CFO4Life

CFO4Life Group as of March 31, 2022

Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 155 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Parcel Service CL B (UPS) 14.3 $68M 317k 214.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.3 $54M 130k 415.17
Darling International (DAR) 9.0 $43M 535k 80.38
Apple (AAPL) 5.1 $24M 139k 174.61
Ishares Tr Msci Usa Value (VLUE) 4.8 $23M 218k 104.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.6 $22M 478k 46.13
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.6 $22M 163k 134.63
Ishares Tr Msci Usa Mmentm (MTUM) 4.2 $20M 118k 168.27
Vanguard Index Fds Extend Mkt Etf (VXF) 3.1 $15M 88k 165.66
Microsoft Corporation (MSFT) 2.6 $13M 41k 308.30
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $9.6M 89k 107.88
Amazon (AMZN) 1.7 $8.0M 2.5k 3259.85
Home Depot (HD) 1.6 $7.7M 26k 299.33
Visa Com Cl A (V) 1.4 $6.6M 30k 221.77
Mastercard Incorporated Cl A (MA) 1.1 $5.2M 15k 357.40
Waste Management (WM) 1.0 $5.0M 31k 158.48
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.8 $4.0M 80k 50.28
CSX Corporation (CSX) 0.8 $4.0M 108k 37.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $4.0M 18k 227.68
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.9M 1.4k 2793.42
Ishares Tr Core Total Usd (IUSB) 0.8 $3.8M 77k 49.63
Alteryx Com Cl A 0.8 $3.8M 53k 71.52
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.8 $3.7M 41k 89.04
Wal-Mart Stores (WMT) 0.7 $3.3M 22k 148.92
Alphabet Cap Stk Cl A (GOOGL) 0.7 $3.2M 1.2k 2780.93
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.7 $3.2M 64k 49.57
Procter & Gamble Company (PG) 0.7 $3.2M 21k 152.79
BlackRock (BLK) 0.6 $2.8M 3.7k 764.10
Pepsi (PEP) 0.6 $2.8M 17k 167.39
Lennox International (LII) 0.6 $2.8M 11k 257.88
Ishares Tr Core Msci Total (IXUS) 0.6 $2.8M 41k 66.58
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.5 $2.4M 74k 32.73
Johnson & Johnson (JNJ) 0.5 $2.2M 13k 177.26
Exxon Mobil Corporation (XOM) 0.5 $2.2M 27k 82.58
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $2.2M 28k 77.59
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.5 $2.2M 84k 25.59
Prosperity Bancshares (PB) 0.5 $2.2M 31k 69.37
UnitedHealth (UNH) 0.4 $1.9M 3.7k 510.04
Cisco Systems (CSCO) 0.4 $1.8M 32k 55.76
Meta Platforms Cl A (META) 0.4 $1.8M 8.0k 222.31
Pfizer (PFE) 0.3 $1.7M 32k 51.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.6M 20k 79.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.3M 3.7k 352.80
Chevron Corporation (CVX) 0.3 $1.3M 7.9k 162.84
ConocoPhillips (COP) 0.3 $1.2M 12k 99.98
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $1.2M 15k 75.86
Union Pacific Corporation (UNP) 0.2 $1.0M 3.7k 273.32
EOG Resources (EOG) 0.2 $980k 8.2k 119.26
Coca-Cola Company (KO) 0.2 $977k 16k 62.00
FedEx Corporation (FDX) 0.2 $973k 4.2k 231.50
Danaher Corporation (DHR) 0.2 $944k 3.2k 293.35
Signature Bank (SBNY) 0.2 $938k 3.2k 293.49
Applied Materials (AMAT) 0.2 $919k 7.0k 131.83
Intel Corporation (INTC) 0.2 $910k 18k 49.57
Thermo Fisher Scientific (TMO) 0.2 $909k 1.5k 590.64
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $889k 24k 37.46
Gilead Sciences (GILD) 0.2 $861k 15k 59.44
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $856k 51k 16.90
Chubb (CB) 0.2 $837k 3.9k 213.85
Enbridge (ENB) 0.2 $833k 18k 46.09
JPMorgan Chase & Co. (JPM) 0.2 $831k 6.1k 136.30
Lam Research Corporation (LRCX) 0.2 $829k 1.5k 537.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $796k 1.8k 451.50
National Fuel Gas (NFG) 0.2 $793k 12k 68.72
Qualcomm (QCOM) 0.2 $788k 5.2k 152.86
Synovus Finl Corp Com New (SNV) 0.2 $739k 15k 49.00
Abbvie (ABBV) 0.2 $739k 4.6k 162.10
ON Semiconductor (ON) 0.2 $736k 12k 62.60
Devon Energy Corporation (DVN) 0.2 $733k 12k 59.17
Citigroup Com New (C) 0.2 $726k 14k 53.41
Independence Realty Trust In (IRT) 0.2 $721k 27k 26.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $714k 2.0k 362.25
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $711k 9.5k 74.47
NVIDIA Corporation (NVDA) 0.1 $673k 2.5k 273.02
Hp (HPQ) 0.1 $670k 18k 36.32
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $657k 14k 48.04
Dover Corporation (DOV) 0.1 $647k 4.1k 156.92
