4F
| |
4Thought Financial Group Inc.13F | |
| 4Thought Financial Group Inc. | |
| Last update 2025-04-24 | 89 Stocks (0 new) |
| Value $162.00 Mil | Turnover 6 % |
4Thought Financial Group Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 88,276 | 49,380.8 | +6.05% | 30.510 | +1.74% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
VO | Vanguard Mid-Cap ETF | 32,939 | 8,518.8 | -0.50% | 5.260 | -0.03% | 0.010 | +16.32% | +8.70% | 80,548.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 80,330 | 8,400.1 | +1.07% | 5.190 | +0.05% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
IVV | iShares Core S&P 500 ETF | 14,202 | 7,979.9 | -25.44% | 4.930 | -1.77% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
EFA | iShares MSCI EAFE ETF | 87,557 | 7,156.0 | -8.13% | 4.420 | -0.36% | 0.010 | +10.84% | +18.89% | 63,725.9 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 156,664 | 7,090.6 | -5.66% | 4.380 | -0.26% | 0.010 | +16.94% | +15.09% | 86,951.2 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 60,627 | 5,518.8 | -21.11% | 3.410 | -0.88% | 0.010 | -1.53% | -0.28% | 47,103.6 | ||
IBDW |
iShares iBonds Dec 2031 Term Corporate ETF
iShares iBonds Dec 2031 Term Corporate ETF
| 250,015 | 5,187.8 | +12.31% | 3.210 | +0.35% | 0.360 | +2.86% | +5.21% | 1,585.6 | ||
IBDV |
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
| 237,754 | 5,164.0 | +11.76% | 3.190 | +0.34% | 0.290 | +2.44% | +4.70% | 1,907.3 | ||
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 213,453 | 5,161.5 | +12.79% | 3.190 | +0.36% | 0.170 | +1.52% | +3.24% | 3,153.4 |
4Thought Financial Group Inc.'s Historical Top Holdings Breakdowns
4Thought Financial Group Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.77% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Reduce -25.44% | 14,202 | -4,845 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +1.74% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Add 6.05% | 88,276 | 5,033 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +1.13% | 57.21 ($62.1) 65.8 | $63.46 | 2.19% | Add 62582% | 31,341 | 31,291 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.88% | 85.29 ($89.02) 92.57 | $85.24 | -4.25% | Reduce -21.11% | 60,627 | -16,223 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.66% | 360.07 ($394.62) 417.26 | $434.26 | 10.05% | Reduce -67.96% | 1,243 | -2,636 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.64% | 167.73 ($174.39) 179.21 | $177.66 | 1.88% | Add 208.5% | 8,851 | 5,982 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.39% | 69.57 ($74.78) 78.65 | $82.56 | 10.40% | Reduce -34.05% | 17,366 | -8,966 | |
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 2025-03-31 | Add Add | +0.38% | 24.05 ($24.13) 24.21 | $24.21 | 0.33% | Add 15.57% | 187,396 | 25,249 | |
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 2025-03-31 | Add Add | +0.37% | 25.05 ($25.11) 25.16 | $25.14 | 0.12% | Add 15.42% | 178,938 | 23,900 | |
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 2025-03-31 | Add Add | +0.37% | 24.79 ($25.06) 25.26 | $25.34 | 1.12% | Add 15.4% | 176,930 | 23,613 |
4Thought Financial Group Inc. Total Holding History ($B)
4Thought Financial Group Inc.'s Asset Allocation
4Thought Financial Group Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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4Thought Financial Group Inc.'s Hypothetical Growth since 2025-03-31
4Thought Financial Group Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
4Thought Financial Group Inc.'s Holdings Heat Map
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4Thought Financial Group Inc.'s Holdings Bubble Chart
4Thought Financial Group Inc. News
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