CFO4Life

CFO4Life Group as of Dec. 31, 2020

Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 141 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Parcel Service CL B (UPS) 15.1 $53M 313k 168.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.7 $23M 68k 343.69
Darling International (DAR) 6.5 $23M 393k 57.68
Apple (AAPL) 5.1 $18M 134k 132.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.0 $18M 151k 116.21
Ishares Tr Msci Usa Mmentm (MTUM) 4.8 $17M 104k 161.29
Ishares Tr Msci Usa Min Vol (USMV) 4.2 $15M 216k 67.88
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 3.3 $11M 208k 54.73
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 3.0 $10M 378k 27.62
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $8.7M 95k 91.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.4 $8.5M 97k 88.19
Microsoft Corporation (MSFT) 2.4 $8.4M 38k 222.43
Amazon (AMZN) 2.3 $8.2M 2.5k 3256.79
Visa Com Cl A (V) 1.9 $6.8M 31k 218.72
Home Depot (HD) 1.9 $6.6M 25k 265.64
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 1.5 $5.1M 100k 51.04
Mastercard Incorporated Cl A (MA) 1.5 $5.1M 14k 356.92
Lennox International (LII) 1.5 $5.1M 19k 273.97
Waste Management (WM) 1.1 $3.9M 33k 117.92
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.0 $3.7M 72k 50.79
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $3.4M 18k 194.61
CSX Corporation (CSX) 1.0 $3.4M 37k 90.76
Wal-Mart Stores (WMT) 0.8 $3.0M 21k 144.16
Procter & Gamble Company (PG) 0.8 $3.0M 21k 139.13
BlackRock (BLK) 0.8 $2.8M 3.9k 721.59
Pepsi (PEP) 0.8 $2.7M 18k 148.28
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.7 $2.3M 46k 50.18
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.3M 1.3k 1752.12
Facebook Cl A (META) 0.6 $2.2M 8.2k 273.12
Prosperity Bancshares (PB) 0.6 $2.2M 31k 69.37
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $1.9M 25k 75.68
3M Company (MMM) 0.5 $1.8M 11k 174.79
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.8M 1.0k 1752.43
Ishares Tr Core Total Usd (IUSB) 0.5 $1.6M 30k 54.59
Johnson & Johnson (JNJ) 0.4 $1.5M 9.6k 157.35
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.4 $1.5M 45k 33.60
Ishares Tr Core Msci Total (IXUS) 0.4 $1.4M 20k 67.19
Pfizer (PFE) 0.4 $1.4M 37k 36.81
Exchange Listed Fds Tr Cabana Target 13 0.4 $1.4M 55k 24.91
Cisco Systems (CSCO) 0.4 $1.3M 30k 44.74
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 9.6k 127.09
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.3 $1.2M 37k 31.91
Exxon Mobil Corporation (XOM) 0.3 $1.2M 28k 41.22
Independent Bank (IBTX) 0.3 $1.1M 18k 62.50
Focus Finl Partners Com Cl A 0.3 $1.0M 23k 43.52
UnitedHealth (UNH) 0.3 $979k 2.8k 350.64
Intel Corporation (INTC) 0.3 $962k 19k 49.84
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $959k 15k 62.18
Citigroup Com New (C) 0.3 $899k 15k 61.66
Comcast Corp Cl A (CMCSA) 0.2 $866k 17k 52.40
Coca-Cola Company (KO) 0.2 $818k 15k 54.82
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $777k 52k 15.00
Lam Research Corporation (LRCX) 0.2 $754k 1.6k 472.43
At&t (T) 0.2 $754k 26k 28.77
Arbor Realty Trust (ABR) 0.2 $732k 52k 14.19
Chevron Corporation (CVX) 0.2 $707k 8.4k 84.49
Bristol Myers Squibb (BMY) 0.2 $692k 11k 62.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $686k 8.2k 83.19
Adobe Systems Incorporated (ADBE) 0.2 $666k 1.3k 500.00
Applied Materials (AMAT) 0.2 $663k 7.7k 86.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $660k 13k 50.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $625k 1.7k 373.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $619k 2.7k 231.75
Progressive Corporation (PGR) 0.2 $612k 6.2k 98.84
Bain Cap Specialty Fin Com Stk (BCSF) 0.2 $606k 50k 12.13
Trimble Navigation (TRMB) 0.2 $605k 9.1k 66.81
Charles River Laboratories (CRL) 0.2 $599k 2.4k 249.79
Qorvo (QRVO) 0.2 $599k 3.6k 166.16
