4thought-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  "RSSS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MDLZ",
  null,
  null,
  null,
  null,
  "IJR",
  "IWF",
  null,
  null,
  "IEMG",
  "IVV",
  "SPY",
  null,
  "IEFA",
  "GLD",
  null,
  "VO",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  null,
  "BSV",
  "VT",
  "VB",
  "VTV",
  null,
  null,
  null,
  "EFA",
  "QQQ",
  "EPD",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 89
Total Value: 161852094
Accession Number: 0001213900-25-034707
Form Type: 13F-HR
CIK: 4thought-financial-group
Manager Name: 4thought-Financial-Group

Data Enrichment

24% identified

21 identified68 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $161.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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464286871

Shares:178

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$161.9M)

46434V761

Shares:184

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$161.9M)

464286632

Shares:38

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$161.9M)

464286640

Shares:79

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$161.9M)

921937827

BSV|921937827

Shares:29

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$161.9M)

464289123

Shares:42

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$161.9M)

464289842

Shares:40

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$161.9M)

46434V779

Shares:74

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$161.9M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:0

Value:$5

% of Portfolio:0.0% ($5/$161.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464286871)✕	178	QoQ +14.10% (+22) YoY +17.10% (+26)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$161.9M)	QoQ +20.12% (+$523) YoY +32.06% (+$758)
(cusip46434V761)✕	184	QoQ +1.09% (+2) YoY +1.65% (+3)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$161.9M)	QoQ +4.10% (+$123) YoY +16.49% (+$442)
(cusip464286632)✕	38	QoQ -25.49% (-13) YoY -22.44% (-11)	All Managers (Combined)	$2.8K	0.0% ($2.8K/$161.9M)	QoQ -28.06% (-$1.1K) YoY -9.61% (-$302)
(cusip464286640)✕	79	QoQ +23.43% (+15) YoY +25.39% (+16)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$161.9M)	QoQ +45.70% (+$735) YoY +39.21% (+$660)
(BSVcusip921937827)	29	QoQ +61.11% (+11) YoY +123.07% (+16)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$161.9M)	QoQ +66.27% (+$906) YoY +135.30% (+$1.3K)
(cusip464289123)✕	42	QoQ +13.51% (+5) YoY +16.66% (+6)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$161.9M)	QoQ +6.70% (+$111) YoY +8.61% (+$140)
(cusip464289842)✕	40	QoQ 0.00% (+0) YoY +5.26% (+2)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$161.9M)	QoQ +8.62% (+$138) YoY +17.03% (+$253)
(cusip46434V779)✕	74	QoQ +5.71% (+4) YoY +2.77% (+2)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$161.9M)	QoQ +4.51% (+$57) YoY +4.43% (+$56)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	0	QoQ -(+0) YoY -(+0)	All Managers (Combined)	$5	0.0% ($5/$161.9M)	QoQ +25.00% (+$1) YoY +25.00% (+$1)