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4Thought Financial Group Inc.

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13F filer, CIK 1840261, SYOSSET, NY

4Thought Financial Group Inc. reported $202,218,843 across 99 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-24. Its ten largest share positions make up 68.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-26-047485

Period
2026-03-31
Reported value
$202M
Holdings
99
Top 10 weight
68.94%
New
11
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+4,186$2.72M
TLTadded+14,725$1.28M
BKLNadded+39,594$808K
AAPLnew+2,083$529K
VCLTadded+5,114$382K

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
IVVreduced-3,805-$2.49M
IEMGreduced-10,463-$730K
IJRreduced-4,978-$619K
IEFAreduced-5,760-$521K
IJHreduced-7,390-$499K

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, Q1 2026

Share positions as resolved from 13F-HR 0001213900-26-047485, largest first. % of portfolio is the value over $202,218,843, 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; 2024Q2: restricted; 2024Q3: 82,492 shares; 2024Q4: 83,243 shares; 2025Q1: 88,276 shares; 2025Q2: 83,998 shares; 2025Q3: 82,490 shares; 2025Q4: 85,587 shares; 2026Q1: 89,773 shares 89,773$58.4M28.87%+4,186Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,965 shares; 2024Q4: 19,047 shares; 2025Q1: 14,202 shares; 2025Q2: 35,828 shares; 2025Q3: 35,373 shares; 2025Q4: 32,955 shares; 2026Q1: 29,150 shares 29,150$19M9.42%-3,805Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,205 shares; 2024Q4: 79,479 shares; 2025Q1: 80,330 shares; 2025Q2: 104,252 shares; 2025Q3: 102,476 shares; 2025Q4: 101,475 shares; 2026Q1: 96,497 shares 96,497$12M5.93%-4,978Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,064 shares; 2024Q4: 33,103 shares; 2025Q1: 32,939 shares; 2025Q2: 41,203 shares; 2025Q3: 40,873 shares; 2025Q4: 42,077 shares; 2026Q1: 41,677 shares 41,677$12M5.92%-400Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,209 shares; 2024Q4: 95,306 shares; 2025Q1: 87,557 shares; 2025Q2: 87,973 shares; 2025Q3: 87,272 shares; 2025Q4: 89,494 shares; 2026Q1: 89,262 shares 89,262$8.67M4.29%-232Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,405 shares; 2024Q4: 166,059 shares; 2025Q1: 156,664 shares; 2025Q2: 159,631 shares; 2025Q3: 156,466 shares; 2025Q4: 158,272 shares; 2026Q1: 158,477 shares 158,477$8.57M4.24%+205Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,174 shares; 2024Q4: 189,246 shares; 2025Q1: 213,453 shares; 2025Q2: 197,511 shares; 2025Q3: 204,224 shares; 2025Q4: 213,833 shares; 2026Q1: 216,807 shares 216,807$5.26M2.6%+2,974Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,935 shares; 2024Q4: 212,728 shares; 2025Q1: 237,754 shares; 2025Q2: 221,195 shares; 2025Q3: 227,892 shares; 2025Q4: 239,722 shares; 2026Q1: 238,935 shares 238,935$5.23M2.59%-787Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,292 shares; 2024Q4: 166,019 shares; 2025Q1: 169,417 shares; 2025Q2: 192,006 shares; 2025Q3: 196,980 shares; 2025Q4: 205,895 shares; 2026Q1: 205,076 shares 205,076$5.18M2.56%-819Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,182 shares; 2024Q4: 222,607 shares; 2025Q1: 250,015 shares; 2025Q2: 233,230 shares; 2025Q3: 233,956 shares; 2025Q4: 245,470 shares; 2026Q1: 244,684 shares 244,684$5.12M2.53%-786Timeline
IBCAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,113 shares; 2026Q1: 179,466 shares 179,466$4.6M2.28%-647Timeline
IBDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,199 shares; 2024Q4: 161,455 shares; 2025Q1: 164,606 shares; 2025Q2: 168,539 shares; 2025Q3: 171,534 shares; 2025Q4: 175,251 shares; 2026Q1: 175,675 shares 175,675$4.54M2.25%+424Timeline
IBDZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,247 shares; 2025Q1: 162,405 shares; 2025Q2: 165,429 shares; 2025Q3: 170,739 shares; 2025Q4: 173,923 shares; 2026Q1: 174,091 shares 174,091$4.54M2.24%+168Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,414 shares; 2024Q4: 47,560 shares; 2025Q1: 49,581 shares; 2025Q2: 52,712 shares; 2025Q3: 54,246 shares; 2025Q4: 55,376 shares; 2026Q1: 60,490 shares 60,490$4.52M2.24%+5,114Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,148 shares; 2024Q4: 162,147 shares; 2025Q1: 187,396 shares; 2025Q2: 169,473 shares; 2025Q3: 178,139 shares; 2025Q4: 186,110 shares; 2026Q1: 184,581 shares 184,581$4.47M2.21%-1,529Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,457 shares; 2024Q4: 153,317 shares; 2025Q1: 176,930 shares; 2025Q2: 158,729 shares; 2025Q3: 166,716 shares; 2025Q4: 173,556 shares; 2026Q1: 174,348 shares 174,348$4.42M2.18%+792Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,637 shares; 2024Q4: 167,173 shares; 2025Q1: 191,908 shares; 2025Q2: 173,554 shares; 2025Q3: 181,845 shares; 2025Q4: 189,820 shares; 2026Q1: 186,651 shares 186,651$4.34M2.15%-3,169Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,335 shares; 2024Q4: 76,850 shares; 2025Q1: 60,627 shares; 2025Q2: 30,111 shares; 2025Q3: 45,488 shares; 2025Q4: 27,725 shares; 2026Q1: 42,450 shares 42,450$3.68M1.82%+14,725Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,304 shares; 2024Q4: 26,332 shares; 2025Q1: 17,366 shares; 2025Q2: 44,299 shares; 2025Q3: 43,472 shares; 2025Q4: 41,361 shares; 2026Q1: 35,601 shares 35,601$3.22M1.59%-5,760Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,419 shares; 2024Q4: 35,907 shares; 2025Q1: 26,157 shares; 2025Q2: 63,534 shares; 2025Q3: 62,771 shares; 2025Q4: 56,378 shares; 2026Q1: 45,915 shares 45,915$3.2M1.58%-10,463Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,828 shares; 2024Q4: 50 shares; 2025Q1: 31,341 shares; 2025Q2: 35,125 shares; 2025Q3: 15,167 shares; 2025Q4: 38,110 shares; 2026Q1: 30,720 shares 30,720$2.07M1.03%-7,390Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 2,869 shares; 2025Q1: 8,851 shares; 2025Q2: 2,804 shares; 2025Q3: 3,038 shares; 2025Q4: 8,891 shares; 2026Q1: 7,891 shares 7,891$1.55M0.77%-1,000Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 99 shares; 2025Q1: 101 shares; 2025Q2: 1,770 shares; 2025Q3: 2,012 shares; 2025Q4: 3,154 shares; 2026Q1: 4,238 shares 4,238$1.11M0.55%+1,084Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,847 shares; 2024Q4: 14,201 shares; 2025Q1: 14,388 shares; 2025Q2: 13,948 shares; 2025Q3: 13,947 shares; 2025Q4: 14,016 shares; 2026Q1: 53,610 shares 53,610$1.09M0.54%+39,594Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 517 shares; 2025Q2: 1,067 shares; 2025Q3: 810 shares; 2025Q4: 1,227 shares; 2026Q1: 1,703 shares 1,703$983K0.49%+476Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,017 shares; 2024Q4: 36,392 shares; 2025Q1: 35,129 shares; 2025Q2: 38,339 shares; 2025Q3: 37,452 shares; 2025Q4: 39,749 shares; 2026Q1: 42,508 shares 42,508$868K0.43%+2,759Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,927 shares; 2024Q4: 38,096 shares; 2025Q1: 36,736 shares; 2025Q2: 40,064 shares; 2025Q3: 39,116 shares; 2025Q4: 41,384 shares; 2026Q1: 44,261 shares 44,261$864K0.43%+2,877Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,581 shares; 2024Q4: 39,612 shares; 2025Q1: 38,233 shares; 2025Q2: 39,228 shares; 2025Q3: 38,263 shares; 2025Q4: 43,262 shares; 2026Q1: 46,259 shares 46,259$863K0.43%+2,997Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 3,879 shares; 2025Q1: 1,243 shares; 2025Q2: 3,826 shares; 2025Q3: 3,641 shares; 2025Q4: 1,182 shares; 2026Q1: 1,288 shares 1,288$549K0.27%+106Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,083 shares 2,083$529K0.26%newTimeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,596 shares; 2024Q4: 21,432 shares; 2025Q1: 21,654 shares; 2025Q2: 20,993 shares; 2025Q3: 20,950 shares; 2025Q4: 22,154 shares; 2026Q1: 22,062 shares 22,062$511K0.25%-92Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,043 shares; 2024Q4: 20,501 shares; 2025Q1: 20,756 shares; 2025Q2: 20,066 shares; 2025Q3: 20,022 shares; 2025Q4: 19,575 shares; 2026Q1: 19,144 shares 19,144$428K0.21%-431Timeline
