4Thought Financial Group Inc.
Holdings as of 2026-06-30, filed 2026-07-28
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 28 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
99
Value reported by manager
$212.8M
Sum of our stored positions
$212.8M
should match the line above
Disclosure lag
28 d
quarter end to filing
Top 5 concentration
52.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
99 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $63.1M | 84,481 | — | 78462F103 |
| ISHARES TR | CORE S&P500 ETF | $15M | 19,967 | — | 464287200 |
| VANGUARD INDEX FDS | MID CAP ETF | $12.1M | 150,486 | — | 922908629 |
| ISHARES TR | CORE S&P SCP ETF | $12M | 80,910 | — | 464287804 |
| ISHARES TR | MSCI EAFE ETF | $9.6M | 92,594 | — | 464287465 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.6M | 160,051 | — | 922042858 |
| ISHARES TR | 20 YR TR BD ETF | $7.4M | 85,831 | — | 464287432 |
| ISHARES TR | IBONDS 27 ETF | $6.3M | 261,333 | — | 46435UAA9 |
| ISHARES TR | IBONDS DEC 2030 | $6.3M | 289,935 | — | 46436E726 |
| ISHARES TR | IBONDS DEC 2032 | $6.3M | 250,276 | — | 46436E312 |
| ISHARES TR | IBONDS DEC 2031 | $6.3M | 301,622 | — | 46436E486 |
| ISHARES TR | IBONDS DEC2026 | $5.5M | 227,209 | — | 46435GAA0 |
| ISHARES TR | IBDS DEC28 ETF | $5.4M | 215,180 | — | 46435U515 |
| ISHARES TR | IBONDS DEC 29 | $5.4M | 233,473 | — | 46436E205 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $4.9M | 65,100 | — | 92206C813 |
| ISHARES TR | IBONDS DEC 2034 | $4.8M | 184,936 | — | 46438G653 |
| ISHARES TR | IBONDS DEC 2035 | $4.8M | 187,049 | — | 46438G372 |
| ISHARES TR | IBONDS DEC 2033 | $4.8M | 185,959 | — | 46436E130 |
| ISHARES INC | CORE MSCI EMKT | $2.6M | 31,074 | — | 46434G103 |
| ISHARES TR | CORE MSCI EAFE | $2.5M | 26,187 | — | 46432F842 |
| VANGUARD INDEX FDS | VALUE ETF | $1.7M | 7,838 | — | 922908744 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $1.1M | 56,062 | — | 46138G508 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $897.3K | 44,062 | — | 46138J643 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $895K | 45,841 | — | 46138J791 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $890.9K | 47,961 | — | 46138J577 |
| APPLE INC | COM | $593.5K | 2,051 | — | 037833100 |
| ISHARES TR | RUS 1000 GRW ETF | $557.1K | 4,486 | — | 464287614 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $527.2K | 22,965 | — | 46138J635 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $449.3K | 20,662 | — | 46138J452 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $447.2K | 20,013 | — | 46138J585 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | $439.1K | 17,011 | — | 46139W841 |
| INVESCO EXCH TRD SLF IDX FD | BULL 2031 HI ETF | $437K | 16,646 | — | 46139W817 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARES | $436.5K | 17,344 | — | 46139W742 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | $435.9K | 20,631 | — | 46138J395 |
| INVESCO EXCH TRD SLF IDX FD | BULL 2032 HI ETF | $433.3K | 17,132 | — | 46139W775 |
| ISHARES TR | IBONDS OCT 2026 | $368.2K | 14,113 | — | 46438G505 |
| ISHARES TR | IBONDS OCT 2027 | $366.4K | 13,964 | — | 46438G604 |
| ISHARES TR | IBONDS OCT 2028 | $364.6K | 13,862 | — | 46438G703 |
| ISHARES TR | IBONDS OCT 2034 | $364.4K | 14,073 | — | 46438G679 |
| ISHARES TR | IBONDS OCT 2031 | $364.3K | 13,858 | — | 46438G877 |
| ISHARES TR | IBONDS OCT 2033 | $363.9K | 13,945 | — | 46438G851 |
| ISHARES TR | IBONDS OCT 2029 | $363.8K | 13,840 | — | 46438G802 |
| ISHARES TR | IBONDS OCT 2032 | $363.8K | 13,994 | — | 46438G869 |
| ISHARES TR | IBONDS OCT 2035 | $363.8K | 14,186 | — | 46438G380 |
| ISHARES TR | IBONDS OCT 2030 | $363.3K | 13,835 | — | 46438G885 |
