CFO4Life Group, LLC
CIK 1706351 · Holdings on Mar 31, 2024 · First reported May 6, 2024
Top ten holdings
Q1 2024- UPS8.69%
- VOO7.61%
- JEPI5.97%
- QUAL5.30%
- VLUE5.13%
- VWO4.84%
- MTUM4.22%
- AAPL4.10%
- IEI3.38%
- DAR3.07%
Share classes counted separately52.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VWOWeight increased · +2.11 pp2.73% → 4.84%Shares +291.27K (+83.86%)
- AAPLWeight decreased · -0.86 pp4.96% → 4.10%Shares -3.33K (-2.47%)
- UPSWeight decreased · -0.82 pp9.51% → 8.69%Shares +5.33K (+1.68%)
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 | $47.89M | 8.69% | 322.20K shares | 9.51% → 8.69%-0.82 pp +5.33K (+1.68%) | Added | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $41.96M | 7.61% | 87.28K shares | 7.12% → 7.61%+0.49 pp +1.96K (+2.30%) | Added | ↗▾ |
| 03 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $32.89M | 5.97% | 568.52K shares | 5.59% → 5.97%+0.38 pp +35.68K (+6.70%) | Added | ↗▾ |
| 04 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $29.22M | 5.30% | 177.76K shares | 4.85% → 5.30%+0.45 pp +5.21K (+3.02%) | Added | ↗▾ |
| 05 | VLUEISHARES MSCI USA VALUE FACTOMSCI USA VALUE View history and evidence | $28.29M | 5.13% | 261.20K shares | 4.80% → 5.13%+0.33 pp +12.75K (+5.13%) | Added | ↗▾ |
| 06 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $26.67M | 4.84% | 638.59K shares | 2.73% → 4.84%+2.11 pp +291.27K (+83.86%) | Added | ↗▾ |
| 07 | MTUMISHARES MSCI USA MOMENTUM FAMSCI USA MMENTM View history and evidence | $23.27M | 4.22% | 124.22K shares | 3.67% → 4.22%+0.55 pp +1.65K (+1.34%) | Added | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $22.57M | 4.10% | 131.64K shares | 4.96% → 4.10%-0.86 pp -3.33K (-2.47%) | Reduced | ↗▾ |
| 09 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $18.60M | 3.38% | 160.60K shares | 3.36% → 3.38%+0.02 pp +10.56K (+7.04%) | Added | ↗▾ |
| 10 | DARDARLING INGREDIENTS INC View history and evidence | $16.93M | 3.07% | 364.04K shares | 3.47% → 3.07%-0.40 pp -84 (-0.02%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AYX ALTERYX INC - CLASS A | Non-derivative | -38,554 | -$1.82M | SEC filing ↗ | SEC filing ↗ |
| EFV ISHARES MSCI EAFE VALUE ETF | Non-derivative | -21,685 | -$1.13M | SEC filing ↗ | SEC filing ↗ |
| ADBE ADOBE INC | Non-derivative | -1,768 | -$1.05M | SEC filing ↗ | SEC filing ↗ |
3 / 10 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 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 551018971
}Research all 200 reported holdings.
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