4Thought Financial Group Inc.
- SEC CIK
- 0001840261
- 最新申報
- 2026/7/28
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/19 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 100
- 較 2022 年第 1 季 +1
- 總值
- $1.07 億
- 較 2022 年第 1 季 −$616.7 萬 (−5.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 61,137 | $2,306 萬 | 21.6% | +5,438+9.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 25,270 | $958.1 萬 | 9.0% | +13,712+118.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 58,726 | $542.7 萬 | 5.1% | +13,171+28.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 27,402 | $539.7 萬 | 5.1% | +6,169+29.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 196,195 | $415.7 萬 | 3.9% | −4,371−2.2% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 96,491 | $401.9 萬 | 3.8% | −15,460−13.8% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 64,253 | $401.5 萬 | 3.8% | +7,199+12.6% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 154,844 | $369.6 萬 | 3.5% | −2,687−1.7% | 減碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 170,131 | $364.1 萬 | 3.4% | +3,318+2.0% | 加碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 174,623 | $363.3 萬 | 3.4% | +174,623 | 新進 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 134,608 | $332.5 萬 | 3.1% | −3,880−2.8% | 減碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 121,708 | $303.8 萬 | 2.9% | +864+0.7% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 126,396 | $300.7 萬 | 2.8% | −2,453−1.9% | 減碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 129,515 | $295.9 萬 | 2.8% | +1,936+1.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 130,073 | $272.5 萬 | 2.6% | −4,618−3.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 128,897 | $267.3 萬 | 2.5% | −3,405−2.6% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 20,783 | $228.7 萬 | 2.1% | −13,641−39.6% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 17,885 | $205.4 萬 | 1.9% | −28,956−61.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 26,685 | $157.0 萬 | 1.5% | +13,919+109.0% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 31,782 | $155.9 萬 | 1.5% | +16,474+107.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 10,676 | $86.6 萬 | 0.8% | −8,817−45.2% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,970 | $76.5 萬 | 0.7% | −13,731−60.5% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 36,453 | $72.8 萬 | 0.7% | −313−0.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 37,771 | $72.8 萬 | 0.7% | −1,682−4.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 35,556 | $72.7 萬 | 0.7% | −2,537−6.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 39,988 | $72.6 萬 | 0.7% | +131+0.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,948 | $65.3 萬 | 0.6% | +2,386+93.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,912 | $63.7 萬 | 0.6% | −1,123−27.8% | 減碼 | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 28,212 | $62.2 萬 | 0.6% | −3,205−10.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 26,886 | $61.7 萬 | 0.6% | −2,199−7.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 24,222 | $53.8 萬 | 0.5% | −1,920−7.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 23,373 | $51.3 萬 | 0.5% | −2,154−8.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 23,422 | $51.0 萬 | 0.5% | −1,921−7.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 23,246 | $49.1 萬 | 0.5% | −1,478−6.0% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 4,255 | $48.5 萬 | 0.5% | +1,795+73.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 18,505 | $36.9 萬 | 0.3% | +18,505 | 新進 | – |
| MDLZMondelez International, Inc. | Stock | 5,315 | $33.0 萬 | 0.3% | −94−1.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 14,247 | $29.8 萬 | 0.3% | −1,083−7.1% | 減碼 | – |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 6,441 | $29.1 萬 | 0.3% | −584−8.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 12,770 | $25.9 萬 | 0.2% | −1,793−12.3% | 減碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,829 | $25.7 萬 | 0.2% | −187−6.2% | 減碼 | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 10,674 | $24.7 萬 | 0.2% | −858−7.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,347 | $23.7 萬 | 0.2% | −4,095−75.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 947 | $21.4 萬 | 0.2% | +947 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 761 | $21.3 萬 | 0.2% | −2,458−76.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,018 | $19.2 萬 | 0.2% | +35+3.6% | 加碼 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 7,035 | $17.7 萬 | 0.2% | −5,539−44.1% | 減碼 | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 6,510 | $16.3 萬 | 0.2% | −6,096−48.4% | 減碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 2,911 | $15.4 萬 | 0.1% | +2,911 | 新進 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 6,099 | $15.1 萬 | 0.1% | −5,449−47.2% | 減碼 | – |
