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CIK: 0001840261
Total reported value
$212.8M
$212.8M
108 檔
40.7%
During the Q3 2024 filing period, 4Thought Financial Group Inc. (CIK: 0001840261) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $212.8M across 108 reported positions.
During Q3 2024, 4Thought Financial Group Inc. performed routine portfolio adjustments (0 new buys, 26 additions, 20 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 29.20% | +0.78% | +0.46% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.17% | -2.39% | -15.50% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.87% | -0.22% | +0.14% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.64% | -0.29% | -6.42% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.56% | +0.25% | -2.02% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.40% | +0.23% | +0.20% | |
| 7 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.84% | +0.42% | +1.32% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.83% | +0.38% | +1.25% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.78% | +0.37% | +1.41% | |
| 10 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.63% | — | +1.23% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.62% | +0.40% | +0.58% | |
| 12 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 2.55% | — | +2.78% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.34% | +0.38% | +1.46% | |
| 14 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.31% | — | +1.50% | |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.30% | +0.39% | +1.47% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.29% | +0.37% | +1.44% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.28% | +0.06% | +0.47% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.59% | +1.67% | -58.17% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.40% | -0.37% | -10.47% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.36% | -0.40% | -16.66% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | +0.03% | +202.34% | |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.51% | -0.01% | +0.65% | |
| 23 | BSJO | Invesco Bulletshares 2024 Hy | ETF-Other | 0.51% | — | +0.46% | |
| 24 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.51% | -0.01% | +0.53% | |
| 25 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.51% | -0.01% | +0.65% | |
| 26 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.50% | — | +0.46% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | -1.03% | +108.62% | |
| 28 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.45% | — | +0.78% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | -0.01% | -67.37% | |
| 30 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.31% | — | -0.07% | |
| 31 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.31% | — | -0.23% | |
| 32 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 0.29% | — | -0.04% | |
| 33 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.29% | — | -0.15% | |
| 34 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.28% | — | -0.12% | |
| 35 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.28% | — | -0.14% | |
| 36 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.25% | — | +0.66% | |
| 37 | BSJV | Invesco Bulletshares 2031 Hy | ETF-Other | 0.23% | +0.01% | -0.37% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.22% | — | -50.24% | |
| 39 | WIP | State Street Spdr Ftse Inter | ETF-Other | 0.21% | — | +2.14% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.19% | — | -0.50% | |
| 41 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.19% | -0.01% | -1.67% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.18% | — | -54.63% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.18% | — | +0.36% | |
| 44 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | -5.14% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.16% | +0.01% | -4.09% | |
| 46 | RSSS | Research Solutions Inc | Stock-Other | 0.14% | — | — | |
| 47 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.14% | -0.01% | -2.33% | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.14% | — | -4.44% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.01% | -1.17% | |
| 50 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.08% | -0.01% | -1.00% |
According to official SEC Form 13F filings, 4Thought Financial Group Inc. reported a total U.S. public equity portfolio value of $212.8M across 108 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, VO) accounted for 40.7% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
LQD
前期市值: $332.8K
During Q3 2024, 4Thought Financial Group Inc.'s top holdings by market value included SPY (29.2%)、IVV (8.2%)、VO (5.9%). The largest single position, SPY, represented 29.2% of total portfolio value.
In Q3 2024, 4Thought Financial Group Inc. made 47 total portfolio adjustments, initiating 0 new buys, adding to 26 positions, trimming 20 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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