Portfolio (Quarterly)
Guide ↗
CFO4Life Group, LLC
· CIK 0001706351| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | NTRS | NORTHERN TR CORP | Financial Services | 5,803.0 | $1.0M | 0.14% | NEW | — | $173.83 | +5.0% |
| 82 | IVW | ISHARES TR | — | 7,317.0 | $1.0M | 0.14% | NEW | — | $137.53 | +0.6% |
| 83 | C | CITIGROUP INC | Financial Services | 7,048.0 | $986K | 0.13% | NEW | — | $139.96 | -7.4% |
| 84 | SPTL | SPDR SERIES TRUST | — | 36,423.0 | $955K | 0.13% | NEW | — | $26.23 | -4.0% |
| 85 | CII | BLACKROCK ENHANCED LARGE CAP | Financial Services | 35,525.0 | $929K | 0.12% | NEW | — | $26.15 | -7.8% |
| 86 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 5,164.0 | $920K | 0.12% | NEW | — | $178.23 | +17.8% |
| 87 | TFLO | ISHARES TR | — | 18,109.0 | $917K | 0.12% | NEW | — | $50.63 | -0.1% |
| 88 | IVE | ISHARES TR | — | 4,021.0 | $913K | 0.12% | NEW | — | $227.06 | +4.0% |
| 89 | VMBS | VANGUARD SCOTTSDALE FDS | — | 19,501.0 | $913K | 0.12% | NEW | — | $46.81 | -1.2% |
| 90 | BOND | PIMCO ETF TR | — | 9,833.0 | $907K | 0.12% | NEW | — | $92.21 | -1.7% |
| 91 | VT | VANGUARD INTL EQUITY INDEX F | — | 5,515.0 | $866K | 0.12% | NEW | — | $156.95 | +1.9% |
| 92 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 7,204.0 | $840K | 0.11% | NEW | — | $116.67 | +49.1% |
| 93 | VUG | VANGUARD INDEX FDS | — | 9,634.0 | $830K | 0.11% | NEW | — | $86.14 | +1.2% |
| 94 | MMIN | NEW YORK LIFE INVTS ACTIVE E | — | 34,014.0 | $823K | 0.11% | NEW | — | $24.21 | -2.4% |
| 95 | PGR | PROGRESSIVE CORP | Financial Services | 3,602.0 | $787K | 0.11% | NEW | — | $218.48 | +0.9% |
| 96 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 5,914.0 | $784K | 0.11% | NEW | — | $132.52 | +3.5% |
| 97 | BAC | BANK OF AMER CORP | Financial Services | 13,723.0 | $782K | 0.10% | NEW | — | $56.98 | +8.6% |
| 98 | BAI | BLACKROCK ETF TRUST | — | 14,828.0 | $782K | 0.10% | NEW | — | $52.72 | -15.6% |
| 99 | NVS | NOVARTIS AG | Healthcare | 4,916.0 | $770K | 0.10% | NEW | — | $156.73 | -0.3% |
| 100 | UNP | UNION PAC CORP | Industrials | 2,814.0 | $766K | 0.10% | NEW | — | $272.04 | +11.7% |
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
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%