4Thought Financial Group Inc.

Q3 2025 13F Holdings

  • Location
    syosset, NY
  • Num holdings

    88

  • Value ($000)

    $197,808

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001840261
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

R UNIT
$54.95 M
28 %

82,490

IVV
IVV

ISHARES TR

ORE S&P500 ETF
$23.68 M
12 %

35,373

IJR
IJR

ISHARES TR

ORE S&P SCP ETF
$12.18 M
6 %

102,476

VO
VO

VANGUARD INDEX FDS

ID CAP ETF
$12.01 M
6 %

40,873

VWO
VWO

VANGUARD INTL EQUITY INDEX F

TSE EMR MKT ETF
$8.48 M
4 %

156,466

EFA
EFA

ISHARES TR

SCI EAFE ETF
$8.15 M
4 %

87,272

IBDV
IBDV

ISHARES TR

BONDS DEC 2030
$5.05 M
3 %

227,892

IBDX
IBDX

ISHARES TR

BONDS DEC 2032
$5.05 M
3 %

196,980

IBDS
IBDS

ISHARES TR

BONDS 27 ETF
$4.97 M
3 %

204,224

IBDW
IBDW

ISHARES TR

BONDS DEC 2031
$4.96 M
3 %

233,956

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