Enbridge (ENB) 0.2 $585k 18k 31.99
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $573k 1.5k 384.31
Thermo Fisher Scientific (TMO) 0.2 $567k 1.2k 466.28
Walt Disney Company (DIS) 0.2 $548k 3.0k 181.22
Zix Corporation 0.2 $544k 63k 8.63
Novartis Sponsored Adr (NVS) 0.2 $534k 5.7k 94.35
Electronic Arts (EA) 0.2 $529k 3.7k 143.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $506k 2.1k 240.95
ConocoPhillips (COP) 0.1 $500k 13k 40.00
Union Pacific Corporation (UNP) 0.1 $498k 2.4k 208.19
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $494k 8.8k 56.23
Canadian Pacific Railway 0.1 $493k 1.4k 346.69
Anthem (ELV) 0.1 $491k 1.5k 321.34
LKQ Corporation (LKQ) 0.1 $475k 14k 35.26
Charter Communications Inc N Cl A (CHTR) 0.1 $473k 715.00 661.54
Icon SHS (ICLR) 0.1 $471k 2.4k 194.79
Lennar Corp CL B (LEN.B) 0.1 $471k 7.7k 61.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $468k 1.5k 313.88
Akamai Technologies (AKAM) 0.1 $463k 4.4k 104.94
Quanta Services (PWR) 0.1 $463k 6.4k 72.02
FedEx Corporation (FDX) 0.1 $461k 1.8k 259.43
McDonald's Corporation (MCD) 0.1 $452k 2.1k 214.73
Williams-Sonoma (WSM) 0.1 $442k 4.3k 101.82
Ishares Tr Msci Usa Value (VLUE) 0.1 $439k 5.1k 86.84
Fs Kkr Capital Corp. Ii 0.1 $437k 27k 16.39
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $437k 5.0k 87.23
Amgen (AMGN) 0.1 $427k 1.9k 229.69
Lamar Advertising Cl A (LAMR) 0.1 $418k 5.0k 83.30
Booking Holdings (BKNG) 0.1 $416k 187.00 2224.60
Duke Energy Corp Com New (DUK) 0.1 $412k 4.5k 91.58
Verizon Communications (VZ) 0.1 $409k 7.0k 58.81
Altria (MO) 0.1 $404k 9.9k 40.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $397k 4.6k 86.30
Blackrock Tcp Cap Corp (TCPC) 0.1 $388k 35k 11.25
Hologic (HOLX) 0.1 $384k 5.3k 72.92
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $374k 1.6k 232.73
Philip Morris International (PM) 0.1 $367k 4.4k 82.86
Texas Instruments Incorporated (TXN) 0.1 $363k 2.2k 164.33
Abbvie (ABBV) 0.1 $352k 3.3k 107.09
Kirkland Lake Gold 0.1 $351k 8.5k 41.28
BlackRock Enhanced Capital and Income (CII) 0.1 $350k 20k 17.39
Caterpillar (CAT) 0.1 $347k 1.9k 182.06
Ishares Tr Modert Alloc Etf (AOM) 0.1 $343k 7.9k 43.23
Paypal Holdings (PYPL) 0.1 $340k 1.5k 234.00
Vanguard Index Fds Growth Etf (VUG) 0.1 $339k 1.3k 253.74
WESCO International (WCC) 0.1 $333k 4.2k 78.45
Tesla Motors (TSLA) 0.1 $307k 435.00 705.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $288k 3.1k 92.49
Yum! Brands (YUM) 0.1 $286k 2.6k 108.46
Enterprise Products Partners (EPD) 0.1 $285k 15k 19.60
Baidu Spon Adr Rep A (BIDU) 0.1 $282k 1.3k 216.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $273k 3.0k 91.09
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $269k 6.3k 42.47
Edwards Lifesciences (EW) 0.1 $263k 2.9k 91.32
NVIDIA Corporation (NVDA) 0.1 $256k 490.00 522.45
Lockheed Martin Corporation (LMT) 0.1 $255k 718.00 355.15
Vanguard Index Fds Large Cap Etf (VV) 0.1 $247k 1.4k 175.93
Bloom Energy Corp Com Cl A (BE) 0.1 $244k 8.5k 28.71
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $241k 13k 19.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $231k 2.8k 82.94
Becton, Dickinson and (BDX) 0.1 $228k 910.00 250.55
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $224k 5.3k 42.07
Lordstown Motors Corp Com Cl A 0.1 $217k 11k 20.03
Boeing Company (BA) 0.1 $216k 1.0k 213.65
Medtronic SHS (MDT) 0.1 $202k 1.7k 117.24
Xenia Hotels & Resorts (XHR) 0.1 $192k 13k 15.20
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $165k 17k 9.66
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $165k 11k 15.31
Retail Pptys Amer Cl A 0.0 $151k 18k 8.56
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $88k 45k 1.96
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $87k 10k 8.41
Brainstorm Cell Therapeutics Com New (BCLI) 0.0 $54k 12k 4.50
Advisorshares Tr Ranger Equity Be 0.0 $34k 11k 2.99