Portfolio (Quarterly)
Guide ↗
4Thought Financial Group Inc.
· CIK 0001840261| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | EPOL | ISHARES TR | — | 185.0 | $6K | 0.00% | NEW | — | $35.11 | +15.1% |
| 82 | EWT | ISHARES INC | — | 89.0 | $6K | 0.00% | NEW | — | $63.36 | +62.8% |
| 83 | EIS | ISHARES INC | — | 39.0 | $4K | 0.00% | NEW | — | $109.31 | +25.9% |
| 84 | BSV | VANGUARD BD INDEX FDS | — | 52.0 | $4K | 0.00% | NEW | — | $78.87 | -1.1% |
| 85 | UAE | ISHARES TR | — | 196.0 | $4K | 0.00% | NEW | — | $19.13 | +0.2% |
| 86 | ECH | ISHARES INC | — | 73.0 | $3K | 0.00% | NEW | — | $40.36 | +4.2% |
| 87 | EWH | ISHARES INC | — | 135.0 | $3K | 0.00% | NEW | — | $21.21 | +9.0% |
| 88 | EPU | ISHARES TR | — | 31.0 | $2K | 0.00% | NEW | — | $73.23 | +16.0% |
| 89 | ENZL | ISHARES TR | — | 41.0 | $2K | 0.00% | NEW | — | $45.71 | +0.2% |
| 90 | QAT | ISHARES TR | — | 86.0 | $2K | 0.00% | NEW | — | $18.80 | +1.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
99.1%
Consumer Defensive
0.5%
Technology
0.4%