CFO4Life

CFO4Life Group as of Dec. 31, 2025

Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 242 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.8 $90M 143k 627.13
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.3 $44M 727k 60.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.0 $35M 176k 198.62
Ishares Tr Core Msci Eafe (IEFA) 4.9 $35M 386k 89.46
Apple (AAPL) 4.8 $34M 125k 271.86
United Parcel Service CL B (UPS) 4.4 $31M 312k 99.19
Microsoft Corporation (MSFT) 3.1 $22M 46k 483.62
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.3 $16M 323k 50.50
Ishares Tr Msci Usa Mmentm (MTUM) 2.2 $15M 61k 250.31
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.1 $15M 296k 49.84
Amazon (AMZN) 2.0 $14M 61k 230.82
Victory Portfolios Ii Shares Free Cash (VFLO) 2.0 $14M 357k 39.38
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.8 $13M 163k 77.90
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.7 $12M 477k 24.33
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $11M 93k 120.18
Visa Com Cl A (V) 1.4 $10M 29k 350.71
Alphabet Cap Stk Cl C (GOOG) 1.3 $9.3M 30k 313.80
Alphabet Cap Stk Cl A (GOOGL) 1.3 $9.1M 29k 313.00
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $8.9M 27k 335.27
Ishares Tr Msci Usa Value (VLUE) 1.3 $8.9M 65k 136.73
Home Depot (HD) 1.2 $8.7M 25k 344.10
NVIDIA Corporation (NVDA) 1.2 $8.5M 46k 186.50
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $8.2M 144k 57.24
Darling International (DAR) 1.1 $7.6M 211k 36.00
Mastercard Incorporated Cl A (MA) 1.1 $7.5M 13k 570.89
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.1 $7.5M 57k 132.37
Ishares Tr Core Msci Total (IXUS) 1.0 $6.8M 80k 84.64
Wal-Mart Stores (WMT) 0.9 $6.6M 59k 111.41
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.9 $6.0M 51k 119.35
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.8 $5.9M 137k 42.94
Waste Management (WM) 0.8 $5.8M 27k 219.71
Meta Platforms Cl A (META) 0.8 $5.5M 8.3k 660.09
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $5.2M 113k 46.04
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.7 $4.8M 94k 50.94
Broadcom (AVGO) 0.6 $4.6M 13k 346.10
Applovin Corp Com Cl A (APP) 0.6 $4.3M 6.3k 673.82
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.6 $4.2M 53k 78.12
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.6 $4.1M 120k 34.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $3.8M 71k 53.76
CSX Corporation (CSX) 0.5 $3.4M 94k 36.25
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.5 $3.3M 76k 44.32
Exxon Mobil Corporation (XOM) 0.5 $3.2M 27k 120.34
Tesla Motors (TSLA) 0.5 $3.2M 7.1k 449.75
JPMorgan Chase & Co. (JPM) 0.4 $3.1M 9.7k 322.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $3.0M 4.00 754800.00
Blackrock (BLK) 0.4 $3.0M 2.8k 1070.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.6M 3.8k 681.96
Lennox International (LII) 0.4 $2.5M 5.2k 485.56
Procter & Gamble Company (PG) 0.3 $2.4M 17k 143.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.4M 4.7k 502.65
Johnson & Johnson (JNJ) 0.3 $2.2M 11k 206.96
Cisco Systems (CSCO) 0.3 $2.2M 28k 77.03
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $2.1M 36k 58.73
Prosperity Bancshares (PB) 0.3 $2.0M 29k 69.11
Eli Lilly & Co. (LLY) 0.3 $2.0M 1.9k 1074.69
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $2.0M 40k 50.59
