4Thought Financial Group Inc.
99 holdingsFiling period: 2026-03-31Current AUM: $219.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 89.8K | $58.4M | $67.1M | 30.55% | +4.2K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 29.1K | $19.0M | $21.9M | 9.96% | -3,805 | 2026-03-31 |
| 3 | IJR | ISHARES TR | 96.5K | $12.0M | $14.0M | 6.39% | -4,978 | 2026-03-31 |
| 4 | VO | VANGUARD INDEX FDS | 41.7K | $12.0M | $13.5M | 6.15% | -400 | 2026-03-31 |
| 5 | EFA | ISHARES TR | 89.3K | $8.7M | $9.4M | 4.29% | -232 | 2026-03-31 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 158.5K | $8.6M | $9.3M | 4.24% | +205 | 2026-03-31 |
| 7 | IBDS | ISHARES TR | 216.8K | $5.3M | $5.2M | 2.39% | +3.0K | 2026-03-31 |
| 8 | IBDV | ISHARES TR | 238.9K | $5.2M | $5.2M | 2.35% | -787 | 2026-03-31 |
| 9 | IBDX | ISHARES TR | 205.1K | $5.2M | $5.1M | 2.32% | -819 | 2026-03-31 |
| 10 | IBDW | ISHARES TR | 244.7K | $5.1M | $5.0M | 2.30% | -786 | 2026-03-31 |
| 11 | IBCA | ISHARES TR | 179.5K | $4.6M | $4.5M | 2.05% | -647 | 2026-03-31 |
| 12 | IBDY | ISHARES TR | 175.7K | $4.5M | $4.5M | 2.03% | +424 | 2026-03-31 |
| 13 | IBDZ | ISHARES TR | 174.1K | $4.5M | $4.5M | 2.03% | +168 | 2026-03-31 |
| 14 | VCLT | VANGUARD SCOTTSDALE FDS | 60.5K | $4.5M | $4.4M | 1.98% | +5.1K | 2026-03-31 |
| 15 | IBDR | ISHARES TR | 184.6K | $4.5M | $4.5M | 2.04% | -1,529 | 2026-03-31 |
| 16 | IBDT | ISHARES TR | 174.3K | $4.4M | $4.4M | 2.00% | +792 | 2026-03-31 |
| 17 | IBDU | ISHARES TR | 186.7K | $4.3M | $4.3M | 1.96% | -3,169 | 2026-03-31 |
| 18 | TLT | ISHARES TR | 42.5K | $3.7M | $3.5M | 1.59% | +14.7K | 2026-03-31 |
| 19 | IEFA | ISHARES TR | 35.6K | $3.2M | $3.5M | 1.59% | -5,760 | 2026-03-31 |
| 20 | IEMG | ISHARES INC | 45.9K | $3.2M | $3.6M | 1.62% | -10,463 | 2026-03-31 |
| 21 | IJH | ISHARES TR | 30.7K | $2.1M | $2.3M | 1.05% | -7,390 | 2026-03-31 |
| 22 | VTV | VANGUARD INDEX FDS | 7.9K | $1.5M | $1.7M | 0.79% | -1,000 | 2026-03-31 |
| 23 | VB | VANGUARD INDEX FDS | 4.2K | $1.1M | $1.2M | 0.57% | +1.1K | 2026-03-31 |
| 24 | BKLN | INVESCO EXCH TRADED FD TR II | 53.6K | $1.1M | $1.1M | 0.50% | +39.6K | 2026-03-31 |
| 25 | QQQ | INVESCO QQQ TR | 1.7K | $982K | $1.2M | 0.53% | +476 | 2026-03-31 |
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