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CIK: 0001840261
Total reported value
$212.8M
$212.8M
90 檔
40.0%
The Q4 2024 SEC filing reveals that 4Thought Financial Group Inc. held a total portfolio value of $212.8M, covering 90 public equity positions.
In Q4 2024, 4Thought Financial Group Inc. adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 15 holdings to manage risk exposure.
| # | 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 | 30.28% | +0.78% | +0.91% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.96% | -2.39% | -17.06% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.68% | -0.29% | +1.63% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.43% | -0.22% | -8.21% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.54% | +0.25% | +7.55% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.47% | +0.23% | +11.85% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.16% | +1.67% | +191.82% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.82% | +0.38% | +2.80% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.81% | +0.37% | +2.20% | |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.81% | +0.42% | +2.50% | |
| 11 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 2.55% | +0.02% | — | |
| 12 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.53% | +0.40% | +0.44% | |
| 13 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.51% | — | +0.16% | |
| 14 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.42% | +0.38% | +3.84% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.41% | — | +4.09% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.37% | +0.37% | +5.40% | |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.37% | +0.39% | +5.38% | |
| 18 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.21% | +0.06% | +4.73% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.16% | -0.37% | -8.91% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.15% | -0.40% | -6.97% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.97% | -0.01% | +180.27% | |
| 22 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.46% | — | -9.15% | |
| 23 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.46% | -0.01% | -9.14% | |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.45% | -0.01% | -9.06% | |
| 25 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.45% | -0.01% | -9.11% | |
| 26 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.33% | — | +4.29% | |
| 27 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.31% | — | -0.76% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | +0.03% | -68.24% | |
| 29 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 0.29% | — | +2.43% | |
| 30 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.29% | — | +2.29% | |
| 31 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.29% | — | +2.41% | |
| 32 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.28% | — | +2.29% | |
| 33 | BSJW | Invesco Bulletshares 2032 Hy | ETF-Other | 0.28% | — | — | |
| 34 | BSJV | Invesco Bulletshares 2031 Hy | ETF-Other | 0.23% | +0.01% | +2.39% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.22% | — | +2.24% | |
| 36 | RSSS | Research Solutions Inc | Stock-Other | 0.22% | — | — | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.19% | — | +2.59% | |
| 38 | WIP | State Street Spdr Ftse Inter | ETF-Other | 0.19% | — | +1.96% | |
| 39 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.19% | — | +2.56% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.18% | — | +1.07% | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.18% | — | -12.03% | |
| 42 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.17% | -0.01% | +1.21% | |
| 43 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | -6.65% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.16% | +0.01% | -6.69% | |
| 45 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.14% | -0.01% | +3.63% | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.14% | — | +5.59% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.01% | +0.74% | |
| 48 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.08% | -0.01% | +2.15% | |
| 49 | DBEU | Xtrackers Msci Europe Hedged | ETF-Other | 0.07% | — | +0.14% | |
| 50 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-Other | 0.07% | — | +2.71% |
According to official SEC Form 13F filings, 4Thought Financial Group Inc. reported a total U.S. public equity portfolio value of $212.8M across 90 disclosed positions in Q4 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, IJR) accounted for 40.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
IBDZ
市值: $4.1M
Top Position Liquidated / Trimmed
BSCO
前期市值: $4.1M
During Q4 2024, 4Thought Financial Group Inc.'s top holdings by market value included SPY (30.3%)、IVV (7.0%)、IJR (5.7%). The largest single position, SPY, represented 30.3% of total portfolio value.
In Q4 2024, 4Thought Financial Group Inc. made 49 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 13 holdings, and fully liquidating 15 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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