Pepsi (PEP) 0.3 $2.0M 14k 143.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.8M 2.9k 614.25
Blackstone Secd Lending Common Stock (BXSL) 0.3 $1.8M 68k 26.33
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $1.6M 16k 102.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.6M 25k 62.47
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $1.6M 36k 44.50
Metropcs Communications (TMUS) 0.2 $1.5M 7.4k 203.03
Texas Instruments Incorporated (TXN) 0.2 $1.4M 8.3k 173.49
Costco Wholesale Corporation (COST) 0.2 $1.3M 1.5k 862.09
Palantir Technologies Cl A (PLTR) 0.2 $1.2M 7.0k 177.74
Kla Corp Com New (KLAC) 0.2 $1.2M 958.00 1215.25
Booking Holdings (BKNG) 0.2 $1.2M 216.00 5363.02
American Express Company (AXP) 0.2 $1.2M 3.1k 369.97
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M 23k 50.29
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.1M 12k 94.16
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $1.1M 32k 33.51
Coca-Cola Company (KO) 0.2 $1.1M 16k 69.91
ConocoPhillips (COP) 0.2 $1.1M 12k 93.61
MPLX Com Unit Rep Ltd (MPLX) 0.1 $987k 19k 53.37
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $932k 10k 93.08
Emcor (EME) 0.1 $924k 1.5k 611.61
Amphenol Corp Cl A (APH) 0.1 $906k 6.7k 135.14
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $886k 18k 50.46
Enterprise Products Partners (EPD) 0.1 $883k 28k 32.06
Union Pacific Corporation (UNP) 0.1 $866k 3.7k 231.30
Citigroup Com New (C) 0.1 $855k 7.3k 116.70
UnitedHealth (UNH) 0.1 $840k 2.5k 330.16
Progressive Corporation (PGR) 0.1 $833k 3.7k 227.70
Walt Disney Company (DIS) 0.1 $828k 7.3k 113.77
Bank of America Corporation (BAC) 0.1 $828k 15k 55.00
Northern Trust Corporation (NTRS) 0.1 $815k 6.0k 136.59
Hartford Financial Services (HIG) 0.1 $812k 5.9k 137.80
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.1 $801k 33k 23.94
Novartis Sponsored Adr (NVS) 0.1 $787k 5.7k 137.88
BlackRock Enhanced Capital and Income (CII) 0.1 $774k 33k 23.37
Vanguard Index Fds Growth Etf (VUG) 0.1 $772k 1.6k 487.85
Abbvie (ABBV) 0.1 $764k 3.3k 228.49
Uber Technologies (UBER) 0.1 $751k 9.2k 81.71
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $733k 48k 15.27
Chevron Corporation (CVX) 0.1 $701k 4.6k 152.42
At&t (T) 0.1 $695k 28k 24.84
Ishares Tr Core S&p500 Etf (IVV) 0.1 $686k 1.0k 684.94
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $684k 4.6k 148.69
Philip Morris International (PM) 0.1 $676k 4.2k 160.39
Pfizer (PFE) 0.1 $672k 27k 24.90
Wells Fargo & Company (WFC) 0.1 $671k 7.2k 93.20
Lam Research Corp Com New (LRCX) 0.1 $638k 3.7k 171.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $638k 1.3k 473.32
Enbridge (ENB) 0.1 $638k 13k 47.83
Micron Technology (MU) 0.1 $636k 2.2k 285.41
Amgen (AMGN) 0.1 $633k 1.9k 327.33
Ishares Tr National Mun Etf (MUB) 0.1 $633k 5.9k 107.11
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $632k 14k 46.54
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $628k 36k 17.53
Intel Corporation (INTC) 0.1 $623k 17k 36.90
ResMed (RMD) 0.1 $614k 2.5k 240.89
Reddit Cl A (RDDT) 0.1 $598k 2.6k 229.87
Cigna Corp (CI) 0.1 $595k 2.2k 275.23
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $594k 7.8k 76.23
Lockheed Martin Corporation (LMT) 0.1 $577k 1.2k 483.70
Altria (MO) 0.1 $570k 9.9k 57.66
Bloom Energy Corp Com Cl A (BE) 0.1 $568k 6.5k 86.89
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $567k 1.9k 303.89
