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Jared McBride

@Goalfusion Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$183.474MTotal holdings28
Assets growth rate1.65%Assets growth rate (2-Q avg)6.91%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Goalfusion Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Goalfusion Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 183.474M in assets, with a quarterly growth rate of 1.65% and a 2-quarter average growth rate of 6.91%. The portfolio is managed by Jared McBride, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Tr
Recent Activity
Increased 1.11%
25.32%
$46.44M
78,889 shares@ $588.68 avg price
AGG
Ishares Tr
Recent Activity
Increased 7.16%
23.86%
$43.771M
451,708 shares@ $96.91 avg price
VT
Vanguard Intl Equity Index F
Recent Activity
Increased 3.33%
12.67%
$23.246M
197,871 shares@ $117.49 avg price
VCIT
Vanguard Scottsdale Fds
Recent Activity
Increased 3.16%
8.76%
$16.057M
200,034 shares@ $80.27 avg price
VB
Vanguard Index Fds
Recent Activity
Increased 0.68%
6.76%
$12.401M
51,611 shares@ $240.29 avg price
VTV
Vanguard Index Fds
Recent Activity
Increased 3.12%
3.94%
$7.219M
42,643 shares@ $169.31 avg price
VDE
Vanguard World Fd
Recent Activity
Increased 5.66%
3.37%
$6.172M
50,880 shares@ $121.31 avg price
BND
Vanguard Bd Index Fds
Recent Activity
Increased 2.1%
2.67%
$4.894M
68,060 shares@ $71.92 avg price
XLV
Select Sector Spdr Tr
Recent Activity
Increased 11.06%
2.58%
$4.733M
34,404 shares@ $137.57 avg price
VWO
Vanguard Intl Equity Index F
Recent Activity
Increased 4.76%
2.49%
$4.559M
103,525 shares@ $44.04 avg price

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