CFO4Life

CFO4Life Group as of June 30, 2020

Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 127 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Parcel Service CL B (UPS) 13.6 $35M 318k 111.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $19M 67k 283.42
Ishares Tr Usa Quality Fctr (QUAL) 5.7 $15M 156k 95.92
Ishares Tr Usa Momentum Fct (MTUM) 5.4 $14M 108k 131.00
Ishares Tr Msci Min Vol Etf (USMV) 5.1 $13M 221k 60.63
Apple (AAPL) 4.8 $13M 35k 364.81
Darling International (DAR) 4.5 $12M 477k 24.62
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 3.6 $9.3M 169k 54.79
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 3.0 $7.8M 287k 27.04
Microsoft Corporation (MSFT) 2.9 $7.6M 37k 203.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.9 $7.5M 85k 88.34
Amazon (AMZN) 2.7 $7.0M 2.5k 2758.74
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $6.6M 96k 68.29
Home Depot (HD) 2.4 $6.3M 25k 250.51
Visa Com Cl A (V) 2.4 $6.2M 32k 193.18
Lennox International (LII) 1.7 $4.5M 20k 232.97
Mastercard Incorporated Cl A (MA) 1.6 $4.3M 14k 295.68
Waste Management (WM) 1.4 $3.6M 34k 105.92
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.7M 18k 156.50
CSX Corporation (CSX) 1.0 $2.7M 38k 69.73
Procter & Gamble Company (PG) 1.0 $2.5M 21k 119.57
Wal-Mart Stores (WMT) 1.0 $2.5M 21k 119.76
Pepsi (PEP) 0.9 $2.4M 18k 132.25
Prosperity Bancshares (PB) 0.9 $2.4M 40k 59.39
BlackRock (BLK) 0.8 $2.1M 3.8k 544.11
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.9M 1.3k 1413.32
Facebook Cl A (META) 0.7 $1.8M 7.7k 227.04
3M Company (MMM) 0.6 $1.7M 11k 155.98
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $1.5M 51k 30.21
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $1.4M 22k 62.59
Cisco Systems (CSCO) 0.5 $1.4M 29k 46.64
Johnson & Johnson (JNJ) 0.5 $1.3M 9.5k 140.60
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.3M 906.00 1418.32
Exxon Mobil Corporation (XOM) 0.5 $1.2M 27k 44.73
Intel Corporation (INTC) 0.4 $1.2M 19k 59.81
Ishares Tr Core Total Usd (IUSB) 0.4 $1.1M 21k 54.35
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.4 $1.1M 22k 50.99
Pfizer (PFE) 0.4 $1.1M 33k 32.69
At&t (T) 0.4 $922k 31k 30.22
Ishares Tr Core Msci Total (IXUS) 0.3 $910k 17k 54.50
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.3 $901k 18k 50.04
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $806k 15k 52.26
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.3 $795k 30k 26.59
Citigroup Com New (C) 0.3 $768k 15k 51.11
Focus Finl Partners Com Cl A 0.3 $760k 23k 33.06
JPMorgan Chase & Co. (JPM) 0.3 $759k 8.1k 94.11
Chevron Corporation (CVX) 0.3 $735k 8.2k 89.25
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.3 $694k 50k 13.95
UnitedHealth (UNH) 0.3 $693k 2.3k 295.02
Coca-Cola Company (KO) 0.3 $661k 15k 44.68
Bristol Myers Squibb (BMY) 0.2 $544k 9.3k 58.80
Comcast Corp Cl A (CMCSA) 0.2 $534k 14k 38.94
Enbridge (ENB) 0.2 $531k 18k 30.42
Altria (MO) 0.2 $518k 13k 39.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $514k 1.7k 308.15
Novartis Sponsored Adr (NVS) 0.2 $514k 5.9k 87.36
ConocoPhillips (COP) 0.2 $513k 12k 42.02
Adobe Systems Incorporated (ADBE) 0.2 $471k 1.1k 434.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $469k 2.6k 178.67
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $466k 9.4k 49.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $463k 12k 39.58
Zix Corporation 0.2 $435k 63k 6.90
Lam Research Corporation (LRCX) 0.2 $434k 1.3k 323.64