Oracle Corporation (ORCL) 0.1 $563k 2.9k 194.93
Southstate Bk Corp (SSB) 0.1 $518k 5.5k 94.12
McDonald's Corporation (MCD) 0.1 $510k 1.7k 305.54
Veeva Sys Cl A Com (VEEV) 0.1 $496k 2.2k 223.23
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $492k 6.9k 71.42
Advanced Micro Devices (AMD) 0.1 $491k 2.3k 214.16
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $488k 4.7k 103.56
Goldman Sachs (GS) 0.1 $486k 552.00 879.76
FedEx Corporation (FDX) 0.1 $479k 1.7k 288.83
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $472k 3.3k 141.04
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.1 $469k 8.9k 52.87
International Business Machines (IBM) 0.1 $463k 1.6k 296.12
Verizon Communications (VZ) 0.1 $462k 11k 40.73
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $462k 6.2k 75.05
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $462k 33k 14.18
Gilead Sciences (GILD) 0.1 $459k 3.7k 122.74
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $456k 33k 13.91
AmerisourceBergen (COR) 0.1 $443k 1.3k 337.78
General Dynamics Corporation (GD) 0.1 $442k 1.3k 336.54
Spdr Gold Tr Gold Shs (GLD) 0.1 $440k 1.1k 396.31
Netflix (NFLX) 0.1 $426k 4.5k 93.76
Carrier Global Corporation (CARR) 0.1 $425k 8.0k 52.84
Core Scientific (CORZ) 0.1 $423k 29k 14.56
Kinder Morgan (KMI) 0.1 $417k 15k 27.49
Ishares Core Msci Emkt (IEMG) 0.1 $405k 6.0k 67.22
EQT Corporation (EQT) 0.1 $402k 7.5k 53.60
Lowe's Companies (LOW) 0.1 $399k 1.7k 241.16
Capital One Financial (COF) 0.1 $399k 1.6k 242.38
Raytheon Technologies Corp (RTX) 0.1 $392k 2.1k 183.43
Charles Schwab Corporation (SCHW) 0.1 $382k 3.8k 99.91
Ishares Tr Core 40/60 Moder (AOM) 0.1 $379k 7.9k 47.73
Boeing Company (BA) 0.1 $377k 1.7k 217.12
Ge Aerospace Com New (GE) 0.1 $377k 1.2k 308.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $376k 14k 26.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $363k 4.8k 75.43
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $361k 1.6k 219.80
Caterpillar (CAT) 0.1 $359k 626.00 572.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $359k 1.9k 191.59
Applied Materials (AMAT) 0.1 $354k 1.4k 256.99
Fs Kkr Capital Corp (FSK) 0.0 $350k 24k 14.81
Pimco Dynamic Income SHS (PDI) 0.0 $348k 20k 17.71
Ishares Silver Tr Ishares (SLV) 0.0 $347k 5.4k 64.42
Te Connectivity Ord Shs (TEL) 0.0 $347k 1.5k 227.46
Independence Realty Trust In (IRT) 0.0 $343k 20k 17.48
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.0 $336k 6.4k 52.80
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $328k 6.6k 49.65
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $328k 6.8k 48.11
Kite Rlty Group Tr Com New (KRG) 0.0 $325k 14k 23.97
Lamar Advertising Cl A (LAMR) 0.0 $324k 2.6k 126.59
Global X Fds Us Pfd Etf (PFFD) 0.0 $319k 17k 18.91
Edwards Lifesciences (EW) 0.0 $311k 3.7k 85.25
Duke Energy Corp Com New (DUK) 0.0 $310k 2.6k 117.20
Phillips 66 (PSX) 0.0 $308k 2.4k 129.04
Dell Technologies CL C (DELL) 0.0 $308k 2.4k 125.87
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $297k 4.1k 72.27
Morgan Stanley Com New (MS) 0.0 $296k 1.7k 177.53
Mattel (MAT) 0.0 $290k 15k 19.84
American Airls (AAL) 0.0 $288k 19k 15.33
Vistra Energy (VST) 0.0 $286k 1.8k 161.36
UGI Corporation (UGI) 0.0 $286k 7.7k 37.43
Ptc (PTC) 0.0 $283k 1.6k 174.21
Oxford Lane Cap Corp (OXLC) 0.0 $282k 19k 14.64
