4Thought Financial Group

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

  • Top 5 stock holdings are SPY, IVV, IJR, VO, VWO, and represent 56.26% of 4Thought Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: TLT, IBDQ, IBDR, IBDT, IBDU, IBDS, IBDV, IBDZ, IBDX, VCLT.
  • Reduced shares in these 10 stocks: IJH, SPY, IVV, IJR, VWO, QQQ, VO, IWF, IEFA, EFA.
  • Sold out of its positions in GOOGL, EPD.
  • 4Thought Financial Group was a net seller of stock by $-492k.
  • 4Thought Financial Group has $198M in assets under management (AUM), dropping by 5.09%.
  • Central Index Key (CIK): 0001840261

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Portfolio Holdings for 4Thought Financial Group

4Thought Financial Group holds 88 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr R Unit (SPY) 27.8 $55M 83k 666.18
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Ishares Tr Ore S&p500 Etf (IVV) 12.0 $24M 35k 669.31
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Ishares Tr Ore S&p Scp Etf (IJR) 6.2 $12M 103k 118.83
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Vanguard Index Fds Id Cap Etf (VO) 6.1 $12M 41k 293.74
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Vanguard Intl Equity Index F Tse Emr Mkt Etf (VWO) 4.3 $8.5M 157k 54.18
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Ishares Tr Sci Eafe Etf (EFA) 4.1 $8.1M 87k 93.37
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Ishares Tr Bonds Dec 2030 (IBDV) 2.6 $5.0M +3% 228k 22.15
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Ishares Tr Bonds Dec 2032 (IBDX) 2.6 $5.0M +2% 197k 25.62
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Ishares Tr Bonds 27 Etf (IBDS) 2.5 $5.0M +3% 204k 24.34
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Ishares Tr Bonds Dec 2031 (IBDW) 2.5 $5.0M 234k 21.22
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Ishares Tr Bonds Dec 2034 (IBDZ) 2.3 $4.5M +3% 171k 26.47
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Ishares Tr Bonds Dec 2033 (IBDY) 2.3 $4.5M 172k 26.23
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Ishares Tr Bonds Dec25 Etf (IBDQ) 2.2 $4.4M +6% 173k 25.19
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Ishares Tr Bonds Dec2026 (IBDR) 2.2 $4.3M +5% 178k 24.30
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Ishares Tr Bonds Dec 29 (IBDU) 2.2 $4.3M +4% 182k 23.47
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Ishares Tr Bds Dec28 Etf (IBDT) 2.2 $4.3M +5% 167k 25.52
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Vanguard Scottsdale Fds G-term Cor Bd (VCLT) 2.1 $4.2M +2% 54k 77.65
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Ishares Ore Msci Emkt (IEMG) 2.1 $4.1M 63k 65.92
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Ishares Tr 0 Yr Tr Bd Etf (TLT) 2.1 $4.1M +51% 46k 89.37
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Ishares Tr Ore Msci Eafe (IEFA) 1.9 $3.8M 44k 87.31
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Ishares Tr Us 1000 Grw Etf (IWF) 0.9 $1.7M -4% 3.6k 468.46
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Ishares Tr Ore S&p Mcp Etf (IJH) 0.5 $990k -56% 15k 65.26
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Invesco Exch Trd Slf Idx Nvsco Blsh 28 (BSCS) 0.4 $770k -2% 38k 20.57
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Invesco Exch Trd Slf Idx Ulshs 2026 Cb (BSCQ) 0.4 $765k -2% 39k 19.56
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Invesco Exch Trd Slf Idx Ulshs 2025 Cb (BSCP) 0.4 $763k -2% 37k 20.69
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Invesco Exch Trd Slf Idx Uletshs 2029 (BSCT) 0.4 $720k -2% 38k 18.81
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Vanguard Index Fds Alue Etf (VTV) 0.3 $567k +8% 3.0k 186.50
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Vanguard Index Fds Mall Cp Etf (VB) 0.3 $512k +13% 2.0k 254.31
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Invesco Exch Trd Slf Idx Ulshs 2025 Hy (BSJP) 0.3 $510k 22k 23.06
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Invesco Exch Trd Slf Idx Nvsco Blsh 26 (BSJQ) 0.2 $490k 21k 23.41
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Invesco Qqq Tr Nit Ser 1 (QQQ) 0.2 $486k -24% 810.00 600.24
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Invesco Exch Trd Slf Idx Ulletshs 2030 (BSJU) 0.2 $468k 18k 26.16
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Invesco Exch Trd Slf Idx Uletshs 2029 Hg (BSJT) 0.2 $462k 21k 21.57
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Invesco Exch Trd Slf Idx Nvsco 28 Hycorp (BSJS) 0.2 $461k 21k 22.08
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Invesco Exch Trd Slf Idx Uletshs 2027 (BSJR) 0.2 $455k 20k 22.74
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Invesco Exch Trd Slf Idx Ulletshares 203 (BSJW) 0.2 $447k 17k 25.80
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Invesco Exch Trd Slf Idx Nvesco Bulletsh (BSJV) 0.2 $366k 14k 26.79
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Ishares Tr Pmorgan Usd Emg (EMB) 0.2 $349k -7% 3.7k 95.20
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Spdr Series Trust Tse Int Gvt Etf (WIP) 0.2 $341k 8.7k 39.21
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Spdr Series Trust Loomberg High Y (JNK) 0.2 $314k 3.2k 97.99
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Research Solutions Om (RSSS) 0.2 $314k 84k 3.73
