLD FDS | 9 | 9 | 3.48% | 4.36% | 5.21% | Q4 2021 | Q4 2023 | 9 |
| VWO | VANGUARD INTL EQUITY I... | 9 | 9 | 2.54% | 3.02% | 3.47% | Q4 2021 | Q4 2023 | 9 |
| BND | VANGUARD BD INDEX FDS | 9 | 9 | 0.92% | 1.74% | 2.47% | Q4 2021 | Q4 2023 | 9 |
| VO | VANGUARD INDEX FDS | 9 | 9 | 1.28% | 1.41% | 1.65% | Q4 2021 | Q4 2023 | 9 |
| BRKB | BERKSHIRE HATHAWAY INC... | 9 | 9 | 0.27% | 0.29% | 0.34% | Q4 2021 | Q4 2023 | 9 |
| AMD | ADVANCED MICRO DEVICES... | 9 | 9 | 0.20% | 0.26% | 0.39% | Q4 2021 | Q4 2023 | 9 |
| STIP | ISHARES TR | 8 | 8 | 12.36% | 14.26% | 16.35% | Q1 2022 | Q4 2023 | 8 |
| GLD | SPDR GOLD TR | 8 | 8 | 1.93% | 2.60% | 3.06% | Q1 2022 | Q4 2023 | 8 |
| MSFT | MICROSOFT CORP | 8 | 8 | 0.32% | 0.37% | 0.41% | Q1 2022 | Q4 2023 | 8 |
| NEE | NEXTERA ENERGY INC | 8 | 8 | 0.19% | 0.28% | 0.34% | Q1 2022 | Q4 2023 | 8 |
| RXRX | RECURSION PHARMACEUTIC... | 8 | 8 | 0.10% | 0.16% | 0.33% | Q1 2022 | Q4 2023 | 8 |
| AAPL | APPLE INC | 5 | 2 | 0.17% | 0.64% | 0.87% | Q4 2021 | Q4 2023 | 7 |
| VTIP | VANGUARD MALVERN FDS | 5 | 5 | 0.25% | 1.24% | 1.65% | Q4 2022 | Q4 2023 | 5 |
| ABT | ABBOTT LABS | 5 | 5 | 0.22% | 0.27% | 0.36% | Q4 2022 | Q4 2023 | 5 |
| VTV | VANGUARD INDEX FDS | 4 | 4 | 3.52% | 3.67% | 3.81% | Q1 2023 | Q4 2023 | 4 |
| XLV | SELECT SECTOR SPDR TR | 4 | 4 | 2.34% | 2.48% | 2.60% | Q1 2023 | Q4 2023 | 4 |
| ICSH | ISHARES TR | 4 | 4 | 0.28% | 0.40% | 0.58% | Q1 2022 | Q4 2022 | 4 |
| ADI | ANALOG DEVICES INC | 4 | 4 | 0.32% | 0.37% | 0.44% | Q1 2023 | Q4 2023 | 4 |
| COST | COSTCO WHSL CORP NEW | 3 | 1 | 0.15% | 0.17% | 0.19% | Q1 2022 | Q4 2023 | 4 |
| NUV | NUVEEN MUN VALUE FD INC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q4 2022 | 4 |
| ACN | ACCENTURE PLC IRELAND | 3 | 3 | 0.32% | 0.33% | 0.33% | Q2 2023 | Q4 2023 | 3 |
| AIZ | ASSURANT INC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q2 2023 | Q4 2023 | 3 |
| NVDA | NVIDIA CORPORATION | 3 | 3 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q4 2023 | 3 |
| IBM | INTERNATIONAL BUSINESS... | 2 | 1 | 0.16% | 0.19% | 0.24% | Q4 2021 | Q4 2023 | 3 |
| CVX | CHEVRON CORP NEW | 2 | 1 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 3 |
| FB | META PLATFORMS INC | 2 | 2 | 0.21% | 0.24% | 0.27% | Q3 2023 | Q4 2023 | 2 |
| BLACKBOXSTOCKS INC | 2 | 2 | 0.10% | 0.15% | 0.20% | Q2 2022 | Q3 2022 | 2 | |
| BLACKBOXSTOCKS INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2023 | Q4 2023 | 2 | |
| DIS | DISNEY WALT CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
| INTU | INTUIT | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2023 | Q4 2023 | 1 |
| HVBT | HIVE BLOCKCHAIN TECHNL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and VANGUARD INTL EQUITY INDEX F, are the highest-conviction holdings of GoalFusion Wealth Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by GoalFusion Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that GoalFusion Wealth Management, LLC owns currently or has owned in the past.