4Thought Financial Group Inc.

Q4 2024 13F Holdings

  • Location
    syosset, NY
  • Num holdings

    90

  • Value ($000)

    $161,142

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0001840261
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$48.79 M
30 %

83,243

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$11.21 M
7 %

19,047

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$9.16 M
6 %

79,479

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$8.74 M
5 %

33,103

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$7.31 M
5 %

166,059

EFA
EFA

ISHARES TR

MSCI EAFE ETF
$7.21 M
5 %

95,306

TLT
TLT

ISHARES TR

20 YR TR BD ETF
$6.71 M
4 %

76,850

IBDV
IBDV

ISHARES TR

IBONDS DEC 2030
$4.54 M
3 %

212,728

IBDS
IBDS

ISHARES TR

IBONDS 27 ETF
$4.53 M
3 %

189,246

IBDW
IBDW

ISHARES TR

IBONDS DEC 2031
$4.53 M
3 %

222,607

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