4Thought Financial Group Inc.
Q3 2025 13F Holdings
- Locationsyosset, NY
- Num holdings
88
- Value ($000)
$197,808
- Date Filed11/03/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | R UNIT | 78462F103 | $54.95 M | 28 % | 82,490 | ||
IVV ISHARES TR | ORE S&P500 ETF | 464287200 | $23.68 M | 12 % | 35,373 | ||
IJR ISHARES TR | ORE S&P SCP ETF | 464287804 | $12.18 M | 6 % | 102,476 | ||
VO VANGUARD INDEX FDS | ID CAP ETF | 922908629 | $12.01 M | 6 % | 40,873 | ||
VWO VANGUARD INTL EQUITY INDEX F | TSE EMR MKT ETF | 922042858 | $8.48 M | 4 % | 156,466 | ||
EFA ISHARES TR | SCI EAFE ETF | 464287465 | $8.15 M | 4 % | 87,272 | ||
IBDV ISHARES TR | BONDS DEC 2030 | 46436E726 | $5.05 M | 3 % | 227,892 | ||
IBDX ISHARES TR | BONDS DEC 2032 | 46436E312 | $5.05 M | 3 % | 196,980 | ||
IBDS ISHARES TR | BONDS 27 ETF | 46435UAA9 | $4.97 M | 3 % | 204,224 | ||
IBDW ISHARES TR | BONDS DEC 2031 | 46436E486 | $4.96 M | 3 % | 233,956 |
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