$237 Million is the total value of CFO4Life Group, LLC's 135 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TRcore s&p ttl stk | $1,534,000 | +8.4% | 21,100 | 0.0% | 0.65% | +2.2% | |
| JMST | JP MORGAN EXCHANGE TRADED FDultra sht muncpl | $1,416,000 | +0.1% | 28,053 | 0.0% | 0.60% | -5.5% | |
| IUSV | ISHARES TRcore s&p us vlu | $972,000 | +9.1% | 15,423 | 0.0% | 0.41% | +2.8% | |
| FOCS | FOCUS FINL PARTNERS INC | $677,000 | +23.8% | 22,989 | 0.0% | 0.29% | +16.7% | |
| SPLV | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $547,000 | +0.7% | 9,384 | 0.0% | 0.23% | -4.9% | |
| ZIXI | ZIX CORP | $427,000 | -6.4% | 63,000 | 0.0% | 0.18% | -11.3% | |
| IWF | ISHARES TRrus 1000 grw etf | $369,000 | +10.1% | 2,097 | 0.0% | 0.16% | +4.0% | |
| AOM | ISHARES TRmodert alloc etf | $318,000 | +1.9% | 7,935 | 0.0% | 0.13% | -4.3% | |
| XHR | XENIA HOTELS & RESORTS INC | $273,000 | +2.2% | 12,628 | 0.0% | 0.12% | -4.2% | |
| YUM | YUM BRANDS INC | $265,000 | -11.1% | 2,628 | 0.0% | 0.11% | -16.4% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $262,000 | +7.4% | 1,648 | 0.0% | 0.11% | +1.8% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $259,000 | +12.6% | 1,218 | 0.0% | 0.11% | +5.8% | |
| BDX | BECTON DICKINSON & CO | $247,000 | +7.4% | 910 | 0.0% | 0.10% | +1.0% | |
| RPAI | RETAIL PPTYS AMER INCcl a | $236,000 | +8.8% | 17,648 | 0.0% | 0.10% | +3.1% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $235,000 | +9.8% | 1,288 | 0.0% | 0.10% | +3.1% | |
| EW | EDWARDS LIFESCIENCES CORP | $224,000 | +6.2% | 960 | 0.0% | 0.10% | 0.0% | |
| DIS | DISNEY WALT CO | $224,000 | +10.9% | 1,550 | 0.0% | 0.10% | +4.4% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $223,000 | +9.3% | 1,123 | 0.0% | 0.09% | +3.3% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $219,000 | +5.3% | 2,901 | 0.0% | 0.09% | 0.0% | |
| XMLV | INVESCO EXCHNG TRADED FD TRs&p midcp low | $217,000 | +2.4% | 4,025 | 0.0% | 0.09% | -3.2% | |
| NEBLQ | NOBLE CORP PLC | $48,000 | -2.0% | 38,941 | 0.0% | 0.02% | -9.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 30 | Q2 2024 | 30.8% |
| ISHARES TR | 30 | Q2 2024 | 9.2% |
| DARLING INGREDIENTS INC | 30 | Q2 2024 | 9.0% |
| APPLE INC | 30 | Q2 2024 | 5.8% |
| ISHARES TR | 30 | Q2 2024 | 7.3% |
| ISHARES TR | 30 | Q2 2024 | 6.1% |
| LENNOX INTL INC | 30 | Q2 2024 | 3.8% |
| PROCTER & GAMBLE CO | 30 | Q2 2024 | 1.3% |
| ALPHABET INC | 30 | Q2 2024 | 0.9% |
| META PLATFORMS INC | 30 | Q2 2024 | 1.1% |
View CFO4Life Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-07-31 |
| 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 |
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.