CFO4Life

CFO4Life Group as of March 31, 2026

Portfolio Holdings for CFO4Life Group

CFO4Life Group holds 210 positions in its portfolio as reported in the March 2026 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) 13.2 $86M 145k 597.55
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.5 $42M 729k 58.18
Ishares Tr Core Msci Eafe (IEFA) 5.2 $34M 379k 90.53
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.1 $34M 175k 191.81
United Parcel Svcs CL B (UPS) 4.7 $31M 311k 98.38
Apple (AAPL) 4.6 $30M 120k 253.79
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.5 $16M 326k 49.99
Microsoft Corporation (MSFT) 2.4 $16M 42k 370.17
Ishares Tr Msci Usa Mmentm (MTUM) 2.2 $15M 61k 239.99
Victory Portfolios Ii Shares Free Cash (VFLO) 2.1 $14M 353k 39.48
Vanguard Malvern Fds Core Bd Etf (VCRB) 2.0 $13M 166k 77.38
Amazon (AMZN) 1.9 $12M 59k 208.27
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.9 $12M 244k 49.78
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.8 $12M 499k 24.11
Darling International (DAR) 1.8 $12M 194k 61.85
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $11M 88k 124.31
Ishares Tr Msci Usa Value (VLUE) 1.4 $9.0M 63k 142.19
Visa Com Cl A (V) 1.3 $8.5M 28k 302.24
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $8.5M 26k 320.81
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $8.1M 144k 56.68
Home Depot (HD) 1.2 $8.1M 25k 328.89
Alphabet Cap Stk Cl C (GOOG) 1.2 $7.7M 27k 286.86
Alphabet Cap Stk Cl A (GOOGL) 1.1 $7.5M 26k 287.56
Wal-Mart Stores (WMT) 1.1 $7.1M 57k 124.28
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.1 $7.0M 56k 125.13
Ishares Tr Core Msci Total (IXUS) 1.1 $6.9M 80k 86.64
NVIDIA Corporation (NVDA) 1.0 $6.9M 40k 174.40
Mastercard Incorporated Cl A (MA) 1.0 $6.3M 13k 499.67
Waste Management (WM) 0.9 $6.0M 26k 229.79
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.9 $5.8M 135k 43.13
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.9 $5.8M 49k 118.60
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $5.3M 116k 45.62
Meta Platforms Cl A (META) 0.7 $4.5M 7.9k 572.14
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.7 $4.5M 88k 50.98
Exxon Mobil Corporation (XOM) 0.7 $4.4M 26k 169.66
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.7 $4.3M 55k 77.59
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.6 $4.2M 124k 33.74
CSX Corporation (CSX) 0.6 $3.9M 94k 41.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $3.8M 70k 54.05
Broadcom (AVGO) 0.5 $3.6M 12k 309.50
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.5 $3.2M 74k 43.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $2.9M 4.00 718140.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $2.7M 46k 58.54
Blackrock (BLK) 0.4 $2.6M 2.7k 961.69
Johnson & Johnson (JNJ) 0.4 $2.5M 10k 244.45
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $2.4M 3.8k 650.37
Applovin Corp Com Cl A (APP) 0.4 $2.4M 6.0k 398.00
Tesla Motors (TSLA) 0.4 $2.4M 6.4k 371.78
Procter & Gamble Company (PG) 0.4 $2.4M 16k 144.44
JPMorgan Chase & Co. (JPM) 0.3 $2.2M 7.5k 294.16
Cisco Systems (CSCO) 0.3 $2.1M 27k 77.59
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $2.0M 40k 50.61
Prosperity Bancshares (PB) 0.3 $1.9M 29k 67.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.9M 3.9k 479.20
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.3 $1.8M 41k 44.85
Pepsi (PEP) 0.3 $1.7M 11k 155.30
Lennox International (LII) 0.3 $1.7M 3.6k 464.11
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $1.6M 16k 102.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.5M 24k 64.08
ConocoPhillips (COP) 0.2 $1.5M 11k 132.00
Metropcs Communications (TMUS) 0.2 $1.5M 7.0k 210.04
Eli Lilly & Co. (LLY) 0.2 $1.4M 1.5k 919.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.3M 2.3k 577.06
Blackstone Secd Lending Common Stock (BXSL) 0.2 $1.3M 55k 23.69
Kla Corp Com New (KLAC) 0.2 $1.2M 810.00 1472.95
