Portfolio (Quarterly)
Guide ↗
CFO4Life Group, LLC
· CIK 0001706351| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | WDC | WESTERN DIGITAL CORP | Technology | 404.0 | $258K | 0.04% | NEW | — | $638.72 | -26.6% |
| 202 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 337.0 | $257K | 0.04% | NEW | — | $190.78 | -0.2% |
| 203 | BOTZ | GLOBAL X FDS | — | 6,753.0 | $256K | 0.03% | NEW | — | $37.94 | -5.6% |
| 204 | BND | VANGUARD BD INDEX FDS | — | 3,483.0 | $256K | 0.03% | NEW | — | $73.41 | -1.5% |
| 205 | FETH | FIDELITY ETHEREUM FD | Financial Services | 16,088.0 | $253K | 0.03% | NEW | — | $15.74 | +47.1% |
| 206 | FMB | FIRST TR EXCH TRADED FD III | — | 4,907.0 | $252K | 0.03% | NEW | — | $51.36 | -1.9% |
| 207 | RTX | RTX CORPORATION | Industrials | 1,318.0 | $250K | 0.03% | NEW | — | $189.71 | +11.9% |
| 208 | FSK | FS KKR CAP CORP | Financial Services | 23,150.0 | $243K | 0.03% | NEW | — | $10.50 | +13.4% |
| 209 | — | THOMSON REUTERS CORP | — | 2,922.0 | $239K | 0.03% | NEW | — | $81.67 | — |
| 210 | UGI | UGI CORP NEW | Utilities | 6,861.0 | $237K | 0.03% | NEW | — | $34.54 | +9.7% |
| 211 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,359.0 | $237K | 0.03% | NEW | — | $100.28 | -5.2% |
| 212 | AMT | AMERICAN TOWER CORP | Real Estate | 1,429.0 | $234K | 0.03% | NEW | — | $163.52 | +7.5% |
| 213 | VBR | VANGUARD INDEX FDS | — | 956.0 | $232K | 0.03% | NEW | — | $242.92 | +1.9% |
| 214 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 2,548.0 | $231K | 0.03% | NEW | — | $90.47 | -0.7% |
| 215 | PAGP | PLAINS GP HLDGS L P | Energy | 9,492.0 | $230K | 0.03% | NEW | — | $24.27 | +10.4% |
| 216 | — | GAMESTOP CORP | — | 10,398.0 | $230K | 0.03% | NEW | — | $22.08 | — |
| 217 | FQAL | FIDELITY COVINGTON TRUST | — | 2,820.0 | $229K | 0.03% | NEW | — | $81.36 | +3.4% |
| 218 | PZA | INVESCO EXCH TRADED FD TR II | — | 9,698.0 | $228K | 0.03% | NEW | — | $23.52 | -2.8% |
| 219 | MSDL | MORGAN STANLEY DIRECT LENDIN | Financial Services | 14,964.0 | $226K | 0.03% | NEW | — | $15.12 | +1.7% |
| 220 | MOAT | VANECK ETF TRUST | — | 2,166.0 | $225K | 0.03% | NEW | — | $103.96 | +9.0% |
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
31.7%
Industrials
18.8%
Financial Services
14.2%
Consumer Cyclical
9.8%
Communication Services
9.3%
Consumer Defensive
8.7%
Healthcare
3.4%
Energy
3.0%
Real Estate
0.5%
Utilities
0.5%