4Thought Financial Group Inc.
CIK 1840261 · Holdings on Jun 30, 2026 · First reported Jul 28, 2026
Top ten holdings
Q2 2026- SPY29.65%
- IVV7.03%
- VO5.70%
- IJR5.64%
- EFA4.52%
- VWO4.49%
- TLT3.49%
- IBDS2.97%
- IBDV2.97%
- IBDX2.96%
Share classes counted separately69.42%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight decreased · -2.39 pp9.42% → 7.03%Shares -9.18K (-31.50%)
- TLTWeight increased · +1.67 pp1.82% → 3.49%Shares +43.38K (+102.19%)
- SPYWeight increased · +0.78 pp28.87% → 29.65%Shares -5.29K (-5.89%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $63.09M | 29.65% | 84.48K shares | 28.87% → 29.65%+0.78 pp -5.29K (-5.89%) | Reduced | ▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $14.95M | 7.03% | 19.97K shares | 9.42% → 7.03%-2.39 pp -9.18K (-31.50%) | Reduced | ▾ |
| 03 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $12.12M | 5.70% | 150.49K shares | 5.92% → 5.70%-0.22 pp +108.81K (+261.08%) | Added | ▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $12.00M | 5.64% | 80.91K shares | 5.93% → 5.64%-0.29 pp -15.59K (-16.15%) | Reduced | ▾ |
| 05 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $9.62M | 4.52% | 92.59K shares | 4.29% → 4.52%+0.23 pp +3.33K (+3.73%) | Added | ▾ |
| 06 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $9.55M | 4.49% | 160.05K shares | 4.24% → 4.49%+0.25 pp +1.57K (+0.99%) | Added | ▾ |
| 07 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $7.42M | 3.49% | 85.83K shares | 1.82% → 3.49%+1.67 pp +43.38K (+102.19%) | Added | ▾ |
| 08 | IBDSISHRS IBNDS DEC 27 CORP ETFIBONDS 27 ETF View history and evidence | $6.33M | 2.97% | 261.33K shares | 2.60% → 2.97%+0.37 pp +44.53K (+20.54%) | Added | ▾ |
| 09 | IBDVISHARES IBONDS DEC 2030 CORPIBONDS DEC 2030 View history and evidence | $6.32M | 2.97% | 289.94K shares | 2.59% → 2.97%+0.38 pp +51.00K (+21.34%) | Added | ▾ |
| 10 | IBDXISHARES IBONDS DEC 2032 TCIBONDS DEC 2032 View history and evidence | $6.30M | 2.96% | 250.28K shares | 2.56% → 2.96%+0.40 pp +45.20K (+22.04%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1840261 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 212802790
}Research all 99 reported holdings.
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