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4Thought Financial Group Inc.

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13F filer, CIK 1840261, SYOSSET, NY

4Thought Financial Group Inc. reported $188,226,427 across 90 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 70.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-066335

Period
2025-06-30
Reported value
$188M
Holdings
90
Top 10 weight
70.26%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+21,626$13.4M
IJRadded+23,922$2.61M
VOadded+8,264$2.31M
IEFAadded+26,933$2.25M
IEMGadded+37,377$2.24M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TLTreduced-30,516-$2.69M
SPYreduced-4,278-$2.64M
VTVreduced-6,047-$1.07M
IBDTreduced-18,201-$463K
IBDRreduced-17,923-$435K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001213900-25-066335, largest first. % of portfolio is the value over $188,226,427, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,492 shares; 2024Q4: 83,243 shares; 2025Q1: 88,276 shares; 2025Q2: 83,998 shares 83,998$51.9M27.57%-4,278Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,965 shares; 2024Q4: 19,047 shares; 2025Q1: 14,202 shares; 2025Q2: 35,828 shares 35,828$22.2M11.82%+21,626Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,064 shares; 2024Q4: 33,103 shares; 2025Q1: 32,939 shares; 2025Q2: 41,203 shares 41,203$11.5M6.13%+8,264Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,205 shares; 2024Q4: 79,479 shares; 2025Q1: 80,330 shares; 2025Q2: 104,252 shares 104,252$11.4M6.05%+23,922Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,405 shares; 2024Q4: 166,059 shares; 2025Q1: 156,664 shares; 2025Q2: 159,631 shares 159,631$7.9M4.19%+2,967Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,209 shares; 2024Q4: 95,306 shares; 2025Q1: 87,557 shares; 2025Q2: 87,973 shares 87,973$7.86M4.18%+416Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,182 shares; 2024Q4: 222,607 shares; 2025Q1: 250,015 shares; 2025Q2: 233,230 shares 233,230$4.91M2.61%-16,785Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,935 shares; 2024Q4: 212,728 shares; 2025Q1: 237,754 shares; 2025Q2: 221,195 shares 221,195$4.86M2.58%-16,559Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,292 shares; 2024Q4: 166,019 shares; 2025Q1: 169,417 shares; 2025Q2: 192,006 shares 192,006$4.85M2.58%+22,589Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,174 shares; 2024Q4: 189,246 shares; 2025Q1: 213,453 shares; 2025Q2: 197,511 shares 197,511$4.79M2.55%-15,942Timeline
IBDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,199 shares; 2024Q4: 161,455 shares; 2025Q1: 164,606 shares; 2025Q2: 168,539 shares 168,539$4.37M2.32%+3,933Timeline
IBDZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,247 shares; 2025Q1: 162,405 shares; 2025Q2: 165,429 shares 165,429$4.32M2.3%+3,024Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,148 shares; 2024Q4: 162,147 shares; 2025Q1: 187,396 shares; 2025Q2: 169,473 shares 169,473$4.11M2.18%-17,923Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,947 shares; 2024Q4: 155,038 shares; 2025Q1: 178,938 shares; 2025Q2: 162,067 shares 162,067$4.08M2.17%-16,871
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,637 shares; 2024Q4: 167,173 shares; 2025Q1: 191,908 shares; 2025Q2: 173,554 shares 173,554$4.05M2.15%-18,354Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,457 shares; 2024Q4: 153,317 shares; 2025Q1: 176,930 shares; 2025Q2: 158,729 shares 158,729$4.03M2.14%-18,201Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,414 shares; 2024Q4: 47,560 shares; 2025Q1: 49,581 shares; 2025Q2: 52,712 shares 52,712$4M2.13%+3,131Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,419 shares; 2024Q4: 35,907 shares; 2025Q1: 26,157 shares; 2025Q2: 63,534 shares 63,534$3.81M2.03%+37,377Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,304 shares; 2024Q4: 26,332 shares; 2025Q1: 17,366 shares; 2025Q2: 44,299 shares 44,299$3.7M1.96%+26,933Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,335 shares; 2024Q4: 76,850 shares; 2025Q1: 60,627 shares; 2025Q2: 30,111 shares 30,111$2.66M1.41%-30,516Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,828 shares; 2024Q4: 50 shares; 2025Q1: 31,341 shares; 2025Q2: 35,125 shares 35,125$2.18M1.16%+3,784Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 3,879 shares; 2025Q1: 1,243 shares; 2025Q2: 3,826 shares 3,826$1.62M0.86%+2,583Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,017 shares; 2024Q4: 36,392 shares; 2025Q1: 35,129 shares; 2025Q2: 38,339 shares 38,339$786K0.42%+3,210Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,927 shares; 2024Q4: 38,096 shares; 2025Q1: 36,736 shares; 2025Q2: 40,064 shares 40,064$782K0.42%+3,328Timeline
