CFO4Life Group, LLC
data from 30/09/2025
Capitalization
$ 688.041 M
7.58 %
Performance
$ 221.347 M
77.13 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 12.95% | 89.069 M $ | 145447 | 2020/03/31 | 6.425 M $ | 7.81 % |
| 2025/09/30 | DYNF | BLACKROCK ETF TRUST | 6.32% | 43.482 M $ | 734491 | 2024/09/30 | 3.405 M $ | 8.70 % |
| 2025/09/30 | QUAL | ISHARES TR | 5.04% | 34.688 M $ | 178347 | 2020/06/30 | 2.064 M $ | 6.39 % |
| 2025/09/30 | IEFA | ISHARES TR | 4.89% | 33.653 M $ | 385438 | 2023/06/30 | 1.432 M $ | 4.59 % |
| 2025/09/30 | AAPL | APPLE INC | 4.64% | 31.941 M $ | 125441 | 2017/03/31 | 6.184 M $ | 24.11 % |
| 2025/09/30 | UPS | UNITED PARCEL SERVICE INC | 3.79% | 26.068 M $ | 312084 | 2017/03/31 | -5.456 M $ | -17.25 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 3.55% | 24.422 M $ | 47151 | 2017/09/30 | 854.135 K $ | 4.13 % |
| 2025/09/30 | WMT | WALMART INC | 2.61% | 17.927 M $ | 173950 | 2018/06/30 | 921.977 K $ | 5.40 % |
| 2025/09/30 | JMUB | J P MORGAN EXCHANGE TRADED F | 2.42% | 16.663 M $ | 330165 | 2023/12/31 | 256.403 K $ | 1.67 % |
| 2025/09/30 | MTUM | ISHARES TR | 2.35% | 16.140 M $ | 62935 | 2017/03/31 | 1.034 M $ | 6.71 % |
| 2025/09/30 | VFLO | VICTORY PORTFOLIOS II | 1.95% | 13.438 M $ | 358354 | 2025/03/31 | 753.334 K $ | 6.08 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 1.94% | 13.324 M $ | 60682 | 2017/12/31 | 10.754 K $ | 0.08 % |
| 2025/09/30 | VCRB | VANGUARD MALVERN FDS | 1.82% | 12.540 M $ | 159930 | 2025/03/31 | 130.563 K $ | 1.07 % |
| 2025/09/30 | MMIT | NEW YORK LIFE INVTS ACTIVE E | 1.67% | 11.500 M $ | 473236 | 2025/03/31 | 184.967 K $ | 1.89 % |
| 2025/09/30 | IJR | ISHARES TR | 1.64% | 11.312 M $ | 95198 | 2017/03/31 | 901.749 K $ | 8.73 % |
| 2025/09/30 | HD | HOME DEPOT INC | 1.51% | 10.356 M $ | 25558 | 2017/12/31 | 987.342 K $ | 10.51 % |
| 2025/09/30 | V | VISA INC | 1.45% | 9.956 M $ | 29165 | 2018/06/30 | -381.912 K $ | -3.85 % |
| 2025/09/30 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.29% | 8.845 M $ | 154897 | 2023/03/31 | 39.891 K $ | 0.44 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 1.27% | 8.756 M $ | 46929 | 2020/09/30 | 1.289 M $ | 18.10 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 1.26% | 8.682 M $ | 26456 | 2017/09/30 | 640.638 K $ | 7.98 % |
| 2025/09/30 | VLUE | ISHARES TR | 1.24% | 8.514 M $ | 68084 | 2020/12/31 | 821.719 K $ | 10.46 % |
| 2025/09/30 | GSLC | GOLDMAN SACHS ETF TR | 1.12% | 7.725 M $ | 59299 | 2019/09/30 | 522.091 K $ | 7.33 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 1.09% | 7.506 M $ | 13196 | 2018/06/30 | 91.254 K $ | 1.22 % |
| 2025/09/30 | GOOG | ALPHABET INC | 1.04% | 7.164 M $ | 29415 | 2017/09/30 | 1.827 M $ | 37.30 % |
