Goalfusion-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "VDE",
  "HD",
  "META",
  null,
  "MSFT",
  "IVV",
  "NVDA",
  "GLD",
  "IBM",
  "VO",
  "VWO",
  "VCIT",
  null,
  "AIZ",
  "BND",
  "VT",
  "VB",
  "VTV",
  "CVX",
  "COST",
  "NEE",
  "GOOG",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 24
Total Value: 182742537
Accession Number: 0001895678-25-000003
Form Type: 13F-HR
CIK: goalfusion-wealth-management
Manager Name: Goalfusion-Wealth-Management

Data Enrichment

92% identified

22 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

24 positions • $182.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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HOME DEPOT, INC.

HD|437076102

Shares:769

Value:$281.7K

% of Portfolio:0.2% ($281.7K/$182.7M)

Alphabet Inc.

GOOG|02079K107

Shares:1.5K

Value:$229.2K

% of Portfolio:0.1% ($229.2K/$182.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:837

Value:$208.1K

% of Portfolio:0.1% ($208.1K/$182.7M)

CHEVRON CORP

CVX|166764100

Shares:1.2K

Value:$202.3K

% of Portfolio:0.1% ($202.3K/$182.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	769	QoQ 0.00% (-0) YoY NEW(+769)	All Managers (Combined)	$281.7K	0.2% ($281.7K/$182.7M)	QoQ -5.78% (-$17.3K) YoY NEW(+$281.7K)
Alphabet Inc.(GOOGcusip02079K107)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$229.2K	0.1% ($229.2K/$182.7M)	QoQ -17.96% (-$50.2K) YoY NEW(+$229.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	837	QoQ -45.54% (-700) YoY -40.34% (-566)	All Managers (Combined)	$208.1K	0.1% ($208.1K/$182.7M)	QoQ -38.40% (-$129.8K) YoY -22.31% (-$59.8K)
CHEVRON CORP(CVXcusip166764100)	1.2K	QoQ NEW(+1.2K) YoY -7.92% (-104)	All Managers (Combined)	$202.3K	0.1% ($202.3K/$182.7M)	QoQ NEW(+$202.3K) YoY -2.30% (-$4.8K)