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,558 shares; 2024Q4: 35,939 shares; 2025Q1: 34,657 shares; 2025Q2: 37,795 shares 37,795$782K0.42%+3,138
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,581 shares; 2024Q4: 39,612 shares; 2025Q1: 38,233 shares; 2025Q2: 39,228 shares 39,228$734K0.39%+995Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 517 shares; 2025Q2: 1,067 shares 1,067$589K0.31%+550Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,819 shares; 2024Q4: 22,755 shares; 2025Q1: 22,982 shares; 2025Q2: 22,213 shares 22,213$512K0.27%-769
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 2,869 shares; 2025Q1: 8,851 shares; 2025Q2: 2,804 shares 2,804$496K0.26%-6,047Timeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,596 shares; 2024Q4: 21,432 shares; 2025Q1: 21,654 shares; 2025Q2: 20,993 shares 20,993$490K0.26%-661Timeline
BSJUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,861 shares; 2024Q4: 18,295 shares; 2025Q1: 18,522 shares; 2025Q2: 17,910 shares 17,910$466K0.25%-612Timeline
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,820 shares; 2024Q4: 21,322 shares; 2025Q1: 21,601 shares; 2025Q2: 20,899 shares 20,899$461K0.24%-702Timeline
BSJTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,352 shares; 2024Q4: 21,842 shares; 2025Q1: 22,122 shares; 2025Q2: 21,412 shares 21,412$461K0.24%-710Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,043 shares; 2024Q4: 20,501 shares; 2025Q1: 20,756 shares; 2025Q2: 20,066 shares 20,066$456K0.24%-690Timeline
BSJWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,854 shares; 2025Q1: 17,981 shares; 2025Q2: 17,344 shares 17,344$444K0.24%-637Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 99 shares; 2025Q1: 101 shares; 2025Q2: 1,770 shares 1,770$419K0.22%+1,669Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,892 shares; 2024Q4: 3,979 shares; 2025Q1: 4,069 shares; 2025Q2: 3,953 shares 3,953$366K0.19%-116Timeline
BSJVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 13,982 shares; 2025Q1: 14,149 shares; 2025Q2: 13,686 shares 13,686$365K0.19%-463Timeline
WIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,667 shares; 2025Q1: 8,919 shares; 2025Q2: 8,674 shares 8,674$346K0.18%-245Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 4,862 shares; 2025Q1: 4,902 shares; 2025Q2: 4,936 shares 4,936$333K0.18%+34Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 3,290 shares; 2025Q1: 3,320 shares; 2025Q2: 3,211 shares 3,211$312K0.17%-109Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 13,132 shares; 2025Q1: 13,138 shares; 2025Q2: 12,551 shares 12,551$295K0.16%-587Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,847 shares; 2024Q4: 14,201 shares; 2025Q1: 14,388 shares; 2025Q2: 13,948 shares 13,948$292K0.16%-440Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,727 shares; 2025Q1: 2,719 shares; 2025Q2: 2,620 shares 2,620$288K0.15%-99Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,275 shares; 2025Q1: 2,093 shares; 2025Q2: 2,182 shares 2,182$253K0.13%+89Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 5,268 shares; 2025Q1: 4,692 shares; 2025Q2: 4,942 shares 4,942$252K0.13%+250Timeline
RSSSRESEARCH SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,185 shares; 2024Q4: 84,185 shares; 2025Q1: 84,185 shares; 2025Q2: 84,185 shares 84,185$242K0.13%0Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,817 shares; 2025Q1: 4,711 shares; 2025Q2: 4,773 shares 4,773$227K0.12%+62Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 9,161 shares; 2025Q1: 8,952 shares; 2025Q2: 8,957 shares 8,957$225K0.12%+5Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 678 shares; 2025Q1: 641 shares; 2025Q2: 649 shares 649$197K0.1%+8Timeline
DBEUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 2,863 shares; 2025Q1: 3,064 shares; 2025Q2: 3,192 shares 3,192$141K0.07%+128Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,614 shares; 2025Q1: 1,566 shares; 2025Q2: 1,598 shares 1,598$140K0.07%+32Timeline
NUHYNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,376 shares; 2025Q1: 5,203 shares; 2025Q2: 5,238 shares 5,238$114K0.06%+35Timeline
UUPINVESCO DB US DLR INDEX TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,266 shares; 2025Q1: 3,389 shares; 2025Q2: 3,418 shares 3,418$91.9K0.05%+29Timeline
ETHOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,381 shares; 2025Q1: 1,292 shares; 2025Q2: 1,372 shares 1,372$79.8K0.04%+80Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 1,948 shares; 2025Q1: 1,903 shares; 2025Q2: 1,855 shares 1,855$72.6K0.04%-48Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 810 shares; 2025Q2: 801 shares 801$71.5K0.04%-9Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,640 shares; 2025Q1: 1,721 shares; 2025Q2: 1,688 shares 1,688$69.8K0.04%-33Timeline
OPPEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 776 shares; 2025Q1: 835 shares; 2025Q2: 864 shares 864$40.3K0.02%+29Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 453 shares; 2025Q1: 510 shares; 2025Q2: 520 shares 520$32.3K0.02%+10Timeline
HEWJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 639 shares; 2025Q1: 612 shares; 2025Q2: 617 shares 617$27.6K0.01%+5Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 81 shares; 2025Q2: 81 shares 81$24.8K0.01%0Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 381 shares; 2025Q1: 425 shares; 2025Q2: 428 shares 428$23.9K0.01%+3Timeline
AFKVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,104 shares; 2025Q1: 1,056 shares; 2025Q2: 1,065 shares 1,065$21.5K0.01%+9Timeline
ASEAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,138 shares; 2025Q1: 1,227 shares; 2025Q2: 1,239 shares 1,239$20.2K0.01%+12Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 413 shares; 2025Q1: 403 shares; 2025Q2: 409 shares 409$18.9K0.01%+6Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 191 shares; 2025Q1: 255 shares; 2025Q2: 257 shares 257$18.5K0.01%+2Timeline
ECNSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 520 shares; 2025Q1: 527 shares; 2025Q2: 541 shares 541$17.1K0.01%+14Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 328 shares; 2025Q1: 562 shares; 2025Q2: 578 shares 578$16.7K0.01%+16Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 529 shares; 2025Q1: 556 shares; 2025Q2: 570 shares 570$15K0.01%+14Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 126 shares; 2025Q1: 228 shares; 2025Q2: 233 shares 233$14.1K0.01%+5Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares 74$13K0.01%newTimeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 71 shares; 2025Q1: 30 shares; 2025Q2: 57 shares 57$12K0.01%+27Timeline
VUSEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 237 shares; 2025Q1: 100 shares; 2025Q2: 187 shares 187$11.8K0.01%+87Timeline
SDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 172 shares; 2025Q1: 77 shares; 2025Q2: 153 shares 153$11.6K0.01%+76Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 183 shares; 2025Q1: 223 shares; 2025Q2: 229 shares 229$7.39K<0.01%+6Timeline
OPPJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 199 shares; 2025Q1: 193 shares; 2025Q2: 198 shares 198$7.25K<0.01%+5Timeline
TURISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 147 shares; 2025Q1: 188 shares; 2025Q2: 193 shares 193$6.21K<0.01%+5Timeline
KSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 146 shares; 2025Q1: 157 shares; 2025Q2: 159 shares 159$6.12K<0.01%+2Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 98 shares; 2025Q1: 89 shares; 2025Q2: 90 shares 90$5.17K<0.01%+1Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 23 shares; 2025Q1: 38 shares; 2025Q2: 38 shares 38$4.87K<0.01%0Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 38 shares; 2025Q2: 39 shares 39$3.66K<0.01%+1Timeline
EWHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 156 shares; 2025Q1: 178 shares; 2025Q2: 184 shares 184$3.65K<0.01%+6Timeline
UAEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 184 shares; 2025Q2: 192 shares 192$3.6K<0.01%+8Timeline
ECHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 79 shares; 2025Q2: 81 shares 81$2.54K<0.01%+2Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 18 shares; 2025Q1: 29 shares; 2025Q2: 30 shares 30$2.34K<0.01%+1Timeline
EPUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares 40$1.97K<0.01%0Timeline
ENZLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 37 shares; 2025Q1: 42 shares; 2025Q2: 43 shares 43$1.95K<0.01%+1Timeline
QATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 70 shares; 2025Q1: 74 shares; 2025Q2: 76 shares 76$1.42K<0.01%+2Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares 0$4<0.01%0Amount filed as zero, left out of ratios.Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001213900-25-066335 base2025-07-22acceptance time not in the bulk data set