4Thought Financial Group Inc. — Q2 2025 13F 持股

Name: 4Thought Financial Group Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001840261

申報總市值

US$2.0億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	27.57%	-0.03%	-4.85%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	11.82%	-1.76%	+152.27%
3	VO	Vanguard Mid-cap ETF	ETF-其他	6.13%	-0.13%	+25.09%
4	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	6.05%	-0.11%	+29.78%
5	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	4.19%	+0.03%	+1.89%
6	EFA	Ishares Msci Eafe ETF	ETF-其他	4.18%	+0.03%	+0.48%
7	IBDW	Ishares Ibonds Dec 2031 CORP	ETF-其他	2.61%	-0.04%	-6.71%
8	IBDV	Ishares Ibonds Dec 2030 CORP	ETF-其他	2.58%	-0.03%	-6.96%
9	IBDX	Ishares Ibonds Dec 2032 Tc	ETF-其他	2.58%	-0.04%	+13.33%
10	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-其他	2.55%	+0.03%	-7.47%
11	IBDY	Ishares Ibonds Dec 2033 CORP	ETF-其他	2.32%	-0.02%	+2.39%
12	IBDZ	Isharesibondsdec2034tmcorp	ETF-其他	2.30%	-0.03%	+1.86%
13	IBDR	Ishares Ibonds Dec 2026 Term	ETF-其他	2.18%	-0.02%	-9.56%
14	IBDQ	Ishares Ibonds Dec 2025 Term	ETF-其他	2.17%	—	-9.43%
15	IBDU	Ishares Ibonds Dec 2029 Term	ETF-其他	2.15%	-0.05%	-9.56%
16	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-其他	2.14%	—	-10.29%
17	VCLT	Vanguard Long-term CORP Bond	ETF-投資等級公司債	2.13%	+0.16%	+6.31%
18	IEMG	Ishares Core Msci Emerging	ETF-新興市場	2.03%	-0.30%	+142.89%
19	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.96%	-0.24%	+155.09%
20	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	1.41%	+0.62%	-50.33%
21	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.16%	-0.22%	+12.07%
22	IWF	Ishares Russell 1000 Growth	ETF-其他	0.86%	—	+207.80%
23	BSCS	Invesco Bulletshares 2028 Cb	ETF-其他	0.42%	+0.02%	+9.14%
24	BSCQ	Invesco Bulletshares 2026 Cb	ETF-其他	0.42%	+0.03%	+9.06%
25	BSCP	Invesco Bulletshares 2025 Cb	ETF-其他	0.42%	—	+9.05%
26	BSCT	Invesco Bulletshares 2029 Cb	ETF-其他	0.39%	+0.03%	+2.60%
27	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.31%	+0.12%	+106.38%
28	BSJP	Invesco Bulletshares 2025 Hy	ETF-其他	0.27%	—	-3.35%
29	VTV	Vanguard Value ETF	ETF-其他	0.26%	-0.07%	-68.32%
30	BSJQ	Invesco Bulletshares 2026 Hy	ETF-其他	0.26%	—	-3.05%
31	BSJU	Invesco Bulletshares 2030 Hy	ETF-其他	0.25%	-0.01%	-3.30%
32	BSJS	Invesco Bulletshares 2028 Hy	ETF-其他	0.24%	—	-3.25%
33	BSJT	Invesco Bulletshares 2029 Hy	ETF-其他	0.24%	-0.02%	-3.21%
34	BSJR	Invesco Bulletshares 2027 Hy	ETF-其他	0.24%	—	-3.32%
35	BSJW	Invesco Bulletshares 2032 Hy	ETF-其他	0.24%	-0.02%	-3.54%
36	VB	Vanguard Small-cap ETF	ETF-其他	0.22%	+0.15%	+1652.48%
37	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.19%	-0.01%	-2.85%
38	BSJV	Invesco Bulletshares 2031 Hy	ETF-其他	0.19%	-0.02%	-3.27%
39	WIP	State Street Spdr Ftse Inter	ETF-其他	0.18%	-0.01%	-2.75%
40	MDLZ	Mondelez International Inc-a	股票-非循環性消費	0.18%	+0.01%	+0.69%
41	JNK	Ss Spdr Bb High Yield Bond	ETF-非投資等級債	0.17%	-0.16%	EXIT
42	BWX	State Street Spdr Bloomberg	ETF-其他	0.16%	-0.01%	-4.47%
43	BKLN	Invesco Senior Loan ETF	ETF-其他	0.16%	+0.39%	-3.06%
44	TIP	Ishares Tips Bond ETF	ETF-其他	0.15%	-0.14%	EXIT
45	DSI	Ishares Esg Msci Kld 400 ETF	ETF-其他	0.13%	—	+4.25%
46	SPYX	Ss Spdr S&p 500 Foss Fl ETF	ETF-大型股與成長	0.13%	—	+5.33%
47	RSSS	Research Solutions INC	股票-其他	0.13%	-0.03%	—
48	EAGG	Ishares Esg Aware US Aggrega	ETF-其他	0.12%	—	+1.32%
49	SUSB	Ishares Esg Aware 1-5 Year U	ETF-其他	0.12%	—	+0.06%
50	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.10%	—	+1.25%

1–50 of 90