0001895678-24-000001.txt : 20240103 0001895678-24-000001.hdr.sgml : 20240103 20240102175458 ACCESSION NUMBER: 0001895678-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240103 DATE AS OF CHANGE: 20240102 EFFECTIVENESS DATE: 20240103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GoalFusion Wealth Management, LLC CENTRAL INDEX KEY: 0001895678 ORGANIZATION NAME: 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: 24503750 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 12-31-2023 12-31-2023 GoalFusion Wealth Management, LLC

7611 CREEKBLUFF DRIVE AUSTIN TX 78750

13F HOLDINGS REPORT 028-21537 000309756 801-120866 N Jared McBride 5125936367 Jared McBride Austin TX 01-02-2024 0 29 146740386 false INFORMATION TABLE 2 2023.12.31-Schedule13F.xml ABBOTT LABS COM 002824100 444022 4034 SH SOLE 0 0 4034 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 477256 1360 SH SOLE 0 0 1360 ADVANCED MICRO DEVICES INC COM 007903107 459182 3115 SH SOLE 0 0 3115 ANALOG DEVICES INC COM 032654105 466616 2350 SH SOLE 0 0 2350 APPLE INC COM 037833100 1190220 6182 SH SOLE 0 0 6182 ASSURANT INC COM 04621X108 437894 2599 SH SOLE 0 0 2599 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 398033 1116 SH SOLE 0 0 1116 BLACKBOXSTOCKS INC COM 09229E303 103401 36667 SH SOLE 0 0 36667 COSTCO WHSL CORP NEW COM 22160K105 256111 388 SH SOLE 0 0 388 INTERNATIONAL BUSINESS MACHS COM 459200101 229461 1403 SH SOLE 0 0 1403 INTUIT COM 461202103 218760 350 SH SOLE 0 0 350 ISHARES TR 0-5 YR TIPS ETF 46429B747 18135729 183951 SH SOLE 0 0 183951 ISHARES TR CORE S&P500 ETF 464287200 36561615 76548 SH SOLE 0 0 76548 ISHARES TR CORE US AGGBD ET 464287226 28184953 283979 SH SOLE 0 0 283979 META PLATFORMS INC CL A 30303M102 392188 1108 SH SOLE 0 0 1108 MICROSOFT CORP COM 594918104 597458 1589 SH SOLE 0 0 1589 NEXTERA ENERGY INC COM 65339F101 283048 4660 SH SOLE 0 0 4660 NVIDIA CORPORATION COM 67066G104 303735 613 SH SOLE 0 0 613 RECURSION PHARMACEUTICALS IN CL A 75629V104 197200 20000 SH SOLE 0 0 20000 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3819186 28004 SH SOLE 0 0 28004 SPDR GOLD TR GOLD SHS 78463V107 2835242 14831 SH SOLE 0 0 14831 VANGUARD WORLD FDS ENERGY ETF 92204A306 5106228 43539 SH SOLE 0 0 43539 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3763928 91580 SH SOLE 0 0 91580 VANGUARD INDEX FDS MID CAP ETF 922908629 2130737 9159 SH SOLE 0 0 9159 VANGUARD INDEX FDS SMALL CP ETF 922908751 9931197 46553 SH SOLE 0 0 46553 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2196555 46253 SH SOLE 0 0 46253 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3619799 49102 SH SOLE 0 0 49102 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 18408136 178928 SH SOLE 0 0 178928 VANGUARD INDEX FDS VALUE ETF 922908744 5592496 37408 SH SOLE 0 0 37408