| 2025/09/30 | IXUS | ISHARES TR | 1.01% | 6.968 M $ | 84379 | 2020/03/31 | 436.651 K $ | 6.82 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 1.01% | 6.963 M $ | 28643 | 2017/03/31 | 1.841 M $ | 37.94 % |
| 2025/09/30 | IEI | ISHARES TR | 0.96% | 6.635 M $ | 55522 | 2023/12/31 | 26.791 K $ | 0.35 % |
| 2025/09/30 | DAR | DARLING INGREDIENTS INC | 0.96% | 6.582 M $ | 213212 | 2017/03/31 | -1.586 M $ | -18.63 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.87% | 5.994 M $ | 8162 | 2017/03/31 | -28.785 K $ | -0.50 % |
| 2025/09/30 | GSIE | GOLDMAN SACHS ETF TR | 0.86% | 5.898 M $ | 143474 | 2020/03/31 | 205.759 K $ | 3.66 % |
| 2025/09/30 | WM | WASTE MGMT INC DEL | 0.85% | 5.852 M $ | 26500 | 2018/06/30 | -213.245 K $ | -3.49 % |
| 2025/09/30 | FBND | FIDELITY MERRIMACK STR TR | 0.79% | 5.466 M $ | 118219 | 2023/12/31 | 55.671 K $ | 1.07 % |
| 2025/09/30 | APP | APPLOVIN CORP | 0.75% | 5.141 M $ | 7155 | 2024/03/31 | 2.372 M $ | 105.25 % |
| 2025/09/30 | JMST | J P MORGAN EXCHANGE TRADED F | 0.73% | 5.055 M $ | 99044 | 2023/12/31 | 12.147 K $ | 0.24 % |
| 2025/09/30 | VPLS | VANGUARD MALVERN FDS | 0.63% | 4.331 M $ | 55086 | 2024/12/31 | 43.517 K $ | 1.07 % |
| 2025/09/30 | HTRB | HARTFORD FDS EXCHANGE TRADED | 0.63% | 4.304 M $ | 125515 | 2024/12/31 | 50.455 K $ | 1.24 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX F | 0.57% | 3.897 M $ | 71934 | 2019/12/31 | 334.194 K $ | 9.54 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.52% | 3.591 M $ | 10885 | 2023/06/30 | 571.791 K $ | 19.68 % |
| 2025/09/30 | FIXD | FIRST TR EXCHNG TRADED FD VI | 0.52% | 3.558 M $ | 80097 | 2020/03/31 | 43.563 K $ | 1.21 % |
| 2025/09/30 | CSX | CSX CORP | 0.49% | 3.338 M $ | 93994 | 2018/06/30 | 270.676 K $ | 8.83 % |
| 2025/09/30 | BLK | BLACKROCK INC | 0.47% | 3.234 M $ | 2774 | 2024/12/31 | 323.037 K $ | 11.12 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.47% | 3.224 M $ | 6412 | 2018/12/31 | 86.105 K $ | 3.49 % |
| 2025/09/30 | TSLA | TESLA INC | 0.45% | 3.105 M $ | 6981 | 2020/12/31 | 551.567 K $ | 40.00 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.45% | 3.080 M $ | 27318 | 2017/03/31 | 135.234 K $ | 4.59 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.44% | 3.054 M $ | 9684 | 2017/03/31 | 244.787 K $ | 8.80 % |
| 2025/09/30 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.44% | 3.017 M $ | 4 | 2025/03/31 | 101.600 K $ | 3.49 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.40% | 2.730 M $ | 17768 | 2017/03/31 | -100.007 K $ | -3.56 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.37% | 2.520 M $ | 3783 | 2019/09/30 | 182.300 K $ | 7.82 % |
| 2025/09/30 | TMUS | T-MOBILE US INC | 0.30% | 2.050 M $ | 8565 | 2024/03/31 | 9.645 K $ | 0.47 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.29% | 2.013 M $ | 10855 | 2017/03/31 | 348.784 K $ | 21.39 % |
