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CIK: 0001840261
Total reported value
$212.8M
$212.8M
88 檔
52.3%
At the close of Q3 2025, 4Thought Financial Group Inc. disclosed equity holdings valued at approximately $212.8M, spread across 88 reported holdings.
In Q3 2025, 4Thought Financial Group Inc. displayed an active expansion posture, initiating 0 new positions and adding to 28 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 | 27.78% | +0.78% | -1.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.97% | -2.39% | -1.27% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.16% | -0.29% | -1.70% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.07% | -0.22% | -0.80% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.29% | +0.25% | -1.98% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.12% | +0.23% | -0.80% | |
| 7 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.55% | +0.38% | +3.03% | |
| 8 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.55% | +0.40% | +2.59% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.51% | +0.37% | +3.40% | |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.51% | +0.42% | +0.31% | |
| 11 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 2.28% | +0.02% | +3.21% | |
| 12 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.27% | — | +1.78% | |
| 13 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.20% | — | +6.77% | |
| 14 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.19% | +0.38% | +5.11% | |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.16% | +0.39% | +4.78% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.15% | +0.37% | +5.03% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.13% | +0.06% | +2.91% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.09% | -0.37% | -1.20% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.06% | +1.67% | +51.07% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.92% | -0.40% | -1.87% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | -0.01% | -4.84% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | -1.03% | -56.82% | |
| 23 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.39% | -0.01% | -2.31% | |
| 24 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.39% | -0.01% | -2.37% | |
| 25 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.39% | — | -2.37% | |
| 26 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.36% | -0.01% | -2.46% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | +0.03% | +8.35% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | -0.52% | +13.67% | |
| 29 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.26% | — | -0.39% | |
| 30 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.25% | — | -0.20% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | -0.49% | -24.09% | |
| 32 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 0.24% | — | -0.11% | |
| 33 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.23% | — | -0.03% | |
| 34 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.23% | — | -0.12% | |
| 35 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.23% | — | -0.22% | |
| 36 | BSJW | Invesco Bulletshares 2032 Hy | ETF-Other | 0.23% | — | -0.14% | |
| 37 | BSJV | Invesco Bulletshares 2031 Hy | ETF-Other | 0.19% | +0.01% | -0.09% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.18% | — | -7.18% | |
| 39 | WIP | State Street Spdr Ftse Inter | ETF-Other | 0.17% | — | +0.12% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.16% | — | -0.09% | |
| 41 | RSSS | Research Solutions Inc | Stock-Other | 0.16% | — | — | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.16% | — | +0.71% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.15% | — | -0.01% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.15% | — | -0.73% | |
| 45 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.14% | -0.01% | -1.00% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.13% | +0.01% | -4.35% | |
| 47 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | -3.34% | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.12% | — | +2.72% | |
| 49 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.12% | -0.01% | +3.13% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | +0.01% | +0.31% |
According to official SEC Form 13F filings, 4Thought Financial Group Inc. reported a total U.S. public equity portfolio value of $212.8M across 88 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, IJR) accounted for 52.3% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
SPY
前期市值: $49.4M
During Q3 2025, 4Thought Financial Group Inc.'s top holdings by market value included SPY (27.8%)、IVV (12.0%)、IJR (6.2%). The largest single position, SPY, represented 27.8% of total portfolio value.
In Q3 2025, 4Thought Financial Group Inc. made 49 total portfolio adjustments, initiating 0 new buys, adding to 28 positions, trimming 21 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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