4Thought Financial Group Inc.

Q3 2025 13F Holdings

  • Location
    syosset, NY
  • Num holdings

    88

  • Value ($000)

    $197,808

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001840261
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

R UNIT
78462F103
$54.95M
28 %

82,490

I
IVV

ISHARES TR

ORE S&P500 ETF
464287200
$23.68M
12 %

35,373

I
IJR

ISHARES TR

ORE S&P SCP ETF
464287804
$12.18M
6 %

102,476

V
VO

VANGUARD INDEX FDS

ID CAP ETF
922908629
$12.01M
6 %

40,873

V
VWO

VANGUARD INTL EQUITY INDEX F

TSE EMR MKT ETF
922042858
$8.48M
4 %

156,466

E
EFA

ISHARES TR

SCI EAFE ETF
464287465
$8.15M
4 %

87,272

I
IBDV

ISHARES TR

BONDS DEC 2030
46436E726
$5.05M
3 %

227,892

I
IBDX

ISHARES TR

BONDS DEC 2032
46436E312
$5.05M
3 %

196,980

I
IBDS

ISHARES TR

BONDS 27 ETF
46435UAA9
$4.97M
3 %

204,224

I
IBDW

ISHARES TR

BONDS DEC 2031
46436E486
$4.96M
3 %

233,956

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