Bain Cap Specialty Fin Com Stk (BCSF) 0.2 $420k 38k 11.07
Verizon Communications (VZ) 0.2 $414k 7.5k 55.17
Amgen (AMGN) 0.2 $414k 1.8k 235.63
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.2 $410k 8.1k 50.72
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $403k 2.1k 192.18
Arbor Realty Trust (ABR) 0.2 $401k 43k 9.24
Union Pacific Corporation (UNP) 0.2 $399k 2.4k 168.85
Progressive Corporation (PGR) 0.2 $397k 5.0k 80.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $369k 1.5k 247.65
Fortinet (FTNT) 0.1 $356k 2.6k 137.29
Leidos Holdings (LDOS) 0.1 $352k 3.8k 93.64
Charles River Laboratories (CRL) 0.1 $349k 2.0k 174.33
McDonald's Corporation (MCD) 0.1 $345k 1.9k 184.49
Duke Energy Corp Com New (DUK) 0.1 $343k 4.3k 79.80
Electronic Arts (EA) 0.1 $342k 2.6k 132.15
Akamai Technologies (AKAM) 0.1 $338k 3.2k 107.23
Icon SHS (ICLR) 0.1 $337k 2.0k 168.58
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $337k 1.3k 255.69
Disney Walt Com Disney (DIS) 0.1 $337k 3.0k 111.37
Lamar Advertising Cl A (LAMR) 0.1 $332k 5.0k 66.85
Thermo Fisher Scientific (TMO) 0.1 $331k 914.00 362.14
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $327k 1.5k 215.84
Applied Materials (AMAT) 0.1 $325k 5.4k 60.45
Cdw (CDW) 0.1 $321k 2.8k 116.22
Qorvo (QRVO) 0.1 $319k 2.9k 110.42
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $319k 4.6k 69.35
Ishares Tr Modert Alloc Etf (AOM) 0.1 $316k 7.9k 39.82
Lululemon Athletica (LULU) 0.1 $312k 1.0k 312.00
Stryker Corporation (SYK) 0.1 $304k 1.7k 180.42
Booking Holdings (BKNG) 0.1 $296k 186.00 1591.40
BlackRock Enhanced Capital and Income (CII) 0.1 $282k 20k 14.48
Northrop Grumman Corporation (NOC) 0.1 $276k 897.00 307.69
Keysight Technologies (KEYS) 0.1 $273k 2.7k 100.81
Gilead Sciences (GILD) 0.1 $272k 3.5k 77.03
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $272k 1.6k 165.05
L3harris Technologies (LHX) 0.1 $263k 1.5k 169.90
Netflix (NFLX) 0.1 $262k 575.00 455.65
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $261k 6.1k 43.10
Vanguard Index Fds Growth Etf (VUG) 0.1 $260k 1.3k 201.86
Philip Morris International (PM) 0.1 $260k 3.7k 69.99
Anthem (ELV) 0.1 $256k 973.00 263.10
Lockheed Martin Corporation (LMT) 0.1 $251k 687.00 365.36
Enterprise Products Partners (EPD) 0.1 $249k 14k 18.17
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $249k 3.2k 77.74
BP Sponsored Adr (BP) 0.1 $241k 10k 23.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $231k 2.8k 82.94
Yum! Brands (YUM) 0.1 $228k 2.6k 86.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $224k 1.1k 199.47
Caterpillar (CAT) 0.1 $219k 1.7k 126.22
Becton, Dickinson and (BDX) 0.1 $218k 911.00 239.30
Blackrock Tcp Cap Corp (TCPC) 0.1 $215k 24k 9.14
Texas Instruments Incorporated (TXN) 0.1 $214k 1.7k 127.15
Immunomedics 0.1 $213k 6.0k 35.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $212k 2.9k 74.05
FedEx Corporation (FDX) 0.1 $207k 1.5k 140.24
Paypal Holdings (PYPL) 0.1 $201k 1.2k 174.18
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $146k 10k 14.11
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.1 $142k 16k 8.64
Brainstorm Cell Therapeutics Com New (BCLI) 0.1 $135k 12k 11.25
Retail Pptys Amer Cl A 0.0 $129k 18k 7.31
Bloom Energy Corp Com Cl A (BE) 0.0 $127k 12k 10.85
Xenia Hotels & Resorts (XHR) 0.0 $118k 13k 9.34
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $67k 45k 1.49
Noble Corp Shs Usd 0.0 $9.0k 28k 0.32