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4Thought Financial Group

Latest statistics and disclosures from 4Thought Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVV, VO, IJR, VWO, and represent 53.12% of 4Thought Financial Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$7.0M), IJR, TLT, VO, IEMG, IEFA, SPY, IBDW, IBDR, IBDV.
Started 2 new stock positions in EPD, Amplify Etf Tr.
Reduced shares in these 10 stocks: IWF (-$7.4M), VTV (-$7.3M), DXJS, VIG, Dbx Etf Tr all china eqt, Etf Managers Tr etho climate l, , ABT, AEP, JNJ.
Sold out of its positions in ABT, ABBV, AEP, BBWI, Dbx Etf Tr all china eqt, Etf Managers Tr etho climate l, JNJ, VIG.
4Thought Financial Group was a net buyer of stock by $7.0M.
4Thought Financial Group has $152M in assets under management (AUM), dropping by 9.92%.
Central Index Key (CIK): 0001840261

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Portfolio Holdings for 4Thought Financial Group

4Thought Financial Group holds 108 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	26.7	$41M	+2%	78k	523.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.5	$16M	+78%	30k	525.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.9	$9.0M	+20%	36k	249.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.8	$8.8M	+23%	80k	110.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.2	$6.4M	+5%	154k	41.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.1	$6.2M	+7%	78k	79.86	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.7	$4.2M	+15%	203k	20.49	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.7	$4.1M	+15%	194k	21.40	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	2.7	$4.1M	+14%	173k	23.80	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	2.5	$3.8M	+7%	155k	24.81	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	2.5	$3.8M	+6%	150k	25.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	2.5	$3.8M	+5%	181k	20.97	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.4	$3.7M	+70%	39k	94.62	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	2.3	$3.4M	+17%	138k	24.81	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	2.3	$3.4M	+18%	144k	23.85	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	2.2	$3.3M	+18%	134k	24.91	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.2	$3.3M	+19%	146k	22.82	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.1	$3.2M	+11%	41k	78.23	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$2.6M	+90%	51k	51.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$2.6M	+88%	35k	74.22	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$1.5M	-83%	9.0k	162.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.5	$802k		39k	20.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$799k		42k	19.21	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.5	$795k		40k	20.07	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.5	$790k		43k	18.30	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.5	$771k	+18%	34k	22.73	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.5	$703k	+166%	28k	25.05	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$555k	+7%	6.2k	89.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$498k	-93%	1.5k	337.09	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$497k	+8%	4.6k	107.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.3	$456k	+10%	20k	22.95	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$455k	+10%	20k	23.18	View chart
Invesco Exchng Trad Slf Inde Bulletshs 2030 (BSJU)	0.3	$410k		16k	25.63	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.3	$405k		19k	21.18	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.3	$404k		19k	21.66	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.3	$399k		18k	22.25	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$382k		5.5k	70.00	View chart
Invesco Exchng Trad Slf Inde Invesco Bulletsh (BSJV)	0.2	$322k	-2%	12k	26.30	View chart
Spdr Ser Tr Ftse Int Gvt Etf (WIP)	0.2	$300k		7.5k	39.98	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$274k	-2%	2.9k	95.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$270k	+19%	1.2k	228.66	View chart
Research Solutions (RSSS)	0.2	$266k		84k	3.16	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.2	$265k	-2%	12k	22.24	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$265k	+30%	2.6k	100.79	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.2	$263k	+30%	6.1k	42.80	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$260k		12k	21.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$258k	+519%	4.2k	60.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$232k	+19%	2.1k	108.90	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$217k	+102%	8.9k	24.48	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$217k	+99%	4.6k	47.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$176k	-6%	677.00	259.89	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.1	$119k	-7%	2.9k	41.05	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.1	$110k	+98%	5.2k	21.12	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$90k		3.2k	28.37	View chart
