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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
+0.97%
1 Year Est. Return
+13.41%
3 Year Est. Return
+37.62%
5 Year Est. Return
+28.12%
10 Year Est. Return
–
AUM
$202M
AUM Growth
+$4.12M
Cap. Flow
+$2.26M
Cap. Flow %
1.12%
Top 10 Hldgs %
71%
Holding
97
New
9
Increased
44
Reduced
35
Closed
7

Top Buys

Rank Stock Value
1
IBCA
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
+$4.69M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.09M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.5M
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$1.1M
5
BSJX
Invesco BulletShares 2033 High Yield Corporate Bond ETF
BSJX
+$437K

Top Sells

Rank Stock Value
1
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$4.36M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.64M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$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

Rank Sector Weight
1 Consumer Staples 0.13%
2 Technology 0.12%
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
$121K 0.06%
1,253
-345
-22% -$34.8K
NUHY icon
52
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$111M
$121K 0.06%
5,600
+205
+4% +$4.43K
ETHO icon
53
Amplify Etho Climate Leadership US ETF
ETHO
$194M
$87.7K 0.04%
1,343
-33
-2% -$2.14K
ESGD icon
54
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$75.6K 0.04%
795
+15
+2% +$1.41K
ESML icon
55
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.93B
$75K 0.04%
1,631
-30
-2% -$1.37K
ESGE icon
56
iShares ESG Aware MSCI EM ETF
ESGE
$6.78B
$73.2K 0.04%
1,658
-106
-6% -$4.67K
UUP icon
57
Invesco DB US Dollar Index Bullish Fund
UUP
$424M
$62.4K 0.03%
2,307
-1,111
-33% -$31K
EWX icon
58
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$684M
$53.7K 0.03%
817
+297
+57% +$19.7K
GNR icon
59
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.83B
$49.3K 0.02%
+793
New +$47.7K
VNQ icon
60
Vanguard Real Estate ETF
VNQ
$39.2B
$47.3K 0.02%
+535
New +$48.1K
STCE icon
61
Schwab Crypto Thematic Natural Language Processing ETF
STCE
$235M
$40.8K 0.02%
+680
New +$54.3K
IEUS icon
62
iShares MSCI Europe Small-Cap ETF
IEUS
$183M
$40.7K 0.02%
+594
New +$39.8K
GLD icon
63
SPDR Gold Trust
GLD
$132B
$32.3K 0.02%
82
+1
+1% +$382
EWJ icon
64
iShares MSCI Japan ETF
EWJ
$22.4B
$31K 0.02%
+384
New +$31.6K
ECNS icon
65
iShares MSCI China Small-Cap ETF
ECNS
$65.6M
$29.1K 0.01%
888
+346
+64% +$12.4K
INDA icon
66
iShares MSCI India ETF
INDA
$6.65B
$25.9K 0.01%
480
+52
+12% +$2.8K
ASEA icon
67
Global X FTSE Southeast Asia ETF
ASEA
$101M
$23.2K 0.01%
1,268
+2
+0.2% +$36
AFK icon
68
VanEck Africa Index ETF
AFK
$99.2M
$22.8K 0.01%
852
-214
-20% -$5.3K
SCHC icon
69
Schwab International Small-Cap Equity ETF
SCHC
$5.55B
$19.3K 0.01%
+424
New +$19.2K
EWZ icon
70
iShares MSCI Brazil ETF
EWZ
$9.12B
$17.7K 0.01%
557
-22
-4% -$696
EWC icon
71
iShares MSCI Canada ETF
EWC
$6.19B
$16.8K 0.01%
312
-96
-24% -$4.96K
EWY icon
72
iShares MSCI South Korea ETF
EWY
$25B
$15.3K 0.01%
157
-101
-39% -$9.23K
EWW icon
73
iShares MSCI Mexico ETF
EWW
$1.98B
$13.9K 0.01%
200
-34
-15% -$2.3K
CRBN icon
74
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$13.2K 0.01%
57
+1
+2% +$229
SDG icon
75
iShares MSCI Global Sustainable Development Goals ETF
SDG
$172M
$13.2K 0.01%
157
+6
+4% +$506
1 2
3
4

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4Thought Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, 4Thought Financial Group held 97 positions worth $202M, up 2.1% from $198M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

4Thought Financial Group's Q4 2025 filing shows 9 new, 44 increased, 35 reduced and 7 closed positions. Its largest new stake was iShares iBonds Dec 2035 Term Corporate ETF: 180,113 shares worth $4.67M. The largest sale was iShares iBonds Dec 2025 Term Corporate ETF, an estimated $4.36M.

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

  • 4Thought Financial Group's largest Q4 2025 buy was iShares iBonds Dec 2035 Term Corporate ETF: 180,113 shares worth $4.67M.
  • 4Thought Financial Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $2.09M increase.
  • 4Thought Financial Group's biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.64M.
  • 4Thought Financial Group fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $4.36M.
  • 4Thought Financial Group's ten largest holdings make up 71% of its $202M portfolio in Q4 2025.
  • 4Thought Financial Group opened 9 new positions and closed 7 in Q4 2025.
  • 4Thought Financial Group's portfolio value rose 2.1% quarter-over-quarter to $202M.

Based on 4Thought Financial Group's 13F filing for Q4 2025, filed 29 Jan 2026.