CFO4Life Group, LLC
211 holdingsFiling period: 2026-03-31Current AUM: $735.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 144.5K | $86.3M | $99.2M | 13.49% | +1.1K | 2026-03-31 |
| 2 | DYNF | BLACKROCK ETF TRUST | 729.0K | $42.4M | $49.2M | 6.68% | +2.2K | 2026-03-31 |
| 3 | IEFA | ISHARES TR | 379.2K | $34.3M | $37.3M | 5.06% | -6,291 | 2026-03-31 |
| 4 | QUAL | ISHARES TR | 175.3K | $33.6M | $38.4M | 5.23% | -943 | 2026-03-31 |
| 5 | UPS | UNITED PARCEL SVCS INC | 311.0K | $30.6M | $32.4M | 4.41% | -751 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 119.5K | $30.3M | $36.9M | 5.02% | -5,350 | 2026-03-31 |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | 325.7K | $16.3M | $16.2M | 2.20% | +2.5K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 41.9K | $15.5M | $19.5M | 2.65% | -3,680 | 2026-03-31 |
| 9 | MTUM | ISHARES TR | 60.9K | $14.6M | $18.2M | 2.48% | -360 | 2026-03-31 |
| 10 | VFLO | VICTORY PORTFOLIOS II | 352.7K | $13.9M | $17.5M | 2.38% | -3,775 | 2026-03-31 |
| 11 | VCRB | VANGUARD MALVERN FDS | 165.9K | $12.8M | $12.6M | 1.71% | +2.6K | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 58.9K | $12.3M | $16.0M | 2.18% | -2,244 | 2026-03-31 |
| 13 | VUSB | VANGUARD BD INDEX FDS | 244.4K | $12.2M | $12.2M | 1.65% | -51,671 | 2026-03-31 |
| 14 | MMIT | NEW YORK LIFE INVTS ACTIVE E | 498.9K | $12.0M | $11.9M | 1.62% | +22.0K | 2026-03-31 |
| 15 | DAR | DARLING INGREDIENTS INC | 193.5K | $12.0M | $11.7M | 1.59% | -17,615 | 2026-03-31 |
| 16 | IJR | ISHARES TR | 88.2K | $11.0M | $12.8M | 1.74% | -5,033 | 2026-03-31 |
| 17 | VLUE | ISHARES TR | 63.3K | $9.0M | $12.1M | 1.64% | -1,452 | 2026-03-31 |
| 18 | V | VISA INC | 28.1K | $8.5M | $10.3M | 1.40% | -640 | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 26.4K | $8.5M | $9.7M | 1.32% | -88 | 2026-03-31 |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | 143.6K | $8.1M | $8.2M | 1.12% | +118 | 2026-03-31 |
| 21 | HD | HOME DEPOT INC | 24.6K | $8.1M | $8.2M | 1.11% | -574 | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 26.7K | $7.7M | $9.5M | 1.29% | -2,867 | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 26.2K | $7.5M | $9.3M | 1.27% | -2,780 | 2026-03-31 |
| 24 | WMT | WALMART INC | 57.1K | $7.1M | $6.4M | 0.86% | -2,085 | 2026-03-31 |
| 25 | GSLC | GOLDMAN SACHS ETF TR | 55.7K | $7.0M | $8.0M | 1.08% | -1,153 | 2026-03-31 |
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