4Thought Financial Group Inc. — Q4 2025 13F Holdings

Name: 4Thought Financial Group Inc. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001840261

Total reported value

$202.2M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	28.90%	-0.03%	+3.75%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	11.18%	-1.76%	-6.84%
3	VO	Vanguard Mid-cap ETF	ETF-Other	6.05%	-0.13%	+2.95%
4	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	6.04%	-0.11%	-0.98%
5	EFA	Ishares Msci Eafe ETF	ETF-Other	4.26%	+0.03%	+2.55%
6	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	4.21%	+0.03%	+1.15%
7	IBDV	Ishares Ibonds Dec 2030 CORP	ETF-Other	2.62%	-0.03%	+5.19%
8	IBDX	Ishares Ibonds Dec 2032 Tc	ETF-Other	2.60%	-0.04%	+4.53%
9	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-Other	2.57%	+0.03%	+4.71%
10	IBDW	Ishares Ibonds Dec 2031 CORP	ETF-Other	2.57%	-0.04%	+4.92%
11	IBCA	Ishares Ibonds Dec 2035 Tc	ETF-Other	2.31%	-0.03%	—
12	IBDZ	Isharesibondsdec2034tmcorp	ETF-Other	2.27%	-0.03%	+1.86%
13	IBDY	Ishares Ibonds Dec 2033 CORP	ETF-Other	2.27%	-0.02%	+2.17%
14	IBDR	Ishares Ibonds Dec 2026 Term	ETF-Other	2.23%	-0.02%	+4.47%
15	IBDU	Ishares Ibonds Dec 2029 Term	ETF-Other	2.20%	-0.05%	+4.39%
16	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-Other	2.19%	—	+4.10%
17	VCLT	Vanguard Long-term CORP Bond	ETF-Corp Bonds	2.08%	+0.16%	+2.08%
18	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.88%	-0.30%	-10.18%
19	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.83%	-0.24%	-4.86%
20	IJH	Ishares Core S&p Midcap ETF	ETF-Other	1.25%	-0.22%	+151.27%
21	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	1.20%	+0.62%	-39.05%
22	VTV	Vanguard Value ETF	ETF-Other	0.84%	-0.07%	+192.66%
23	BSCS	Invesco Bulletshares 2028 Cb	ETF-Other	0.41%	+0.02%	+6.13%
24	BSCT	Invesco Bulletshares 2029 Cb	ETF-Other	0.40%	+0.03%	+13.06%
25	VB	Vanguard Small-cap ETF	ETF-Other	0.40%	+0.15%	+56.76%
26	BSCQ	Invesco Bulletshares 2026 Cb	ETF-Other	0.40%	+0.03%	+5.80%
27	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.37%	+0.12%	+51.48%
28	IWF	Ishares Russell 1000 Growth	ETF-Other	0.28%	—	-67.54%
29	BSJQ	Invesco Bulletshares 2026 Hy	ETF-Other	0.26%	—	+5.75%
30	BSJW	Invesco Bulletshares 2032 Hy	ETF-Other	0.22%	-0.02%	-0.44%
31	BSJR	Invesco Bulletshares 2027 Hy	ETF-Other	0.22%	—	-2.23%
32	BSJV	Invesco Bulletshares 2031 Hy	ETF-Other	0.22%	-0.02%	+19.96%
33	BSJU	Invesco Bulletshares 2030 Hy	ETF-Other	0.22%	-0.01%	-6.38%
34	BSJS	Invesco Bulletshares 2028 Hy	ETF-Other	0.22%	—	-4.97%
35	BSJT	Invesco Bulletshares 2029 Hy	ETF-Other	0.22%	-0.02%	-5.22%
36	BSJX	Invesco Bulletshares 2033 Hy	ETF-Other	0.22%	-0.02%	—
37	JNK	Ss Spdr Bb High Yield Bond	ETF-High Yield	0.16%	-0.16%	EXIT
38	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	0.15%	-0.01%	-13.19%
39	BKLN	Invesco Senior Loan ETF	ETF-Other	0.15%	+0.39%	+0.49%
40	WIP	State Street Spdr Ftse Inter	ETF-Other	0.15%	-0.01%	-13.98%
41	TIP	Ishares Tips Bond ETF	ETF-Other	0.14%	-0.14%	EXIT
42	BWX	State Street Spdr Bloomberg	ETF-Other	0.14%	-0.01%	-1.43%
43	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.13%	+0.01%	+0.78%
44	SPYX	Ss Spdr S&p 500 Foss Fl ETF	ETF-Large Cap & Growth	0.13%	—	-3.20%
45	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.13%	—	-4.02%
46	RSSS	Research Solutions INC	Stock-Other	0.12%	-0.03%	—
47	SUSB	Ishares Esg Aware 1-5 Year U	ETF-Other	0.12%	—	+2.96%
48	EAGG	Ishares Esg Aware US Aggrega	ETF-Other	0.12%	—	+1.75%
49	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.10%	—	-4.76%
50	VGK	Vanguard Ftse Europe ETF	ETF-Other	0.08%	—	—

