CFO4Life Group as of Dec. 31, 2017
Portfolio Holdings for CFO4Life Group
CFO4Life Group holds 101 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Parcel Service (UPS) | 28.4 | $36M | 303k | 119.15 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 8.2 | $11M | 102k | 103.13 | |
| Ishares Tr msci usavalfct (VLUE) | 5.4 | $6.9M | 83k | 83.61 | |
| Ishares Tr usa min vo (USMV) | 5.1 | $6.5M | 123k | 52.78 | |
| Lennox International (LII) | 3.8 | $4.8M | 23k | 208.27 | |
| Darling International (DAR) | 3.7 | $4.7M | 261k | 18.13 | |
| Rydex S&P Equal Weight ETF | 3.6 | $4.6M | 45k | 101.03 | |
| iShares S&P SmallCap 600 Index (IJR) | 3.0 | $3.8M | 50k | 76.81 | |
| Apple (AAPL) | 2.6 | $3.3M | 20k | 169.22 | |
| Legacytexas Financial | 1.9 | $2.4M | 56k | 42.22 | |
| Goldman Sachs Etf Tr (GSLC) | 1.1 | $1.4M | 26k | 53.36 | |
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 1.1 | $1.4M | 81k | 16.73 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.3M | 12k | 106.98 | |
| Amgen (AMGN) | 1.0 | $1.2M | 7.0k | 173.83 | |
| Wells Fargo & Company (WFC) | 0.8 | $1.1M | 18k | 60.68 | |
| Lear Corporation (LEA) | 0.8 | $1.1M | 6.0k | 176.75 | |
| Xenia Hotels & Resorts (XHR) | 0.8 | $1.0M | 47k | 21.59 | |
| Vanguard Total Stock Market ETF (VTI) | 0.7 | $895k | 6.5k | 137.23 | |
| Facebook Inc cl a (META) | 0.7 | $838k | 4.8k | 176.42 | |
| Lam Research Corporation | 0.7 | $830k | 4.5k | 184.16 | |
| Southwest Airlines (LUV) | 0.6 | $814k | 12k | 65.46 | |
| Applied Materials (AMAT) | 0.6 | $759k | 15k | 51.12 | |
| Owens Corning (OC) | 0.6 | $734k | 8.0k | 91.92 | |
| Zions Bancorporation (ZION) | 0.6 | $738k | 15k | 50.81 | |
| D.R. Horton (DHI) | 0.6 | $710k | 14k | 51.09 | |
| ON Semiconductor (ON) | 0.6 | $716k | 34k | 20.94 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $709k | 673.00 | 1053.49 | |
| Lowe's Companies (LOW) | 0.6 | $700k | 7.5k | 92.97 | |
| VMware | 0.6 | $701k | 5.6k | 125.29 | |
| BP (BP) | 0.5 | $659k | 16k | 42.01 | |
| Centene Corporation (CNC) | 0.5 | $646k | 6.4k | 100.87 | |
| Comcast Corporation (CMCSA) | 0.5 | $637k | 16k | 40.04 | |
| Cdw (CDW) | 0.5 | $630k | 9.1k | 69.47 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.5 | $622k | 2.5k | 247.22 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.5 | $613k | 51k | 11.93 | |
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $595k | 13k | 45.92 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.5 | $577k | 38k | 15.38 | |
| Johnson & Johnson (JNJ) | 0.4 | $551k | 3.9k | 139.74 | |
| Gilead Sciences (GILD) | 0.4 | $541k | 7.6k | 71.59 | |
| Southern Company (SO) | 0.4 | $545k | 11k | 48.12 | |
| FedEx Corporation (FDX) | 0.4 | $528k | 2.1k | 249.65 | |
| Carnival Corporation (CCL) | 0.4 | $518k | 7.8k | 66.37 | |
| Mohawk Industries (MHK) | 0.4 | $521k | 1.9k | 275.81 | |
| Citizens Financial (CFG) | 0.4 | $493k | 12k | 42.01 | |
| Laboratory Corp. of America Holdings | 0.4 | $487k | 3.1k | 159.52 | |
| Alibaba Group Holding (BABA) | 0.4 | $484k | 2.8k | 172.49 | |
| iShares Russell 1000 Growth Index (IWF) | 0.4 | $463k | 3.4k | 134.75 | |
| BlackRock Enhanced Capital and Income (CII) | 0.3 | $439k | 27k | 16.39 | |
| Altria (MO) | 0.3 | $427k | 6.0k | 71.36 | |
