Portfolio (Quarterly)
Guide ↗
CFO4Life Group, LLC
· CIK 0001706351| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 14,861.0 | $759K | 0.10% | NEW | — | $51.05 | +31.3% |
| 102 | ITOT | ISHARES TR | — | 4,600.0 | $756K | 0.10% | NEW | — | $164.27 | +2.3% |
| 103 | IVV | ISHARES TR | — | 983.0 | $736K | 0.10% | NEW | — | $749.06 | +2.7% |
| 104 | ETB | EATON VANCE TAX MNGED BUY WR | Financial Services | 47,086.0 | $732K | 0.10% | NEW | — | $15.54 | +0.3% |
| 105 | MO | ALTRIA GROUP INC | Consumer Defensive | 9,863.0 | $710K | 0.10% | NEW | — | $71.95 | -8.1% |
| 106 | CVX | CHEVRON CORPORATION | Energy | 4,257.0 | $706K | 0.10% | NEW | — | $165.74 | +23.8% |
| 107 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,653.0 | $687K | 0.09% | NEW | — | $415.63 | -6.1% |
| 108 | VXUS | VANGUARD STAR FDS | — | 7,899.0 | $675K | 0.09% | NEW | — | $85.49 | +2.6% |
| 109 | IWF | ISHARES TR | — | 5,398.0 | $670K | 0.09% | NEW | — | $124.18 | -1.4% |
| 110 | WFC | WELLS FARGO & CO | Financial Services | 8,109.0 | $670K | 0.09% | NEW | — | $82.64 | +1.5% |
| 111 | — PUT | GAMESTOP CORP | — | 30,000.0 | $662K | 0.09% | NEW | — | $22.08 | — |
| 112 | GPIX | GOLDMAN SACHS ETF TR | — | 11,772.0 | $654K | 0.09% | NEW | — | $55.57 | +0.9% |
| 113 | EPD | ENTERPRISE PRODS PARTNERS L | — | 17,560.0 | $646K | 0.09% | NEW | — | $36.76 | — |
| 114 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 3,534.0 | $639K | 0.09% | NEW | — | $180.91 | +4.0% |
| 115 | MLN | VANECK ETF TRUST | — | 35,830.0 | $637K | 0.09% | NEW | — | $17.78 | -2.6% |
| 116 | QQQ | INVESCO QQQ TR | Financial Services | 862.0 | $634K | 0.09% | NEW | — | $736.00 | -3.1% |
| 117 | DIS | DISNEY WALT CO | Communication Services | 6,551.0 | $631K | 0.09% | NEW | — | $96.25 | +12.0% |
| 118 | IUSB | ISHARES TR | — | 13,418.0 | $619K | 0.08% | NEW | — | $46.15 | -1.6% |
| 119 | UBER | UBER TECHNOLOGIES INC | Technology | 8,524.0 | $615K | 0.08% | NEW | — | $72.16 | +9.2% |
| 120 | MUB | ISHARES TR | — | 5,587.0 | $601K | 0.08% | NEW | — | $107.62 | -2.1% |
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%