1–50 of 90

Holding changes this quarter

Position changes disclosed by 4Thought Financial Group Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPY	Ss Spdr S&p 500 ETF Trust-us	+1.1%	+3.75%	Add
2	IJH	Ishares Core S&p Midcap ETF	+0.8%	+151.27%	Add
3	VTV	Vanguard Value ETF	+0.6%	+192.66%	Add
4	EFA	Ishares Msci Eafe ETF	+0.1%	+2.55%	Add
5	VB	Vanguard Small-cap ETF	+0.1%	+56.76%	Add
6	QQQ	Invesco Qqq Trust Series 1	+0.1%	+51.48%	Add
7	IBDV	Ishares Ibonds Dec 2030 CORP	+0.1%	+5.19%	Add
8	IBDW	Ishares Ibonds Dec 2031 CORP	+0.1%	+4.92%	Add
9	IBDS	Ishrs Ibnds Dec 27 CORP ETF	+0.1%	+4.71%	Add
10	IBDX	Ishares Ibonds Dec 2032 Tc	+0.1%	+4.53%	Add
11	IBDR	Ishares Ibonds Dec 2026 Term	0%	+4.47%	Add
12	IBDU	Ishares Ibonds Dec 2029 Term	0%	+4.39%	Add
13	IBDT	Ishares Ibonds Dec 2028 ETF	0%	+4.10%	Add
14	BSCT	Invesco Bulletshares 2029 Cb	0%	+13.06%	Add
15	BSJV	Invesco Bulletshares 2031 Hy	0%	+19.96%	Add
16	BSCS	Invesco Bulletshares 2028 Cb	0%	+6.13%	Add
17	BSCQ	Invesco Bulletshares 2026 Cb	0%	+5.80%	Add
18	BSJQ	Invesco Bulletshares 2026 Hy	0%	+5.75%	Add
19	IBDY	Ishares Ibonds Dec 2033 CORP	—	+2.17%	Add
20	IBDZ	Isharesibondsdec2034tmcorp	0%	+1.86%	Add
21	BSJT	Invesco Bulletshares 2029 Hy	0%	-5.22%	Trim
22	BSJS	Invesco Bulletshares 2028 Hy	0%	-4.97%	Trim
23	VO	Vanguard Mid-cap ETF	0%	+2.95%	Add
24	GXC	State Street Spdr S&p China	0%	-21.59%	Trim
25	WIP	State Street Spdr Ftse Inter	0%	-13.98%	Trim
26	UUP	Invesco Db US Dollar Index B	0%	-32.50%	Trim
27	BSJU	Invesco Bulletshares 2030 Hy	0%	-6.38%	Trim
28	EMB	Ishares Jp Morgan Usd Emergi	0%	-13.19%	Trim
29	MDLZ	Mondelez International Inc-a	0%	+0.78%	Add
30	RSSS	Research Solutions INC	0%	—	Unchanged
31	VWO	Vanguard Ftse Emerging Marke	-0.1%	+1.15%	Add
32	IEFA	Ishares Core Msci Eafe ETF	-0.1%	-4.86%	Trim
33	IEMG	Ishares Core Msci Emerging	-0.2%	-10.18%	Trim
34	IWF	Ishares Russell 1000 Growth	-0.6%	-67.54%	Trim
35	IVV	Ishares Core S&p 500 ETF	-0.8%	-6.84%	Trim
36	TLT	Ishares 20+ Year Treasury Bd	-0.9%	-39.05%	Trim
37	IBCA	Ishares Ibonds Dec 2035 Tc	—	NEW	New buy
38	IBDQ	Ishares Ibonds Dec 2025 Term	—	EXIT	Sold out
39	BSCP	Invesco Bulletshares 2025 Cb	—	EXIT	Sold out
40	BSJP	Invesco Bulletshares 2025 Hy	—	EXIT	Sold out
41	BSJX	Invesco Bulletshares 2033 Hy	—	NEW	New buy
42	VGK	Vanguard Ftse Europe ETF	—	NEW	New buy
43	DBEU	Xtrackers Msci Europe Hedged	—	EXIT	Sold out
44	GNR	State Street Spdr S&p Global	—	NEW	New buy
45	VNQ	Vanguard Real Estate ETF	—	NEW	New buy
46	OPPE	Wisdomtree European Opport	—	EXIT	Sold out
47	STCE	Schwab Crypto Thematic ETF	—	NEW	New buy
48	IEUS	Ishares Msci Europe Small-ca	—	NEW	New buy
49	EWJ	Ishares Msci Japan ETF	—	NEW	New buy
50	HEWJ	Isha Curr Hedged Msci Japan	—	EXIT	Sold out