0001895678-23-000005.txt : 20231010 0001895678-23-000005.hdr.sgml : 20231010 20231010172642 ACCESSION NUMBER: 0001895678-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231010 DATE AS OF CHANGE: 20231010 EFFECTIVENESS DATE: 20231010 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: 231318837 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 09-30-2023 09-30-2023 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 10-10-2023 0 28 134541216 false INFORMATION TABLE 2 2023.9.30-Schedule13F.xml ABBOTT LABS COM 002824100 487543 5034 SH SOLE 0 0 5034 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 448397 1460 SH SOLE 0 0 1460 ADVANCED MICRO DEVICES INC COM 007903107 269902 2625 SH SOLE 0 0 2625 ANALOG DEVICES INC COM 032654105 458736 2620 SH SOLE 0 0 2620 APPLE INC COM 037833100 1044210 6099 SH SOLE 0 0 6099 ASSURANT INC COM 04621X108 373154 2599 SH SOLE 0 0 2599 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 390935 1116 SH SOLE 0 0 1116 BLACKBOXSTOCKS INC COM 09229E303 100834 36667 SH SOLE 0 0 36667 CHEVRON CORP NEW COM 166764100 204873 1215 SH SOLE 0 0 1215 COSTCO WHSL CORP NEW COM 22160K105 219204 388 SH SOLE 0 0 388 ISHARES TR 0-5 YR TIPS ETF 46429B747 17386770 179393 SH SOLE 0 0 179393 ISHARES TR CORE S&P500 ETF 464287200 32977218 76793 SH SOLE 0 0 76793 ISHARES TR CORE US AGGBD ET 464287226 26285591 279515 SH SOLE 0 0 279515 META PLATFORMS INC CL A 30303M102 278295 927 SH SOLE 0 0 927 MICROSOFT CORP COM 594918104 501669 1589 SH SOLE 0 0 1589 NEXTERA ENERGY INC COM 65339F101 266971 4660 SH SOLE 0 0 4660 NVIDIA CORPORATION COM 67066G104 266794 613 SH SOLE 0 0 613 RECURSION PHARMACEUTICALS IN CL A 75629V104 153000 20000 SH SOLE 0 0 20000 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3397062 26387 SH SOLE 0 0 26387 SPDR GOLD TR GOLD SHS 78463V107 3002947 17515 SH SOLE 0 0 17515 VANGUARD WORLD FDS ENERGY ETF 92204A306 5279101 41653 SH SOLE 0 0 41653 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3451068 88015 SH SOLE 0 0 88015 VANGUARD INDEX FDS MID CAP ETF 922908629 1740678 8359 SH SOLE 0 0 8359 VANGUARD INDEX FDS SMALL CP ETF 922908751 8717829 46109 SH SOLE 0 0 46109 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2222869 47015 SH SOLE 0 0 47015 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3069204 43984 SH SOLE 0 0 43984 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 16553986 177656 SH SOLE 0 0 177656 VANGUARD INDEX FDS VALUE ETF 922908744 4992376 36195 SH SOLE 0 0 36195