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.2k 996.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M 23k 49.89
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.1M 12k 92.74
Emcor (EME) 0.2 $1.1M 1.5k 738.23
Coca-Cola Company (KO) 0.2 $1.1M 14k 76.05
Texas Instruments Incorporated (TXN) 0.2 $1.0M 5.4k 194.13
Palantir Technologies Cl A (PLTR) 0.1 $936k 6.4k 146.28
American Express Company (AXP) 0.1 $936k 3.1k 302.45
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $923k 10k 92.28
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $920k 18k 50.63
Booking Holdings (BKNG) 0.1 $887k 211.00 4203.33
Chevron Corporation (CVX) 0.1 $887k 4.3k 206.88
Amphenol Corp Cl A (APH) 0.1 $844k 6.7k 126.36
Northern Trust Corporation (NTRS) 0.1 $810k 5.8k 139.57
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.1 $799k 34k 23.71
Citigroup Com New (C) 0.1 $791k 7.0k 113.40
Hartford Financial Services (HIG) 0.1 $790k 5.8k 135.24
Micron Technology (MU) 0.1 $782k 2.3k 337.84
Novartis Sponsored Adr (NVS) 0.1 $765k 5.0k 152.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $756k 5.5k 138.31
Bloom Energy Corp Com Cl A (BE) 0.1 $751k 5.5k 135.49
BlackRock Enhanced Capital and Income (CII) 0.1 $742k 35k 21.02
Intel Corporation (INTC) 0.1 $736k 17k 44.13
Ishares Tr Core S&p500 Etf (IVV) 0.1 $729k 1.1k 653.28
Progressive Corporation (PGR) 0.1 $722k 3.6k 198.24
Pfizer (PFE) 0.1 $718k 26k 28.08
Vanguard Index Fds Growth Etf (VUG) 0.1 $701k 1.6k 436.91
Lockheed Martin Corporation (LMT) 0.1 $699k 1.2k 604.43
Philip Morris International (PM) 0.1 $685k 4.1k 165.34
Union Pacific Corporation (UNP) 0.1 $675k 2.8k 242.59
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $673k 20k 33.47
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $667k 46k 14.42
Enterprise Products Partners (EPD) 0.1 $656k 17k 37.84
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $655k 4.6k 142.43
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $654k 51k 12.80
Altria (MO) 0.1 $645k 9.8k 65.99
Bank of America Corporation (BAC) 0.1 $643k 13k 48.75
Wells Fargo & Company (WFC) 0.1 $643k 8.1k 79.61
Walt Disney Company (DIS) 0.1 $641k 6.7k 96.39
At&t (T) 0.1 $629k 22k 28.99
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $625k 36k 17.44
Uber Technologies (UBER) 0.1 $620k 8.6k 71.93
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $620k 1.8k 337.95
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $620k 13k 46.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $605k 7.8k 77.11
Ishares Tr National Mun Etf (MUB) 0.1 $593k 5.6k 106.15
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $578k 9.8k 59.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $575k 1.3k 426.38
Lam Research Corp Com New (LRCX) 0.1 $569k 2.7k 213.69
Cigna Corp (CI) 0.1 $563k 2.1k 266.75
Enbridge (ENB) 0.1 $547k 10k 54.14
FedEx Corporation (FDX) 0.1 $539k 1.5k 356.19
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $538k 24k 22.91
UnitedHealth (UNH) 0.1 $526k 1.9k 270.59
ResMed (RMD) 0.1 $522k 2.3k 224.52
Southstate Bk Corp (SSB) 0.1 $510k 5.5k 92.53
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $505k 6.9k 73.14
Core Scientific (CORZ) 0.1 $495k 33k 14.96
Verizon Communications (VZ) 0.1 $487k 9.7k 50.20
Kinder Morgan (KMI) 0.1 $478k 14k 33.53
Spdr Gold Tr Gold Shs (GLD) 0.1 $478k 1.1k 430.29
McDonald's Corporation (MCD) 0.1 $478k 1.5k 310.72
Abbvie (ABBV) 0.1 $468k 2.2k 217.49
Amgen (AMGN) 0.1 $459k 1.3k 351.77
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $456k 4.7k 96.70
Carrier Global Corporation (CARR) 0.1 $453k 8.0k 56.31
Advanced Micro Devices (AMD) 0.1 $449k 2.2k 203.43
EQT Corporation (EQT) 0.1 $441k 6.9k 63.64
Gilead Sciences (GILD) 0.1 $440k 3.2k 139.37
Dell Technologies CL C (DELL) 0.1 $438k 2.7k 164.11
Phillips 66 (PSX) 0.1 $435k 2.4k 182.17
Bain Cap Specialty Fin Com Stk (BCSF) 0.1 $420k 34k 12.40
Ishares Core Msci Emkt (IEMG) 0.1 $419k 6.0k 69.75
Valero Energy Corporation (VLO) 0.1 $415k 1.7k 247.07
