4Thought Financial Group
SYOSSET, NYfiles as 4Thought Financial Group Inc.
$213m in 99 US stocks at the end of 30 June 2026. The top 10 are 69.4% of the money. It changed about 5.8% of the portfolio this quarter.
Value
$213m
Stocks
99
Top 10 share
69.4%
Turnover
5.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Ishares TREFA4.5% of the fund+4%
- Ishares TRTLT3.5% of the fund+102%
- Ishares TRIBDS3.0% of the fund+21%
- Ishares TRIBDV3.0% of the fund+21%
- Ishares TRIBDX3.0% of the fund+22%
- Ishares TRIBDW3.0% of the fund+23%
- Ishares TRIBDR2.6% of the fund+23%
- Ishares TRIBDT2.6% of the fund+23%
- Ishares TRIBDU2.5% of the fund+25%
- Vanguard Scottsdale FDSVCLT2.3% of the fund+8%
- Ishares TRIBDZ2.3% of the fund+6%
- Ishares TRIBCA2.3% of the fund+4%
- Ishares TRIBDY2.2% of the fund+6%
- Invesco Exch Traded FD TR IIBKLN0.5% of the fund+5%
- Invesco Exch TRD SLF IDX FDBSCS0.4% of the fund+4%
- Invesco Exch TRD SLF IDX FDBSCQ0.4% of the fund+4%
- Invesco Exch TRD SLF IDX FDBSCT0.4% of the fund+4%
- Invesco Exch TRD SLF IDX FDBSJQ0.2% of the fund+4%
- Invesco Exch TRD SLF IDX FDBSJS0.2% of the fund+5%
- Invesco Exch TRD SLF IDX FDBSJR0.2% of the fund+5%
- Invesco Exch TRD SLF IDX FDBSJU0.2% of the fund+5%
- Invesco Exch TRD SLF IDX FDBSJV0.2% of the fund+5%
- Invesco Exch TRD SLF IDX FDBSJX0.2% of the fund+5%
- Invesco Exch TRD SLF IDX FDBSJT0.2% of the fund+5%
- Invesco Exch TRD SLF IDX FDBSJW0.2% of the fund+5%
Cut
Sold some of their stake.
- State STR Spdr S&P 500 ETF TSPY29.6% of the fund-6%
- Ishares TRIVV7.0% of the fund-32%
- Vanguard Index FDSVO5.7% of the fund-10%
- Ishares TRIJR5.6% of the fund-16%
- IsharesIEMG1.2% of the fund-32%
- Ishares TRIEFA1.2% of the fund-26%
- Ishares TRIWF0.3% of the fund-13%
- Ishares TRDSI0.1% of the fund-8%
- Spdr Series TrustSPYX0.1% of the fund-7%
- Vanguard Index FDSVTI0.1% of the fund-2%
- Amplify ETF TRETHO<0.1% of the fund-4%
- IsharesESGE<0.1% of the fund-2%
- Vanguard Index FDSVB<0.1% of the fund-95%
- Invesco DB US DLR Index TRUUP<0.1% of the fund-6%
- Schwab Strategic TRSTCE<0.1% of the fund-13%
- Spdr Index SHS FDSGNR<0.1% of the fund-14%
- Ishares TRINDA<0.1% of the fund-2%
- Global X FDSASEA<0.1% of the fund-2%
- Vaneck ETF TrustAFK<0.1% of the fund-2%
- Schwab Strategic TRSCHC<0.1% of the fund-2%
- ETF SER SolutionsVUSE<0.1% of the fund-14%
- Ishares TRCRBN<0.1% of the fund-13%
- Ishares TRSDG<0.1% of the fund-10%
- Invesco QQQ TRQQQ<0.1% of the fund-99%
- IsharesEWT<0.1% of the fund-2%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 29.6%