Agnc Invt Corp Com reit (AGNC) 0.0 $280k 26k 10.72
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.0 $280k 6.6k 42.18
Ishares Tr Future Exponenti (XT) 0.0 $276k 4.0k 69.74
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $275k 6.1k 45.21
Valero Energy Corporation (VLO) 0.0 $274k 1.7k 162.78
Servicenow (NOW) 0.0 $273k 1.8k 153.19
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $273k 8.8k 30.96
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $272k 1.9k 143.97
McKesson Corporation (MCK) 0.0 $268k 327.00 820.29
Merck & Co (MRK) 0.0 $268k 2.5k 105.26
Ishares Tr Select Divid Etf (DVY) 0.0 $268k 1.9k 141.14
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.0 $266k 9.9k 26.84
Intuit (INTU) 0.0 $266k 402.00 662.42
Vanguard Index Fds Large Cap Etf (VV) 0.0 $266k 845.00 314.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $266k 3.6k 74.06
Home BancShares (HOMB) 0.0 $264k 9.5k 27.78
Thermo Fisher Scientific (TMO) 0.0 $259k 447.00 579.45
Abbott Laboratories (ABT) 0.0 $259k 2.1k 125.29
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $258k 5.4k 47.93
Intuitive Surgical Com New (ISRG) 0.0 $252k 444.00 566.36
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $250k 4.9k 51.13
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $246k 26k 9.48
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $245k 15k 16.49
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $244k 6.7k 36.23
Starbucks Corporation (SBUX) 0.0 $243k 2.9k 84.21
Ge Vernova (GEV) 0.0 $237k 362.00 653.57
Newmont Mining Corporation (NEM) 0.0 $234k 2.3k 99.85
Ishares Tr Russell 3000 Etf (IWV) 0.0 $232k 600.00 386.85
Ishares Tr Eafe Value Etf (EFV) 0.0 $231k 3.2k 71.41
Pinterest Cl A (PINS) 0.0 $230k 8.9k 25.89
Huntington Bancshares Incorporated (HBAN) 0.0 $230k 13k 17.35
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $230k 4.0k 58.13
American Tower Reit (AMT) 0.0 $229k 1.3k 175.59
PIMCO Corporate Opportunity Fund (PTY) 0.0 $225k 18k 12.90
Cintas Corporation (CTAS) 0.0 $221k 1.2k 188.07
Linde SHS (LIN) 0.0 $220k 517.00 426.39
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $218k 2.3k 96.88
Palo Alto Networks (PANW) 0.0 $217k 1.2k 184.20
Paycom Software (PAYC) 0.0 $216k 1.4k 159.41
Republic Services (RSG) 0.0 $216k 1.0k 211.93
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $212k 2.8k 75.59
Eagle Pt Cr (ECC) 0.0 $208k 36k 5.76
Lpl Financial Holdings (LPLA) 0.0 $208k 583.00 357.17
Gamestop Corp Cl A (GME) 0.0 $207k 10k 20.08
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $201k 947.00 211.83
Danaher Corporation (DHR) 0.0 $200k 876.00 228.80
Xai Octagon Floatng Rate Alt (XFLT) 0.0 $186k 39k 4.80
Solar Cap (SLRC) 0.0 $186k 12k 15.46
Owl Rock Capital Corporation (OBDC) 0.0 $178k 14k 12.43
Golub Capital BDC (GBDC) 0.0 $177k 13k 13.57
Dynex Cap (DX) 0.0 $166k 12k 14.01
Cushman And Wakefield Common Shares (CWK) 0.0 $162k 10k 16.19
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $144k 27k 5.30
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $134k 15k 9.22
Sachem Cap (SACH) 0.0 $124k 119k 1.04
Triplepoint Venture Gr Bdc cs (TPVG) 0.0 $89k 14k 6.54
Ares Coml Real Estate (ACRE) 0.0 $81k 17k 4.78
Brightspire Capital Com Cl A (BRSP) 0.0 $81k 15k 5.60
Mustang Bio (MBIO) 0.0 $13k 13k 0.98
Wm Technology (MAPS) 0.0 $10k 13k 0.83
Genius Group Shs New (GNS) 0.0 $8.6k 15k 0.57