4Thought Financial Group Inc.
CIK 1840261 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $212.8M
- Posisi
- 99
- Per tanggal
- 30 Juni 2026
#6.263 dari 9.443 berdasarkan nilai 13F · top 66.3%
Nilai portofolio QoQ: +5.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 69,41%
- Bobot 25 kepemilikan teratas
- 94,11%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 8,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 9,72% Perkiraan pembelian $22.610.461 · penjualan $20.178.499
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 89,2% masih dipegang
- Posisi baru
- 0
- Meningkat
- 51
- Menurun
- 45
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
0,4%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
99,5%
Portofolio lengkap 99 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $63.088.103 | 29,65% | 84.481 | $4.705.350 | Turun ×1 | ||
| IVV | $14.952.949 | 7,03% | 19.967 | $-4.088.258 | Turun ×4 | ||
| VO | $12.124.643 | 5,70% | 150.486 | $155.854 | Naik ×1 | ||
| IJR | $11.999.736 | 5,64% | 80.910 | $4.143 | Turun ×4 | ||
| EFA | $9.618.686 | 4,52% | 92.594 | $948.620 | Naik ×1 | ||
| VWO | $9.553.465 | 4,49% | 160.051 | $987.799 | Naik ×3 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $7.417.509 | 3,49% | 85.831 | $3.737.545 | Naik ×2 | ||
| IBDS | $6.329.484 | 2,97% | 261.333 | $1.074.073 | Naik ×4 | ||
| IBDV | $6.320.583 | 2,97% | 289.935 | $1.090.297 | Naik ×1 | ||
| IBDX | $6.304.450 | 2,96% | 250.276 | $1.122.169 | Naik ×1 | ||
| IBDW | $6.285.811 | 2,95% | 301.622 | $1.164.566 | Naik ×1 | ||
| IBDR | $5.505.283 | 2,59% | 227.209 | $1.031.041 | Naik ×1 | ||
| IBDT | $5.433.283 | 2,55% | 215.180 | $1.017.059 | Naik ×4 | ||
| IBDU | $5.407.236 | 2,54% | 233.473 | $1.065.745 | Naik ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $4.898.773 | 2,30% | 65.100 | $378.983 | Naik ×6 | ||
| IBDZ | $4.817.577 | 2,26% | 184.936 | $280.770 | Naik ×6 | ||
| IBCA | $4.790.319 | 2,25% | 187.049 | $188.808 | Naik ×1 | ||
| IBDY | $4.787.505 | 2,25% | 185.959 | $246.298 | Naik ×6 | ||
| IEMG | $2.574.202 | 1,21% | 31.074 | $-628.356 | Turun ×4 | ||
| IEFA | $2.529.162 | 1,19% | 26.187 | $-693.825 | Turun ×4 | ||
| VTV | $1.708.200 | 0,80% | 7.838 | $159.959 | Turun ×2 | ||
| BKLN | $1.141.986 | 0,54% | 56.062 | $47.802 | Naik ×3 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $897.325 | 0,42% | 44.062 | $29.184 | Naik ×3 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $895.040 | 0,42% | 45.841 | $30.624 | Naik ×3 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $890.882 | 0,42% | 47.961 | $27.674 | Naik ×3 | ||
| AAPL Apple Inc. - Common Stock | $593.471 | 0,28% | 2.051 | $64.826 | Turun ×1 | ||
| IWF | $557.080 | 0,26% | 4.486 | $7.871 | Naik ×2 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $527.153 | 0,25% | 22.965 | $15.855 | Naik ×1 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $449.291 | 0,21% | 20.662 | $21.855 | Naik ×1 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $447.202 | 0,21% | 20.013 | $19.037 | Naik ×1 | ||
| BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF | $439.084 | 0,21% | 17.011 | $24.079 | Naik ×1 | ||
