0001085146-22-002641.txt : 20220729 0001085146-22-002641.hdr.sgml : 20220729 20220728175817 ACCESSION NUMBER: 0001085146-22-002641 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220728 EFFECTIVENESS DATE: 20220729 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: 221116558 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 06-30-2022 06-30-2022 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 07-28-2022 0 18 106705 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 266 3473 SH SOLE 3473 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 305 1116 SH SOLE 1116 0 0 BLACKBOXSTOCKS INC COM NEW 09229E204 217 146667 SH SOLE 146667 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 17441 171947 SH SOLE 171947 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 400 8000 SH SOLE 8000 0 0 ISHARES TR CORE S&P500 ETF 464287200 25916 68352 SH SOLE 68352 0 0 ISHARES TR CORE US AGGBD ET 464287226 24510 241053 SH SOLE 241053 0 0 MICROSOFT CORP COM 594918104 385 1498 SH SOLE 1498 0 0 NEXTERA ENERGY INC COM 65339F101 361 4660 SH SOLE 4660 0 0 NUVEEN MUN VALUE FD INC COM 670928100 91 10200 SH SOLE 10200 0 0 RECURSION PHARMACEUTICALS IN CL A 75629V104 195 24000 SH SOLE 24000 0 0 SPDR GOLD TR GOLD SHS 78463V107 3262 19366 SH SOLE 19366 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1021 13565 SH SOLE 13565 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1522 7725 SH SOLE 7725 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 7583 43058 SH SOLE 43058 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3621 86944 SH SOLE 86944 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 14562 170635 SH SOLE 170635 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 5047 50734 SH SOLE 50734 0 0