Portfolio (Quarterly)
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4Thought Financial Group Inc.
· CIK 0001840261| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ESGE | ISHARES INC | — | 1,487.0 | $81K | 0.04% | -38.0 | -2.5% | $54.69 | -1.5% |
| 62 | ESGD | ISHARES TR | — | 767.0 | $79K | 0.04% | +39.0 | +5.4% | $102.76 | +2.6% |
| 63 | VB | VANGUARD INDEX FDS | — | 221.0 | $67K | 0.03% | -4K | -94.8% | $303.15 | -2.4% |
| 64 | UUP | INVESCO DB US DLR INDEX TR | Financial Services | 2,224.0 | $63K | 0.03% | -154.0 | -6.5% | $28.41 | -0.7% |
| 65 | EWX | SPDR INDEX SHS FDS | — | 849.0 | $63K | 0.03% | -13.0 | -1.5% | $74.31 | -1.4% |
| 66 | VNQ | VANGUARD INDEX FDS | — | 575.0 | $55K | 0.03% | -9.0 | -1.5% | $96.47 | -0.2% |
| 67 | STCE | SCHWAB STRATEGIC TR | — | 683.0 | $48K | 0.02% | -103.0 | -13.1% | $69.99 | -10.7% |
| 68 | GLD | SPDR GOLD TR | Financial Services | 125.0 | $46K | 0.02% | +43.0 | +52.4% | $369.10 | +7.5% |
| 69 | GNR | SPDR INDEX SHS FDS | — | 680.0 | $46K | 0.02% | -110.0 | -13.9% | $67.28 | +16.1% |
| 70 | IEUS | ISHARES TR | — | 581.0 | $40K | 0.02% | — | — | $69.17 | +5.7% |
| 71 | EWJ | ISHARES INC | — | 344.0 | $32K | 0.01% | -6.0 | -1.7% | $93.23 | +2.1% |
| 72 | INDA | ISHARES TR | — | 560.0 | $28K | 0.01% | -13.0 | -2.3% | $49.36 | +0.4% |
| 73 | ECNS | ISHARES TR | — | 938.0 | $26K | 0.01% | -9.0 | -0.9% | $28.16 | +3.0% |
| 74 | ASEA | GLOBAL X FDS | — | 1,248.0 | $24K | 0.01% | -30.0 | -2.4% | $19.61 | +9.9% |
| 75 | EWY | ISHARES INC | — | 110.0 | $22K | 0.01% | -2.0 | -1.8% | $201.91 | -12.9% |
| 76 | AFK | VANECK ETF TRUST | — | 724.0 | $19K | 0.01% | -16.0 | -2.2% | $25.70 | +11.9% |
| 77 | SCHC | SCHWAB STRATEGIC TR | — | 379.0 | $18K | 0.01% | -9.0 | -2.3% | $48.18 | +5.0% |
| 78 | EWC | ISHARES INC | — | 301.0 | $17K | 0.01% | -5.0 | -1.6% | $57.60 | +5.2% |
| 79 | EWZ | ISHARES INC | — | 425.0 | $15K | 0.01% | -6.0 | -1.4% | $34.50 | +6.0% |
| 80 | EWA | ISHARES INC | — | 482.0 | $14K | 0.01% | -5.0 | -1.0% | $28.18 | +5.3% |
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
98.3%
Technology
1.2%
Consumer Defensive
0.5%