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CIK: 0001840261
Total reported value
$212.8M
$212.8M
89 檔
38.3%
In Q1 2025, 4Thought Financial Group Inc.'s U.S. equity holdings reached a combined market value of $212.8M, distributed across 89 disclosed stock positions.
In Q1 2025, 4Thought Financial Group Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | 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 | 30.51% | +0.78% | +6.05% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.26% | -0.22% | -0.50% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.19% | -0.29% | +1.07% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.93% | -2.39% | -25.44% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.42% | +0.23% | -8.13% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.38% | +0.25% | -5.66% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.41% | +1.67% | -21.11% | |
| 8 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 3.21% | +0.42% | +12.31% | |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 3.19% | +0.38% | +11.76% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 3.19% | +0.37% | +12.79% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.80% | +0.38% | +15.57% | |
| 12 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.78% | — | +15.42% | |
| 13 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.76% | +0.37% | +15.40% | |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.74% | +0.39% | +14.80% | |
| 15 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.62% | +0.40% | +2.05% | |
| 16 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.60% | — | +1.95% | |
| 17 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 2.59% | +0.02% | +0.72% | |
| 18 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.33% | +0.06% | +4.25% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.13% | -1.03% | +62582.00% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | +0.03% | +208.50% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.87% | -0.37% | -27.15% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.81% | -0.40% | -34.05% | |
| 23 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.44% | — | -3.57% | |
| 24 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.44% | -0.01% | -3.57% | |
| 25 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.44% | -0.01% | -3.47% | |
| 26 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.44% | -0.01% | -3.48% | |
| 27 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.33% | — | +1.00% | |
| 28 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.31% | — | +1.04% | |
| 29 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 0.29% | — | +1.24% | |
| 30 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.29% | — | +1.31% | |
| 31 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.29% | — | +1.28% | |
| 32 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.29% | — | +1.24% | |
| 33 | BSJW | Invesco Bulletshares 2032 Hy | ETF-Other | 0.28% | — | +0.71% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | -0.01% | -67.96% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.23% | — | +2.26% | |
| 36 | BSJV | Invesco Bulletshares 2031 Hy | ETF-Other | 0.23% | +0.01% | +1.19% | |
| 37 | WIP | State Street Spdr Ftse Inter | ETF-Other | 0.21% | — | +2.91% | |
| 38 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.21% | — | +0.82% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.20% | — | +0.91% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.19% | — | -0.29% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.18% | — | +1.32% | |
| 42 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.18% | -0.01% | +0.05% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | -0.49% | +8516.67% | |
| 44 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.14% | -0.01% | -2.28% | |
| 45 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.14% | — | -2.20% | |
| 46 | RSSS | Research Solutions Inc | Stock-Other | 0.14% | — | — | |
| 47 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | -10.93% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.13% | +0.01% | -8.00% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | +0.01% | -5.46% | |
| 50 | DBEU | Xtrackers Msci Europe Hedged | ETF-Other | 0.08% | — | +7.02% |
According to official SEC Form 13F filings, 4Thought Financial Group Inc. reported a total U.S. public equity portfolio value of $212.8M across 89 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VO, IJR) accounted for 38.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $49.4M
During Q1 2025, 4Thought Financial Group Inc.'s top holdings by market value included SPY (30.5%)、VO (5.3%)、IJR (5.2%). The largest single position, SPY, represented 30.5% of total portfolio value.
In Q1 2025, 4Thought Financial Group Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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