$484 Million is the total value of CFO4Life Group, LLC's 154 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DAR | DARLING INGREDIENTS INC | $27,362,000 | -3.6% | 394,884 | 0.0% | 5.66% | -14.4% | |
| IUSV | ISHARES TRcore s&p us vlu | $1,177,000 | +7.7% | 15,423 | 0.0% | 0.24% | -4.3% | |
| ITOT | ISHARES TRcore s&p ttl stk | $492,000 | +8.6% | 4,600 | 0.0% | 0.10% | -2.9% | |
| AOM | ISHARES TRmodert alloc etf | $361,000 | +1.7% | 7,935 | 0.0% | 0.08% | -9.6% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $298,000 | +10.0% | 1,347 | 0.0% | 0.06% | -1.6% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $283,000 | +9.3% | 5,325 | 0.0% | 0.06% | -1.7% | |
| CWK | CUSHMAN WAKEFIELD PLC | $230,000 | +19.8% | 10,325 | 0.0% | 0.05% | +6.7% | |
| XHR | XENIA HOTELS & RESORTS INC | $229,000 | +2.2% | 12,628 | 0.0% | 0.05% | -9.6% | |
| COMS | COMSOVEREIGN HLDG CORP | $50,000 | -52.8% | 66,067 | 0.0% | 0.01% | -60.0% | |
| BCLI | BRAINSTORM CELL THERAPEUTICS | $48,000 | +20.0% | 12,000 | 0.0% | 0.01% | +11.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-10
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.