0001085146-22-003576.txt : 20221024 0001085146-22-003576.hdr.sgml : 20221024 20221024154811 ACCESSION NUMBER: 0001085146-22-003576 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221024 DATE AS OF CHANGE: 20221024 EFFECTIVENESS DATE: 20221024 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: 221326043 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 09-30-2022 09-30-2022 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 10-24-2022 0 18 105726 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 220 3473 SH SOLE 0 0 3473 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 298 1116 SH SOLE 0 0 1116 BLACKBOXSTOCKS INC COM NEW 09229E204 109 146667 SH SOLE 0 0 146667 ISHARES TR 0-5 YR TIPS ETF 46429B747 17284 179838 SH SOLE 0 0 179838 ISHARES TR BLACKROCK ULTRA 46434V878 612 12235 SH SOLE 0 0 12235 ISHARES TR CORE S&P500 ETF 464287200 25548 71234 SH SOLE 0 0 71234 ISHARES TR CORE US AGGBD ET 464287226 24279 252018 SH SOLE 0 0 252018 MICROSOFT CORP COM 594918104 370 1589 SH SOLE 0 0 1589 NEXTERA ENERGY INC COM 65339F101 365 4660 SH SOLE 0 0 4660 NUVEEN MUN VALUE FD INC COM 670928100 86 10200 SH SOLE 0 0 10200 RECURSION PHARMACEUTICALS IN CL A 75629V104 213 20000 SH SOLE 0 0 20000 SPDR GOLD TR GOLD SHS 78463V107 2948 19059 SH SOLE 0 0 19059 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 970 13601 SH SOLE 0 0 13601 VANGUARD INDEX FDS MID CAP ETF 922908629 1614 8588 SH SOLE 0 0 8588 VANGUARD INDEX FDS SMALL CP ETF 922908751 7582 44361 SH SOLE 0 0 44361 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3431 94032 SH SOLE 0 0 94032 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 14408 182663 SH SOLE 0 0 182663 VANGUARD WORLD FDS ENERGY ETF 92204A306 5389 53054 SH SOLE 0 0 53054