- Value
- $63m
- Shares
- 84,481
-6%
- Ishares TRIVV
- Share
- 7.0%
- Value
- $15m
- Shares
- 19,967
-32%
- Vanguard Index FDSVO
- Share
- 5.7%
- Value
- $12m
- Shares
- 150,486
-10%
- Ishares TRIJR
- Share
- 5.6%
- Value
- $12m
- Shares
- 80,910
-16%
- Ishares TREFA
- Share
- 4.5%
- Value
- $10m
- Shares
- 92,594
+4%
- Vanguard Intl Equity Index FVWO
- Share
- 4.5%
- Value
- $10m
- Shares
- 160,051
Held
- Ishares TRTLT
- Share
- 3.5%
- Value
- $7m
- Shares
- 85,831
+102%
- Ishares TRIBDS
- Share
- 3.0%
- Value
- $6m
- Shares
- 261,333
+21%
- Ishares TRIBDV
- Share
- 3.0%
- Value
- $6m
- Shares
- 289,935
+21%
- Ishares TRIBDX
- Share
- 3.0%
- Value
- $6m
- Shares
- 250,276
+22%
- Ishares TRIBDW
- Share
- 3.0%
- Value
- $6m
- Shares
- 301,622
+23%
- Ishares TRIBDR
- Share
- 2.6%
- Value
- $6m
- Shares
- 227,209
+23%
- Ishares TRIBDT
- Share
- 2.6%
- Value
- $5m
- Shares
- 215,180
+23%
- Ishares TRIBDU
- Share
- 2.5%
- Value
- $5m
- Shares
- 233,473
+25%
- Vanguard Scottsdale FDSVCLT
- Share
- 2.3%
- Value
- $5m
- Shares
- 65,100
+8%
- Ishares TRIBDZ
- Share
- 2.3%
- Value
- $5m
- Shares
- 184,936
+6%
- Ishares TRIBCA
- Share
- 2.3%
- Value
- $5m
- Shares
- 187,049
+4%
- Ishares TRIBDY
- Share
- 2.2%
- Value
- $5m
- Shares
- 185,959
+6%
- IsharesIEMG
- Share
- 1.2%
- Value
- $3m
- Shares
- 31,074
-32%
- Ishares TRIEFA
- Share
- 1.2%
- Value
- $3m
- Shares
- 26,187
-26%
- Vanguard Index FDSVTV
- Share
- 0.8%
- Value
- $2m
- Shares
- 7,838
Held
- Invesco Exch Traded FD TR IIBKLN
- Share
- 0.5%
- Value
- $1m
- Shares
- 56,062
+5%
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- 0.4%
- Value
- $897,325
- Shares
- 44,062
+4%
- Invesco Exch TRD SLF IDX FDBSCQ
- Share
- 0.4%
- Value
- $895,040
- Shares
- 45,841
+4%
- Invesco Exch TRD SLF IDX FDBSCT
- Share
- 0.4%
- Value
- $890,882
- Shares
- 47,961
+4%
- Ishares TRIWF
- Share
- 0.3%
- Value
- $557,080
- Shares
- 4,486
-13%
- Invesco Exch TRD SLF IDX FDBSJQ
- Share
- 0.2%
- Value
- $527,153
- Shares
- 22,965
+4%
- Invesco Exch TRD SLF IDX FDBSJS
- Share
- 0.2%
- Value
- $449,291
- Shares
- 20,662
+5%
- Invesco Exch TRD SLF IDX FDBSJR
- Share
- 0.2%
- Value
- $447,202
- Shares
- 20,013
+5%
- Invesco Exch TRD SLF IDX FDBSJU
- Share
- 0.2%
- Value
- $439,084
- Shares
- 17,011
+5%
- Invesco Exch TRD SLF IDX FDBSJV
- Share
- 0.2%
- Value
- $436,952
- Shares
- 16,646
+5%
- Invesco Exch TRD SLF IDX FDBSJX
- Share
- 0.2%
- Value
- $436,534
- Shares
- 17,344
+5%
- Invesco Exch TRD SLF IDX FDBSJT
- Share
- 0.2%
- Value
- $435,926
- Shares
- 20,631
+5%
