Portfolio (Quarterly)
Guide ↗
CFO4Life Group, LLC
· CIK 0001706351| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | V | VISA INC | Financial Services | 27,858.0 | $9.6M | 1.29% | NEW | — | $343.09 | +6.6% |
| 22 | NVDA | NVIDIA CORPORATION | Technology | 43,211.0 | $8.6M | 1.16% | NEW | — | $200.09 | +8.4% |
| 23 | HD | HOME DEPOT INC | Consumer Cyclical | 24,383.0 | $8.6M | 1.16% | NEW | — | $352.68 | -5.2% |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 143,665.0 | $8.1M | 1.09% | NEW | — | $56.48 | +2.2% |
| 25 | GSLC | GOLDMAN SACHS ETF TR | — | 53,464.0 | $7.6M | 1.02% | NEW | — | $141.89 | +2.7% |
| 26 | IXUS | ISHARES TR | — | 77,266.0 | $7.4M | 0.99% | NEW | — | $95.44 | +1.9% |
| 27 | MA | MASTERCARD INCORPORATED | Financial Services | 12,704.0 | $6.5M | 0.88% | NEW | — | $513.59 | +11.7% |
| 28 | WMT | WALMART INC | Consumer Defensive | 57,309.0 | $6.5M | 0.87% | NEW | — | $113.26 | -8.3% |
| 29 | GSIE | GOLDMAN SACHS ETF TR | — | 130,080.0 | $5.9M | 0.80% | NEW | — | $45.70 | +4.7% |
| 30 | WM | WASTE MGMT INC DEL | Industrials | 26,126.0 | $5.8M | 0.78% | NEW | — | $222.88 | +0.9% |
| 31 | IEI | ISHARES TR | — | 46,421.0 | $5.5M | 0.73% | NEW | — | $117.45 | -0.8% |
| 32 | VGSH | VANGUARD SCOTTSDALE FDS | — | 89,736.0 | $5.2M | 0.70% | NEW | — | $58.20 | -0.1% |
| 33 | FBND | FIDELITY MERRIMACK STR TR | — | 114,545.0 | $5.2M | 0.70% | NEW | — | $45.49 | -1.2% |
| 34 | AVGO | BROADCOM INC | Technology | 12,380.0 | $4.7M | 0.63% | NEW | — | $377.74 | -3.6% |
| 35 | JMST | J P MORGAN EXCHANGE TRADED F | — | 87,863.0 | $4.5M | 0.60% | NEW | — | $51.00 | -0.1% |
| 36 | CSX | CSX CORP | Industrials | 94,036.0 | $4.5M | 0.60% | NEW | — | $47.53 | +7.2% |
| 37 | META | META PLATFORMS INC | Communication Services | 7,758.0 | $4.4M | 0.59% | NEW | — | $563.30 | -3.1% |
| 38 | VPLS | VANGUARD MALVERN FDS | — | 54,803.0 | $4.3M | 0.57% | NEW | — | $77.58 | -1.5% |
| 39 | HTRB | HARTFORD FDS EXCHANGE TRADED | — | 123,973.0 | $4.2M | 0.56% | NEW | — | $33.73 | -1.3% |
| 40 | VWO | VANGUARD INTL EQUITY INDEX F | — | 68,603.0 | $4.1M | 0.55% | NEW | — | $59.69 | +0.6% |
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%