Portfolio (Quarterly)
Guide ↗
CFO4Life Group, LLC
· CIK 0001706351| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | RMD | RESMED INC | Healthcare | 2,272.0 | $443K | 0.06% | NEW | — | $194.87 | +18.8% |
| 142 | ABBV | ABBVIE INC | Healthcare | 1,745.0 | $439K | 0.06% | NEW | — | $251.64 | +5.3% |
| 143 | VLO | VALERO ENERGY CORP | Energy | 1,685.0 | $439K | 0.06% | NEW | — | $260.43 | +34.0% |
| 144 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 425.0 | $430K | 0.06% | NEW | — | $1012.05 | +2.7% |
| 145 | GD | GENERAL DYNAMICS CORP | Industrials | 1,155.0 | $409K | 0.06% | NEW | — | $354.24 | +8.5% |
| 146 | DBEF | DBX ETF TR | — | 7,398.0 | $404K | 0.05% | NEW | — | $54.63 | +2.2% |
| 147 | LAMR | LAMAR ADVERTISING CO | Real Estate | 2,588.0 | $404K | 0.05% | NEW | — | $155.97 | -3.3% |
| 148 | GGOV | BLACKROCK ETF TRUST II | — | 8,008.0 | $403K | 0.05% | NEW | — | $50.29 | -0.2% |
| 149 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,886.0 | $401K | 0.05% | NEW | — | $212.82 | +4.2% |
| 150 | VEEV | VEEVA SYS INC | Healthcare | 2,249.0 | $399K | 0.05% | NEW | — | $177.47 | +39.7% |
| 151 | GILD | GILEAD SCIENCES INC | Healthcare | 3,156.0 | $399K | 0.05% | NEW | — | $126.35 | +15.6% |
| 152 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,473.0 | $398K | 0.05% | NEW | — | $270.39 | +0.2% |
| 153 | PSX | PHILLIPS 66 | Energy | 2,351.0 | $398K | 0.05% | NEW | — | $169.08 | +43.6% |
| 154 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,678.0 | $397K | 0.05% | NEW | — | $236.60 | +3.1% |
| 155 | AOM | ISHARES TR | — | 7,935.0 | $396K | 0.05% | NEW | — | $49.89 | -0.2% |
| 156 | KRG | KITE REALTY GROUP TRUST | Real Estate | 13,837.0 | $393K | 0.05% | NEW | — | $28.38 | -7.9% |
| 157 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,386.0 | $390K | 0.05% | NEW | — | $281.11 | -16.2% |
| 158 | PANW | PALO ALTO NETWORKS INC | Technology | 1,136.0 | $387K | 0.05% | NEW | — | $341.02 | +4.9% |
| 159 | T | AT&T INC | Communication Services | 18,612.0 | $385K | 0.05% | NEW | — | $20.70 | +22.3% |
| 160 | GE | GE AEROSPACE | Industrials | 994.0 | $371K | 0.05% | NEW | — | $373.57 | -6.7% |
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%