- Invesco Exch TRD SLF IDX FDBSJW
- Share
- 0.2%
- Value
- $433,346
- Shares
- 17,132
+5%
- Ishares TRIBIC
- Share
- 0.2%
- Value
- $368,197
- Shares
- 14,113
+3%
- Ishares TRIBID
- Share
- 0.2%
- Value
- $366,410
- Shares
- 13,964
+3%
- Ishares TRIBIE
- Share
- 0.2%
- Value
- $364,581
- Shares
- 13,862
+3%
- Ishares TRIBIK
- Share
- 0.2%
- Value
- $364,351
- Shares
- 14,073
+3%
- Ishares TRIBIH
- Share
- 0.2%
- Value
- $364,336
- Shares
- 13,858
+4%
- Ishares TRIBIJ
- Share
- 0.2%
- Value
- $363,887
- Shares
- 13,945
+3%
- Ishares TRIBIF
- Share
- 0.2%
- Value
- $363,841
- Shares
- 13,840
+3%
- Ishares TRIBII
- Share
- 0.2%
- Value
- $363,827
- Shares
- 13,994
+3%
- Ishares TRIBIL
- Share
- 0.2%
- Value
- $363,803
- Shares
- 14,186
+3%
- Ishares TRIBIG
- Share
- 0.2%
- Value
- $363,309
- Shares
- 13,835
+3%
- Ishares TREMB
- Share
- 0.1%
- Value
- $301,018
- Shares
- 3,121
+5%
- Spdr Series TrustWIP
- Share
- 0.1%
- Value
- $291,766
- Shares
- 7,407
+5%
- Ishares TRDSI
- Share
- 0.1%
- Value
- $269,714
- Shares
- 1,894
-8%
- Spdr Series TrustSPYX
- Share
- 0.1%
- Value
- $268,935
- Shares
- 4,402
-7%
- Spdr Series TrustBWX
- Share
- 0.1%
- Value
- $262,313
- Shares
- 12,099
+4%
- Ishares TREAGG
- Share
- 0.1%
- Value
- $245,868
- Shares
- 5,186
+4%
- Ishares TRSUSB
- Share
- 0.1%
- Value
- $243,795
- Shares
- 9,756
+2%
- Vanguard Index FDSVTI
- Share
- 0.1%
- Value
- $232,441
- Shares
- 628
-2%
- Vanguard Intl Equity Index FVGK
- Share
- <0.1%
- Value
- $169,238
- Shares
- 1,911
Held
- Nushares ETF TRNUHY
- Share
- <0.1%
- Value
- $123,328
- Shares
- 5,754
+3%
- Spdr Index SHS FDSGXC
- Share
- <0.1%
- Value
- $111,219
- Shares
- 1,285
Held
- Amplify ETF TRETHO
- Share
- <0.1%
- Value
- $97,724
- Shares
- 1,212
-4%
- Ishares TRESML
- Share
- <0.1%
- Value
- $84,115
- Shares
- 1,504
Held
- IsharesESGE
- Share
- <0.1%
- Value
- $81,330
- Shares
- 1,487
-2%
- Ishares TRESGD
- Share
- <0.1%
- Value
- $78,817
- Shares
- 767
+5%
- Vanguard Index FDSVB
- Share
- <0.1%
- Value
- $66,997
- Shares
- 221
-95%
- Invesco DB US DLR Index TRUUP
- Share
- <0.1%
- Value
- $63,176
- Shares
- 2,224
-6%
- Spdr Index SHS FDSEWX
- Share
- <0.1%
- Value
- $63,086
- Shares
- 849
Held
- Vanguard Index FDSVNQ
- Share
- <0.1%
- Value
- $55,471
- Shares
- 575
Held
- Schwab Strategic TRSTCE
- Share
- <0.1%
- Value
- $47,806
- Shares
- 683
-13%
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $46,138
- Shares
- 125
+52%
- Spdr Index SHS FDSGNR
- Share
- <0.1%
- Value
- $45,748
- Shares
- 680
-14%
- Ishares TRIEUS
- Share
- <0.1%
- Value
