Portfolio (Quarterly)
Guide ↗
4Thought Financial Group Inc.
· CIK 0001840261| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | INDA | ISHARES TR | — | 573.0 | $27K | 0.01% | +93.0 | +19.4% | $46.82 | +3.6% |
| 22 | ASEA | GLOBAL X FDS | — | 1,278.0 | $25K | 0.01% | +10.0 | +0.8% | $19.43 | +2.6% |
| 23 | VUSE | ETF SER SOLUTIONS | — | 202.0 | $13K | 0.01% | +3.0 | +1.5% | $62.72 | +13.9% |
| 24 | KSA | ISHARES TR | — | 235.0 | $9K | 0.01% | +43.0 | +22.4% | $39.79 | -2.8% |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | — | 62.0 | $9K | 0.00% | +4.0 | +6.9% | $137.26 | +14.3% |
| 26 | BSV | VANGUARD BD INDEX FDS | — | 57.0 | $4K | 0.00% | +5.0 | +9.6% | $78.35 | -0.5% |
| 27 | UAE | ISHARES TR | — | 204.0 | $4K | 0.00% | +8.0 | +4.1% | $18.62 | +2.9% |
| 28 | ENZL | ISHARES TR | — | 42.0 | $2K | 0.00% | +1.0 | +2.4% | $42.24 | +8.8% |
| 29 | QAT | ISHARES TR | — | 87.0 | $2K | 0.00% | +1.0 | +1.2% | $18.52 | +2.9% |
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%