Long-term investor
4thought Financial Group Inc. @4thoughtfinancialgroupin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001840261).
Record
- Tracked since 2025-06-30 (445 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +13.8% · all +13.8%
- Max drawdown n/a · win rate 60% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 29.6% · long · since 2025-06-30
- IVV · 7.0% · long · since 2025-06-30
- VO · 5.7% · long · since 2025-06-30
- IJR · 5.6% · long · since 2025-06-30
- EFA · 4.5% · long · since 2025-06-30
- VWO · 4.5% · long · since 2025-06-30
- TLT · 3.5% · long · since 2025-06-30
- IBDS · 3.0% · long · since 2025-06-30
- IBDV · 3.0% · long · since 2025-06-30
- IBDX · 3.0% · long · since 2025-06-30
- IBDW · 3.0% · long · since 2025-06-30
- IBDR · 2.6% · long · since 2025-06-30