- $40,186
- Shares
- 581
Held
- IsharesEWJ
- Share
- <0.1%
- Value
- $32,071
- Shares
- 344
Held
- Ishares TRINDA
- Share
- <0.1%
- Value
- $27,644
- Shares
- 560
-2%
- Ishares TRECNS
- Share
- <0.1%
- Value
- $26,412
- Shares
- 938
Held
- Global X FDSASEA
- Share
- <0.1%
- Value
- $24,477
- Shares
- 1,248
-2%
- IsharesEWY
- Share
- <0.1%
- Value
- $22,210
- Shares
- 110
Held
- Vaneck ETF TrustAFK
- Share
- <0.1%
- Value
- $18,606
- Shares
- 724
-2%
- Schwab Strategic TRSCHC
- Share
- <0.1%
- Value
- $18,261
- Shares
- 379
-2%
- IsharesEWC
- Share
- <0.1%
- Value
- $17,338
- Shares
- 301
Held
- IsharesEWZ
- Share
- <0.1%
- Value
- $14,662
- Shares
- 425
Held
- IsharesEWA
- Share
- <0.1%
- Value
- $13,583
- Shares
- 482
Held
- IsharesEWW
- Share
- <0.1%
- Value
- $13,400
- Shares
- 178
Held
- ETF SER SolutionsVUSE
- Share
- <0.1%
- Value
- $12,542
- Shares
- 173
-14%
- Ishares TRCRBN
- Share
- <0.1%
- Value
- $12,374
- Shares
- 49
-13%
- Ishares TRSDG
- Share
- <0.1%
- Value
- $12,142
- Shares
- 136
-10%
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $10,721
- Shares
- 15
-99%
- Vanguard Intl Equity Index FVT
- Share
- <0.1%
- Value
- $10,538
- Shares
- 67
+8%
- IsharesEWT
- Share
- <0.1%
- Value
- $9,203
- Shares
- 85
-2%
- IsharesTUR
- Share
- <0.1%
- Value
- $9,169
- Shares
- 236
Held
- Ishares TRKSA
- Share
- <0.1%
- Value
- $8,681
- Shares
- 233
Held
- Ishares TRIJH
- Share
- <0.1%
- Value
- $7,026
- Shares
- 91
-100%
- Ishares TREPOL
- Share
- <0.1%
- Value
- $6,752
- Shares
- 175
Held
- Vanguard BD Index FDSBSV
- Share
- <0.1%
- Value
- $5,139
- Shares
- 66
+16%
- IsharesEIS
- Share
- <0.1%
- Value
- $4,019
- Shares
- 33
-3%
- Ishares TRUAE
- Share
- <0.1%
- Value
- $3,931
- Shares
- 207
Held
- IsharesEWH
- Share
- <0.1%
- Value
- $2,659
- Shares
- 127
Held
- IsharesECH
- Share
- <0.1%
- Value
- $2,106
- Shares
- 53
Held
- Ishares TREPU
- Share
- <0.1%
- Value
- $2,050
- Shares
- 25
Held
- Ishares TRENZL
- Share
- <0.1%
- Value
- $1,819
- Shares
- 41
-2%
- Ishares TRQAT
- Share
- <0.1%
- Value
- $1,561
- Shares
- 87
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| State STR Spdr S&P 500 ETF TSPY | 29.6% | $63m | 84,481 | -6% |
| Ishares TRIVV | 7.0% | $15m | 19,967 | -32% |
| Vanguard Index FDSVO | 5.7% | $12m | 150,486 | -10% |
| Ishares TRIJR | 5.6% | $12m | 80,910 | -16% |
| Ishares TREFA | 4.5% | $10m | 92,594 | +4% |
| Vanguard Intl Equity Index FVWO | 4.5% | $10m | 160,051 | Held |
| Ishares TRTLT | 3.5% | $7m | 85,831 | +102% |
| Ishares TRIBDS | 3.0% | $6m | 261,333 | +21% |
