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Home > Institutional Investor > Goalfusion Wealth Management, Llc > Profile

Instuitional Investor - Goalfusion Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Goalfusion Wealth Management, Llc
Portfolio Value $183,473,679
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 78,889 $46,440,369 25.31%
2.
Ishares Trust
 IEF 451,708 $43,770,541 23.85%
3.
Vanguard Intl Equity Index Funds
 VWO 197,871 $23,245,912 12.66%
4.
Vanguard Scottsdale Funds
 200,034 $16,056,729 8.75%
5.
Vanguard Index Fds
 51,611 $12,401,143 6.75%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)