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Jesse Mackey

4thought Financial Group Inc.

Assets Managed
$202.219M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
0.15%(2Q avg: 1.12%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in 4thought Financial Group Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of 4thought Financial Group Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 202.219M in assets, with a quarterly growth rate of 0.15% and a 2-quarter average growth rate of 1.12%. The portfolio is managed by Jesse Mackey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.9%
28.88%
$58.383M
89,773 shares@ $650.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -11.54%
9.42%
$19.041M
29,150 shares@ $653.22 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -4.9%
5.94%
$11.996M
96,497 shares@ $124.32 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -0.95%
5.92%
$11.969M
41,677 shares@ $287.18 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.25%
4.29%
$8.67M
89,262 shares@ $97.14 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 0.13%
4.24%
$8.566M
158,477 shares@ $54.05 avg price
IBDS
Ishrs Ibnds Dec 27 Corp Etf
Recent Activity
Increased 1.4%
2.6%
$5.255M
216,807 shares@ $24.25 avg price
IBDV
Ishares Ibonds Dec 2030 Corp
Recent Activity
Decreased -0.32%
2.59%
$5.23M
238,935 shares@ $21.89 avg price
IBDX
Ishares Ibonds Dec 2032 Tc
Recent Activity
Decreased -0.39%
2.57%
$5.182M
205,076 shares@ $25.28 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Decreased -0.32%
2.54%
$5.121M
244,684 shares@ $20.94 avg price

1-10 of 99