Portfolio (Quarterly)
Guide ↗
4Thought Financial Group Inc.
· CIK 0001840261| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 2,083.0 | $529K | 0.26% | NEW | — | $253.79 | +22.5% |
| 2 | IBIC | ISHARES TR | — | 13,742.0 | $356K | 0.18% | NEW | — | $25.92 | +0.6% |
| 3 | IBID | ISHARES TR | — | 13,495.0 | $352K | 0.17% | NEW | — | $26.11 | +0.6% |
| 4 | IBIE | ISHARES TR | — | 13,402.0 | $352K | 0.17% | NEW | — | $26.24 | +0.5% |
| 5 | IBIG | ISHARES TR | — | 13,380.0 | $351K | 0.17% | NEW | — | $26.26 | +0.5% |
| 6 | IBIH | ISHARES TR | — | 13,389.0 | $351K | 0.17% | NEW | — | $26.22 | +0.5% |
| 7 | IBIF | ISHARES TR | — | 13,375.0 | $351K | 0.17% | NEW | — | $26.25 | +0.5% |
| 8 | IBII | ISHARES TR | — | 13,536.0 | $351K | 0.17% | NEW | — | $25.91 | +0.6% |
| 9 | IBIJ | ISHARES TR | — | 13,481.0 | $350K | 0.17% | NEW | — | $25.98 | +0.8% |
| 10 | IBIK | ISHARES TR | — | 13,601.0 | $350K | 0.17% | NEW | — | $25.75 | +0.6% |
| 11 | IBIL | ISHARES TR | — | 13,717.0 | $350K | 0.17% | NEW | — | $25.48 | +0.7% |
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%