CFO4Life Group, LLC
CIK 1706351 · Holdings on Dec 31, 2024 · First reported Feb 10, 2025
Top ten holdings
Q4 2024- VOO8.24%
- UPS7.01%
- JEPI5.84%
- AAPL5.62%
- QUAL5.57%
- VLUE4.96%
- MTUM4.49%
- IEI3.28%
- MSFT3.01%
- WMT2.82%
Share classes counted separately50.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- UPSWeight decreased · -0.71 pp7.72% → 7.01%Shares -3.76K (-1.17%)
- FIXDWeight decreased · -0.67 pp1.53% → 0.86%Shares -77.38K (-40.51%)
- FBNDWeight increased · +0.64 pp0.22% → 0.86%Shares +82.53K (+313.52%)
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 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $46.93M | 8.24% | 87.10K shares | 8.18% → 8.24%+0.06 pp -487 (-0.56%) | Reduced | ↗▾ |
| 02 | UPSUNITED PARCEL SERVICE-CL BCL B View history and evidence | $39.88M | 7.01% | 316.29K shares | 7.72% → 7.01%-0.71 pp -3.76K (-1.17%) | Reduced | ↗▾ |
| 03 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $33.27M | 5.84% | 578.25K shares | 5.84% → 5.84%+0.00 pp +23.97K (+4.32%) | Added | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $32.02M | 5.62% | 127.86K shares | 5.27% → 5.62%+0.35 pp -34 (-0.03%) | Reduced | ↗▾ |
| 05 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $31.69M | 5.57% | 177.93K shares | 5.52% → 5.57%+0.05 pp +4.14K (+2.38%) | Added | ↗▾ |
| 06 | VLUEISHARES MSCI USA VALUE FACTOMSCI USA VALUE View history and evidence | $28.25M | 4.96% | 267.49K shares | 5.04% → 4.96%-0.08 pp +6.18K (+2.36%) | Added | ↗▾ |
| 07 | MTUMISHARES MSCI USA MOMENTUM FAMSCI USA MMENTM View history and evidence | $25.57M | 4.49% | 123.60K shares | 4.38% → 4.49%+0.11 pp +1.43K (+1.17%) | Added | ↗▾ |
| 08 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $18.67M | 3.28% | 161.56K shares | 3.43% → 3.28%-0.15 pp -258 (-0.16%) | Reduced | ↗▾ |
| 09 | MSFTMICROSOFT CORP View history and evidence | $17.16M | 3.01% | 40.71K shares | 3.07% → 3.01%-0.06 pp +400 (+0.99%) | Added | ↗▾ |
| 10 | WMTWALMART INC View history and evidence | $16.06M | 2.82% | 177.76K shares | 2.60% → 2.82%+0.22 pp -4.39K (-2.41%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 18
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DELL DELL TECHNOLOGIES -C | Non-derivative | -8,480 | -$1.01M | SEC filing ↗ | SEC filing ↗ |
| CI THE CIGNA GROUP | Non-derivative | -2,158 | -$747.60K | SEC filing ↗ | SEC filing ↗ |
| SLB SLB LTD | Non-derivative | -16,829 | -$705.98K | SEC filing ↗ | SEC filing ↗ |
3 / 18 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 569216286
}Research all 219 reported holdings.
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