4Thought Financial Group

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

  • Top 5 stock holdings are SPY, TLT, IVV, VWO, VO, and represent 41.52% of 4Thought Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: EMB, QQQ, VB, VWO, IWF, LQD, EFA, IBDV, BSJQ, IBDU.
  • Started 2 new stock positions in QQQ, IWD.
  • Reduced shares in these 10 stocks: IBDW, TLT, IVV, VTV, BSJT, SPY, VCLT, IJR, IEMG, IEFA.
  • Sold out of its positions in BSJT, IBDW.
  • 4Thought Financial Group was a net seller of stock by $-4.0M.
  • 4Thought Financial Group has $113M in assets under management (AUM), dropping by -8.96%.
  • Central Index Key (CIK): 0001840261

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Portfolio Holdings for 4Thought Financial Group

Companies in the 4Thought Financial Group portfolio as of the March 2022 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) 22.3 $25M 56k 451.64
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.5 $6.2M -39% 47k 132.09
Ishares Tr Core S&p500 Etf (IVV) 4.7 $5.2M -13% 12k 453.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.6 $5.2M +27% 112k 46.13
Vanguard Index Fds Mid Cap Etf (VO) 4.5 $5.0M 21k 237.84
Ishares Tr Core S&p Scp Etf (IJR) 4.4 $4.9M -2% 46k 107.87
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 3.8 $4.3M 201k 21.26
Ishares Tr Msci Eafe Etf (EFA) 3.7 $4.2M +4% 57k 73.60
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.7 $4.2M +13% 34k 120.93
Ishares Tr Ibonds 27 Etf (IBDS) 3.5 $3.9M 158k 24.94
Ishares Tr Ibonds Dec 2030 (IBDV) 3.4 $3.9M 167k 23.17
Ishares Tr Ibonds Dec25 Etf (IBDQ) 3.1 $3.5M 139k 25.25
Ishares Tr Ibds Dec28 Etf (IBDT) 2.8 $3.2M 121k 26.34
Ishares Tr Ibonds Dec2026 (IBDR) 2.8 $3.2M 129k 24.65

