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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, IJR, VO, VWO, and represent 52.88% of 4Thought Financial Group's stock portfolio.
Added to shares of these 10 stocks: TLT, IBDZ, IWF, EFA, VWO, BSJW, SPY, IBDT, IBDU, VCLT.
Started 2 new stock positions in IBDZ, BSJW.
Reduced shares in these 10 stocks: Bsco etf, IVV, VTV, Inv Bulletshs 2024 Etf etf/closed end-, IJH, VO, Ishares Tr ibnd dec24 etf, IEMG, IEFA, .
Sold out of its positions in AMT, AAPL, BJ, CEIX, DIS, HD, Inv Bulletshs 2024 Etf etf/closed end-, Bsco etf, Ishares Tr ibnd dec24 etf, MA. MCD, MSFT, NWS, RTX, TSLA, TXN, UNH, V, WM, LIN.
4Thought Financial Group was a net buyer of stock by $1.5M.
4Thought Financial Group has $161M in assets under management (AUM), dropping by -0.57%.
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 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)	30.3	$49M		83k	586.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.0	$11M	-17%	19k	588.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.7	$9.2M		80k	115.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.4	$8.7M	-8%	33k	264.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.5	$7.3M	+7%	166k	44.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.5	$7.2M	+11%	95k	75.61	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.2	$6.7M	+191%	77k	87.33	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.8	$4.5M	+2%	213k	21.36	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	2.8	$4.5M	+2%	189k	23.96	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.8	$4.5M	+2%	223k	20.35	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	2.5	$4.1M	NEW	161k	25.45	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	2.5	$4.1M		166k	24.58	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	2.5	$4.1M		162k	25.10	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	2.4	$3.9M	+3%	162k	24.07	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	2.4	$3.9M	+4%	155k	25.05	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	2.4	$3.8M	+5%	153k	24.90	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.4	$3.8M	+5%	167k	22.80	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.2	$3.6M	+4%	48k	74.78	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$1.9M	-8%	36k	52.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$1.9M	-6%	26k	70.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$1.6M	+180%	3.9k	401.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.5	$742k	-9%	36k	20.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$740k	-9%	38k	19.43	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.5	$733k	-9%	36k	20.13	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.5	$727k	-9%	40k	18.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.3	$525k	+4%	23k	23.07	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$499k		21k	23.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$486k	-68%	2.9k	169.33	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.3	$470k	+2%	18k	25.68	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.3	$467k	+2%	22k	21.39	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.3	$462k	+2%	21k	21.68	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.3	$459k	+2%	21k	22.40	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSJW)	0.3	$447k	NEW	18k	25.05	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.2	$364k	+2%	14k	26.05	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$354k	+2%	4.0k	89.05	View chart
Research Solutions (RSSS)	0.2	$349k		84k	4.15	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$314k	+2%	3.3k	95.48	View chart
Spdr Ser Tr Ftse Int Gvt Etf (WIP)	0.2	$314k		8.7k	36.18	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$299k	+2%	14k	21.07	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$291k		2.7k	106.54	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$290k	-12%	4.9k	59.74	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.2	$281k		13k	21.39	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.2	$254k	-6%	5.3k	48.15	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$251k	-6%	2.3k	110.25	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$226k	+3%	9.2k	24.70	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$224k	+5%	4.8k	46.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$196k		678.00	289.70	View chart
Spdr Index Shs Fds S&p China Etf (GXC)	0.1	$123k	+2%	1.6k	75.88	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.1	$118k		2.9k	41.22	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.1	$114k	+2%	5.4k	21.13	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$96k	+4%	3.3k	29.42	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$83k	-5%	1.4k	59.74	View chart
Ishares Frontier And Sel (FM)	0.0	$71k		2.6k	27.14	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$69k	-4%	1.6k	42.05	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$66k		869.00	76.15	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$65k	-5%	1.9k	33.39	View chart
Wisdomtree Tr Eur Hdg Smlcap (EUSC)	0.0	$30k		776.00	38.24	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.0	$27k		639.00	42.65	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$27k	+2%	453.00	58.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$24k	+2%	99.00	240.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$22k		90.00	242.07	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$20k		381.00	52.58	View chart
Global X Fds Gbl X Ftse Etf (ASEA)	0.0	$18k		1.1k	15.94	View chart
Vaneck Etf Trust Africa Index Etf (AFK)	0.0	$17k		1.1k	15.47	View chart
Ishares Msci Cda Etf (EWC)	0.0	$17k		413.00	40.26	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	0.0	$14k	-11%	237.00	58.75	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.0	$14k	-10%	71.00	194.83	View chart
Ishares Tr China Sm-cap Etf (ECNS)	0.0	$13k	+4%	520.00	25.53	View chart
Ishares Msci Aust Etf (EWA)	0.0	$13k		529.00	23.86	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$12k	-6%	172.00	71.53	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$9.7k	+2%	191.00	50.90	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$7.4k	+5%	328.00	22.52	View chart
Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS)	0.0	$6.9k	+3%	199.00	34.52	View chart
Ishares Tr Msci Saudi Arbia (KSA)	0.0	$5.9k		146.00	40.74	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$5.9k	+4%	126.00	46.71	View chart
Ishares Msci Turkey Etf (TUR)	0.0	$5.3k		147.00	35.93	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$5.0k	+4%	98.00	51.51	View chart
Ishares Msci Israel Etf (EIS)	0.0	$3.9k		51.00	77.41	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.0	$3.8k	+3%	183.00	20.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$3.1k	-99%	50.00	62.34	View chart
Ishares Tr Msci Uae Etf (UAE)	0.0	$3.0k		182.00	16.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$2.9k		6.00	476.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$2.7k	-4%	23.00	119.00	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$2.6k		156.00	16.66	View chart
Ishares Tr New Zealand Etf (ENZL)	0.0	$1.7k	+2%	37.00	44.73	View chart
Ishares Msci Chile Etf (ECH)	0.0	$1.6k		64.00	25.12	View chart
Ishares Tr Msci Peru And Gl (EPU)	0.0	$1.6k	+2%	40.00	40.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$1.4k	+12%	18.00	75.94	View chart
Ishares Tr Msci Qatar Etf (QAT)	0.0	$1.3k		70.00	18.04	View chart
Enterprise Products Partners (EPD)	0.0	$0		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 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
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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