| 2025/09/30 | JPST | J P MORGAN EXCHANGE TRADED F | 0.29% | 2.009 M $ | 39610 | 2018/09/30 | 2.021 K $ | 0.10 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 0.29% | 1.991 M $ | 3317 | 2019/09/30 | 153.548 K $ | 8.83 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.28% | 1.937 M $ | 28311 | 2018/06/30 | -26.604 K $ | -1.38 % |
| 2025/09/30 | PEP | PEPSICO INC | 0.28% | 1.932 M $ | 13754 | 2018/06/30 | 112.030 K $ | 6.36 % |
| 2025/09/30 | PB | PROSPERITY BANCSHARES INC | 0.28% | 1.931 M $ | 29096 | 2019/12/31 | -113.175 K $ | -5.54 % |
| 2025/09/30 | LII | LENNOX INTL INC | 0.26% | 1.817 M $ | 3433 | 2017/03/31 | -150.552 K $ | -7.65 % |
| 2025/09/30 | BXSL | BLACKSTONE SECD LENDING FD | 0.25% | 1.745 M $ | 66943 | 2022/03/31 | -294.386 K $ | -15.22 % |
| 2025/09/30 | DIVO | AMPLIFY ETF TR | 0.22% | 1.545 M $ | 34675 | 2021/03/31 | 62.664 K $ | 4.75 % |
| 2025/09/30 | IUSV | ISHARES TR | 0.22% | 1.542 M $ | 15423 | 2018/06/30 | 82.050 K $ | 5.62 % |
| 2025/09/30 | TXN | TEXAS INSTRS INC | 0.22% | 1.539 M $ | 8377 | 2020/06/30 | -192.672 K $ | -11.51 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.22% | 1.497 M $ | 24978 | 2021/09/30 | 57.731 K $ | 5.10 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.20% | 1.405 M $ | 1841 | 2023/06/30 | -30.216 K $ | -2.12 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 0.20% | 1.378 M $ | 7555 | 2024/09/30 | 364.558 K $ | 33.82 % |
| 2025/09/30 | TFLO | ISHARES TR | 0.18% | 1.225 M $ | 24206 | 2024/06/30 | -1.451 K $ | -0.12 % |
| 2025/09/30 | BKNG | BOOKING HOLDINGS INC | 0.17% | 1.172 M $ | 217 | 2018/09/30 | -83.063 K $ | -6.74 % |
| 2025/09/30 | IVV | ISHARES TR | 0.17% | 1.163 M $ | 1738 | 2023/03/31 | 84.119 K $ | 7.80 % |
| 2025/09/30 | USMV | ISHARES TR | 0.17% | 1.163 M $ | 12221 | 2017/03/31 | 15.505 K $ | 1.35 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.16% | 1.134 M $ | 1226 | 2021/09/30 | -71.384 K $ | -6.49 % |
| 2025/09/30 | COP | CONOCOPHILLIPS | 0.16% | 1.100 M $ | 11626 | 2018/06/30 | 56.143 K $ | 5.40 % |
| 2025/09/30 | AXP | AMERICAN EXPRESS CO | 0.16% | 1.091 M $ | 3285 | 2024/06/30 | 42.795 K $ | 4.13 % |
| 2025/09/30 | VTEB | VANGUARD MUN BD FDS | 0.16% | 1.084 M $ | 21651 | 2023/12/31 | 19.540 K $ | 2.12 % |
| 2025/09/30 | KLAC | KLA CORP | 0.15% | 1.065 M $ | 987 | 2024/06/30 | 178.105 K $ | 20.41 % |
| 2025/09/30 | KO | COCA COLA CO | 0.15% | 1.048 M $ | 15796 | 2017/03/31 | -69.679 K $ | -6.26 % |
| 2025/09/30 | EME | EMCOR GROUP INC | 0.15% | 1.004 M $ | 1546 | 2024/06/30 | 177.822 K $ | 21.43 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.15% | 1.002 M $ | 3564 | 2024/03/31 | 215.441 K $ | 28.64 % |