AmerisourceBergen (COR) 0.1 $411k 1.3k 314.08
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $400k 5.3k 75.19
General Dynamics Corporation (GD) 0.1 $394k 1.1k 343.22
Veeva Sys Cl A Com (VEEV) 0.1 $385k 2.2k 175.66
Ishares Tr Core 40/60 Moder (AOM) 0.1 $376k 7.9k 47.37
Lowe's Companies (LOW) 0.1 $371k 1.6k 236.28
Ishares Silver Tr Ishares (SLV) 0.1 $367k 5.4k 68.14
Oracle Corporation (ORCL) 0.1 $367k 2.5k 147.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $361k 1.9k 191.95
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $360k 1.7k 215.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $357k 14k 25.64
Goldman Sachs (GS) 0.1 $350k 413.00 846.98
Caterpillar (CAT) 0.1 $342k 483.00 708.46
International Business Machines (IBM) 0.1 $339k 1.4k 242.31
Ge Vernova (GEV) 0.1 $337k 386.00 872.90
Duke Energy Corp Com New (DUK) 0.1 $337k 2.6k 130.94
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $337k 6.8k 49.40
Kite Realty Group Trust Com New (KRG) 0.1 $336k 14k 24.55
Boeing Company (BA) 0.1 $329k 1.7k 199.03
Lamar Advertising Cl A (LAMR) 0.0 $327k 2.6k 126.66
Te Connectivity Ord Shs (TEL) 0.0 $323k 1.5k 208.98
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.0 $319k 6.4k 50.04
Global X Fds Us Pfd Etf (PFFD) 0.0 $311k 17k 18.40
Charles Schwab Corporation (SCHW) 0.0 $299k 3.2k 93.97
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $298k 6.1k 48.93
Netflix (NFLX) 0.0 $293k 3.0k 96.15
Capital One Financial (COF) 0.0 $291k 1.6k 182.46
Merck & Co (MRK) 0.0 $290k 2.4k 120.29
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.0 $289k 6.7k 43.37
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $286k 4.1k 69.40
Ge Aerospace Com New (GE) 0.0 $285k 1.0k 283.63
Huntington Bancshares Incorporated (HBAN) 0.0 $274k 18k 15.65
Ishares Tr Future Exponenti (XT) 0.0 $270k 4.0k 68.15
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $269k 8.9k 30.32
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.0 $266k 9.9k 26.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $258k 3.5k 73.64
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $257k 6.7k 38.42
UGI Corporation (UGI) 0.0 $257k 7.0k 36.42
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $256k 5.4k 47.54
Home BancShares (HOMB) 0.0 $255k 9.5k 26.93
Vanguard Index Fds Large Cap Etf (VV) 0.0 $253k 845.00 298.85
Vistra Energy (VST) 0.0 $251k 1.7k 150.36
Raytheon Technologies Corp (RTX) 0.0 $249k 1.3k 192.89
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $248k 4.9k 50.66
Independence Realty Trust In (IRT) 0.0 $243k 16k 14.89
Starbucks Corporation (SBUX) 0.0 $241k 2.7k 89.58
Ishares Tr Eafe Value Etf (EFV) 0.0 $240k 3.2k 74.35
Gamestop Corp Cl A (GME) 0.0 $237k 10k 23.04
Ptc (PTC) 0.0 $236k 1.7k 142.49
Republic Services (RSG) 0.0 $230k 1.0k 219.02
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $228k 27k 8.62
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $227k 9.3k 24.28
Fs Kkr Capital Corp (FSK) 0.0 $226k 22k 10.18
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $224k 6.8k 33.22
Newmont Mining Corporation (NEM) 0.0 $222k 2.0k 108.25
Mattel (MAT) 0.0 $214k 15k 14.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $207k 952.00 217.24
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.0 $207k 15k 13.96
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $204k 2.8k 72.60
Morgan Stanley Com New (MS) 0.0 $204k 1.2k 164.57
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $201k 3.6k 55.51
American Airls (AAL) 0.0 $191k 18k 10.74
Golub Capital BDC (GBDC) 0.0 $170k 13k 12.66
Tcg Bdc (CGBD) 0.0 $132k 12k 10.94
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $130k 15k 8.78
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $115k 23k 5.03
Blue Owl Capital Com Cl A (OWL) 0.0 $97k 11k 9.13
Venu Hldg Corp (VENU) 0.0 $33k 10k 3.31
Mustang Bio (MBIO) 0.0 $15k 21k 0.73
Wm Technology (MAPS) 0.0 $8.3k 13k 0.66
Genius Group Shs New (GNS) 0.0 $4.9k 15k 0.33