Amplify Etf Tr Amplify Etho Cli	0.1	$88k	NEW	1.5k	58.49	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$71k	+59%	1.8k	40.27	View chart
Ishares Frontier And Sel (FM)	0.0	$70k	-3%	2.5k	28.65	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$69k	+65%	860.00	79.90	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$68k	+77%	2.1k	32.23	View chart
Tesla Motors (TSLA)	0.0	$60k		340.00	175.79	View chart
Microsoft Corporation (MSFT)	0.0	$54k		128.00	420.72	View chart
Apple (AAPL)	0.0	$35k		206.00	171.48	View chart
Wisdomtree Tr Eur Hdg Smlcap (EUSC)	0.0	$29k	-8%	780.00	37.46	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.0	$27k	-32%	633.00	42.02	View chart
Home Depot (HD)	0.0	$26k		68.00	383.60	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$25k		448.00	55.84	View chart
Mastercard Incorporated Cl A (MA)	0.0	$24k		49.00	481.57	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$20k	-9%	384.00	51.54	View chart
Texas Instruments Incorporated (TXN)	0.0	$20k		112.00	174.21	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.0	$19k	-21%	106.00	180.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$19k	-2%	92.00	204.77	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	0.0	$19k	-20%	345.00	54.38	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$19k	-15%	238.00	78.63	View chart
Waste Management (WM)	0.0	$18k		85.00	213.15	View chart
Global X Fds Gbl X Ftse Etf (ASEA)	0.0	$17k	+11%	1.1k	15.09	View chart
Visa Com Cl A (V)	0.0	$17k		61.00	279.08	View chart
Vaneck Etf Trust Africa Index Etf (AFK)	0.0	$17k	+30%	1.1k	14.57	View chart
Ishares Msci Cda Etf (EWC)	0.0	$16k	+3%	408.00	38.24	View chart
Walt Disney Company (DIS)	0.0	$15k		124.00	122.50	View chart
Ishares Msci Aust Etf (EWA)	0.0	$13k	+4%	519.00	24.67	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$13k	-3%	189.00	67.11	View chart
Ishares Tr China Sm-cap Etf (ECNS)	0.0	$12k	+70%	502.00	23.92	View chart
McDonald's Corporation (MCD)	0.0	$11k		38.00	281.95	View chart
American Tower Reit (AMT)	0.0	$10k		52.00	197.60	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$10k		311.00	32.37	View chart
UnitedHealth (UNH)	0.0	$9.9k		20.00	494.70	View chart
Bj's Wholesale Club Holdings (BJ)	0.0	$9.5k		125.00	75.65	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$8.4k		122.00	69.21	View chart
Raytheon Technologies Corp (RTX)	0.0	$7.8k		80.00	97.53	View chart
Linde SHS (LIN)	0.0	$6.5k		14.00	464.29	View chart
Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS)	0.0	$6.4k	-93%	192.00	33.43	View chart
Ishares Tr Msci Saudi Arbia (KSA)	0.0	$6.3k	+23%	143.00	44.16	View chart
Consol Energy (CEIX)	0.0	$6.3k		75.00	83.76	View chart
Ishares Msci Turkey Etf (TUR)	0.0	$5.4k	+11%	150.00	35.91	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$4.6k	-10%	95.00	48.84	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.0	$4.2k	-23%	177.00	23.64	View chart
Ishares Msci Israel Etf (EIS)	0.0	$3.1k	+6%	49.00	64.12	View chart
Ishares Tr Msci Uae Etf (UAE)	0.0	$2.7k	+13%	181.00	14.80	View chart
News Corp CL B (NWS)	0.0	$2.5k		93.00	27.06	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$2.4k	+32%	152.00	15.55	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$2.0k	+26%	19.00	107.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$2.0k		4.00	497.00	View chart
Ishares Msci Chile Etf (ECH)	0.0	$1.7k		63.00	26.71	View chart
Ishares Tr New Zealand Etf (ENZL)	0.0	$1.6k	+2%	36.00	45.17	View chart
Ishares Tr Msci Peru And Gl (EPU)	0.0	$1.5k	-11%	38.00	39.08	View chart
Ishares Tr Msci Qatar Etf (QAT)	0.0	$1.3k	+33%	72.00	17.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$966.000100	+44%	13.00	74.31	View chart
Enterprise Products Partners (EPD)	0.0	$0	NEW	0	0.00	View chart

Past Filings by 4Thought Financial Group

SEC 13F filings are viewable for 4Thought Financial Group going back to 2021

4Thought Financial Group 2024 Q1 filed April 24, 2024
4Thought Financial Group 2023 Q4 filed Jan. 30, 2024
4Thought Financial Group 2023 Q3 filed Oct. 18, 2023
4Thought Financial Group 2023 Q2 filed July 14, 2023
4Thought Financial Group 2023 Q1 filed April 25, 2023
4Thought Financial Group 2022 Q4 filed Feb. 8, 2023
4Thought Financial Group 2022 Q3 filed Oct. 24, 2022
4Thought Financial Group 2022 Q2 filed July 19, 2022
4Thought Financial Group 2022 Q1 filed May 3, 2022
4Thought Financial Group 2021 Q4 filed Jan. 26, 2022
4Thought Financial Group 2021 Q3 filed Nov. 2, 2021
4Thought Financial Group 2021 Q2 filed July 30, 2021
4Thought Financial Group 2021 Q1 filed July 21, 2021

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