Portfolio (Quarterly)
Guide ↗
CFO4Life Group, LLC
· CIK 0001706351| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | IAGG | ISHARES TR | — | 5,940.0 | $301K | 0.04% | NEW | — | $50.60 | -1.6% |
| 182 | SMH | VANECK ETF TRUST | — | 447.0 | $293K | 0.04% | NEW | — | $655.89 | -14.6% |
| 183 | VV | VANGUARD INDEX FDS | — | 845.0 | $291K | 0.04% | NEW | — | $343.91 | +2.5% |
| 184 | SLV | ISHARES SILVER TR | Financial Services | 5,390.0 | $288K | 0.04% | NEW | — | $53.47 | +17.3% |
| 185 | PHYS | SPROTT ASSET MANAGEMENT LP | Financial Services | 9,494.0 | $286K | 0.04% | NEW | — | $30.17 | +16.0% |
| 186 | ASML | ASML HLDG NV | Technology | 141.0 | $281K | 0.04% | NEW | — | $1989.44 | -11.3% |
| 187 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,700.0 | $276K | 0.04% | NEW | — | $102.18 | +4.8% |
| 188 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,979.0 | $275K | 0.04% | NEW | — | $92.26 | +21.7% |
| 189 | — | INNOVATOR ETFS TRUST | — | 9,927.0 | $274K | 0.04% | NEW | — | $27.61 | — |
| 190 | PFF | ISHARES TR | — | 8,975.0 | $274K | 0.04% | NEW | — | $30.49 | -0.1% |
| 191 | IRT | INDEPENDENCE RLTY TR INC | Real Estate | 16,353.0 | $273K | 0.04% | NEW | — | $16.69 | -0.6% |
| 192 | MS | MORGAN STANLEY | Financial Services | 1,300.0 | $272K | 0.04% | NEW | — | $209.04 | +2.5% |
| 193 | HOMB | HOME BANCSHARES INC | Financial Services | 9,458.0 | $270K | 0.04% | NEW | — | $28.55 | +6.0% |
| 194 | GLW | CORNING INC | Technology | 1,050.0 | $268K | 0.04% | NEW | — | $255.52 | -41.4% |
| 195 | EFV | ISHARES TR | — | 3,500.0 | $268K | 0.04% | NEW | — | $76.55 | +7.4% |
| 196 | NFLX | NETFLIX INC. | Communication Services | 3,726.0 | $266K | 0.04% | NEW | — | $71.40 | +11.5% |
| 197 | VST | VISTRA CORP | Utilities | 1,661.0 | $264K | 0.04% | NEW | — | $158.66 | -14.1% |
| 198 | INMU | BLACKROCK ETF TRUST II | — | 10,783.0 | $261K | 0.04% | NEW | — | $24.25 | -2.0% |
| 199 | FMHI | FIRST TR EXCH TRADED FD III | — | 5,375.0 | $261K | 0.04% | NEW | — | $48.49 | -2.3% |
| 200 | BDJ | BLACKROCK ENHANCED EQUITY DI | Financial Services | 26,986.0 | $258K | 0.04% | NEW | — | $9.57 | +2.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.9%
Industrials
19.5%
Financial Services
14.8%
Consumer Cyclical
10.2%
Consumer Defensive
9.1%
Communication Services
6.2%
Healthcare
3.6%
Energy
2.9%
Real Estate
0.5%
Utilities
0.5%