| Ishares TRIBDV | 3.0% | $6m | 289,935 | +21% |
| Ishares TRIBDX | 3.0% | $6m | 250,276 | +22% |
| Ishares TRIBDW | 3.0% | $6m | 301,622 | +23% |
| Ishares TRIBDR | 2.6% | $6m | 227,209 | +23% |
| Ishares TRIBDT | 2.6% | $5m | 215,180 | +23% |
| Ishares TRIBDU | 2.5% | $5m | 233,473 | +25% |
| Vanguard Scottsdale FDSVCLT | 2.3% | $5m | 65,100 | +8% |
| Ishares TRIBDZ | 2.3% | $5m | 184,936 | +6% |
| Ishares TRIBCA | 2.3% | $5m | 187,049 | +4% |
| Ishares TRIBDY | 2.2% | $5m | 185,959 | +6% |
| IsharesIEMG | 1.2% | $3m | 31,074 | -32% |
| Ishares TRIEFA | 1.2% | $3m | 26,187 | -26% |
| Vanguard Index FDSVTV | 0.8% | $2m | 7,838 | Held |
| Invesco Exch Traded FD TR IIBKLN | 0.5% | $1m | 56,062 | +5% |
| Invesco Exch TRD SLF IDX FDBSCS | 0.4% | $897,325 | 44,062 | +4% |
| Invesco Exch TRD SLF IDX FDBSCQ | 0.4% | $895,040 | 45,841 | +4% |
| Invesco Exch TRD SLF IDX FDBSCT | 0.4% | $890,882 | 47,961 | +4% |
| AppleAAPL | 0.3% | $593,471 | 2,051 | Held |
| Ishares TRIWF | 0.3% | $557,080 | 4,486 | -13% |
| Invesco Exch TRD SLF IDX FDBSJQ | 0.2% | $527,153 | 22,965 | +4% |
| Invesco Exch TRD SLF IDX FDBSJS | 0.2% | $449,291 | 20,662 | +5% |
| Invesco Exch TRD SLF IDX FDBSJR | 0.2% | $447,202 | 20,013 | +5% |
| Invesco Exch TRD SLF IDX FDBSJU | 0.2% | $439,084 | 17,011 | +5% |
| Invesco Exch TRD SLF IDX FDBSJV | 0.2% | $436,952 | 16,646 | +5% |
| Invesco Exch TRD SLF IDX FDBSJX | 0.2% | $436,534 | 17,344 | +5% |
| Invesco Exch TRD SLF IDX FDBSJT | 0.2% | $435,926 | 20,631 | +5% |
| Invesco Exch TRD SLF IDX FDBSJW | 0.2% | $433,346 | 17,132 | +5% |
| Ishares TRIBIC | 0.2% | $368,197 | 14,113 | +3% |
| Ishares TRIBID | 0.2% | $366,410 | 13,964 | +3% |
| Ishares TRIBIE | 0.2% | $364,581 | 13,862 | +3% |
| Ishares TRIBIK | 0.2% | $364,351 | 14,073 | +3% |
| Ishares TRIBIH | 0.2% | $364,336 | 13,858 | +4% |
| Ishares TRIBIJ | 0.2% | $363,887 | 13,945 | +3% |
| Ishares TRIBIF | 0.2% | $363,841 | 13,840 | +3% |
| Ishares TRIBII | 0.2% | $363,827 | 13,994 | +3% |
| Ishares TRIBIL | 0.2% | $363,803 | 14,186 | +3% |
| Ishares TRIBIG | 0.2% | $363,309 | 13,835 | +3% |
| Ishares TREMB | 0.1% | $301,018 | 3,121 | +5% |
| Mondelez InternationalMDLZ | 0.1% | $293,191 | 5,069 | Held |
| Spdr Series TrustWIP | 0.1% | $291,766 | 7,407 | +5% |
| Ishares TRDSI | 0.1% | $269,714 | 1,894 | -8% |
| Spdr Series TrustSPYX | 0.1% | $268,935 | 4,402 | -7% |
| Spdr Series TrustBWX | 0.1% | $262,313 | 12,099 | +4% |
| Ishares TREAGG | 0.1% | $245,868 | 5,186 | +4% |
| Ishares TRSUSB | 0.1% | $243,795 | 9,756 | +2% |
