account_balance
Investment manager · 13F filer · SEC CIK 1706351
CFO4Life Group, LLC
Reported value$747Mas of Sep 30, 2026
Positions240 11 new, 7 sold out
Top 10 weight49.8%VOO alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
13.7%
DYNFBlackRock ETF Trust
6.8%
AAPLApple Inc.
5.3%
QUALiShares Tr
5.2%
IEFAiShares Tr
4.9%
UPSUnited Parcel Service Inc
3.9%
MSFTMicrosoft Corp
2.7%Trimmed −4%
MTUMiShares Tr
2.6%
VFLOVictory Portfolios II
2.4%
JMUBJ P Morgan Exchange Traded F
2.1%
AMZNAmazon.com Inc
1.9%−6%
VCRBVanguard Malvern FDS
1.7%+4%
VOOVanguard Index FDS
13.7%
DYNFBlackRock ETF Trust
6.8%
AAPLApple Inc.
5.3%
QUALiShares Tr
5.2%
IEFAiShares Tr
4.9%
UPSUnited Parcel Service Inc
3.9%
MSFTMicrosoft Corp
2.7%
MTUM2.6%
VFLO2.4%
JMUB
AMZN1.9%VCRB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 13.7% Held
DYNF BlackRock ETF Trust 6.8% Held
AAPL Apple Inc. 5.3% HeldQUAL iShares Tr 5.2% Held
IEFA iShares Tr 4.9% Held
UPS United Parcel Service Inc 3.9% HeldMSFT Microsoft Corp 2.7% Trimmed −4%MTUM iShares Tr 2.6% Held
VFLO Victory Portfolios II 2.4% Held
JMUB J P Morgan Exchange Traded F 2.1% Held
AMZN Amazon.com Inc 1.9% Trimmed −6%VCRB Vanguard Malvern FDS 1.7% Added +4%
What changed
Biggest moves since Jun 30, 2026
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