CFO4Life Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CG CFO4Life Group, LLC | Institutional Filer | ▼ 6.49% | $656.0M | 210 |
Current Portfolio Holdings
Showing all 210 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 145K | $86.3M | 13.16% |
| 2 | DYNF | BLACKROCK ETF TRUST | — | 729K | $42.4M | 6.47% |
| 3 | IEFA | ISHARES TR | — | 379K | $34.3M | 5.23% |
| 4 | QUAL | ISHARES TR | — | 175K | $33.6M | 5.13% |
| 5 | UPS | United Parcel Service, Inc. | Industrials | 311K | $30.6M | 4.66% |
| 6 | AAPL | Apple Inc. | Technology | 119K | $30.3M | 4.62% |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 326K | $16.3M | 2.48% |
| 8 | MSFT | Microsoft Corporation | Technology | 42K | $15.5M | 2.37% |
| 9 | MTUM | ISHARES TR | — | 61K | $14.6M | 2.23% |
| 10 | VFLO | VICTORY PORTFOLIOS II | — | 353K | $13.9M | 2.12% |
| 11 | VCRB | VANGUARD MALVERN FDS | — | 166K | $12.8M | 1.96% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 59K | $12.3M | 1.87% |
| 13 | VUSB | VANGUARD BD INDEX FDS | — | 244K | $12.2M | 1.86% |
| 14 | MMIT | NEW YORK LIFE INVTS ACTIVE E | — | 499K | $12.0M | 1.83% |
| 15 | DAR | Darling Ingredients Inc. | Consumer Defensive | 193K | $12.0M | 1.82% |
Showing 1 to 15 of 210 holdings