Top 50 CFO4Life Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.16% | 144.5K | $86.3M | +0.78%(+1.12K) | $410.21(+66.95%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.47% | 729.0K | $42.4M | +0.30%(+2.19K) | $50.29(+33.49%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.23% | 379.2K | $34.3M | -1.63%(-6.29K) | $73.97(+31.54%) | 2026-03-31 | |
| QUAL | ISHARES TR | 5.13% | 175.3K | $33.6M | -0.54%(-943) | $107.99(+102.27%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 4.66% | 311.0K | $30.6M | -0.24%(-751) | $111.63(-0.87%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.62% | 119.5K | $30.3M | -4.29%(-5.35K) | $46.04(+570.29%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.48% | 325.7K | $16.3M | +0.76%(+2.46K) | $50.02(+1.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.37% | 41.9K | $15.5M | -8.07%(-3.68K) | $177.38(+120.15%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.23% | 60.9K | $14.6M | -0.59%(-360) | $111.79(+183.15%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 2.12% | 352.7K | $13.9M | -1.06%(-3.77K) | $34.28(+37.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.52% | +17.50% |
| Top 20 Holdings Unweighted | +7.31% | +23.59% |
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