CFO4Life, L.P. [Rocket]

Holdings

CFO4Life, L.P.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	119,138	119,138	41,858,046,000	41,858,046,000	8.90		Hist	12/31/2022
FIRST TR EXCHNG TRADED FD VI	UCON	Common	1,076,901	1,076,901	25,964,073,000	25,964,073,000	5.52		Hist	12/31/2022
iSHARES TRUST	VLUE	Common	140,291	140,291	12,786,164,000	12,786,164,000	2.72		Hist	12/31/2022
iShares, Inc.	IEMG	Common	244,893	244,893	11,436,503,000	11,436,503,000	2.43		Hist	12/31/2022
VANGUARD INDEX FUNDS	VTI	Common	57,219	57,219	10,939,739,000	10,939,739,000	2.33		Hist	12/31/2022
MICROSOFT CORP	MSFT	Common	40,253	40,253	9,653,467,000	9,653,467,000	2.05	0.00	Hist	12/31/2022
FIRST TRUST EXCHANGE-TRADED FUND VIII	FIXD	Common	207,266	207,266	9,103,132,000	9,103,132,000	1.93		Hist	12/31/2022
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	222,745	222,745	8,682,611,000	8,682,611,000	1.85		Hist	12/31/2022
FIDELITY FREEDOM 2020	FVAL	Common	197,611	197,611	8,665,242,000	8,665,242,000	1.84		Hist	12/31/2022
iSHARES TRUST	IWM	Common	46,001	46,001	8,020,734,000	8,020,734,000	1.70		Hist	12/31/2022
HOME DEPOT, INC.	HD	Common	24,242	24,242	7,657,201,000	7,657,201,000	1.63	0.00	Hist	12/31/2022
iSHARES TRUST	EFG	MSCI GRW IDX	75,557	75,557	6,328,654,000	6,328,654,000	1.35		Hist	12/31/2022
iSHARES TRUST	IWB	Common	29,128	29,128	6,132,027,000	6,132,027,000	1.30		Hist	12/31/2022
iSHARES TRUST	EFV	MSCI VAL IDX	130,771	130,771	5,999,773,000	5,999,773,000	1.28		Hist	12/31/2022
VISA INC.	V	CL A	28,621	28,621	5,946,266,000	5,946,266,000	1.26		Hist	12/31/2022
iSHARES TRUST	AGG	LEHMAN AGG BND	53,862	53,862	5,224,075,000	5,224,075,000	1.11		Hist	12/31/2022
AMAZON COM INC	AMZN	Common	57,017	57,017	4,789,428,000	4,789,428,000	1.02	0.00	Hist	12/31/2022
WASTE MANAGEMENT INC	WM	Common	30,381	30,381	4,766,116,000	4,766,116,000	1.01	0.01	Hist	12/31/2022
Mastercard Inc	MA	CL A	13,625	13,625	4,737,685,000	4,737,685,000	1.01		Hist	12/31/2022
JPS INDUSTRIES INC	JPST	Common	80,288	80,288	4,024,814,000	4,024,814,000	0.86		Hist	12/31/2022
PIMCO ETF TR TTL RTN ACTV	BOND	STOCK	40,966	40,966	3,706,604,000	3,706,604,000	0.79		Hist	12/31/2022
FIDELITY FREEDOM 2020	FQAL	Common	76,347	76,347	3,389,807,000	3,389,807,000	0.72		Hist	12/31/2022
CSX CORP	CSX	Common	102,474	102,474	3,174,645,000	3,174,645,000	0.67		Hist	12/31/2022
GOLDMAN SACHS ETF TR EQUITY	GSLC	STOCK	40,184	40,184	3,059,207,000	3,059,207,000	0.65		Hist	12/31/2022
Walmart Inc.	WMT	Common	20,841	20,841	2,955,048,000	2,955,048,000	0.63	0.00	Hist	12/31/2022
PEPSICO INC	PEP	Common	15,016	15,016	2,712,731,000	2,712,731,000	0.58	0.00	Hist	12/31/2022
iSHARES TRUST	IXUS	Common	46,513	46,513	2,692,199,000	2,692,199,000	0.57		Hist	12/31/2022
iSHARES TRUST	IUSB	Common	59,372	59,372	2,667,575,000	2,667,575,000	0.57		Hist	12/31/2022
Alteryx, Inc.	AYX	Common	52,483	52,483	2,659,314,000	2,659,314,000	0.57		Hist	12/31/2022
Alphabet Inc.	GOOG	COM	28,870	28,870	2,561,672,000	2,561,672,000	0.54	0.00	Hist	12/31/2022
Blackstone Secured Lending Fund	BXSL	COM	113,145	113,145	2,528,788,000	2,528,788,000	0.54	0.07	Hist	12/31/2022
BlackRock Inc.	BLK	Common	3,547	3,547	2,513,776,000	2,513,776,000	0.53	0.00	Hist	12/31/2022
PROSPERITY BANCSHARES INC	PRSP	Common	29,972	29,972	2,178,351,000	2,178,351,000	0.46	0.03	Hist	12/31/2022
Goldman Sachs ETF Trust	GSIE	Common	74,915	74,915	2,156,058,000	2,156,058,000	0.46		Hist	12/31/2022
iSHARES TRUST	ISCF	Common	69,665	69,665	2,089,959,000	2,089,959,000	0.44		Hist	12/31/2022
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