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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
VUSE icon
76
Vident US Equity Strategy ETF
VUSE
$697M
$13.1K 0.01%
199
+6
+3% +$396
EWA icon
77
iShares MSCI Australia ETF
EWA
$1.44B
$12.8K 0.01%
487
-83
-15% -$2.2K
TUR icon
78
iShares MSCI Turkey ETF
TUR
$214M
$8.9K ﹤0.01%
259
+66
+34% +$2.23K
VT icon
79
Vanguard Total World Stock ETF
VT
$79.4B
$8.2K ﹤0.01%
58
+9
+18% +$1.26K
KSA icon
80
iShares MSCI Saudi Arabia ETF
KSA
$627M
$6.98K ﹤0.01%
192
+35
+22% +$1.36K
EPOL icon
81
iShares MSCI Poland ETF
EPOL
$753M
$6.5K ﹤0.01%
185
-44
-19% -$1.49K
EWT icon
82
iShares MSCI Taiwan ETF
EWT
$10.7B
$5.64K ﹤0.01%
89
-1
-1% -$64
EIS icon
83
iShares MSCI Israel ETF
EIS
$904M
$4.26K ﹤0.01%
39
– –
BSV icon
84
Vanguard Short-Term Bond ETF
BSV
$44.6B
$4.1K ﹤0.01%
52
+11
+27% +$868
UAE icon
85
iShares MSCI UAE ETF
UAE
$326M
$3.75K ﹤0.01%
196
+3
+2% +$58
ECH icon
86
iShares MSCI Chile ETF
ECH
$1.04B
$2.95K ﹤0.01%
73
-8
-10% -$290
EWH icon
87
iShares MSCI Hong Kong ETF
EWH
$1.23B
$2.86K ﹤0.01%
135
-48
-26% -$1.04K
EPU icon
88
iShares MSCI Peru and Global Exposure ETF
EPU
$552M
$2.27K ﹤0.01%
31
-10
-24% -$647
ENZL icon
89
iShares MSCI New Zealand ETF
ENZL
$83.7M
$1.87K ﹤0.01%
41
-2
-5% -$91
QAT icon
90
iShares MSCI Qatar ETF
QAT
$64.1M
$1.62K ﹤0.01%
86
+10
+13% +$191
BSCP
91
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-36,898
Closed -$763K
BSJP
92
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
– –
-22,126
Closed -$510K
DBEU icon
93
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$782M
– –
-3,193
Closed -$147K
OPPJ
94
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$279M
– –
-199
Closed -$8.28K
OPPE
95
WisdomTree European Opportunities Fund
OPPE
$295M
– –
-867
Closed -$42.4K
HEWJ icon
96
iShares Currency Hedged MSCI Japan ETF
HEWJ
$726M
– –
-623
Closed -$30.7K
IBDQ
97
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-173,031
Closed -$4.36M
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.