StockDriftsStockDriftsTop 29 GoalFusion Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.38% | 82.3K | $53.7M | +2.82%(+2.25K) | $460.73(+62.45%) | 2026-03-31 | |
| AGG | ISHARES TR | 23.58% | 523.7K | $52.0M | +4.78%(+23.88K) | $105.76(-6.76%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 12.6% | 200.9K | $27.8M | +0.85%(+1.70K) | $103.51(+50.88%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.31% | 248.0K | $20.5M | +3.79%(+9.05K) | $81.04(+1.61%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.73% | 56.7K | $14.8M | +1.41%(+788) | $219.08(+37.09%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.03% | 20.3K | $8.9M | +12.43%(+2.25K) | $77.39(+10.48%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.98% | 44.8K | $8.8M | +3.21%(+1.39K) | $150.46(+45.67%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.06% | 15.7K | $6.7M | +0.19%(+30) | $185.12(+104.26%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.64% | 107.6K | $5.8M | +2.56%(+2.68K) | $47.02(+25.57%) | 2026-03-31 | |
| VDE | VANGUARD WORLD FD | 2.47% | 31.5K | $5.4M | -14.47%(-5.33K) | $89.33(+68.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.35% | +30.76% |
| Top 20 Holdings Unweighted | +13.52% | +46.28% |
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