0001895678-23-000003.txt : 20230403 0001895678-23-000003.hdr.sgml : 20230403 20230403144144 ACCESSION NUMBER: 0001895678-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230403 DATE AS OF CHANGE: 20230403 EFFECTIVENESS DATE: 20230403 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: 23792091 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 X0202 13F-HR LIVE false true false 0001895678 XXXXXXXX 03-31-2023 03-31-2023 GoalFusion Wealth Management, LLC

7611 CREEKBLUFF DRIVE AUSTIN TX 78750

13F HOLDINGS REPORT 028-21537 000309756 801-120866 N Jared McBride 5125936367 Jared McBride Pflugerville TX 04-03-2023 0 22 127284625 false INFORMATION TABLE 2 2023.3.31-Schedule13F.xml ABBOTT LABS COM 002824100 284844 2813 SH SOLE 0 0 2813 ADVANCED MICRO DEVICES INC COM 007903107 257276 2625 SH SOLE 0 0 2625 ANALOG DEVICES INC COM 032654105 564049 2860 SH SOLE 0 0 2860 APPLE INC COM 037833100 1006385 6103 SH SOLE 0 0 6103 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 344587 1116 SH SOLE 0 0 1116 CHEVRON CORP NEW COM 166764100 201013 1232 SH SOLE 0 0 1232 ISHARES TR 0-5 YR TIPS ETF 46429B747 16927249 170586 SH SOLE 0 0 170586 ISHARES TR CORE S&P500 ETF 464287200 31444331 76492 SH SOLE 0 0 76492 ISHARES TR CORE US AGGBD ET 464287226 25963494 260573 SH SOLE 0 0 260573 MICROSOFT CORP COM 594918104 465840 1616 SH SOLE 0 0 1616 NEXTERA ENERGY INC COM 65339F101 359193 4660 SH SOLE 0 0 4660 RECURSION PHARMACEUTICALS IN CL A 75629V104 133400 20000 SH SOLE 0 0 20000 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2972143 22958 SH SOLE 0 0 22958 SPDR GOLD TR GOLD SHS 78463V107 3554102 19398 SH SOLE 0 0 19398 VANGUARD WORLD FDS ENERGY ETF 92204A306 4813424 42138 SH SOLE 0 0 42138 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3389398 83896 SH SOLE 0 0 83896 VANGUARD INDEX FDS MID CAP ETF 922908629 1654667 7845 SH SOLE 0 0 7845 VANGUARD INDEX FDS SMALL CP ETF 922908751 8374761 44180 SH SOLE 0 0 44180 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1806353 37774 SH SOLE 0 0 37774 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2546101 34486 SH SOLE 0 0 34486 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 15745732 170982 SH SOLE 0 0 170982 VANGUARD INDEX FDS VALUE ETF 922908744 4476283 32411 SH SOLE 0 0 32411