4Thought Financial Group Inc.
99 holdingsFiling period: 2026-06-30Current AUM: $211.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 84.5K | $63.1M | $64.0M | 30.33% | -5,292 | 2026-06-30 |
| 2 | IVV | ISHARES TR | 20.0K | $15.0M | $15.2M | 7.18% | -9,183 | 2026-06-30 |
| 3 | VO | VANGUARD INDEX FDS | 150.5K | $12.1M | $12.0M | 5.71% | +108.8K | 2026-06-30 |
| 4 | IJR | ISHARES TR | 80.9K | $12.0M | $11.3M | 5.37% | -15,587 | 2026-06-30 |
| 5 | EFA | ISHARES TR | 92.6K | $9.6M | $9.8M | 4.63% | +3.3K | 2026-06-30 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 160.1K | $9.6M | $9.5M | 4.49% | +1.6K | 2026-06-30 |
| 7 | TLT | ISHARES TR | 85.8K | $7.4M | $6.9M | 3.28% | +43.4K | 2026-06-30 |
| 8 | IBDS | ISHARES TR | 261.3K | $6.3M | $6.3M | 2.99% | +44.5K | 2026-06-30 |
| 9 | IBDV | ISHARES TR | 289.9K | $6.3M | $6.2M | 2.93% | +51.0K | 2026-06-30 |
| 10 | IBDX | ISHARES TR | 250.3K | $6.3M | $6.1M | 2.89% | +45.2K | 2026-06-30 |
| 11 | IBDW | ISHARES TR | 301.6K | $6.3M | $6.1M | 2.89% | +56.9K | 2026-06-30 |
| 12 | IBDR | ISHARES TR | 227.2K | $5.5M | $5.5M | 2.61% | +42.6K | 2026-06-30 |
| 13 | IBDT | ISHARES TR | 215.2K | $5.4M | $5.4M | 2.55% | +40.8K | 2026-06-30 |
| 14 | IBDU | ISHARES TR | 233.5K | $5.4M | $5.3M | 2.52% | +46.8K | 2026-06-30 |
| 15 | VCLT | VANGUARD SCOTTSDALE FDS | 65.1K | $4.9M | $4.6M | 2.18% | +4.6K | 2026-06-30 |
| 16 | IBDZ | ISHARES TR | 184.9K | $4.8M | $4.6M | 2.20% | +10.8K | 2026-06-30 |
| 17 | IBCA | ISHARES TR | 187.0K | $4.8M | $4.6M | 2.17% | +7.6K | 2026-06-30 |
| 18 | IBDY | ISHARES TR | 186.0K | $4.8M | $4.6M | 2.19% | +10.3K | 2026-06-30 |
| 19 | IEMG | ISHARES INC | 31.1K | $2.6M | $2.5M | 1.18% | -14,841 | 2026-06-30 |
| 20 | IEFA | ISHARES TR | 26.2K | $2.5M | $2.6M | 1.22% | -9,414 | 2026-06-30 |
| 21 | VTV | VANGUARD INDEX FDS | 7.8K | $1.7M | $1.7M | 0.83% | -53 | 2026-06-30 |
| 22 | BKLN | INVESCO EXCH TRADED FD TR II | 56.1K | $1.1M | $1.2M | 0.55% | +2.5K | 2026-06-30 |
| 23 | BSCS | INVESCO EXCH TRD SLF IDX FD | 44.1K | $897K | $891K | 0.42% | +1.6K | 2026-06-30 |
| 24 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 45.8K | $895K | $897K | 0.43% | +1.6K | 2026-06-30 |
| 25 | BSCT | INVESCO EXCH TRD SLF IDX FD | 48.0K | $890K | $879K | 0.42% | +1.7K | 2026-06-30 |
← Scroll →
Page 1 of 4