Portfolio (Quarterly)
Guide ↗
CFO4Life Group, LLC
· CIK 0001706351| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | BE | BLOOM ENERGY CORP | Industrials | 5,513.0 | $1.7M | 0.23% | NEW | — | $302.70 | -33.1% |
| 62 | SCHB | SCHWAB STRATEGIC TR | — | 56,853.0 | $1.6M | 0.22% | NEW | — | $28.96 | +1.8% |
| 63 | TXN | TEXAS INSTRS INC | Technology | 5,283.0 | $1.6M | 0.21% | NEW | — | $298.09 | -10.9% |
| 64 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,061.0 | $1.5M | 0.21% | NEW | — | $500.39 | — |
| 65 | PEP | PEPSICO INC | Consumer Defensive | 11,025.0 | $1.5M | 0.20% | NEW | — | $135.40 | +4.9% |
| 66 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,543.0 | $1.5M | 0.20% | NEW | — | $580.91 | -19.2% |
| 67 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 56,186.0 | $1.3M | 0.18% | NEW | — | $23.71 | +4.0% |
| 68 | PB | PROSPERITY BANCSHARES INC | Financial Services | 17,922.0 | $1.3M | 0.18% | NEW | — | $73.03 | -0.6% |
| 69 | LRCX | LAM RESEARCH CORP | Technology | 2,834.0 | $1.2M | 0.17% | NEW | — | $433.39 | -28.3% |
| 70 | EME | EMCOR GROUP INC | Industrials | 1,474.0 | $1.2M | 0.17% | NEW | — | $829.92 | -5.1% |
| 71 | IUSV | ISHARES TR | — | 10,996.0 | $1.2M | 0.16% | NEW | — | $110.15 | +3.8% |
| 72 | COP | CONOCOPHILLIPS | Energy | 11,443.0 | $1.2M | 0.16% | NEW | — | $103.96 | +29.7% |
| 73 | APH | AMPHENOL CORP | Technology | 6,711.0 | $1.2M | 0.16% | NEW | — | $176.31 | -13.2% |
| 74 | USMV | ISHARES TR | — | 12,176.0 | $1.2M | 0.16% | NEW | — | $96.46 | +4.4% |
| 75 | DELL | DELL TECHNOLOGIES INC | Technology | 2,713.0 | $1.2M | 0.16% | NEW | — | $431.52 | +0.8% |
| 76 | KO | COCA COLA CO | Consumer Defensive | 14,224.0 | $1.2M | 0.16% | NEW | — | $81.27 | +11.4% |
| 77 | VTEB | VANGUARD MUN BD FDS | — | 22,647.0 | $1.1M | 0.15% | NEW | — | $50.58 | -2.0% |
| 78 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,138.0 | $1.1M | 0.14% | NEW | — | $935.14 | -0.2% |
| 79 | AXP | AMERICAN EXPRESS CO | Financial Services | 3,110.0 | $1.1M | 0.14% | NEW | — | $338.26 | -2.1% |
| 80 | TMUS | T-MOBILE US INC | Communication Services | 6,098.0 | $1.0M | 0.14% | NEW | — | $167.73 | +8.0% |
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%