GoalFusion Wealth Management as of Dec. 31, 2021
Portfolio Holdings for GoalFusion Wealth Management
GoalFusion Wealth Management holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 40.2 | $41M | 360k | 113.84 | |
| Ishares Tr Core S&p500 Etf (IVV) | 25.0 | $26M | 64k | 397.98 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 14.3 | $15M | 150k | 97.32 | |
| Vanguard Index Fds Small Cp Etf (VB) | 7.7 | $7.8M | 37k | 213.67 | |
| Vanguard World Fds Energy Etf (VDE) | 4.4 | $4.5M | 66k | 68.05 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.5 | $3.5M | 68k | 52.18 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.2 | $2.2M | 26k | 84.74 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $1.3M | 5.9k | 220.55 | |
| Advanced Micro Devices (AMD) | 0.4 | $393k | 5.0k | 78.60 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $296k | 1.2k | 255.17 | |
| Apple (AAPL) | 0.3 | $268k | 2.2k | 121.82 | |
| International Business Machines (IBM) | 0.2 | $240k | 1.8k | 133.11 | |
| Walt Disney Company (DIS) | 0.2 | $223k | 1.2k | 184.15 |
