CFO4Life Group, LLC

Institutional manager (13F) · CIK 1706351

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $564M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$86M	144,500
2	BLACKROCK ETF TRUST	$42M	729,026
3	ISHARES TR	$34M	379,195
4	ISHARES TR	$34M	175,287
5	UNITED PARCEL SVCS INC	$31M	311,009
6	APPLE INC	$30M	119,496
7	J P MORGAN EXCHANGE TRADED F	$16M	325,661
8	MICROSOFT CORP	$16M	41,932
9	ISHARES TR	$15M	60,865
10	VICTORY PORTFOLIOS II	$14M	352,701
11	VANGUARD MALVERN FDS	$13M	165,869
12	AMAZON COM INC	$12M	58,942
13	VANGUARD BD INDEX FDS	$12M	244,431
14	NEW YORK LIFE INVTS ACTIVE E	$12M	498,899
15	DARLING INGREDIENTS INC	$12M	193,470
16	ISHARES TR	$11M	88,204
17	ISHARES TR	$9M	63,281
18	VISA INC	$8M	28,099
19	VANGUARD INDEX FDS	$8M	26,373
20	J P MORGAN EXCHANGE TRADED F	$8M	143,649
21	HOME DEPOT INC	$8M	24,606
22	ALPHABET INC	$8M	26,693
23	ALPHABET INC	$8M	26,216
24	WALMART INC	$7M	57,136
25	GOLDMAN SACHS ETF TR	$7M	55,683
26	ISHARES TR	$7M	79,901
27	NVIDIA CORPORATION	$7M	39,486
28	MASTERCARD INCORPORATED	$6M	12,604
29	WASTE MGMT INC DEL	$6M	26,137
30	GOLDMAN SACHS ETF TR	$6M	134,709
31	ISHARES TR	$6M	48,680
32	FIDELITY MERRIMACK STR TR	$5M	115,899
33	META PLATFORMS INC	$5M	7,870
34	J P MORGAN EXCHANGE TRADED F	$4M	88,092
35	EXXON MOBIL CORP	$4M	26,086
36	VANGUARD MALVERN FDS	$4M	55,059
37	HARTFORD FDS EXCHANGE TRADED	$4M	124,353
38	CSX CORP	$4M	94,006
39	VANGUARD INTL EQUITY INDEX F	$4M	69,924
40	BROADCOM INC	$4M	11,656
41	FIRST TR EXCHNG TRADED FD VI	$3M	73,699
42	BERKSHIRE HATHAWAY INC DEL	$3M	4
43	VANGUARD SCOTTSDALE FDS	$3M	46,348
44	BLACKROCK INC	$3M	2,726
45	JOHNSON & JOHNSON	$3M	10,398
46	STATE STR SPDR S&P 500 ETF T	$2M	3,758
47	APPLOVIN CORP	$2M	6,029
48	TESLA INC	$2M	6,422
49	PROCTER & GAMBLE CO	$2M	16,283
50	JPMORGAN CHASE & CO	$2M	7,488

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.