4FG

4Thought Financial Group Portfolio holdings

AUM $202M
1-Year Est. Return 12.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.09M
3
+$1.5M
4
VTV icon
Vanguard Value ETF
VTV
+$1.1M
5
BSJX
Invesco BulletShares 2033 High Yield Corporate Bond ETF
BSJX
+$437K

Top Sells

1
+$4.36M
2
+$1.64M
3
+$1.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.17M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$763K

Sector Composition

1 Consumer Staples 0.13%
2 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCQ icon
26
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.17B
$810K 0.4%
41,384
+2,268
QQQ icon
27
Invesco QQQ Trust
QQQ
$397B
$754K 0.37%
1,227
+417
IWF icon
28
iShares Russell 1000 Growth ETF
IWF
$117B
$559K 0.28%
1,182
-2,459
BSJQ icon
29
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.12B
$517K 0.26%
22,154
+1,204
BSJW
30
Invesco BulletShares 2032 High Yield Corporate Bond ETF
BSJW
$35.9M
$445K 0.22%
17,243
-76
BSJR icon
31
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$809M
$443K 0.22%
19,575
-447
BSJV icon
32
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$79.7M
$438K 0.22%
16,403
+2,729
BSJU icon
33
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$247M
$437K 0.22%
16,750
-1,141
BSJS icon
34
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$632M
$436K 0.22%
19,836
-1,038
BSJT icon
35
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$455M
$436K 0.22%
20,287
-1,118
BSJX
36
Invesco BulletShares 2033 High Yield Corporate Bond ETF
BSJX
$7.65M
$435K 0.22%
+17,103
JNK icon
37
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.9B
$313K 0.16%
3,223
+15
EMB icon
38
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
$307K 0.15%
3,185
-484
BKLN icon
39
Invesco Senior Loan ETF
BKLN
$6.94B
$294K 0.15%
14,016
+69
WIP icon
40
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$406M
$294K 0.15%
7,470
-1,214
TIP icon
41
iShares TIPS Bond ETF
TIP
$14.3B
$283K 0.14%
2,575
-26
BWX icon
42
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.66B
$276K 0.14%
12,247
-178
MDLZ icon
43
Mondelez International
MDLZ
$78.9B
$270K 0.13%
5,010
+39
SPYX icon
44
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.36B
$260K 0.13%
4,624
-153
DSI icon
45
iShares MSCI KLD 400 Social ETF
DSI
$5.04B
$258K 0.13%
2,003
-84
RSSS icon
46
Research Solutions
RSSS
$76.3M
$248K 0.12%
84,185
SUSB icon
47
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.09B
$240K 0.12%
9,510
+273
EAGG icon
48
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.62B
$239K 0.12%
4,989
+86
VTI icon
49
Vanguard Total Stock Market ETF
VTI
$582B
$208K 0.1%
620
-31
VGK icon
50
Vanguard FTSE Europe ETF
VGK
$32.1B
$164K 0.08%
+1,967
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