0001895678-24-000005.txt : 20241007 0001895678-24-000005.hdr.sgml : 20241007 20241007104725 ACCESSION NUMBER: 0001895678-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241007 DATE AS OF CHANGE: 20241007 EFFECTIVENESS DATE: 20241007 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: 241356511 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 false false 0001895678 XXXXXXXX 09-30-2024 09-30-2024 GoalFusion Wealth Management, LLC

7611 CREEKBLUFF DRIVE AUSTIN TX 78750

13F HOLDINGS REPORT 028-21537 000309756 801-120866 N Jared McBride 512-593-6367 Jared McBride Pflugerville TX 10-07-2024 0 29 180504637 false INFORMATION TABLE 2 2024.09.30-Schedule13F.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 445404 1260 SH SOLE 0 0 1260 ADVANCED MICRO DEVICES INC COM 007903107 323238 1970 SH SOLE 0 0 1970 ANALOG DEVICES INC COM 032654105 294618 1280 SH SOLE 0 0 1280 APPLE INC COM 037833100 1431086 6142 SH SOLE 0 0 6142 ASSURANT INC COM 04621X108 516823 2599 SH SOLE 0 0 2599 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 261888 569 SH SOLE 0 0 569 BLACKBOXSTOCKS INC COM 09229E303 91668 36667 SH SOLE 0 0 36667 COSTCO WHSL CORP NEW COM 22160K105 297871 336 SH SOLE 0 0 336 GENERAL DYNAMICS CORP COM 369550108 208820 691 SH SOLE 0 0 691 GRAYSCALE ETHEREUM MINI TR E COM UNIT 38964R104 73461 30107 SH SOLE 0 0 30107 HOME DEPOT INC COM 437076102 311500 769 SH SOLE 0 0 769 INTERNATIONAL BUSINESS MACHS COM 459200101 310175 1403 SH SOLE 0 0 1403 ISHARES TR CORE S&P500 ETF 464287200 45007527 78027 SH SOLE 0 0 78027 ISHARES TR CORE US AGGBD ET 464287226 42688583 421532 SH SOLE 0 0 421532 META PLATFORMS INC CL A 30303M102 506037 884 SH SOLE 0 0 884 MICROSOFT CORP COM 594918104 947872 2203 SH SOLE 0 0 2203 NEXTERA ENERGY INC COM 65339F101 393910 4660 SH SOLE 0 0 4660 NVIDIA CORPORATION COM 67066G104 632500 5208 SH SOLE 0 0 5208 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4771540 30980 SH SOLE 0 0 30980 SPDR GOLD TR GOLD SHS 78463V107 3647601 15007 SH SOLE 0 0 15007 VANGUARD WORLD FD ENERGY ETF 92204A306 5897638 48156 SH SOLE 0 0 48156 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4728955 98829 SH SOLE 0 0 98829 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 16239711 193907 SH SOLE 0 0 193907 VANGUARD INDEX FDS MID CAP ETF 922908629 2837214 10754 SH SOLE 0 0 10754 VANGUARD INDEX FDS SMALL CP ETF 922908751 12160147 51263 SH SOLE 0 0 51263 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5006908 66661 SH SOLE 0 0 66661 VANGUARD INDEX FDS TOTAL STK MKT 922908769 329598 1164 SH SOLE 0 0 1164 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 22923176 191505 SH SOLE 0 0 191505 VANGUARD INDEX FDS VALUE ETF 922908744 7219168 41354 SH SOLE 0 0 41354