Goal Fusion Wealth Management, LLC Portfolio Holdings
Goal Fusion Wealth Management, LLC
- $161 Million
- Q2 2024
Goal Fusion Wealth Management, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $161 Million distributed in 31 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40.4M, Ishares Core U.S. Aggregate Bo with a value of $38.1M, Vanguard Total World Stk Index with a value of $20.1M, Vanguard Intermediate Term Cor with a value of $14.7M, and Vanguard Small Cap ETF with a value of $10.5M.
Examining the 13F form we can see an increase of $3.9M in the current position value, from $157M to 161M.
Below you can find more details about Goal Fusion Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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