| Celgene Corporation | 0.3 | $431k | 4.1k | 104.26 | |
| Db-x Msci Eafe Currency-hedged (DBEF) | 0.3 | $436k | 14k | 31.75 | |
| Comerica Incorporated (CMA) | 0.3 | $416k | 4.8k | 86.88 | |
| Powershares Etf Tr Ii s^p500 low vol | 0.3 | $418k | 8.8k | 47.77 | |
| American Electric Power Company (AEP) | 0.3 | $409k | 5.6k | 73.48 | |
| Royal Caribbean Cruises (RCL) | 0.3 | $381k | 3.2k | 119.25 | |
| Amazon (AMZN) | 0.3 | $380k | 325.00 | 1169.23 | |
| Procter & Gamble Company (PG) | 0.3 | $365k | 4.0k | 91.85 | |
| Magellan Midstream Partners | 0.3 | $367k | 5.2k | 71.01 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $364k | 8.1k | 44.83 | |
| Duke Energy (DUK) | 0.3 | $366k | 4.3k | 84.20 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $360k | 1.3k | 267.06 | |
| Enterprise Products Partners (EPD) | 0.3 | $352k | 13k | 26.50 | |
| Vanguard Growth ETF (VUG) | 0.3 | $359k | 2.5k | 140.84 | |
| CBS Corporation | 0.3 | $349k | 5.9k | 59.05 | |
| Union Pacific Corporation (UNP) | 0.3 | $347k | 2.6k | 134.29 | |
| Cognizant Technology Solutions (CTSH) | 0.3 | $329k | 4.6k | 71.07 | |
| Spectra Energy Partners | 0.3 | $332k | 8.4k | 39.56 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $312k | 3.7k | 83.60 | |
| Chevron Corporation (CVX) | 0.2 | $312k | 2.5k | 125.30 | |
| At&t (T) | 0.2 | $315k | 8.1k | 38.84 | |
| Snap-on Incorporated (SNA) | 0.2 | $312k | 1.8k | 174.20 | |
| Verizon Communications (VZ) | 0.2 | $315k | 6.0k | 52.91 | |
| Emerson Electric (EMR) | 0.2 | $293k | 4.2k | 69.68 | |
| Zix Corporation | 0.2 | $291k | 67k | 4.38 | |
| Icon (ICLR) | 0.2 | $296k | 2.6k | 112.08 | |
| Realty Income (O) | 0.2 | $276k | 4.8k | 56.94 | |
| Ishares Inc ctr wld minvl (ACWV) | 0.2 | $286k | 3.4k | 84.34 | |
| Lamar Advertising Co-a (LAMR) | 0.2 | $273k | 3.7k | 74.31 | |
| Chemours (CC) | 0.2 | $273k | 5.5k | 50.05 | |
| Coca-Cola Company (KO) | 0.2 | $252k | 5.5k | 45.94 | |
| Welltower Inc Com reit (WELL) | 0.2 | $254k | 4.0k | 63.82 | |
| Compass Minerals International (CMP) | 0.2 | $247k | 3.4k | 72.16 | |
| Microsoft Corporation (MSFT) | 0.2 | $243k | 2.8k | 85.47 | |
| Bristol Myers Squibb (BMY) | 0.2 | $241k | 3.9k | 61.31 | |
| AmeriGas Partners | 0.2 | $240k | 5.2k | 46.25 | |
| Retail Properties Of America | 0.2 | $237k | 18k | 13.43 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $245k | 234.00 | 1047.01 | |
| Pfizer (PFE) | 0.2 | $225k | 6.2k | 36.21 | |
| General Mills (GIS) | 0.2 | $228k | 3.8k | 59.39 | |
| Ventas (VTR) | 0.2 | $224k | 3.7k | 59.94 | |
| Powershares Exchange | 0.2 | $232k | 6.9k | 33.61 | |
| Powershares Etf Tr Ii em mrk low vol | 0.2 | $229k | 9.0k | 25.32 | |
| Noble Corp Plc equity | 0.2 | $234k | 52k | 4.53 | |
| Home Depot (HD) | 0.2 | $222k | 1.2k | 189.58 | |
| AmerisourceBergen (COR) | 0.2 | $221k | 2.4k | 91.85 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $210k | 1.6k | 127.43 | |
| Archer Daniels Midland Company (ADM) | 0.2 | $203k | 5.1k | 40.15 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $205k | 639.00 | 320.81 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 0.2 | $203k | 3.2k | 63.92 | |
| Alerian Mlp Etf | 0.1 | $171k | 16k | 10.80 | |
| Prospect Capital Corporation (PSEC) | 0.1 | $79k | 12k | 6.77 |