Lockheed Martin Corporation (LMT) 0.1 $642k 1.5k 441.24
Fidelity National Financial Fnf Group Com (FNF) 0.1 $630k 13k 48.88
Cbre Group Cl A (CBRE) 0.1 $627k 6.9k 91.53
Tesla Motors (TSLA) 0.1 $622k 577.00 1077.99
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $621k 6.1k 101.35
NetApp (NTAP) 0.1 $621k 7.5k 83.03
BlackRock Enhanced Capital and Income (CII) 0.1 $618k 30k 20.88
Dell Technologies CL C (DELL) 0.1 $610k 12k 50.21
Blackstone Secd Lending Common Stock (BXSL) 0.1 $606k 22k 27.88
Laboratory Corp Amer Hldgs Com New 0.1 $599k 2.3k 263.64
At&t (T) 0.1 $594k 25k 23.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $587k 2.1k 277.41
Fs Kkr Capital Corp (FSK) 0.1 $583k 26k 22.82
Independent Bank (IBTX) 0.1 $569k 8.0k 71.19
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $529k 34k 15.59
Amgen (AMGN) 0.1 $528k 2.2k 241.76
Texas Instruments Incorporated (TXN) 0.1 $498k 2.7k 183.36
Novartis Sponsored Adr (NVS) 0.1 $494k 5.6k 87.71
Walt Disney Company (DIS) 0.1 $488k 3.6k 137.19
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $464k 4.6k 100.87
Booking Holdings (BKNG) 0.1 $456k 194.00 2350.52
Bank of America Corporation (BAC) 0.1 $449k 11k 41.23
Lamar Advertising Cl A (LAMR) 0.1 $447k 3.8k 116.29
McDonald's Corporation (MCD) 0.1 $445k 1.8k 247.09
Duke Energy Corp Com New (DUK) 0.1 $445k 4.0k 111.61
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $438k 12k 37.68
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.1 $426k 8.4k 50.62
Altria (MO) 0.1 $422k 8.1k 52.20
Verizon Communications (VZ) 0.1 $419k 8.2k 50.90
Enterprise Products Partners (EPD) 0.1 $394k 15k 25.79
Carrier Global Corporation (CARR) 0.1 $393k 8.6k 45.91
Costco Wholesale Corporation (COST) 0.1 $380k 661.00 574.89
Vanguard Index Fds Growth Etf (VUG) 0.1 $373k 1.3k 287.14
Ishares Tr Select Divid Etf (DVY) 0.1 $347k 2.7k 128.04
Ishares Tr Modert Alloc Etf (AOM) 0.1 $341k 7.9k 42.97
Comcast Corp Cl A (CMCSA) 0.1 $340k 7.3k 46.82
Wells Fargo & Company (WFC) 0.1 $339k 7.0k 48.49
Philip Morris International (PM) 0.1 $334k 3.6k 93.82
Ishares Tr Msci Eafe Etf (EFA) 0.1 $318k 4.3k 73.66
Spdr Gold Tr Gold Shs (GLD) 0.1 $318k 1.8k 180.89
Target Corporation (TGT) 0.1 $317k 1.5k 212.47
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $305k 4.5k 67.14
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $300k 30k 9.91
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $299k 6.1k 48.99
Vanguard Index Fds Large Cap Etf (VV) 0.1 $281k 1.3k 208.61
Kinder Morgan (KMI) 0.1 $277k 15k 18.93
Golub Capital BDC (GBDC) 0.1 $275k 18k 15.19
Bristol Myers Squibb (BMY) 0.1 $273k 3.7k 73.11
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $266k 5.3k 49.95
Medtronic SHS (MDT) 0.1 $264k 2.4k 111.11
Edison International (EIX) 0.1 $262k 3.7k 69.98
Goldman Sachs Bdc SHS (GSBD) 0.1 $261k 13k 19.63
Kite Rlty Group Tr Com New (KRG) 0.1 $259k 11k 22.78
Truist Financial Corp equities (TFC) 0.1 $250k 4.4k 56.61
Xenia Hotels & Resorts (XHR) 0.1 $244k 13k 19.32
Boeing Company (BA) 0.1 $243k 1.3k 191.19
AmerisourceBergen (COR) 0.1 $241k 1.6k 154.78
Abbott Laboratories (ABT) 0.0 $236k 2.0k 118.18
Paypal Holdings (PYPL) 0.0 $234k 2.0k 115.44
American Tower Reit (AMT) 0.0 $229k 912.00 251.10
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $228k 3.0k 77.29
Phillips 66 (PSX) 0.0 $226k 2.6k 86.36
Bloom Energy Corp Com Cl A (BE) 0.0 $220k 9.1k 24.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $214k 4.7k 45.23
FirstEnergy (FE) 0.0 $212k 4.6k 45.77
Cushman Wakefield SHS (CWK) 0.0 $212k 10k 20.53
Spirit Rlty Cap Com New 0.0 $212k 4.6k 46.04
Veritex Hldgs (VBTX) 0.0 $211k 5.5k 38.10
J.B. Hunt Transport Services (JBHT) 0.0 $209k 1.0k 200.77
Proshares Tr Bitcoin Strate (BITO) 0.0 $209k 7.3k 28.55
First Financial Bankshares (FFIN) 0.0 $205k 4.6k 44.21
Merck & Co (MRK) 0.0 $203k 2.5k 81.85
Owl Rock Capital Corporation (OBDC) 0.0 $148k 10k 14.78
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $123k 11k 11.59
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $122k 12k 10.17
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $103k 43k 2.42
Comsovereign Hldg Corp Com New 0.0 $55k 66k 0.83
Brainstorm Cell Therapeutics Com New (BCLI) 0.0 $40k 12k 3.33