4THOUGHT FINANCIAL GROUP INC
Stock Holdings
Option Holdings
Activity
Charts
All
Open
Closed
Added
Reduced
Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Powered by unusualwhales.com | |||||||||||||||
| SPY | SPDR S&P 500 ETF | 83,998 | -4,278 | -4.85% | $410.62 | 27.57% | 0.01% | 51,897,942 | 2025-06-30 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 35,828 | +21,626 | +152.27% | $515.54 | 11.82% | 0.00% | 22,245,317 | 2025-06-30 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 41,203 | +8,264 | +25.09% | $225.67 | 6.13% | 0.02% | 11,529,763 | 2025-06-30 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 104,252 | +23,922 | +29.78% | $102.73 | 6.05% | 0.01% | 11,393,672 | 2025-06-30 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 159,631 | +2,967 | +1.89% | $47.40 | 4.19% | 0.01% | 7,895,364 | 2025-06-30 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 87,973 | +416 | +0.48% | $74.54 | 4.18% | 0.01% | 7,863,867 | 2025-06-30 | ||||||
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 233,230 | -16,785 | -6.71% | $0.00 | 2.61% | 0.31% | 4,907,150 | 2025-06-30 | ||||||
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 221,195 | -16,559 | -6.96% | $0.00 | 2.58% | 0.25% | 4,861,867 | 2025-06-30 | ||||||
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | 192,006 | +22,589 | +13.33% | $24.42 | 2.58% | 0.43% | 4,854,868 | 2025-06-30 | ||||||
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 197,511 | -15,942 | -7.47% | $26.19 | 2.55% | 0.15% | 4,793,584 | 2025-06-30 | ||||||
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | 168,539 | +3,933 | +2.39% | $24.76 | 2.32% | 0.58% | 4,366,002 | 2025-06-30 | ||||||
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | 165,429 | +3,024 | +1.86% | $25.98 | 2.30% | 1.20% | 4,322,672 | 2025-06-30 | ||||||
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 169,473 | -17,923 | -9.56% | $25.70 | 2.18% | 0.12% | 4,109,727 | 2025-06-30 | ||||||
| IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | 162,067 | -16,871 | -9.43% | $26.35 | 2.17% | 0.14% | 4,080,856 | 2025-06-30 | ||||||
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 173,554 | -18,354 | -9.56% | $0.00 | 2.15% | 0.15% | 4,049,010 | 2025-06-30 | ||||||
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 158,729 | -18,201 | -10.29% | $0.00 | 2.14% | 0.14% | 4,034,898 | 2025-06-30 | ||||||
| VCLT | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | 52,712 | +3,131 | +6.31% | $81.44 | 2.13% | 0.03% | 4,000,835 | 2025-06-30 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 63,534 | +37,377 | +142.89% | $52.79 | 2.03% | 0.00% | 3,813,965 | 2025-06-30 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 44,299 | +26,933 | +155.09% | $73.54 | 1.96% | 0.00% | 3,698,072 | 2025-06-30 | ||||||
| TLT | ISHARES 20+ YEAR TREASURY BOND ETF | 30,111 | -30,516 | -50.33% | $96.44 | 1.41% | 0.01% | 2,657,322 | 2025-06-30 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 35,125 | +3,784 | +12.07% | $61.39 | 1.16% | 0.00% | 2,178,474 | 2025-06-30 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 3,826 | +2,583 | +207.80% | $346.42 | 0.86% | 0.00% | 1,624,246 | 2025-06-30 | ||||||
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 38,339 | +3,210 | +9.14% | $18.06 | 0.42% | 0.03% | 785,562 | 2025-06-30 | ||||||
| BSCQ | GUGGENHEIM BULLETSHARES 2026 CORPORATE BOND ETF | 40,064 | +3,328 | +9.06% | $20.95 | 0.42% | 0.02% | 782,045 | 2025-06-30 | ||||||
