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CFO4Life Group, LLC

Portfolio Manager
CFO4Life Group, LLC
Performance
-4.37% (2026 Q1)
AUM (13F)
$655.98M
# of Holdings
210
Performance Rank
Allocation (Top 20)
64.67%

CFO4Life Group, LLC Holdings Map

Top 50 CFO4Life Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
13.16%144.5K$86.3M
+0.78%(+1.12K)
2025-Q1: 141.6K shares2025-Q2: 144.9K shares2025-Q3: 145.4K shares2025-Q4: 143.4K shares2026-Q1: 144.5K shares
$410.21(+66.95%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
6.47%729.0K$42.4M
+0.30%(+2.19K)
2025-Q1: 653.9K shares2025-Q2: 718.3K shares2025-Q3: 734.5K shares2025-Q4: 726.8K shares2026-Q1: 729.0K shares
$50.29(+33.49%)
2026-03-31
IEFA
ISHARES TR
5.23%379.2K$34.3M
-1.63%(-6.29K)
2025-Q1: 333.5K shares2025-Q2: 374.0K shares2025-Q3: 385.4K shares2025-Q4: 385.5K shares2026-Q1: 379.2K shares
$73.97(+31.54%)
2026-03-31
QUAL
ISHARES TR
5.13%175.3K$33.6M
-0.54%(-943)
2025-Q1: 175.3K shares2025-Q2: 176.8K shares2025-Q3: 178.3K shares2025-Q4: 176.2K shares2026-Q1: 175.3K shares
$107.99(+102.27%)
2026-03-31
UPS
UNITED PARCEL SVCS INC
4.66%311.0K$30.6M
-0.24%(-751)
2025-Q1: 315.6K shares2025-Q2: 313.4K shares2025-Q3: 312.1K shares2025-Q4: 311.8K shares2026-Q1: 311.0K shares
$111.63(-0.87%)
2026-03-31
AAPL
APPLE INC
4.62%119.5K$30.3M
-4.29%(-5.35K)
2025-Q1: 127.9K shares2025-Q2: 125.0K shares2025-Q3: 125.4K shares2025-Q4: 124.8K shares2026-Q1: 119.5K shares
$46.04(+570.29%)
2026-03-31
JMUB
J P MORGAN EXCHANGE TRADED F
2.48%325.7K$16.3M
+0.76%(+2.46K)
2025-Q1: 313.5K shares2025-Q2: 308.9K shares2025-Q3: 330.2K shares2025-Q4: 323.2K shares2026-Q1: 325.7K shares
$50.02(+1.05%)
2026-03-31
MSFT
MICROSOFT CORP
2.37%41.9K$15.5M
-8.07%(-3.68K)
2025-Q1: 40.8K shares2025-Q2: 41.6K shares2025-Q3: 47.2K shares2025-Q4: 45.6K shares2026-Q1: 41.9K shares
$177.38(+120.15%)
2026-03-31
MTUM
ISHARES TR
2.23%60.9K$14.6M
-0.59%(-360)
2025-Q1: 66.3K shares2025-Q2: 64.1K shares2025-Q3: 62.9K shares2025-Q4: 61.2K shares2026-Q1: 60.9K shares
$111.79(+183.15%)
2026-03-31
VFLO
VICTORY PORTFOLIOS II
2.12%352.7K$13.9M
-1.06%(-3.77K)
2025-Q1: 323.5K shares2025-Q2: 350.4K shares2025-Q3: 358.4K shares2025-Q4: 356.5K shares2026-Q1: 352.7K shares
$34.28(+37.12%)
2026-03-31

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