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  Name: GoalFusion Wealth Management LLC
  City: AUSTIN
  State: TX
  Zip: 78750
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $157,014,000
  Total Value Change : $10,275,000
  Securities Held Change : 0
   
All Securities Held : 29
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 13
  Unchanged Positions : 7
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 1     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 24 New $261.93 $293,000 1,127 0.19% 293,000 1,127 0    Closed - End Fund - E...
      1 Records Found
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