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,820 shares; 2024Q4: 21,322 shares; 2025Q1: 21,601 shares; 2025Q2: 20,899 shares; 2025Q3: 20,874 shares; 2025Q4: 19,836 shares; 2026Q1: 19,711 shares 19,711$427K0.21%-125Timeline
BSJUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,861 shares; 2024Q4: 18,295 shares; 2025Q1: 18,522 shares; 2025Q2: 17,910 shares; 2025Q3: 17,891 shares; 2025Q4: 16,750 shares; 2026Q1: 16,217 shares 16,217$415K0.21%-533Timeline
BSJTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,352 shares; 2024Q4: 21,842 shares; 2025Q1: 22,122 shares; 2025Q2: 21,412 shares; 2025Q3: 21,405 shares; 2025Q4: 20,287 shares; 2026Q1: 19,663 shares 19,663$414K0.2%-624Timeline
BSJVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 13,982 shares; 2025Q1: 14,149 shares; 2025Q2: 13,686 shares; 2025Q3: 13,674 shares; 2025Q4: 16,403 shares; 2026Q1: 15,871 shares 15,871$413K0.2%-532Timeline
BSJXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,103 shares; 2026Q1: 16,546 shares 16,546$412K0.2%-557Timeline
BSJWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,854 shares; 2025Q1: 17,981 shares; 2025Q2: 17,344 shares; 2025Q3: 17,319 shares; 2025Q4: 17,243 shares; 2026Q1: 16,348 shares 16,348$412K0.2%-895Timeline
IBICISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,742 shares 13,742$356K0.18%newTimeline
IBIDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,495 shares 13,495$352K0.17%newTimeline
IBIEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,402 shares 13,402$352K0.17%newTimeline
IBIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,380 shares 13,380$351K0.17%newTimeline
IBIHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,389 shares 13,389$351K0.17%newTimeline
IBIFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,375 shares 13,375$351K0.17%newTimeline
IBIIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,536 shares 13,536$351K0.17%newTimeline
IBIJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,481 shares 13,481$350K0.17%newTimeline
IBIKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,601 shares 13,601$350K0.17%newTimeline
IBILISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,717 shares 13,717$350K0.17%newTimeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 4,862 shares; 2025Q1: 4,902 shares; 2025Q2: 4,936 shares; 2025Q3: 4,971 shares; 2025Q4: 5,010 shares; 2026Q1: 5,024 shares 5,024$290K0.14%+14Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,892 shares; 2024Q4: 3,979 shares; 2025Q1: 4,069 shares; 2025Q2: 3,953 shares; 2025Q3: 3,669 shares; 2025Q4: 3,185 shares; 2026Q1: 2,970 shares 2,970$279K0.14%-215Timeline
WIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,667 shares; 2025Q1: 8,919 shares; 2025Q2: 8,674 shares; 2025Q3: 8,684 shares; 2025Q4: 7,470 shares; 2026Q1: 7,042 shares 7,042$279K0.14%-428Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 13,132 shares; 2025Q1: 13,138 shares; 2025Q2: 12,551 shares; 2025Q3: 12,425 shares; 2025Q4: 12,247 shares; 2026Q1: 11,678 shares 11,678$256K0.13%-569Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 5,268 shares; 2025Q1: 4,692 shares; 2025Q2: 4,942 shares; 2025Q3: 4,777 shares; 2025Q4: 4,624 shares; 2026Q1: 4,727 shares 4,727$251K0.12%+103Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,275 shares; 2025Q1: 2,093 shares; 2025Q2: 2,182 shares; 2025Q3: 2,087 shares; 2025Q4: 2,003 shares; 2026Q1: 2,061 shares 2,061$250K0.12%+58Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 9,161 shares; 2025Q1: 8,952 shares; 2025Q2: 8,957 shares; 2025Q3: 9,237 shares; 2025Q4: 9,510 shares; 2026Q1: 9,529 shares 9,529$239K0.12%+19Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,817 shares; 2025Q1: 4,711 shares; 2025Q2: 4,773 shares; 2025Q3: 4,903 shares; 2025Q4: 4,989 shares; 2026Q1: 4,989 shares 4,989$237K0.12%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 678 shares; 2025Q1: 641 shares; 2025Q2: 649 shares; 2025Q3: 651 shares; 2025Q4: 620 shares; 2026Q1: 641 shares 641$206K0.1%+21Timeline
