Portfolio (Quarterly)
Guide ↗
4Thought Financial Group Inc.
· CIK 0001840261| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | NUHY | NUSHARES ETF TR | — | 5,595.0 | $118K | 0.06% | — | — | $21.18 | +1.2% |
| 62 | ETHO | AMPLIFY ETF TR | — | 1,260.0 | $83K | 0.04% | -83.0 | -6.2% | $66.07 | +15.3% |
| 63 | ESML | ISHARES TR | — | 1,512.0 | $71K | 0.04% | -119.0 | -7.3% | $47.02 | +13.0% |
| 64 | ESGD | ISHARES TR | — | 728.0 | $70K | 0.03% | -67.0 | -8.4% | $95.57 | +8.3% |
| 65 | ESGE | ISHARES INC | — | 1,525.0 | $69K | 0.03% | -133.0 | -8.0% | $45.46 | +20.0% |
| 66 | UUP | INVESCO DB US DLR INDEX TR | Financial Services | 2,378.0 | $66K | 0.03% | +71.0 | +3.1% | $27.78 | -0.0% |
| 67 | GNR | SPDR INDEX SHS FDS | — | 790.0 | $59K | 0.03% | — | — | $74.71 | -1.8% |
| 68 | EWX | SPDR INDEX SHS FDS | — | 862.0 | $57K | 0.03% | +45.0 | +5.5% | $66.13 | +13.5% |
| 69 | VNQ | VANGUARD INDEX FDS | — | 584.0 | $52K | 0.03% | +49.0 | +9.2% | $88.71 | +9.8% |
| 70 | STCE | SCHWAB STRATEGIC TR | — | 786.0 | $41K | 0.02% | +106.0 | +15.6% | $51.98 | +47.3% |
| 71 | IEUS | ISHARES TR | — | 582.0 | $39K | 0.02% | -12.0 | -2.0% | $66.36 | +11.0% |
| 72 | GLD | SPDR GOLD TR | Financial Services | 82.0 | $35K | 0.02% | — | — | $428.77 | -4.9% |
| 73 | ECNS | ISHARES TR | — | 947.0 | $31K | 0.01% | +59.0 | +6.6% | $32.50 | -2.3% |
| 74 | EWJ | ISHARES INC | — | 350.0 | $30K | 0.01% | -34.0 | -8.8% | $84.41 | +9.2% |
| 75 | INDA | ISHARES TR | — | 573.0 | $27K | 0.01% | +93.0 | +19.4% | $46.82 | +3.7% |
| 76 | ASEA | GLOBAL X FDS | — | 1,278.0 | $25K | 0.01% | +10.0 | +0.8% | $19.43 | +2.3% |
| 77 | AFK | VANECK ETF TRUST | — | 740.0 | $19K | 0.01% | -112.0 | -13.2% | $25.73 | +6.1% |
| 78 | SCHC | SCHWAB STRATEGIC TR | — | 388.0 | $18K | 0.01% | -36.0 | -8.5% | $46.76 | +8.4% |
| 79 | EWC | ISHARES INC | — | 306.0 | $17K | 0.01% | -6.0 | -1.9% | $54.78 | +6.7% |
| 80 | EWZ | ISHARES INC | — | 431.0 | $17K | 0.01% | -126.0 | -22.6% | $38.37 | -5.4% |
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%