CFO4Life Group, LLC
CIK 1706351 · Holdings on Dec 31, 2023 · First reported Jan 24, 2024
Top ten holdings
Q4 2023- UPS9.51%
- VOO7.12%
- JEPI5.59%
- AAPL4.96%
- QUAL4.85%
- VLUE4.80%
- MTUM3.67%
- DAR3.47%
- IEI3.36%
- MSFT2.90%
Share classes counted separately50.23%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VWOWeight decreased · -2.50 pp5.23% → 2.73%Shares -230.48K (-39.89%)
- IEMGWeight increased · +2.02 pp0.05% → 2.07%Shares +209.74K (+4613.70%)
- UPSWeight decreased · -1.91 pp11.42% → 9.51%Shares -568 (-0.18%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | UPSUNITED PARCEL SERVICE-CL BCL B View history and evidence | $49.82M | 9.51% | 316.87K shares | 11.42% → 9.51%-1.91 pp -568 (-0.18%) | Reduced | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $37.27M | 7.12% | 85.32K shares | 7.64% → 7.12%-0.52 pp +1.09K (+1.29%) | Added | ↗▾ |
| 03 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $29.30M | 5.59% | 532.83K shares | 6.47% → 5.59%-0.88 pp +9.86K (+1.89%) | Added | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $25.99M | 4.96% | 134.97K shares | 5.38% → 4.96%-0.42 pp -1.27K (-0.93%) | Reduced | ↗▾ |
| 05 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $25.39M | 4.85% | 172.55K shares | 5.16% → 4.85%-0.31 pp +2.90K (+1.71%) | Added | ↗▾ |
| 06 | VLUEISHARES MSCI USA VALUE FACTOMSCI USA VALUE View history and evidence | $25.13M | 4.80% | 248.45K shares | 5.01% → 4.80%-0.21 pp +9.38K (+3.92%) | Added | ↗▾ |
| 07 | MTUMISHARES MSCI USA MOMENTUM FAMSCI USA MMENTM View history and evidence | $19.23M | 3.67% | 122.58K shares | 3.94% → 3.67%-0.27 pp +310 (+0.25%) | Added | ↗▾ |
| 08 | DARDARLING INGREDIENTS INC View history and evidence | $18.15M | 3.47% | 364.12K shares | 4.53% → 3.47%-1.06 pp -12.00K (-3.19%) | Reduced | ↗▾ |
| 09 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $17.57M | 3.36% | 150.04K shares | Prior unavailable +150.04K | New | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $15.18M | 2.90% | 40.37K shares | 2.95% → 2.90%-0.05 pp -82 (-0.20%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ON ON SEMICONDUCTOR | Non-derivative | -8,993 | -$835.90K | SEC filing ↗ | SEC filing ↗ |
| URI UNITED RENTALS INC | Non-derivative | -1,760 | -$782.64K | SEC filing ↗ | SEC filing ↗ |
| VCSH VANGUARD S/T CORP BOND ETF | Non-derivative | -9,731 | -$731.25K | SEC filing ↗ | SEC filing ↗ |
3 / 17 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1706351 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-24
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001580642-24-000927",
"cover_total": 523734983,
"filing_date": "2024-02-12",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001580642-24-000418",
"filing_date": "2024-01-24",
"confidential": false,
"cover_table_value_total_raw": 523734983
}
],
"cover_table_value": 523734983
}Research all 183 reported holdings.
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