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4FG

4Thought Financial Group Portfolio holdings

AUM $213M
1-Year Est. Return 13.41%
This Fund
S&P 500
This Quarter Est. Return
+5.38%
1 Year Est. Return
+13.41%
3 Year Est. Return
+37.62%
5 Year Est. Return
+28.12%
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$9.58M
Cap. Flow
-$429K
Cap. Flow %
-0.22%
Top 10 Hldgs %
70.51%
Holding
89
New
–
Increased
36
Reduced
38
Closed
1

Top Buys

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.34M
2
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$276K
3
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$210K
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$203K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$194K

Top Sells

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$967K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$204K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$163K

Sector Composition

Rank Sector Weight
1 Technology 0.16%
2 Consumer Staples 0.16%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GXC icon
51
State Street SPDR S&P China ETF
GXC
$478M
$168K 0.08%
1,598
– –
DBEU icon
52
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$782M
$147K 0.07%
3,193
+1
+0% +$45
NUHY icon
53
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$111M
$117K 0.06%
5,395
+157
+3% +$3.4K
UUP icon
54
Invesco DB US Dollar Index Bullish Fund
UUP
$424M
$94K 0.05%
3,418
– –
ETHO icon
55
Amplify Etho Climate Leadership US ETF
ETHO
$194M
$87.6K 0.04%
1,376
+4
+0.3% +$245
ESGE icon
56
iShares ESG Aware MSCI EM ETF
ESGE
$6.78B
$76.6K 0.04%
1,764
-91
-5% -$3.71K
ESML icon
57
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.93B
$74.9K 0.04%
1,661
-27
-2% -$1.17K
ESGD icon
58
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$72.6K 0.04%
780
-21
-3% -$1.9K
OPPE
59
WisdomTree European Opportunities Fund
OPPE
$295M
$42.4K 0.02%
867
+3
+0.3% +$143
EWX icon
60
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$684M
$35K 0.02%
520
– –
HEWJ icon
61
iShares Currency Hedged MSCI Japan ETF
HEWJ
$726M
$30.7K 0.02%
623
+6
+1% +$283
GLD icon
62
SPDR Gold Trust
GLD
$132B
$29K 0.01%
81
– –
AFK icon
63
VanEck Africa Index ETF
AFK
$99.2M
$26K 0.01%
1,066
+1
+0.1% +$22
INDA icon
64
iShares MSCI India ETF
INDA
$6.65B
$22.3K 0.01%
428
– –
ASEA icon
65
Global X FTSE Southeast Asia ETF
ASEA
$101M
$21.6K 0.01%
1,266
+27
+2% +$460
ECNS icon
66
iShares MSCI China Small-Cap ETF
ECNS
$65.6M
$21.4K 0.01%
542
+1
+0.2% +$36
EWC icon
67
iShares MSCI Canada ETF
EWC
$6.19B
$20.6K 0.01%
408
-1
-0.2% -$48
EWY icon
68
iShares MSCI South Korea ETF
EWY
$25B
$20.6K 0.01%
258
+1
+0.4% +$74
EWZ icon
69
iShares MSCI Brazil ETF
EWZ
$9.12B
$17.9K 0.01%
579
+1
+0.2% +$29
EWW icon
70
iShares MSCI Mexico ETF
EWW
$1.98B
$15.9K 0.01%
234
+1
+0.4% +$62
EWA icon
71
iShares MSCI Australia ETF
EWA
$1.44B
$15.4K 0.01%
570
– –
VUSE icon
72
Vident US Equity Strategy ETF
VUSE
$697M
$12.8K 0.01%
193
+6
+3% +$386
CRBN icon
73
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$12.8K 0.01%
56
-1
-2% -$218
SDG icon
74
iShares MSCI Global Sustainable Development Goals ETF
SDG
$172M
$12.5K 0.01%
151
-2
-1% -$161
OPPJ
75
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$279M
$8.28K ﹤0.01%
199
+1
+0.5% +$39
1 2
3
4

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GWM
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AFC
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4Thought Financial Group's Q3 2025 Portfolio in Review

As of Q3 2025, 4Thought Financial Group held 89 positions worth $198M, up 5.1% from $188M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 1.1%. 4Thought Financial Group opened no new positions and exited 1, leaving the 89-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 0.16% of assets, up from 0.13% a quarter earlier, followed by Consumer Staples and Communication Services.

  • 4Thought Financial Group added most to iShares 20+ Year Treasury Bond ETF in Q3 2025, an estimated $1.34M increase.
  • 4Thought Financial Group's biggest Q3 2025 reduction was iShares Core S&P Mid-Cap ETF, cutting an estimated $1.28M.
  • 4Thought Financial Group fully exited Alphabet (Google) Class A in Q3 2025, selling an estimated $13K.
  • 4Thought Financial Group's ten largest holdings make up 71% of its $198M portfolio in Q3 2025.
  • 4Thought Financial Group opened 0 new positions and closed 1 in Q3 2025.
  • 4Thought Financial Group's portfolio value rose 5.1% quarter-over-quarter to $198M.

Based on 4Thought Financial Group's 13F filing for Q3 2025, filed 3 Nov 2025.