EdgeMarket › What Cfo4Life Group, Llc reported owning
What Cfo4Life Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
656.0MPositions
210Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 86.3M | 13.2% | 144.5K | 703.71 | +20.0% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 42.4M | 6.5% | 729.0K | 69.08 | +22.3% |
| IEFA iShares Core MSCI EAFE ETF | 34.3M | 5.2% | 379.2K | 100.85 | +16.8% |
| QUAL iShares MSCI USA Quality Factor ETF | 33.6M | 5.1% | 175.3K | 223.22 | +19.3% |
| UPS UNITED PARCEL SERVICE INC | 30.6M | 4.7% | 311.0K | 102.01 | +17.3% |
| AAPL Apple Inc. | 30.3M | 4.6% | 119.5K | 309.35 | +36.9% |
| JMUB JPMorgan Municipal ETF | 16.3M | 2.5% | 325.7K | 49.69 | +0.5% |
| MSFT MICROSOFT CORP | 15.5M | 2.4% | 41.9K | 483.24 | -4.4% |
| MTUM iShares MSCI USA Momentum Factor ETF | 14.6M | 2.2% | 60.9K | 305.17 | +25.7% |
| VFLO VictoryShares Free Cash Flow ETF | 13.9M | 2.1% | 352.7K | 55.45 | +53.9% |
| VCRB Vanguard Core Bond ETF | 12.8M | 2.0% | 165.9K | 75.94 | -2.0% |
| AMZN AMAZON COM INC | 12.3M | 1.9% | 58.9K | 258.63 | +15.6% |
| VUSB Vanguard Ultra-Short Bond ETF | 12.2M | 1.9% | 244.4K | 49.75 | -0.2% |
| MMIT NYLI MacKay Muni Intermediate ETF | 12.0M | 1.8% | 498.9K | 23.98 | +0.5% |
| DAR DARLING INGREDIENTS INC. | 12.0M | 1.8% | 193.5K | 65.74 | +113.4% |
| IJR iShares Core S&P Small-Cap ETF | 11.0M | 1.7% | 88.2K | 147.31 | +29.0% |
| VLUE iShares MSCI USA Value Factor ETF | 9.0M | 1.4% | 63.3K | 202.52 | +73.0% |
| V VISA INC. | 8.5M | 1.3% | 28.1K | 371.04 | +7.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 8.5M | 1.3% | 26.4K | 378.24 | +20.5% |
| JEPI JPMorgan Equity Premium Income ETF | 8.1M | 1.2% | 143.6K | 57.92 | +1.4% |
| HD HOME DEPOT, INC. | 8.1M | 1.2% | 24.6K | 335.61 | -16.5% |
| GOOG Alphabet Inc. | 7.7M | 1.2% | 26.7K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 7.5M | 1.1% | 26.2K | 344.82 | +73.0% |
| WMT Walmart Inc. | 7.1M | 1.1% | 57.1K | 103.70 | +1.1% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 7.0M | 1.1% | 55.7K | 146.19 | +16.7% |
| IXUS iShares Core MSCI Total International Stock ET | 6.9M | 1.1% | 79.9K | 97.94 | +22.5% |
| NVDA NVIDIA CORP | 6.9M | 1.0% | 39.5K | 214.72 | +22.4% |
| MA Mastercard Inc | 6.3M | 1.0% | 12.6K | 580.63 | -2.0% |
| WM WASTE MANAGEMENT INC | 6.0M | 0.9% | 26.1K | 224.06 | -2.6% |
| GSIE Goldman Sachs ActiveBeta International Equity | 5.8M | 0.9% | 134.7K | 48.15 | +17.5% |
| IEI iShares 3-7 Year Treasury Bond ETF | 5.8M | 0.9% | 48.7K | 116.41 | -2.1% |
| FBND Fidelity Total Bond ETF | 5.3M | 0.8% | 115.9K | 44.90 | -2.1% |
| META Meta Platforms, Inc. | 4.5M | 0.7% | 7.9K | 549.90 | -26.5% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 4.5M | 0.7% | 88.1K | 50.92 | -0.1% |
| XOM ExxonMobil Holdings Corp | 4.4M | 0.7% | 26.1K | 165.11 | +52.1% |
| VPLS Vanguard Core Plus Bond ETF | 4.3M | 0.7% | 55.1K | 76.36 | -1.8% |
| HTRB Hartford Total Return Bond ETF | 4.2M | 0.6% | 124.4K | 33.24 | -2.1% |
| CSX CSX CORP | 3.9M | 0.6% | 94.0K | 51.59 | +43.3% |
| VWO Vanguard FTSE Emerging Markets ETF | 3.8M | 0.6% | 69.9K | 60.45 | +17.7% |
| AVGO Broadcom Inc. | 3.6M | 0.5% | 11.7K | 368.45 | +26.5% |
| FIXD First Trust Smith Opportunistic Fixed Income E | 3.2M | 0.5% | 73.7K | 42.75 | -2.7% |
| unmapped CUSIP 084670108 | 2.9M | 0.4% | 4 | — | — |
| VGSH Vanguard Short-Term Treasury ETF | 2.7M | 0.4% | 46.3K | 58.13 | -0.9% |
| BLK BlackRock, Inc. | 2.6M | 0.4% | 2.7K | 1,156.55 | +2.5% |
| JNJ JOHNSON & JOHNSON | 2.5M | 0.4% | 10.4K | 270.24 | +51.1% |
| SPY SPDR S&P 500 ETF TRUST | 2.4M | 0.4% | 3.8K | 765.72 | +20.0% |
| APP AppLovin Corp | 2.4M | 0.4% | 6.0K | 305.77 | -25.9% |
| TSLA Tesla, Inc. | 2.4M | 0.4% | 6.4K | 362.86 | +12.0% |
| PG PROCTER & GAMBLE Co | 2.4M | 0.4% | 16.3K | 144.68 | -9.3% |
| JPM JPMORGAN CHASE & CO | 2.2M | 0.3% | 7.5K | 351.58 | +20.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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