4Thought Financial Group Inc.
Q1 2025 13F Holdings
- Locationsyosset, NY
- Num holdings
89
- Value ($000)
$161,852
- Date Filed04/24/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $49.38 M | 31 % | 88,276 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.52 M | 5 % | 32,939 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $8.40 M | 5 % | 80,330 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.98 M | 5 % | 14,202 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $7.16 M | 4 % | 87,557 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $7.09 M | 4 % | 156,664 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $5.52 M | 3 % | 60,627 | ||
IBDW ISHARES TR | IBONDS DEC 2031 | 46436E486 | $5.19 M | 3 % | 250,015 | ||
IBDV ISHARES TR | IBONDS DEC 2030 | 46436E726 | $5.16 M | 3 % | 237,754 | ||
IBDS ISHARES TR | IBONDS 27 ETF | 46435UAA9 | $5.16 M | 3 % | 213,453 |
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