| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 25.1% |
| ISHARES TR | 11 | Q2 2024 | 40.2% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 14.4% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 7.7% |
| VANGUARD WORLD FDS | 11 | Q2 2024 | 5.2% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 3.5% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 3.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 1.7% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 0.3% |
| ADVANCED MICRO DEVICES INC | 11 | Q2 2024 | 0.4% |
View GoalFusion Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-07 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-03 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-29 |
View GoalFusion Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.