| BSJV Invesco BulletShares 2031 High Yield Corporate Bond ETF | $436.952 | 0,21% | 16.646 | $24.395 | Naik ×1 | ||
| BSJX Invesco BulletShares 2033 High Yield Corporate Bond ETF | $436.534 | 0,21% | 17.344 | $24.356 | Naik ×1 | ||
| BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $435.926 | 0,20% | 20.631 | $22.320 | Naik ×1 | ||
| BSJW Invesco BulletShares 2032 High Yield Corporate Bond ETF | $433.346 | 0,20% | 17.132 | $21.730 | Naik ×1 | ||
| IBIC | $368.197 | 0,17% | 14.113 | $11.938 | Naik ×1 | ||
| IBID | $366.410 | 0,17% | 13.964 | $13.996 | Naik ×1 | ||
| IBIE | $364.581 | 0,17% | 13.862 | $12.925 | Naik ×1 | ||
| IBIK | $364.351 | 0,17% | 14.073 | $14.118 | Naik ×1 | ||
| IBIH | $364.336 | 0,17% | 13.858 | $13.286 | Naik ×1 | ||
| IBIJ | $363.887 | 0,17% | 13.945 | $13.645 | Naik ×1 | ||
| IBIF | $363.841 | 0,17% | 13.840 | $12.810 | Naik ×1 | ||
| IBII | $363.827 | 0,17% | 13.994 | $13.088 | Naik ×1 | ||
| IBIL | $363.803 | 0,17% | 14.186 | $14.297 | Naik ×1 | ||
| IBIG | $363.309 | 0,17% | 13.835 | $11.982 | Naik ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $301.018 | 0,14% | 3.121 | $22.038 | Naik ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $293.191 | 0,14% | 5.069 | $3.579 | Naik ×6 | ||
| WIP | $291.766 | 0,14% | 7.407 | $12.904 | Naik ×1 | ||
| DSI | $269.714 | 0,13% | 1.894 | $19.952 | Turun ×1 | ||
| SPYX | $268.935 | 0,13% | 4.402 | $18.284 | Turun ×1 | ||
| BWX | $262.313 | 0,12% | 12.099 | $5.989 | Naik ×1 | ||
| EAGG | $245.868 | 0,12% | 5.186 | $8.647 | Naik ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $243.795 | 0,11% | 9.756 | $4.941 | Naik ×5 | ||
| VTI | $232.441 | 0,11% | 628 | $26.693 | Turun ×1 | ||
| RSSS Research Solutions, Inc - Common Stock | $193.501 | 0,09% | 83.406 | $5.004 | |||
| VGK | $169.238 | 0,08% | 1.911 | $10.085 | Turun ×2 | ||
| NUHY | $123.328 | 0,06% | 5.754 | $4.829 | Naik ×1 | ||
| GXC | $111.219 | 0,05% | 1.285 | $-10.502 | Turun ×1 | ||
| ETHO | $97.724 | 0,05% | 1.212 | $14.478 | Turun ×3 | ||
| ESML | $84.115 | 0,04% | 1.504 | $13.023 | Turun ×5 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $81.330 | 0,04% | 1.487 | $12.003 | Turun ×6 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $78.817 | 0,04% | 767 | $9.245 | Naik ×1 | ||
| VB | $66.997 | 0,03% | 221 | $-1.042.946 | Turun ×1 | ||
| UUP | $63.176 | 0,03% | 2.224 | $-2.895 | Turun ×1 | ||
| EWX | $63.086 | 0,03% | 849 | $6.078 | Turun ×1 | ||
| VNQ | $55.471 | 0,03% | 575 | $3.663 | Turun ×1 | ||
| STCE | $47.806 | 0,02% | 683 | $6.948 | Turun ×1 | ||
| GLD | $46.138 | 0,02% | 125 | $10.979 | Naik ×1 | ||
| GNR | $45.748 | 0,02% | 680 | $-13.271 | Turun ×2 | ||
| IEUS iShares MSCI Europe Small-Cap ETF | $40.186 | 0,02% | 581 | $1.562 | Turun ×2 | ||
| EWJ | $32.071 | 0,02% | 344 | $2.528 | Turun ×2 | ||
| INDA | $27.644 | 0,01% | 560 | $818 | Turun ×1 | ||
| ECNS | $26.412 | 0,01% | 938 | $-4.362 | Turun ×1 | ||
| ASEA | $24.477 | 0,01% | 1.248 | $-350 | Turun ×1 | ||
| EWY | $22.210 | 0,01% | 110 | $8.407 | Turun ×3 | ||
| AFK | $18.606 | 0,01% | 724 | $-437 | Turun ×3 | ||
| SCHC | $18.261 | 0,01% | 379 | $117 | Turun ×2 | ||