| RSSSResearch Solutions, Inc. | COM | 84,185 | $15.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,657 | $14.1 萬 | 0.1% | +1,485+863.4% | 加碼 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 1,464 | $13.5 萬 | 0.1% | +35+2.4% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,876 | $13.5 萬 | 0.1% | +45+2.5% | 加碼 | – |
| DBX ETF Tr233051762 | XTRACK MSCI CHNA | 3,855 | $13.1 萬 | 0.1% | +100+2.7% | 加碼 | – |
| iShares Inc464286145 | MSCI FRONTIER | 2,414 | $6.50 萬 | 0.1% | +124+5.4% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 1,270 | $6.20 萬 | 0.1% | +27+2.2% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 2,590 | $6.20 萬 | 0.1% | −34−1.3% | 減碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 896 | $4.70 萬 | <0.1% | +896 | 新進 | – |
| ETF Managers Tr26924G888 | ETHO CLIMATE LEA | 924 | $4.40 萬 | <0.1% | +37+4.2% | 加碼 | – |
| WisdomTree Tr97717X552 | EUROP OPPOR FD | 1,210 | $3.70 萬 | <0.1% | +76+6.7% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 218 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 1,442 | $2.90 萬 | <0.1% | +23+1.6% | 加碼 | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 591 | $2.90 萬 | <0.1% | +26+4.6% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 287 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 147 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 148 | $2.50 萬 | <0.1% | +4+2.8% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 733 | $2.40 萬 | <0.1% | −7−0.9% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 213 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 288 | $2.30 萬 | <0.1% | +5+1.8% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 363 | $2.30 萬 | <0.1% | −6−1.6% | 減碼 | – |
| Global X FDS37950E648 | GBL X FTSE ETF | 1,651 | $2.30 萬 | <0.1% | +51+3.2% | 加碼 | – |
| iShares MSCI India ETF46429B598 | ETF | 550 | $2.20 萬 | <0.1% | +18+3.4% | 加碼 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 161 | $2.20 萬 | <0.1% | +7+4.5% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 710 | $2.20 萬 | <0.1% | +7+1.0% | 加碼 | – |
| ETF Ser Solutions26922A503 | VIDENTCORE EQ FD | 546 | $2.10 萬 | <0.1% | +13+2.4% | 加碼 | – |
| VanEck Vectors ETF Tr92189F866 | AFRICA INDEX ETF | 1,116 | $1.90 萬 | <0.1% | +31+2.9% | 加碼 | – |
| iShares Inc464286509 | MSCI CDA ETF | 522 | $1.80 萬 | <0.1% | +21+4.2% | 加碼 | – |
| iShares Inc464286103 | MSCI AUST ETF | 746 | $1.60 萬 | <0.1% | +45+6.4% | 加碼 | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 262 | $1.50 萬 | <0.1% | +5+1.9% | 加碼 | – |
| iShares Tr46429B200 | CHINA SM-CAP ETF | 352 | $1.40 萬 | <0.1% | +14+4.1% | 加碼 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 481 | $1.30 萬 | <0.1% | +37+8.3% | 加碼 | – |
| iShares Inc464286582 | MSCI JAPN SMCETF | 205 | $1.30 萬 | <0.1% | +205 | 新進 | – |
| DISWalt Disney Co | Stock | 124 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286822 | MSCI MEXICO ETF | 212 | $1.00 萬 | <0.1% | +10+5.0% | 加碼 | – |
| iShares Inc464286715 | MSCI TURKEY ETF | 355 | $7,000 | <0.1% | +18+5.3% | 加碼 | – |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 151 | $6,000 | <0.1% | +6+4.1% | 加碼 | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 98 | $5,000 | <0.1% | +3+3.2% | 加碼 | – |
| iShares Inc464286871 | MSCI HONG KG ETF | 175 | $4,000 | <0.1% | +8+4.8% | 加碼 | – |
| FOXFox Corp | CL B COM | 124 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B606 | MSCI POLAND ETF | 271 | $4,000 | <0.1% | +11+4.2% | 加碼 | – |
| iShares Tr46434V761 | MSCI UAE ETF | 209 | $3,000 | <0.1% | +11+5.6% | 加碼 | – |
| iShares Inc464286632 | MSCI ISRAEL ETF | 53 | $3,000 | <0.1% | +2+3.9% | 加碼 | – |
| VanEck Vectors ETF Tr92189F403 | RUSSIA ETF | 591 | $3,000 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286640 | MSCI CHILE ETF | 94 | $2,000 | <0.1% | +6+6.8% | 加碼 | – |
| iShares Tr464289842 | MSCI PERU GL ETF | 60 | $2,000 | <0.1% | +5+9.1% | 加碼 | – |
| iShares Tr464289123 | NEW ZEALAND ETF | 47 | $2,000 | <0.1% | +2+4.4% | 加碼 | – |
| NWSNews Corp | CL B | 93 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V779 | MSCI QATAR ETF | 66 | $1,000 | <0.1% | +4+6.5% | 加碼 | – |
| VanEck Vectors ETF Tr92189F734 | RUSSIA SMALL CAP | 118 | $1,000 | <0.1% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（5 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DBX ETF Tr233051853 | XTRACK MSCI EURP | 4,656 | $16.0 萬 | 0.1% | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 4,807 | $12.6 萬 | 0.1% | 歷史 |
| iShares Tr46434V886 | HDG MSCI JAPAN | 1,233 | $4.80 萬 | <0.1% | – |
| WisdomTree Tr97717W521 | JAPAN OPPOR FD | 281 | $1.20 萬 | <0.1% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 23 | $4,000 | <0.1% | – |