CFO4Life Group, LLC
CIK: 0001706351SEC EDGAR →
Portfolio Value
$701.5M
Holdings
242
As of
Q4 2025
New Positions
18
Closed Positions
12
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 143,379 | $89.9M | 12.82% |
| 2 | BLACKROCK ETF TRUST | 726,833 | $44.2M | 6.30% |
| 3 | ISHARES TR | 176,230 | $35.0M | 4.99% |
| 4 | ISHARES TR | 385,486 | $34.5M | 4.92% |
| 5 | APPLE INC | 124,846 | $33.9M | 4.84% |
| 6 | UNITED PARCEL SERVICE INC | 311,760 | $30.9M | 4.41% |
| 7 | MICROSOFT CORP | 45,612 | $22.1M | 3.14% |
| 8 | J P MORGAN EXCHANGE TRADED F | 323,198 | $16.3M | 2.33% |
| 9 | ISHARES TR | 61,225 | $15.3M | 2.18% |
| 10 | VANGUARD BD INDEX FDS | 296,102 | $14.8M | 2.10% |
Quarterly Changes
New Positions (19)
$14.8M · 296K shares
$2.1M · 36K shares
$635K · 2K shares
$441K · 1K shares
$399K · 2K shares
$347K · 2K shares
$311K · 4K shares
$290K · 15K shares
$283K · 2K shares
$266K · 10K shares
$251K · 444 shares
$234K · 2K shares
$229K · 13K shares
$208K · 583 shares
$206K · 10K shares
$200K · 876 shares
$200K · 947 shares
$161K · 10K shares
$10K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 104 | $412.4M | 58.8% |
| Technology | 36 | $90.7M | 12.9% |
| Industrials | 17 | $49.0M | 7.0% |
| Unknown | 15 | $47.4M | 6.8% |
| Consumer Cyclical | 10 | $29.2M | 4.2% |
| Communication Services | 9 | $28.1M | 4.0% |
| Consumer Defensive | 8 | $21.5M | 3.1% |
| Healthcare | 17 | $10.5M | 1.5% |
| Energy | 11 | $9.1M | 1.3% |
| Real Estate | 9 | $1.9M | 0.3% |
| Utilities | 4 | $1.1M | 0.2% |
| Basic Materials | 2 | $454K | 0.1% |