Goal Fusion Wealth Management, LLC Portfolio Holdings
Goal Fusion Wealth Management, LLC
- $180 Million
- Q3 2024
Goal Fusion Wealth Management, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $180 Million distributed in 29 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 $45M, Ishares Core U.S. Aggregate Bo with a value of $42.7M, Vanguard Total World Stk Index with a value of $22.9M, Vanguard Intermediate Term Cor with a value of $16.2M, and Vanguard Small Cap ETF with a value of $12.2M.
Examining the 13F form we can see an increase of $19.5M in the current position value, from $161M to 180M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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