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Ishares Tr Ibonds Dec 29 (IBDU) 2.8 $3.1M 128k 24.51
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 2.5 $2.8M 135k 21.10
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 2.5 $2.8M 132k 21.07
Ishares Tr Jpmorgan Usd Emg (EMB) 2.0 $2.2M +561% 23k 97.75
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.6 $1.8M -9% 20k 93.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.2M NEW 3.2k 362.53
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.2M +4715% 5.4k 212.61
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.1M +209% 4.0k 277.57
Ishares Tr Core Msci Eafe (IEFA) 0.8 $887k -6% 13k 69.48
Ishares Core Msci Emkt (IEMG) 0.8 $850k -9% 15k 55.53
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.7 $797k 38k 20.92
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.7 $788k 40k 19.97
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.7 $776k 37k 21.11
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.7 $775k 40k 19.44
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 0.6 $720k 31k 22.92
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.6 $713k 29k 24.51
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.6 $639k +7% 26k 24.44
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.5 $607k 26k 23.78
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.5 $604k 25k 23.83
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.5 $594k 25k 24.03
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.3 $379k 7.0k 53.95
Vanguard Index Fds Value Etf (VTV) 0.3 $379k -67% 2.6k 147.93
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.3 $363k 15k 23.68
Mondelez Intl Cl A (MDLZ) 0.3 $340k 5.4k 62.86
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.3 $318k 13k 25.29
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.3 $317k 15k 21.77
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.3 $316k 13k 25.07
Spdr Ser Tr Bloomberg Brclys (JNK) 0.3 $309k 3.0k 102.45
Ishares Tr Tips Bd Etf (TIP) 0.3 $306k 2.5k 124.39
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.3 $300k 12k 26.01
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.3 $290k 12k 25.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $224k -6% 983.00 227.87
Research Solutions (RSSS) 0.2 $179k 84k 2.13
Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.1 $160k -10% 4.7k 34.36
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $159k +2% 1.8k 86.84
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $159k 1.4k 111.27
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.1 $126k 4.8k 26.21
Dbx Etf Tr Xtrack Msci Chna (CN) 0.1 $123k +34% 3.8k 32.76
Ishares Msci Frontier (FM) 0.1 $74k -3% 2.3k 32.31
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $65k -4% 2.6k 24.77
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $64k -2% 1.2k 51.49
Etf Managers Tr Etho Climate Lea (ETHO) 0.0 $52k +3% 887.00 58.62
Ishares Tr Hdg Msci Japan (HEWJ) 0.0 $48k +2% 1.2k 38.93
Wisdomtree Tr Eur Hdg Smlcap (EUSC) 0.0 $39k -10% 1.1k 34.39
Abbvie (ABBV) 0.0 $35k 218.00 160.55
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.0 $33k -2% 1.4k 23.26
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $32k -13% 565.00 56.64
American Electric Power Company (AEP) 0.0 $29k 287.00 101.05
Ishares Esg Awr Msci Em (ESGE) 0.0 $27k +5% 740.00 36.49
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $27k +2% 369.00 73.17
Ishares Tr Esg Aware Msci (ESML) 0.0 $27k 703.00 38.41
Spdr Gold Tr Gold Shs (GLD) 0.0 $26k +8% 144.00 180.56
Johnson & Johnson (JNJ) 0.0 $26k 147.00 176.87
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $25k 154.00 162.34
Abbott Laboratories (ABT) 0.0 $25k 213.00 117.37
Global X Fds Gbl X Ftse Etf (ASEA) 0.0 $25k -2% 1.6k 15.62
Ishares Tr Msci Global Imp (SDG) 0.0 $24k -2% 283.00 84.81
Ishares Tr Msci India Etf (INDA) 0.0 $24k -18% 532.00 45.11
Etf Ser Solutions Videntcore Eq Fd (VUSE) 0.0 $24k -7% 533.00 45.03
Vaneck Vectors Etf Tr Africa Index Etf (AFK) 0.0 $23k +4% 1.1k 21.20
Ishares Msci Cda Etf (EWC) 0.0 $20k -17% 501.00 39.92
Ishares Msci Aust Etf (EWA) 0.0 $19k +12% 701.00 27.10
Ishares Msci Sth Kor Etf (EWY) 0.0 $18k +31% 257.00 70.04
Ishares Msci Brazil Etf (EWZ) 0.0 $17k -8% 444.00 38.29
Walt Disney Company (DIS) 0.0 $17k 124.00 137.10
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $17k +19% 172.00 98.84
Ishares Tr China Sm-cap Etf (ECNS) 0.0 $13k +19% 338.00 38.46
Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS) 0.0 $12k +3% 281.00 42.70
Ishares Msci Mexico Etf (EWW) 0.0 $11k -23% 202.00 54.46
Ishares Tr Msci Saudi Arbia (KSA) 0.0 $7.0k -32% 145.00 48.28
Ishares Msci Turkey Etf (TUR) 0.0 $7.0k +35% 337.00 20.77
Ishares Msci Taiwan Etf (EWT) 0.0 $6.0k +3% 95.00 63.16
Ishares Tr Msci Poland Etf (EPOL) 0.0 $5.0k -4% 260.00 19.23
Fox Corp Cl B Com (FOX) 0.0 $5.0k 124.00 40.32
Ishares Msci Israel Etf (EIS) 0.0 $4.0k -3% 51.00 78.43
Ishares Msci Hong Kg Etf (EWH) 0.0 $4.0k +7% 167.00 23.95
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $4.0k NEW 23.00 173.91
Ishares Tr Msci Uae Etf (UAE) 0.0 $4.0k -32% 198.00 20.20
Ishares Msci Chile Etf (ECH) 0.0 $3.0k +4% 88.00 34.09
Vaneck Vectors Etf Tr Russia Etf (RSX) 0.0 $3.0k -6% 591.00 5.08
News Corp CL B (NWS) 0.0 $2.0k 93.00 21.51
Ishares Tr Msci Peru Etf (EPU) 0.0 $2.0k -6% 55.00 36.36
Ishares Tr New Zealand Etf (ENZL) 0.0 $2.0k +36% 45.00 44.44
Vaneck Vectors Etf Tr Russia Small Cap (RSXJ) 0.0 $1.0k +10% 118.00 8.47
Ishares Tr Msci Qatar Etf (QAT) 0.0 $999.998000 -24% 62.00 16.13

Past Filings by 4Thought Financial Group

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