RSSSRESEARCH SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,185 shares; 2024Q4: 84,185 shares; 2025Q1: 84,185 shares; 2025Q2: 84,185 shares; 2025Q3: 84,185 shares; 2025Q4: 84,185 shares; 2026Q1: 83,406 shares 83,406$188K0.09%-779Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,967 shares; 2026Q1: 1,931 shares 1,931$159K0.08%-36Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,614 shares; 2025Q1: 1,566 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,253 shares; 2026Q1: 1,307 shares 1,307$122K0.06%+54Timeline
NUHYNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,376 shares; 2025Q1: 5,203 shares; 2025Q2: 5,238 shares; 2025Q3: 5,395 shares; 2025Q4: 5,600 shares; 2026Q1: 5,595 shares 5,595$118K0.06%-5Timeline
ETHOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,381 shares; 2025Q1: 1,292 shares; 2025Q2: 1,372 shares; 2025Q3: 1,376 shares; 2025Q4: 1,343 shares; 2026Q1: 1,260 shares 1,260$83.2K0.04%-83Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,640 shares; 2025Q1: 1,721 shares; 2025Q2: 1,688 shares; 2025Q3: 1,661 shares; 2025Q4: 1,631 shares; 2026Q1: 1,512 shares 1,512$71.1K0.04%-119Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 810 shares; 2025Q2: 801 shares; 2025Q3: 780 shares; 2025Q4: 795 shares; 2026Q1: 728 shares 728$69.6K0.03%-67Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 1,948 shares; 2025Q1: 1,903 shares; 2025Q2: 1,855 shares; 2025Q3: 1,764 shares; 2025Q4: 1,658 shares; 2026Q1: 1,525 shares 1,525$69.3K0.03%-133Timeline
UUPINVESCO DB US DLR INDEX TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,266 shares; 2025Q1: 3,389 shares; 2025Q2: 3,418 shares; 2025Q3: 3,418 shares; 2025Q4: 2,307 shares; 2026Q1: 2,378 shares 2,378$66.1K0.03%+71Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 793 shares; 2026Q1: 790 shares 790$59K0.03%-3Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 453 shares; 2025Q1: 510 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 817 shares; 2026Q1: 862 shares 862$57K0.03%+45Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 535 shares; 2026Q1: 584 shares 584$51.8K0.03%+49Timeline
STCESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares; 2026Q1: 786 shares 786$40.9K0.02%+106Timeline
IEUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: 582 shares 582$38.6K0.02%-12Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82$35.2K0.02%0Timeline
ECNSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 520 shares; 2025Q1: 527 shares; 2025Q2: 541 shares; 2025Q3: 542 shares; 2025Q4: 888 shares; 2026Q1: 947 shares 947$30.8K0.02%+59Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares; 2026Q1: 350 shares 350$29.5K0.01%-34Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 381 shares; 2025Q1: 425 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 480 shares; 2026Q1: 573 shares 573$26.8K0.01%+93Timeline
ASEAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,138 shares; 2025Q1: 1,227 shares; 2025Q2: 1,239 shares; 2025Q3: 1,266 shares; 2025Q4: 1,268 shares; 2026Q1: 1,278 shares 1,278$24.8K0.01%+10Timeline
AFKVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,104 shares; 2025Q1: 1,056 shares; 2025Q2: 1,065 shares; 2025Q3: 1,066 shares; 2025Q4: 852 shares; 2026Q1: 740 shares 740$19K0.01%-112Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 424 shares; 2026Q1: 388 shares 388$18.1K0.01%-36Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 413 shares; 2025Q1: 403 shares; 2025Q2: 409 shares; 2025Q3: 408 shares; 2025Q4: 312 shares; 2026Q1: 306 shares 306$16.8K0.01%-6Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 328 shares; 2025Q1: 562 shares; 2025Q2: 578 shares; 2025Q3: 579 shares; 2025Q4: 557 shares; 2026Q1: 431 shares 431$16.5K0.01%-126Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 191 shares; 2025Q1: 255 shares; 2025Q2: 257 shares; 2025Q3: 258 shares; 2025Q4: 157 shares; 2026Q1: 112 shares 112$13.8K0.01%-45Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 529 shares; 2025Q1: 556 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487$13.5K0.01%0Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 126 shares; 2025Q1: 228 shares; 2025Q2: 233 shares; 2025Q3: 234 shares; 2025Q4: 200 shares; 2026Q1: 179 shares 179$13.5K0.01%-21Timeline
VUSEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 237 shares; 2025Q1: 100 shares; 2025Q2: 187 shares; 2025Q3: 193 shares; 2025Q4: 199 shares; 2026Q1: 202 shares 202$12.7K0.01%+3Timeline
SDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 172 shares; 2025Q1: 77 shares; 2025Q2: 153 shares; 2025Q3: 151 shares; 2025Q4: 157 shares; 2026Q1: 151 shares 151$12.7K0.01%-6Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 71 shares; 2025Q1: 30 shares; 2025Q2: 57 shares; 2025Q3: 56 shares; 2025Q4: 57 shares; 2026Q1: 56 shares 56$12.4K0.01%-1Timeline
KSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 146 shares; 2025Q1: 157 shares; 2025Q2: 159 shares; 2025Q3: 157 shares; 2025Q4: 192 shares; 2026Q1: 235 shares 235$9.35K<0.01%+43Timeline
TURISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 147 shares; 2025Q1: 188 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 259 shares; 2026Q1: 239 shares 239$9.22K<0.01%-20Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 23 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 49 shares; 2025Q4: 58 shares; 2026Q1: 62 shares 62$8.51K<0.01%+4Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 183 shares; 2025Q1: 223 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 185 shares; 2026Q1: 178 shares 178$6.5K<0.01%-7Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 98 shares; 2025Q1: 89 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 89 shares; 2026Q1: 87 shares 87$6.14K<0.01%-2Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 18 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 41 shares; 2025Q4: 52 shares; 2026Q1: 57 shares 57$4.47K<0.01%+5Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 38 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 34 shares 34$3.92K<0.01%-5Timeline
UAEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 184 shares; 2025Q2: 192 shares; 2025Q3: 193 shares; 2025Q4: 196 shares; 2026Q1: 204 shares 204$3.8K<0.01%+8Timeline
EWHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 156 shares; 2025Q1: 178 shares; 2025Q2: 184 shares; 2025Q3: 183 shares; 2025Q4: 135 shares; 2026Q1: 126 shares 126$2.92K<0.01%-9Timeline
ECHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 79 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 73 shares; 2026Q1: 54 shares 54$2.14K<0.01%-19Timeline
EPUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 41 shares; 2025Q4: 31 shares; 2026Q1: 25 shares 25$2K<0.01%-6Timeline
ENZLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 37 shares; 2025Q1: 42 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 41 shares; 2026Q1: 42 shares 42$1.77K<0.01%+1Timeline
QATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 70 shares; 2025Q1: 74 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 86 shares; 2026Q1: 87 shares 87$1.61K<0.01%+1Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
JNKSPDR SERIES TRUST3,223$313Kshares
TIPISHARES TR2,575$283Kshares

How Q1 2026 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 0001213900-26-047485 base2026-04-24acceptance time not in the bulk data set