$240 Million is the total value of CFO4Life Group, LLC's 124 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XHR | XENIA HOTELS & RESORTS INC | $1,124,000 | +23.5% | 46,148 | 0.0% | 0.47% | -39.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $547,000 | -10.2% | 12,958 | 0.0% | 0.23% | -55.7% | |
| IWF | ISHARES TRrus 1000 grw etf | $494,000 | +5.6% | 3,436 | 0.0% | 0.21% | -48.0% | |
| ZIXI | ZIX CORP | $358,000 | +26.1% | 66,500 | 0.0% | 0.15% | -37.9% | |
| VEA | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $348,000 | -3.1% | 8,120 | 0.0% | 0.14% | -52.3% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $308,000 | +5.5% | 2,056 | 0.0% | 0.13% | -47.8% | |
| RPAI | RETAIL PPTYS AMER INCcl a | $226,000 | +9.7% | 17,648 | 0.0% | 0.09% | -46.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $222,000 | +3.7% | 1,648 | 0.0% | 0.09% | -48.6% | |
| SVRA | SAVARA INC | $128,000 | +23.1% | 11,289 | 0.0% | 0.05% | -39.8% | |
| PSEC | PROSPECT CAPITAL CORPORATION | $78,000 | +2.6% | 11,676 | 0.0% | 0.03% | -48.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 27 | Q3 2023 | 30.8% |
| ISHARES TR | 27 | Q3 2023 | 9.2% |
| DARLING INGREDIENTS INC | 27 | Q3 2023 | 9.0% |
| APPLE INC | 27 | Q3 2023 | 5.8% |
| ISHARES TR | 27 | Q3 2023 | 7.3% |
| ISHARES TR | 27 | Q3 2023 | 6.1% |
| LENNOX INTL INC | 27 | Q3 2023 | 3.8% |
| PROCTER & GAMBLE CO | 27 | Q3 2023 | 1.3% |
| ALPHABET INC | 27 | Q3 2023 | 0.8% |
| META PLATFORMS INC | 27 | Q3 2023 | 1.1% |
View CFO4Life Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR/A | 2024-02-12 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-02 |
View CFO4Life Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.