0001085146-22-001789.txt : 20220506 0001085146-22-001789.hdr.sgml : 20220506 20220505201628 ACCESSION NUMBER: 0001085146-22-001789 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220506 DATE AS OF CHANGE: 20220505 EFFECTIVENESS DATE: 20220506 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: 22898438 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 03-31-2022 03-31-2022 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 05-05-2022 0 21 116077 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 380 3473 SH SOLE 0 0 3473 APPLE INC COM 037833100 200 1154 SH SOLE 0 0 1154 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 394 1116 SH SOLE 0 0 1116 COSTCO WHSL CORP NEW COM 22160K105 223 388 SH SOLE 0 0 388 HIVE BLOCKCHAIN TECHNLGIES L COM 43366H100 21 10000 SH SOLE 0 0 10000 INTERNATIONAL BUSINESS MACHS COM 459200101 208 1603 SH SOLE 0 0 1603 ISHARES TR 0-5 YR TIPS ETF 46429B747 17976 171264 SH SOLE 0 0 171264 ISHARES TR BLACKROCK ULTRA 46434V878 401 8000 SH SOLE 0 0 8000 ISHARES TR CORE S&P500 ETF 464287200 29093 64150 SH SOLE 0 0 64150 ISHARES TR CORE US AGGBD ET 464287226 25134 234857 SH SOLE 0 0 234857 MICROSOFT CORP COM 594918104 462 1498 SH SOLE 0 0 1498 NEXTERA ENERGY INC COM 65339F101 395 4660 SH SOLE 0 0 4660 NUVEEN MUN VALUE FD INC COM 670928100 98 10200 SH SOLE 0 0 10200 RECURSION PHARMACEUTICALS IN CL A 75629V104 387 54000 SH SOLE 0 0 54000 SPDR GOLD TR GOLD SHS 78463V107 3157 17503 SH SOLE 0 0 17503 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1370 17212 SH SOLE 0 0 17212 VANGUARD INDEX FDS MID CAP ETF 922908629 1668 7041 SH SOLE 0 0 7041 VANGUARD INDEX FDS SMALL CP ETF 922908751 8622 40586 SH SOLE 0 0 40586 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3824 83100 SH SOLE 0 0 83100 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 16306 160886 SH SOLE 0 0 160886 VANGUARD WORLD FDS ENERGY ETF 92204A306 5758 53783 SH SOLE 0 0 53783