| EWC | $17.338 | 0,01% | 301 | $575 | Turun ×4 | ||
| EWZ | $14.662 | 0,01% | 425 | $-1.876 | Turun ×3 | ||
| EWA | $13.583 | 0,01% | 482 | $53 | Turun ×1 | ||
| EWW | $13.400 | 0,01% | 178 | $-82 | Turun ×3 | ||
| VUSE | $12.542 | 0,01% | 173 | $-128 | Turun ×1 | ||
| CRBN | $12.374 | 0,01% | 49 | $-10 | Turun ×2 | ||
| SDG iShares MSCI Global Sustainable Development Goals ETF | $12.142 | 0,01% | 136 | $-508 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $10.721 | 0,01% | 15 | $-972.218 | Turun ×1 | ||
| VT | $10.538 | 0,00% | 67 | $2.028 | Naik ×4 | ||
| EWT | $9.203 | 0,00% | 85 | $3.059 | Turun ×3 | ||
| TUR iShares MSCI Turkey ETF | $9.169 | 0,00% | 236 | $-52 | Turun ×2 | ||
| KSA | $8.681 | 0,00% | 233 | $-670 | Turun ×1 | ||
| IJH | $7.026 | 0,00% | 91 | $-2.067.503 | Turun ×2 | ||
| EPOL | $6.752 | 0,00% | 175 | $257 | Turun ×3 | ||
| BSV | $5.139 | 0,00% | 66 | $673 | Naik ×6 | ||
| EIS | $4.019 | 0,00% | 33 | $94 | Turun ×2 | ||
| UAE iShares MSCI UAE ETF | $3.931 | 0,00% | 207 | $133 | Naik ×6 | ||
| EWH | $2.659 | 0,00% | 127 | $-260 | Naik ×1 | ||
| ECH | $2.106 | 0,00% | 53 | $-32 | Turun ×3 | ||
| EPU | $2.050 | 0,00% | 25 | $55 | |||
| ENZL iShares MSCI New Zealand ETF | $1.819 | 0,00% | 41 | $45 | Turun ×1 | ||
| QAT iShares MSCI Qatar ETF | $1.561 | 0,00% | 87 | $-50 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VWO | $9.553.465 | 4,49% | naik ×3 |
| IBDS | $6.329.484 | 2,97% | naik ×4 |
| IBDT | $5.433.283 | 2,55% | naik ×4 |
| VCLT | $4.898.773 | 2,30% | naik ×6 |
| IBDZ | $4.817.577 | 2,26% | naik ×6 |
| IBDY | $4.787.505 | 2,25% | naik ×6 |
| BKLN | $1.141.986 | 0,54% | naik ×3 |
| BSCS | $897.325 | 0,42% | naik ×3 |
| BSCQ | $895.040 | 0,42% | naik ×3 |
| BSCT | $890.882 | 0,42% | naik ×3 |
| MDLZ | $293.191 | 0,14% | naik ×6 |
| SUSB | $243.795 | 0,11% | naik ×5 |
| VT | $10.538 | 0,00% | naik ×4 |
| BSV | $5.139 | 0,00% | naik ×6 |
| UAE | $3.931 | 0,00% | naik ×6 |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPY | Dipangkas | -5K | +$4.7M |
| IVV | Dipangkas | -9K | -$4.1M |
| TLT | Beli lebih banyak | +43K | +$3.7M |
| IBDW | Beli lebih banyak | +57K | +$1.2M |
| IBDX | Beli lebih banyak | +45K | +$1.1M |
| IBDV | Beli lebih banyak | +51K | +$1.1M |
| IBDS | Beli lebih banyak | +45K | +$1.1M |
| IBDU | Beli lebih banyak | +47K | +$1.1M |
| IBDR | Beli lebih banyak | +43K | +$1.0M |
| IBDT | Beli lebih banyak | +41K | +$1.0M |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IBDQ | 31 Des. 2025 | 173.031 | $4.358.639 | Tidak lagi dilacak |
| BSCP | 31 Des. 2025 | 36.898 | $763.440 | Tidak lagi dilacak |
| BSJP | 31 Des. 2025 | 22.126 | $510.233 | Tidak lagi dilacak |
| JNK | 31 Maret 2026 | 3.223 | $313.320 | Tidak lagi dilacak |
| TIP | 31 Maret 2026 | 2.575 | $282.997 | Tidak lagi dilacak |
| DBEU | 31 Des. 2025 | 3.193 | $147.048 | Tidak lagi dilacak |
| FM | 31 Maret 2025 | 2.612 | $70.886 | Tidak lagi dilacak |
| OPPE | 31 Des. 2025 | 867 | $42.378 | Tidak lagi dilacak |
| HEWJ | 31 Des. 2025 | 623 | $30.703 | Tidak lagi dilacak |
| GOOGL | 30 Sep. 2025 | 74 | $13.040 | 41,1% |
| OPPJ | 31 Des. 2025 | 199 | $8.276 | |
| EPD | 30 Sep. 2025 | 0 | $4 | 22,7% |