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CFO4Life Group, LLC

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
UNITED PARCEL SERVICE INC UPSCommon319,121-15357,202,511,0001,699,908,00012.27  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK81,954-37,18433,378,189,000-8,479,857,0007.16  Hist 06/30/2023
DARLING INGREDIENTS INC. DARCommon488,19121,77031,141,704,0001,948,414,0006.680.31 Hist 06/30/2023
J P MORGAN EXCHANGE TRADED F JEPICommon497,155497,15527,507,561,00027,507,561,0005.90  Hist 06/30/2023
Apple Inc. AAPLCommon138,807-20026,924,381,0008,863,155,0005.78  Hist 06/30/2023
iSHARES TRUST QUALCommon168,94526,05822,785,565,0006,502,178,0004.89  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon548,256325,51122,303,039,00013,620,428,0004.79  Hist 06/30/2023
iSHARES TRUST VLUECommon236,16795,87622,150,118,0009,363,954,0004.75  Hist 06/30/2023
iSHARES TRUST MTUMCommon121,21513,95817,485,272,0001,833,206,0003.75  Hist 06/30/2023
MICROSOFT CORP MSFTCommon40,58333013,820,268,0004,166,801,0002.970.00 Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII FIXDCommon214,3367,0709,467,217,000364,085,0002.03  Hist 06/30/2023
iSHARES TRUST IJRS&P SMLCAP 60087,7191,9508,741,222,000624,090,0001.88  Hist 06/30/2023
HOME DEPOT, INC. HDCommon23,898-3447,423,722,000-233,479,0001.590.00 Hist 06/30/2023
VISA INC. VCL A31,1122,4917,388,407,0001,442,141,0001.59  Hist 06/30/2023
AMAZON COM INC AMZNCommon56,184-8337,324,146,0002,534,718,0001.57  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon27,670-29,5496,095,234,000-4,844,505,0001.31  Hist 06/30/2023
Mastercard Inc MACL A13,434-1915,283,428,000545,743,0001.13  Hist 06/30/2023
WASTE MANAGEMENT INC WMCommon29,553-8285,125,112,000358,996,0001.100.01 Hist 06/30/2023
iSHARES TRUST IUSBCommon99,58640,2144,528,179,0001,860,604,0000.97  Hist 06/30/2023
GOLDMAN SACHS ETF TR EQUITY GSLCSTOCK51,42311,2394,489,245,0001,430,038,0000.96  Hist 06/30/2023
JPS INDUSTRIES INC JPSTCommon86,9216,6334,358,231,000333,417,0000.94  Hist 06/30/2023
iSHARES TRUST IXUSCommon56,73110,2183,552,519,000860,320,0000.76  Hist 06/30/2023
Alphabet Inc. GOOGCOM28,850-203,490,035,000928,363,0000.75  Hist 06/30/2023
CSX CORP CSXCommon99,628-2,8463,397,313,000222,668,0000.73  Hist 06/30/2023
LENNOX INTERNATIONAL INC LIICommon10,332-1,0563,368,846,000644,491,0000.72  Hist 06/30/2023
Walmart Inc. WMTCommon20,470-3713,217,533,000262,485,0000.690.00 Hist 06/30/2023
Alphabet Inc. GOOGLCOM26,6912,9683,194,913,0001,101,833,0000.69  Hist 06/30/2023
Goldman Sachs ETF Trust GSIECommon96,14221,2273,014,040,000857,982,0000.65  Hist 06/30/2023
PROCTER & GAMBLE Co PGCommon19,500-2882,958,934,000-40,109,0000.630.00 Hist 06/30/2023
PEPSICO INC PEPCommon15,6166002,892,332,000179,601,0000.62  Hist 06/30/2023
Blackstone Secured Lending Fund BXSLCOM103,344-9,8012,827,503,000298,715,0000.610.06 Hist 06/30/2023
EXXON MOBIL CORP XOMCommon23,558-1,6222,526,565,000-250,831,0000.540.00 Hist 06/30/2023
Alteryx, Inc. AYXCommon52,8904072,401,206,000-258,108,0000.52  Hist 06/30/2023
BlackRock Inc. BLKCommon3,405-1422,353,597,000-160,179,0000.510.00 Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon11,825-2871,957,313,000-182,238,0000.42  Hist 06/30/2023
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