4Thought Financial Group Inc.
Q2 2025 13F Holdings
- Locationsyosset, NY
- Num holdings
90
- Value ($000)
$188,226
- Date Filed07/22/2025
- Form type13F-HR
- CIK0001840261
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $51.90 M | 28 % | 83,998 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $22.25 M | 12 % | 35,828 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $11.53 M | 6 % | 41,203 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $11.39 M | 6 % | 104,252 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $7.90 M | 4 % | 159,631 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $7.86 M | 4 % | 87,973 | ||
IBDW ISHARES TR | IBONDS DEC 2031 | 46436E486 | $4.91 M | 3 % | 233,230 | ||
IBDV ISHARES TR | IBONDS DEC 2030 | 46436E726 | $4.86 M | 3 % | 221,195 | ||
IBDX ISHARES TR | IBONDS DEC 2032 | 46436E312 | $4.85 M | 3 % | 192,006 | ||
IBDS ISHARES TR | IBONDS 27 ETF | 46435UAA9 | $4.79 M | 3 % | 197,511 |
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