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Size ($ in 1000's)
At 03/31/2024: $152,044
At 12/31/2023: $138,406
4Thought Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 4Thought Financial Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the 4Thought Financial Group Inc. top holdings by largest position size, as per the latest 13f filing made by 4Thought Financial Group Inc..
In the 4Thought Financial Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by 4Thought Financial Group Inc. in that top holding, then the share count change between reporting periods, and finally the 4Thought Financial Group Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
77,535 |
+1,626 |
$40,556 | | SPY | 77,535 | +1,626 | $40,556 | | ISHARES TR (IVV) |
30,441 |
+13,391 |
$16,004 | | IVV | 30,441 | +13,391 | $16,004 | | VANGUARD INDEX FDS (VO) |
35,845 |
+6,035 |
$8,956 | | VO | 35,845 | +6,035 | $8,956 | | ISHARES TR (IJR) |
79,919 |
+15,337 |
$8,833 | | IJR | 79,919 | +15,337 | $8,833 | | VANGUARD INTL EQUITY INDEX F (VWO) |
153,705 |
+7,321 |
$6,420 | | VWO | 153,705 | +7,321 | $6,420 | | ISHARES TR (EFA) |
77,474 |
+5,143 |
$6,187 | | EFA | 77,474 | +5,143 | $6,187 | | ISHARES TR (IBDW) |
202,933 |
+27,157 |
$4,158 | | IBDW | 202,933 | +27,157 | $4,158 | | ISHARES TR (IBDV) |
193,535 |
+25,260 |
$4,142 | | IBDV | 193,535 | +25,260 | $4,142 | | ISHARES TR (IBDS) |
173,195 |
+21,335 |
$4,122 | | IBDS | 173,195 | +21,335 | $4,122 | | ISHARES TR (IBDX) |
154,941 |
+10,206 |
$3,844 | | IBDX | 154,941 | +10,206 | $3,844 | | ISHARES TR (IBDY) |
150,251 |
+9,809 |
$3,828 | | IBDY | 150,251 | +9,809 | $3,828 | | INVESCO EXCH TRD SLF IDX FD |
180,832 |
+9,125 |
$3,792 | | BSCO | 180,832 | +9,125 | $3,792 | | ISHARES TR (TLT) |
39,240 |
+16,242 |
$3,713 | | TLT | 39,240 | +16,242 | $3,713 | | ISHARES TR (IBDQ) |
138,359 |
+20,616 |
$3,433 | | IBDQ | 138,359 | +20,616 | $3,433 | | ISHARES TR (IBDR) |
143,789 |
+22,957 |
$3,429 | | IBDR | 143,789 | +22,957 | $3,429 | | ISHARES TR (IBDT) |
134,304 |
+21,322 |
$3,345 | | IBDT | 134,304 | +21,322 | $3,345 | | ISHARES TR (IBDU) |
146,299 |
+23,512 |
$3,339 | | IBDU | 146,299 | +23,512 | $3,339 | | VANGUARD SCOTTSDALE FDS (VCLT) |
40,602 |
+4,173 |
$3,176 | | VCLT | 40,602 | +4,173 | $3,176 | | ISHARES INC (IEMG) |
50,945 |
+24,246 |
$2,629 | | IEMG | 50,945 | +24,246 | $2,629 | | ISHARES TR (IEFA) |
35,290 |
+16,597 |
$2,619 | | IEFA | 35,290 | +16,597 | $2,619 | | VANGUARD INDEX FDS (VTV) |
9,020 |
-44,621 |
$1,469 | | VTV | 9,020 | -44,621 | $1,469 | | INVESCO EXCH TRD SLF IDX FD |
39,276 |
-304 |
$802 | | BSCP | 39,276 | -304 | $802 | | INVESCO EXCH TRD SLF IDX FD |
41,607 |
-310 |
$799 | | BSCQ | 41,607 | -310 | $799 | | INVESCO EXCH TRD SLF IDX FD |
39,627 |
-245 |
$795 | | BSCS | 39,627 | -245 | $795 | | INVESCO EXCH TRD SLF IDX FD |
43,183 |
-382 |
$790 | | BSCT | 43,183 | -382 | $790 | | INVESCO EXCH TRD SLF IDX FD |
33,916 |
+5,261 |
$771 | | BSJO | 33,916 | +5,261 | $771 | | ISHARES TR (IBDP) |
28,081 |
+17,558 |
$703 | | IBDP | 28,081 | +17,558 | $703 | | ISHARES TR (EMB) |
6,193 |
+436 |
$555 | | EMB | 6,193 | +436 | $555 | | ISHARES TR (IWF) |
1,477 |
-21,914 |
$498 | | IWF | 1,477 | -21,914 | $498 | | ISHARES TR (TIP) |
4,623 |
+356 |
$497 | | TIP | 4,623 | +356 | $497 | | INVESCO EXCH TRD SLF IDX FD |
19,875 |
+1,896 |
$456 | | BSJP | 19,875 | +1,896 | $456 | | INVESCO EXCH TRD SLF IDX FD |
19,610 |
+1,844 |
$455 | | BSJQ | 19,610 | +1,844 | $455 | | INVESCO EXCHNG TRAD SLF INDE |
15,981 |
-301 |
$410 | | BSJU | 15,981 | -301 | $410 | | INVESCO EXCH TRD SLF IDX FD |
19,136 |
-368 |
$405 | | BSJT | 19,136 | -368 | $405 | | INVESCO EXCH TRD SLF IDX FD |
18,638 |
-351 |
$404 | | BSJS | 18,638 | -351 | $404 | | INVESCO EXCH TRD SLF IDX FD |
17,951 |
-340 |
$399 | | BSJR | 17,951 | -340 | $399 | | MONDELEZ INTL INC |
5,456 |
+32 |
$382 | | MDLZ | 5,456 | +32 | $382 | | INVESCO EXCHNG TRAD SLF INDE |
12,234 |
-251 |
$322 | | BSJV | 12,234 | -251 | $322 | | SPDR SER TR (WIP) |
7,496 |
-145 |
$300 | | WIP | 7,496 | -145 | $300 | | SPDR SER TR (JNK) |
2,874 |
-64 |
$274 | | JNK | 2,874 | -64 | $274 | | VANGUARD INDEX FDS (VB) |
1,179 |
+192 |
$270 | | VB | 1,179 | +192 | $270 | | RESEARCH SOLUTIONS INC |
84,185 |
UNCH |
$266 | | RSSS | 84,185 | UNCH | $266 | | SPDR SER TR (BWX) |
11,899 |
-339 |
$265 | | BWX | 11,899 | -339 | $265 | | ISHARES TR (DSI) |
2,624 |
+608 |
$264 | | DSI | 2,624 | +608 | $264 | | SPDR SER TR (SPYX) |
6,135 |
+1,443 |
$263 | | SPYX | 6,135 | +1,443 | $263 | | INVESCO EXCH TRADED FD TR II (BKLN) |
12,306 |
-185 |
$260 | | BKLN | 12,306 | -185 | $260 | | ISHARES TR (IJH) |
4,248 |
+3,562 |
$258 | | IJH | 4,248 | +3,562 | $258 | | ISHARES TR (LQD) |
2,128 |
+352 |
$232 | | LQD | 2,128 | +352 | $232 | | ISHARES TR (EAGG) |
4,611 |
+2,299 |
$217 | | EAGG | 4,611 | +2,299 | $217 | | ISHARES TR (SUSB) |
8,865 |
+4,487 |
$217 | | SUSB | 8,865 | +4,487 | $217 |
See Full List: All Stocks Held By 4Thought Financial Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By 4Thought Financial Group Inc.
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