| 2025/09/30 | BOND | PIMCO ETF TR | 0.14% | 934.247 K $ | 10008 | 2023/12/31 | 11.785 K $ | 1.27 % |
| 2025/09/30 | ETB | EATON VANCE TAX MNGED BUY WR | 0.13% | 926.538 K $ | 61769 | 2017/03/31 | 33.919 K $ | 3.88 % |
| 2025/09/30 | MPLX | MPLX LP | 0.13% | 924.075 K $ | 18500 | 2022/09/30 | -29.178 K $ | -3.03 % |
| 2025/09/30 | DIS | DISNEY WALT CO | 0.13% | 903.820 K $ | 7894 | 2018/12/31 | -74.197 K $ | -7.67 % |
| 2025/09/30 | UNH | UNITEDHEALTH GROUP INC | 0.13% | 894.064 K $ | 2589 | 2018/06/30 | 79.258 K $ | 10.68 % |
| 2025/09/30 | UNP | UNION PAC CORP | 0.13% | 887.449 K $ | 3754 | 2017/03/31 | 23.323 K $ | 2.73 % |
| 2025/09/30 | IWF | ISHARES TR | 0.13% | 872.229 K $ | 1862 | 2017/09/30 | 81.567 K $ | 10.32 % |
| 2025/09/30 | EPD | ENTERPRISE PRODS PARTNERS L | 0.12% | 858.339 K $ | 27449 | 2017/03/31 | 7.258 K $ | 0.84 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 0.12% | 857.433 K $ | 8752 | 2025/06/30 | 40.764 K $ | 5.01 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.12% | 847.358 K $ | 16425 | 2021/09/30 | 68.495 K $ | 9.02 % |
| 2025/09/30 | APH | AMPHENOL CORP NEW | 0.12% | 845.708 K $ | 6834 | 2025/06/30 | 172.525 K $ | 25.32 % |
| 2025/09/30 | PGR | PROGRESSIVE CORP | 0.12% | 843.945 K $ | 3417 | 2024/03/31 | -70.162 K $ | -7.46 % |
| 2025/09/30 | NTRS | NORTHERN TR CORP | 0.12% | 841.309 K $ | 6250 | 2024/12/31 | 48.515 K $ | 6.16 % |
| 2025/09/30 | T | AT&T INC | 0.12% | 801.751 K $ | 28391 | 2017/12/31 | -19.770 K $ | -2.42 % |
| 2025/09/30 | HIG | HARTFORD INSURANCE GROUP INC | 0.12% | 795.223 K $ | 5962 | 2024/03/31 | 38.833 K $ | 5.14 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.11% | 782.142 K $ | 3378 | 2020/12/31 | 151.122 K $ | 24.74 % |
| 2025/09/30 | MMIN | NEW YORK LIFE INVTS ACTIVE E | 0.11% | 772.424 K $ | 32441 | 2020/06/30 | 14.848 K $ | 2.15 % |
| 2025/09/30 | BALT | INNOVATOR ETFS TRUST | 0.11% | 760.144 K $ | 23161 | 2025/03/31 | 8.033 K $ | 2.31 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.11% | 757.885 K $ | 1580 | 2017/09/30 | 65.070 K $ | 9.40 % |
| 2025/09/30 | CII | BLACKROCK ENHANCED LARGE CAP | 0.11% | 753.434 K $ | 32758 | 2017/03/31 | 53.719 K $ | 7.73 % |
| 2025/09/30 | C | CITIGROUP INC | 0.11% | 730.688 K $ | 7199 | 2018/06/30 | 118.345 K $ | 19.24 % |
| 2025/09/30 | NVS | NOVARTIS AG | 0.11% | 730.636 K $ | 5697 | 2018/06/30 | 40.133 K $ | 5.97 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.11% | 728.127 K $ | 4689 | 2017/03/31 | 53.022 K $ | 8.45 % |
| 2025/09/30 | RMD | RESMED INC | 0.11% | 725.237 K $ | 2649 | 2024/12/31 | 41.527 K $ | 6.10 % |
| 2025/09/30 | VEEV | VEEVA SYS INC | 0.10% | 695.620 K $ | 2335 | 2025/06/30 | 23.613 K $ | 3.45 % |