$147 Million is the total value of GoalFusion Wealth Management, LLC's 29 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IBM | New | INTERNATIONAL BUSINESS MACHS | $229,461 | – | 1,403 | +100.0% | 0.16% | – |
INTU | New | INTUIT | $218,760 | – | 350 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 9 | Q4 2023 | 25.1% |
ISHARES TR | 9 | Q4 2023 | 40.2% |
VANGUARD INTL EQUITY INDEX F | 9 | Q4 2023 | 14.4% |
VANGUARD INDEX FDS | 9 | Q4 2023 | 7.7% |
VANGUARD WORLD FDS | 9 | Q4 2023 | 5.2% |
VANGUARD INTL EQUITY INDEX F | 9 | Q4 2023 | 3.5% |
VANGUARD BD INDEX FDS | 9 | Q4 2023 | 2.5% |
VANGUARD INDEX FDS | 9 | Q4 2023 | 1.7% |
BERKSHIRE HATHAWAY INC DEL | 9 | Q4 2023 | 0.3% |
ADVANCED MICRO DEVICES INC | 9 | Q4 2023 | 0.4% |
View GoalFusion Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-06 |
13F-HR | 2022-01-31 |
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.