| Vanguard Index FDSVTI | 0.1% | $232,441 | 628 | -2% |
| Research SolutionsRSSS | <0.1% | $193,501 | 83,406 | Held |
| Vanguard Intl Equity Index FVGK | <0.1% | $169,238 | 1,911 | Held |
| Nushares ETF TRNUHY | <0.1% | $123,328 | 5,754 | +3% |
| Spdr Index SHS FDSGXC | <0.1% | $111,219 | 1,285 | Held |
| Amplify ETF TRETHO | <0.1% | $97,724 | 1,212 | -4% |
| Ishares TRESML | <0.1% | $84,115 | 1,504 | Held |
| IsharesESGE | <0.1% | $81,330 | 1,487 | -2% |
| Ishares TRESGD | <0.1% | $78,817 | 767 | +5% |
| Vanguard Index FDSVB | <0.1% | $66,997 | 221 | -95% |
| Invesco DB US DLR Index TRUUP | <0.1% | $63,176 | 2,224 | -6% |
| Spdr Index SHS FDSEWX | <0.1% | $63,086 | 849 | Held |
| Vanguard Index FDSVNQ | <0.1% | $55,471 | 575 | Held |
| Schwab Strategic TRSTCE | <0.1% | $47,806 | 683 | -13% |
| Spdr Gold TRGLD | <0.1% | $46,138 | 125 | +52% |
| Spdr Index SHS FDSGNR | <0.1% | $45,748 | 680 | -14% |
| Ishares TRIEUS | <0.1% | $40,186 | 581 | Held |
| IsharesEWJ | <0.1% | $32,071 | 344 | Held |
| Ishares TRINDA | <0.1% | $27,644 | 560 | -2% |
| Ishares TRECNS | <0.1% | $26,412 | 938 | Held |
| Global X FDSASEA | <0.1% | $24,477 | 1,248 | -2% |
| IsharesEWY | <0.1% | $22,210 | 110 | Held |
| Vaneck ETF TrustAFK | <0.1% | $18,606 | 724 | -2% |
| Schwab Strategic TRSCHC | <0.1% | $18,261 | 379 | -2% |
| IsharesEWC | <0.1% | $17,338 | 301 | Held |
| IsharesEWZ | <0.1% | $14,662 | 425 | Held |
| IsharesEWA | <0.1% | $13,583 | 482 | Held |
| IsharesEWW | <0.1% | $13,400 | 178 | Held |
| ETF SER SolutionsVUSE | <0.1% | $12,542 | 173 | -14% |
| Ishares TRCRBN | <0.1% | $12,374 | 49 | -13% |
| Ishares TRSDG | <0.1% | $12,142 | 136 | -10% |
| Invesco QQQ TRQQQ | <0.1% | $10,721 | 15 | -99% |
| Vanguard Intl Equity Index FVT | <0.1% | $10,538 | 67 | +8% |
| IsharesEWT | <0.1% | $9,203 | 85 | -2% |
| IsharesTUR | <0.1% | $9,169 | 236 | Held |
| Ishares TRKSA | <0.1% | $8,681 | 233 | Held |
| Ishares TRIJH | <0.1% | $7,026 | 91 | -100% |
| Ishares TREPOL | <0.1% | $6,752 | 175 | Held |
| Vanguard BD Index FDSBSV | <0.1% | $5,139 | 66 | +16% |
| IsharesEIS | <0.1% | $4,019 | 33 | -3% |
| Ishares TRUAE | <0.1% | $3,931 | 207 | Held |
| IsharesEWH | <0.1% | $2,659 | 127 | Held |
| IsharesECH | <0.1% | $2,106 | 53 | Held |
| Ishares TREPU | <0.1% | $2,050 | 25 | Held |
| Ishares TRENZL | <0.1% | $1,819 | 41 | -2% |
| Ishares TRQAT | <0.1% | $1,561 | 87 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.1% since 30 June 2025.
Where the money is
Technology0.4%
Everyday goods0.1%
Other99.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.