$125 Million is the total value of 4Thought Financial Group Inc.'s 86 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DBEU | New | DBX ETF TRxtrack msci eurp | $113,440 | – | 3,130 | +100.0% | 0.09% | – |
| UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $86,604 | – | 3,051 | +100.0% | 0.07% | – |
| HEWJ | New | ISHARES TRhdg msci japan | $31,760 | – | 943 | +100.0% | 0.02% | – |
| DXJS | New | WISDOMTREE TRjpn scap hdg eqt | $7,708 | – | 144 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 14 | Q2 2024 | 27.8% |
| ISHARES TR | 14 | Q2 2024 | 11.8% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 5.9% |
| ISHARES TR | 14 | Q2 2024 | 5.9% |
| VANGUARD INTL EQUITY INDEX F | 14 | Q2 2024 | 4.6% |
| ISHARES TR | 14 | Q2 2024 | 4.1% |
| ISHARES TR | 14 | Q2 2024 | 9.2% |
| ISHARES TR | 14 | Q2 2024 | 3.5% |
| ISHARES TR | 14 | Q2 2024 | 3.4% |
| ISHARES TR | 14 | Q2 2024 | 3.1% |
View 4Thought Financial Group Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-19 |
View 4Thought Financial Group Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.