| ISHARES TR | JPMORGAN USD EMG | $301K | 3,121 | — | 464288281 |
| MONDELEZ INTL INC | CL A | $293.2K | 5,069 | — | 609207105 |
| SPDR SERIES TRUST | ST STR FTSE ETF | $291.8K | 7,407 | — | 78464A490 |
| ISHARES TR | ESG MSCI KLD ETF | $269.7K | 1,894 | — | 464288570 |
| SPDR SERIES TRUST | ST STR SP500FF | $268.9K | 4,402 | — | 78468R796 |
| SPDR SERIES TRUST | ST INTL BBG ETF | $262.3K | 12,099 | — | 78464A516 |
| ISHARES TR | ESG AWR US AGRGT | $245.9K | 5,186 | — | 46435U549 |
| ISHARES TR | ESG AWRE 1 5 YR | $243.8K | 9,756 | — | 46435G243 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $232.4K | 628 | — | 922908769 |
| RESEARCH SOLUTIONS INC | COM | $193.5K | 83,406 | — | 761025105 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $169.2K | 1,911 | — | 922042874 |
| NUSHARES ETF TR | ESG HI TLD CRP | $123.3K | 5,754 | — | 67092P854 |
| SPDR INDEX SHS FDS | SP CHINA ETF | $111.2K | 1,285 | — | 78463X400 |
| AMPLIFY ETF TR | ETHO CLI LEA ETF | $97.7K | 1,212 | — | 032108557 |
| ISHARES TR | ESG AWARE MSCI | $84.1K | 1,504 | — | 46435U663 |
| ISHARES INC | ESG AWR MSCI EM | $81.3K | 1,487 | — | 46434G863 |
| ISHARES TR | ESG AW MSCI EAFE | $78.8K | 767 | — | 46435G516 |
| VANGUARD INDEX FDS | SMALL CP ETF | $67K | 221 | — | 922908751 |
| INVESCO DB US DLR INDEX TR | BULLISH FD | $63.2K | 2,224 | — | 46141D203 |
| SPDR INDEX SHS FDS | ST MARKE CAP ETF | $63.1K | 849 | — | 78463X756 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $55.5K | 575 | — | 922908553 |
| SCHWAB STRATEGIC TR | CRYPTO THEMATIC | $47.8K | 683 | — | 808524656 |
| SPDR GOLD TR | GOLD SHS | $46.1K | 125 | — | 78463V107 |
| SPDR INDEX SHS FDS | ST STR NAT ETF | $45.7K | 680 | — | 78463X541 |
| ISHARES TR | DEVSMCP EXNA ETF | $40.2K | 581 | — | 464288497 |
| ISHARES INC | MSCI JAPAN ETF | $32.1K | 344 | — | 46434G822 |
| ISHARES TR | MSCI INDIA ETF | $27.6K | 560 | — | 46429B598 |
| ISHARES TR | CHINA SM-CAP ETF | $26.4K | 938 | — | 46429B200 |
| GLOBAL X FDS | GBL X FTSE ETF | $24.5K | 1,248 | — | 37950E648 |
| ISHARES INC | MSCI STH KOR ETF | $22.2K | 110 | — | 464286772 |
| VANECK ETF TRUST | AFRICA INDEX ETF | $18.6K | 724 | — | 92189F866 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $18.3K | 379 | — | 808524888 |
| ISHARES INC | MSCI CDA ETF | $17.3K | 301 | — | 464286509 |
| ISHARES INC | MSCI BRAZIL ETF | $14.7K | 425 | — | 464286400 |
| ISHARES INC | MSCI AUST ETF | $13.6K | 482 | — | 464286103 |
| ISHARES INC | MSCI MEXICO ETF | $13.4K | 178 | — | 464286822 |
| ETF SER SOLUTIONS | VIDENT US EQUITY | $12.5K | 173 | — | 26922A503 |
| ISHARES TR | LOW CA OP MS ETF | $12.4K | 49 | — | 46434V464 |
| ISHARES TR | MSCI GBL SUS DEV | $12.1K | 136 | — | 46435G532 |
| INVESCO QQQ TR | UNIT SER 1 | $10.7K | 15 | — | 46090E103 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $10.5K | 67 | — | 922042742 |
| ISHARES INC | MSCI TAIWAN ETF | $9.2K | 85 | — | 46434G772 |
| ISHARES INC | MSCI TURKEY ETF | $9.2K | 236 | — | 464286715 |
| ISHARES TR | MSCI SAUDI ARBIA | $8.7K | 233 | — | 46434V423 |
| ISHARES TR | CORE S&P MCP ETF | $7K | 91 | — | 464287507 |
| ISHARES TR | MSCI POLAND ETF | $6.8K | 175 | — | 46429B606 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.1K | 66 | — | 921937827 |
| ISHARES INC | MSCI ISRAEL ETF | $4K | 33 | — | 464286632 |
| ISHARES TR | MSCI UAE ETF | $3.9K | 207 | — | 46434V761 |
| ISHARES INC | MSCI HONG KG ETF | $2.7K | 127 | — | 464286871 |
| ISHARES INC | MSCI CHILE ETF | $2.1K | 53 | — | 464286640 |
| ISHARES TR | MSCI PERU GL ETF | $2.1K | 25 | — | 464289842 |
| ISHARES TR | NEW ZEALAND ETF | $1.8K | 41 | — | 464289123 |
| ISHARES TR | MSCI QATAR ETF | $1.6K | 87 | — | 46434V779 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-28