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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, EFA, and represent 56.43% of 4Thought Financial Group's stock portfolio.
Added to shares of these 10 stocks: IBCA, SPY, IJH, VTV, BSJX, VO, VB, IBDV, QQQ, IBDW.
Started 9 new stock positions in IBCA, IEUS, SCHC, BSJX, VGK, GNR, STCE, VNQ, EWJ.
Reduced shares in these 10 stocks: IBDQ, IVV, TLT, IWF, BSCP, BSJP, IEMG, IEFA, DBEU, IJR.
Sold out of its positions in DBEU, BSJP, BSCP, HEWJ, IBDQ, OPPJ, OPPE.
4Thought Financial Group was a net buyer of stock by $2.3M.
4Thought Financial Group has $202M in assets under management (AUM), dropping by 2.08%.
Central Index Key (CIK): 0001840261

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Portfolio Holdings for 4Thought Financial Group

4Thought Financial Group holds 90 positions in its portfolio as reported in the December 2025 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)	28.9	$58M	+3%	86k	681.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	11.2	$23M	-6%	33k	684.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.0	$12M	+2%	42k	290.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.0	$12M		102k	120.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.3	$8.6M	+2%	90k	96.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.2	$8.5M		158k	53.76	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.6	$5.3M	+5%	240k	22.07	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	2.6	$5.3M	+4%	206k	25.53	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	2.6	$5.2M	+4%	214k	24.28	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.6	$5.2M	+4%	246k	21.15	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	2.3	$4.7M	NEW	180k	25.94	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	2.3	$4.6M		174k	26.37	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	2.3	$4.6M	+2%	175k	26.14	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	2.2	$4.5M	+4%	186k	24.23	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.2	$4.4M	+4%	190k	23.41	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	2.2	$4.4M	+4%	174k	25.45	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.1	$4.2M	+2%	55k	75.85	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$3.8M	-10%	56k	67.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$3.7M	-4%	41k	89.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$2.5M	+151%	38k	66.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$2.4M	-39%	28k	87.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$1.7M	+192%	8.9k	190.99	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.4	$819k	+6%	40k	20.60	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$815k	+13%	43k	18.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$814k	+56%	3.2k	257.99	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$810k	+5%	41k	19.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$754k	+51%	1.2k	614.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$559k	-67%	1.2k	473.21	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$517k	+5%	22k	23.34	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSJW)	0.2	$445k		17k	25.80	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.2	$443k	-2%	20k	22.61	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.2	$438k	+19%	16k	26.70	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.2	$437k	-6%	17k	26.10	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.2	$436k	-4%	20k	22.00	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.2	$436k	-5%	20k	21.51	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSJX)	0.2	$435k	NEW	17k	25.44	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$313k		3.2k	97.21	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$307k	-13%	3.2k	96.27	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$294k		14k	21.00	View chart
Spdr Series Trust Ftse Int Gvt Etf (WIP)	0.1	$294k	-13%	7.5k	39.39	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$283k		2.6k	109.90	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$276k		12k	22.53	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$270k		5.0k	53.84	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$260k	-3%	4.6k	56.19	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$258k	-4%	2.0k	128.85	View chart
Research Solutions (RSSS)	0.1	$248k		84k	2.94	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$240k	+2%	9.5k	25.24	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$239k		5.0k	47.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$208k	-4%	620.00	335.45	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$165k	NEW	2.0k	83.61	View chart
Spdr Index Shs Fds S&p China Etf (GXC)	0.1	$121k	-21%	1.3k	96.81	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.1	$121k	+3%	5.6k	21.59	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.0	$88k	-2%	1.3k	65.28	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$76k		795.00	95.14	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$75k		1.6k	45.99	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$73k	-6%	1.7k	44.17	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.0	$62k	-32%	2.3k	27.03	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$54k	+57%	817.00	65.69	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.0	$49k	NEW	793.00	62.12	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$47k	NEW	535.00	88.43	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$41k	NEW	680.00	60.00	View chart
Ishares Tr Devsmcp Exna Etf (IEUS)	0.0	$41k	NEW	594.00	68.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$32k		82.00	394.29	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$31k	NEW	384.00	80.78	View chart
Ishares Tr China Sm-cap Etf (ECNS)	0.0	$29k	+63%	888.00	32.75	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$26k	+12%	480.00	54.05	View chart
Global X Fds Gbl X Ftse Etf (ASEA)	0.0	$23k		1.3k	18.33	View chart
Vaneck Etf Trust Africa Index Etf (AFK)	0.0	$23k	-20%	852.00	26.75	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$19k	NEW	424.00	45.57	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$18k	-3%	557.00	31.75	View chart
Ishares Msci Cda Etf (EWC)	0.0	$17k	-23%	312.00	53.88	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$15k	-39%	157.00	97.25	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$14k	-14%	200.00	69.30	View chart
Ishares Tr Low Carbon Optim (CRBN)	0.0	$13k		57.00	232.30	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$13k	+3%	157.00	84.22	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	0.0	$13k	+3%	199.00	65.98	View chart
Ishares Msci Aust Etf (EWA)	0.0	$13k	-14%	487.00	26.18	View chart
Ishares Msci Turkey Etf (TUR)	0.0	$8.9k	+34%	259.00	34.37	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$8.2k	+18%	58.00	141.36	View chart
Ishares Tr Msci Saudi Arbia (KSA)	0.0	$7.0k	+22%	192.00	36.35	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.0	$6.5k	-19%	185.00	35.11	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$5.6k		89.00	63.36	View chart
Ishares Msci Israel Etf (EIS)	0.0	$4.3k		39.00	109.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$4.1k	+26%	52.00	78.87	View chart
Ishares Tr Msci Uae Etf (UAE)	0.0	$3.7k		196.00	19.13	View chart
Ishares Msci Chile Etf (ECH)	0.0	$2.9k	-9%	73.00	40.36	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$2.9k	-26%	135.00	21.21	View chart
Ishares Tr Msci Peru And Gl (EPU)	0.0	$2.3k	-24%	31.00	73.23	View chart
Ishares Tr New Zealand Etf (ENZL)	0.0	$1.9k	-4%	41.00	45.71	View chart
Ishares Tr Msci Qatar Etf (QAT)	0.0	$1.6k	+13%	86.00	18.80	View chart

Past Filings by 4Thought Financial Group

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

4Thought Financial Group 2025 Q4 filed Jan. 29, 2026
4Thought Financial Group 2025 Q3 filed Nov. 3, 2025
4Thought Financial Group 2025 Q2 filed July 22, 2025
4Thought Financial Group 2025 Q1 filed April 24, 2025
4Thought Financial Group 2024 Q4 filed Jan. 31, 2025
4Thought Financial Group 2024 Q3 filed Oct. 24, 2024
4Thought Financial Group 2024 Q2 filed July 29, 2024
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

View all past filings

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