CFO4Life Group, LLC
237 holdingsFiling period: 2026-06-30Current AUM: $758.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 144.2K | $99.0M | $101.4M | 13.38% | -345 | 2026-06-30 |
| 2 | DYNF | BlackRock ETF Trust | 727.6K | $49.5M | $49.9M | 6.58% | -1,385 | 2026-06-30 |
| 3 | QUAL | iShares TR | 175.9K | $38.6M | $39.3M | 5.19% | +601 | 2026-06-30 |
| 4 | IEFA | iShares TR | 375.9K | $36.3M | $36.1M | 4.76% | -3,342 | 2026-06-30 |
| 5 | AAPL | Apple Inc | 120.2K | $34.8M | $41.3M | 5.45% | +658 | 2026-06-30 |
| 6 | UPS | United Parcel Svcs Inc | 310.8K | $33.4M | $31.2M | 4.11% | -173 | 2026-06-30 |
| 7 | MTUM | iShares TR | 60.6K | $20.8M | $17.8M | 2.35% | -282 | 2026-06-30 |
| 8 | JMUB | J P Morgan Exchange Traded F | 331.9K | $16.8M | $16.2M | 2.14% | +6.3K | 2026-06-30 |
| 9 | VFLO | Victory Portfolios II | 353.4K | $16.2M | $19.3M | 2.54% | +652 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 41.0K | $15.3M | $21.8M | 2.88% | -933 | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 59.3K | $14.1M | $14.8M | 1.95% | +407 | 2026-06-30 |
| 12 | IJR | iShares TR | 86.5K | $12.8M | $12.0M | 1.59% | -1,689 | 2026-06-30 |
| 13 | VCRB | Vanguard Malvern Fds | 165.8K | $12.8M | $12.4M | 1.63% | -46 | 2026-06-30 |
| 14 | VLUE | iShares TR | 63.3K | $12.6M | $12.3M | 1.62% | -31 | 2026-06-30 |
| 15 | MMIT | New York Life Invts Active E | 505.5K | $12.3M | $11.9M | 1.58% | +6.6K | 2026-06-30 |
| 16 | VUSB | Vanguard BD Index Fds | 219.3K | $10.9M | $10.9M | 1.43% | -25,111 | 2026-06-30 |
| 17 | DAR | Darling Ingredients Inc | 198.4K | $10.8M | $11.3M | 1.50% | +4.9K | 2026-06-30 |
| 18 | VTI | Vanguard Index Fds | 26.4K | $9.8M | $9.9M | 1.31% | -11 | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 27.3K | $9.8M | $8.6M | 1.14% | +1.1K | 2026-06-30 |
| 20 | GOOG | Alphabet Inc | 27.1K | $9.6M | $8.5M | 1.13% | +453 | 2026-06-30 |
| 21 | V | Visa Inc | 27.9K | $9.6M | $11.3M | 1.49% | -241 | 2026-06-30 |
| 22 | NVDA | NVIDIA Corporation | 43.2K | $8.6M | $9.3M | 1.23% | +3.7K | 2026-06-30 |
| 23 | HD | Home Depot Inc | 24.4K | $8.6M | $7.8M | 1.03% | -223 | 2026-06-30 |
| 24 | JEPI | J P Morgan Exchange Traded F | 143.7K | $8.1M | $8.2M | 1.08% | +16 | 2026-06-30 |
| 25 | GSLC | Goldman Sachs ETF TR | 53.5K | $7.6M | $7.8M | 1.03% | -2,219 | 2026-06-30 |
← Scroll →
Page 1 of 10