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Mondelez Intl L A (MDLZ) 0.2 $311k 5.0k 62.46
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Invesco Exch Traded Fd Tr Ii R Ln Etf (BKLN) 0.1 $292k 14k 20.93
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Ishares Tr Ips Bd Etf (TIP) 0.1 $289k 2.6k 111.20
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Spdr Series Trust Loomberg Intl T (BWX) 0.1 $286k 12k 23.00
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Ishares Tr Sg Msci Kld 400 (DSI) 0.1 $263k -4% 2.1k 125.92
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Spdr Series Trust Pdr S&p 500 Etf (SPYX) 0.1 $262k -3% 4.8k 54.85
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Ishares Tr Sg Awr Us Agrgt (EAGG) 0.1 $236k +2% 4.9k 48.03
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Ishares Tr Sg Awre 1 5 Yr (SUSB) 0.1 $234k +3% 9.2k 25.31
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Vanguard Index Fds Otal Stk Mkt (VTI) 0.1 $214k 651.00 328.02
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Spdr Index Shs Fds &p China Etf (GXC) 0.1 $168k 1.6k 104.99
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Dbx Etf Tr Track Msci Eurp (DBEU) 0.1 $147k 3.2k 46.05
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Nushares Etf Tr Sg Hi Tld Crp (NUHY) 0.1 $117k +2% 5.4k 21.77
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Invesco Db Us Dlr Index Tr Ullish Fd (UUP) 0.0 $94k 3.4k 27.51
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Amplify Etf Tr Mplify Etho Cli (ETHO) 0.0 $88k 1.4k 63.67
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Ishares Sg Awr Msci Em (ESGE) 0.0 $77k -4% 1.8k 43.42
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Ishares Tr Sg Aware Msci (ESML) 0.0 $75k 1.7k 45.08
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Ishares Tr Sg Aw Msci Eafe (ESGD) 0.0 $73k -2% 780.00 93.02
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Wisdomtree Tr Uropean Opportu (OPPE) 0.0 $42k 867.00 48.88
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Spdr Index Shs Fds &p Emktsc Etf (EWX) 0.0 $35k 520.00 67.33
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Ishares Tr Dg Msci Japan (HEWJ) 0.0 $31k 623.00 49.28
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Spdr Gold Tr Old Shs (GLD) 0.0 $29k 81.00 357.48
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Vaneck Etf Trust Frica Index Etf (AFK) 0.0 $26k 1.1k 24.36
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Ishares Tr Sci India Etf (INDA) 0.0 $22k 428.00 52.12
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Global X Fds Bl X Ftse Etf (ASEA) 0.0 $22k +2% 1.3k 17.10
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Ishares Tr Hina Sm-cap Etf (ECNS) 0.0 $21k 542.00 39.44
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Ishares Sci Cda Etf (EWC) 0.0 $21k 408.00 50.59
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Ishares Sci Sth Kor Etf (EWY) 0.0 $21k 258.00 79.98
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Ishares Sci Brazil Etf (EWZ) 0.0 $18k 579.00 30.98
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Ishares Sci Mexico Etf (EWW) 0.0 $16k 234.00 68.09
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Ishares Sci Aust Etf (EWA) 0.0 $15k 570.00 26.99
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Etf Ser Solutions Ident Us Equity (VUSE) 0.0 $13k +3% 193.00 66.51
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Ishares Tr Sci Lw Crb Tg (CRBN) 0.0 $13k 56.00 228.55
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Ishares Tr Sci Gbl Sus Dev (SDG) 0.0 $13k 151.00 82.96
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Wisdomtree Tr Apan Opportunit (OPPJ) 0.0 $8.3k 199.00 41.59
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Ishares Tr Sci Poland Etf (EPOL) 0.0 $7.4k 229.00 32.25
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Vanguard Intl Equity Index F T Wrld St Etf (VT) 0.0 $6.8k +28% 49.00 138.00
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Ishares Sci Turkey Etf (TUR) 0.0 $6.6k 193.00 34.22
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Ishares Tr Sci Saudi Arbia (KSA) 0.0 $6.4k 157.00 40.65
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Ishares Sci Taiwan Etf (EWT) 0.0 $5.7k 90.00 63.61
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Ishares Sci Hong Kg Etf (EWH) 0.0 $3.9k 183.00 21.55
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Ishares Sci Israel Etf (EIS) 0.0 $3.9k 39.00 99.18
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Ishares Tr Sci Uae Etf (UAE) 0.0 $3.6k 193.00 18.84
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Vanguard Bd Index Fds Hort Trm Bond (BSV) 0.0 $3.3k +36% 41.00 79.76
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Ishares Sci Chile Etf (ECH) 0.0 $2.7k 81.00 32.96
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Ishares Tr Sci Peru And Gl (EPU) 0.0 $2.5k +2% 41.00 60.78
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Ishares Tr Ew Zealand Etf (ENZL) 0.0 $2.0k 43.00 45.74
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Ishares Tr Sci Qatar Etf (QAT) 0.0 $1.5k 76.00 19.66
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Past Filings by 4Thought Financial Group

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

View all past filings