0001085146-22-000408.txt : 20220131 0001085146-22-000408.hdr.sgml : 20220131 20220131151637 ACCESSION NUMBER: 0001085146-22-000408 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220131 DATE AS OF CHANGE: 20220131 EFFECTIVENESS DATE: 20220131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GoalFusion Wealth Management, LLC CENTRAL INDEX KEY: 0001895678 IRS NUMBER: 274378843 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21537 FILM NUMBER: 22573509 BUSINESS ADDRESS: STREET 1: 7611 CREEKBLUFF DRIVE CITY: AUSTIN STATE: TX ZIP: 78750 BUSINESS PHONE: 512-593-6367 MAIL ADDRESS: STREET 1: 7611 CREEKBLUFF DRIVE CITY: AUSTIN STATE: TX ZIP: 78750 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001895678 XXXXXXXX 12-31-2021 12-31-2021 false GoalFusion Wealth Management, LLC

7611 CREEKBLUFF DRIVE AUSTIN TX 78750

13F HOLDINGS REPORT 028-21537 N Jared McBride 512-593-6367 /s/Jared McBride Austin TX 01-28-2022 0 13 101747 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 393 5000 SH SOLE 5000 0 0 APPLE INC COM 037833100 268 2200 SH SOLE 2200 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 296 1160 SH SOLE 1160 0 0 DISNEY WALT CO COM 254687106 223 1211 SH SOLE 1211 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 240 1803 SH SOLE 1803 0 0 ISHARES TR CORE S&P500 ETF 464287200 25465 63986 SH SOLE 63986 0 0 ISHARES TR CORE US AGGBD ET 464287226 40923 359468 SH SOLE 359468 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2223 26233 SH SOLE 26233 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1301 5899 SH SOLE 5899 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 7814 36570 SH SOLE 36570 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3532 67686 SH SOLE 67686 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 14586 149875 SH SOLE 149875 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 4483 65881 SH SOLE 65881 0 0