| BSCP | INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | 37,795 | +3,138 | +9.05% | $21.80 | 0.42% | 0.02% | 781,601 | 2025-06-30 | ||||||
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 39,228 | +995 | +2.60% | $20.61 | 0.39% | 0.03% | 733,566 | 2025-06-30 | ||||||
| QQQ | INVESCO QQQ | 1,067 | +550 | +106.38% | $495.65 | 0.31% | 0.00% | 588,557 | 2025-06-30 | ||||||
| BSJP | GUGGENHEIM BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF | 22,213 | -769 | -3.35% | $0.00 | 0.27% | 0.06% | 512,447 | 2025-06-30 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 2,804 | -6,047 | -68.32% | $146.53 | 0.26% | 0.00% | 495,635 | 2025-06-30 | ||||||
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF | 20,993 | -661 | -3.05% | $25.10 | 0.26% | 0.05% | 489,763 | 2025-06-30 | ||||||
| BSJU | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | 17,910 | -612 | -3.30% | $24.53 | 0.25% | 0.33% | 465,940 | 2025-06-30 | ||||||
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | 20,899 | -702 | -3.25% | $0.00 | 0.24% | 0.11% | 460,815 | 2025-06-30 | ||||||
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | 21,412 | -710 | -3.21% | $0.00 | 0.24% | 0.16% | 460,780 | 2025-06-30 | ||||||
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | 20,066 | -690 | -3.32% | $0.00 | 0.24% | 0.09% | 455,588 | 2025-06-30 | ||||||
| BSJW | INVESCO BULLETSHARES 2032 HIGH YIELD CORPORATE BOND ETF | 17,344 | -637 | -3.54% | $25.44 | 0.24% | 1.93% | 444,427 | 2025-06-30 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 1,770 | +1,669 | +1,652.48% | $217.47 | 0.22% | 0.00% | 419,418 | 2025-06-30 | ||||||
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 3,953 | -116 | -2.85% | $94.98 | 0.19% | 0.00% | 366,126 | 2025-06-30 | ||||||
| BSJV | INVESCO BULLETSHARES 2031 HIGH YIELD CORPORATE BOND ETF | 13,686 | -463 | -3.27% | $25.96 | 0.19% | 0.98% | 365,139 | 2025-06-30 | ||||||
| WIP | SPDR(R) FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | 8,674 | -245 | -2.75% | $0.00 | 0.18% | 0.09% | 345,938 | 2025-06-30 | ||||||
| MDLZ | MONDELEZ INTERNATIONAL | 4,936 | +34 | +0.69% | $68.00 | 0.18% | 0.00% | 332,894 | 2025-06-30 | ||||||
| JNK | SPDR(R) BLOOMBERG HIGH YIELD BOND ETF | 3,211 | -109 | -3.28% | $106.07 | 0.17% | 0.00% | 312,326 | 2025-06-30 | ||||||
| BWX | SPDR(R) BLOOMBERG INTERNATIONAL TREASURY BOND ETF | 12,551 | -587 | -4.47% | $28.20 | 0.16% | 0.02% | 294,824 | 2025-06-30 | ||||||
| BKLN | INVESCO SENIOR LOAN ETF | 13,948 | -440 | -3.06% | $22.11 | 0.16% | 0.00% | 291,800 | 2025-06-30 | ||||||
| TIP | ISHARES TIPS BOND ETF | 2,620 | -99 | -3.64% | $108.19 | 0.15% | 0.00% | 288,254 | 2025-06-30 | ||||||
| DSI | ISHARES MSCI KLD 400 SOCIAL ETF | 2,182 | +89 | +4.25% | $80.43 | 0.13% | 0.01% | 253,486 | 2025-06-30 | ||||||
| SPYX | SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | 4,942 | +250 | +5.33% | $34.73 | 0.13% | 0.01% | 251,684 | 2025-06-30 | ||||||
| RSSS | RESEARCH SOLUTIONS | 84,185 | 0 | 0.00% | $2.56 | 0.13% | 0.26% | 241,610 | 2025-06-30 | ||||||
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 4,773 | +62 | +1.32% | $48.94 | 0.12% | 0.01% | 226,929 | 2025-06-30 | ||||||
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 8,957 | +5 | +0.06% | $24.81 | 0.12% | 0.02% | 225,451 | 2025-06-30 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 649 | +8 | +1.25% | $203.02 | 0.10% | 0.00% | 197,136 | 2025-06-30 | ||||||