CFO4Life Group
COPPELL, TXfiles as CFO4Life Group, LLC
$742m in 236 US stocks at the end of 30 June 2026. The top 10 are 48.6% of the money. It changed about 6.1% of the portfolio this quarter.
Value
$742m
Stocks
236
Top 10 share
48.6%
Turnover
6.1%
What changed this quarter
New
Bought for the first time this quarter.
- Schwab Strategic TRSCHB0.2% of the fund
- Ishares TRIVW0.1% of the fund
- Spdr Series TrustSPTL0.1% of the fund
- Ishares TRIVE0.1% of the fund
- Vanguard Scottsdale FDSVMBS0.1% of the fund
- Blackrock ETF TrustBAI0.1% of the fund
- Blackrock ETF Trust IIBINC<0.1% of the fund
- Invesco Exch Traded FD TR IISPMO<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- Blackrock ETF Trust IIGGOV<0.1% of the fund
- Palo Alto NetworksPANW<0.1% of the fund
- Global X FDSSHLD<0.1% of the fund
- SandiskSNDK<0.1% of the fund
- Blackrock ETF TrustBLCR<0.1% of the fund
- Ishares TRIAGG<0.1% of the fund
- Vaneck ETF TrustSMH<0.1% of the fund
- Sprott Asset Management LPPHYS<0.1% of the fund
- ASML Holding NVASML<0.1% of the fund
- CorningGLW<0.1% of the fund
- Blackrock ETF Trust IIINMU<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- Fidelity Ethereum FDFETH<0.1% of the fund
- Thomson Reuters Corp /canTRI<0.1% of the fund
Added
Bought more of a stock they already held.
- Darling IngredientsDAR1.5% of the fund+3%
- AlphabetGOOGL1.3% of the fund+4%
- NvidiaNVDA1.2% of the fund+9%
- Vanguard Scottsdale FDSVGSH0.7% of the fund+94%
- BroadcomAVGO0.6% of the fund+6%
- First TR Exchng Traded FD VIFIXD0.4% of the fund+2%
- TeslaTSLA0.4% of the fund+12%
- Micron TechnologyMU0.4% of the fund+13%
- IntelINTC0.3% of the fund+6%
- Amplify ETF TRDIVO0.3% of the fund+12%
- Eli LillyLLY0.3% of the fund+3%
- Ishares TRGOVT0.2% of the fund+214%
- Advanced Micro DevicesAMD0.2% of the fund+15%
- Blackstone Secured Lending FundBXSL0.2% of the fund+2%
- Lam ResearchLRCX0.2% of the fund+7%
- Ishares TRUSMV0.2% of the fund+3%
- Palantir TechnologiesPLTR0.1% of the fund+13%
- Bank of AmericaBAC0.1% of the fund+4%
- Fidelity Wise Origin BitcoinFBTC0.1% of the fund+52%
- Goldman Sachs ETF TRGPIX<0.1% of the fund+85%
- Spdr Gold TRGLD<0.1% of the fund+19%
- AmgenAMGN<0.1% of the fund+3%
- Verizon CommunicationsVZ<0.1% of the fund+14%
- Goldman Sachs GroupGS<0.1% of the fund+3%
- DBX ETF TRDBEF<0.1% of the fund+9%
Cut
Sold some of their stake.
- MicrosoftMSFT2.1% of the fund-2%
- Vanguard BD Index FDSVUSB1.5% of the fund-10%
- Goldman Sachs ETF TRGSLC1.0% of the fund-4%
- Ishares TRIXUS1.0% of the fund-3%
- Goldman Sachs ETF TRGSIE0.8% of the fund-3%
- Ishares TRIEI0.7% of the fund-5%
- State STR Spdr S&P 500 ETF TSPY0.3% of the fund-31%
- Berkshire HathawayBRK-B0.2% of the fund-21%
- Prosperity BancsharesPB0.2% of the fund-38%
- Ishares TRIUSV0.2% of the fund-29%
- Costco WholesaleCOST0.1% of the fund-2%
- T-Mobile USTMUS0.1% of the fund-13%
- Booking HoldingsBKNG0.1% of the fund-2%
- Ishares TRIVV<0.1% of the fund-12%
- UnitedHealth GroupUNH<0.1% of the fund-15%
- Philip Morris InternationalPM<0.1% of the fund-15%
- Invesco QQQ TRQQQ<0.1% of the fund-62%
- Vaneck ETF TrustBIZD<0.1% of the fund-8%
- Innovator Etfs TrustBALT<0.1% of the fund-19%
- Cigna GroupCI<0.1% of the fund-4%
- Carrier GlobalCARR<0.1% of the fund-8%
- ResmedRMD<0.1% of the fund-2%
- AbbVieABBV<0.1% of the fund-19%
- McDonald'sMCD<0.1% of the fund-4%
- AT&TT<0.1% of the fund-14%
Sold out
Sold their entire stake.
- Invesco Exchange Traded FD TSPHQ-100%
- Schwab Strategic TRSCHX-100%
- Global X FDSPFFD-100%
- Ishares Bitcoin Trust ETFIBIT-100%
- PTCPTC-100%
- NewmontNEM-100%
- American Airlines GroupAAL-100%
- WM TechnologyMAPS-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 13.3%
- Value
- $99m
- Shares
- 144,155
Held
- Blackrock ETF TrustDYNF
- Share
- 6.7%
- Value
- $49m
- Shares
- 727,641
Held
- Ishares TRQUAL
- Share
- 5.2%
- Value
- $39m
- Shares
- 175,888
Held
- Ishares TRIEFA
- Share
- 4.9%
- Value
- $36m
- Shares
- 375,853
Held
- Ishares TRMTUM
- Share
- 2.8%
- Value
- $21m
- Shares
- 60,583
Held
- J P Morgan Exchange Traded FJMUB
- Share
- 2.3%
- Value
- $17m
- Shares
- 331,936
Held
- Victory Portfolios IIVFLO
- Share
- 2.2%
- Value
- $16m
- Shares
- 353,353
Held
- Ishares TRIJR
- Share
- 1.7%
- Value
- $13m
- Shares
- 86,515
Held
- Vanguard Malvern FDSVCRB
- Share
- 1.7%
- Value
- $13m
- Shares
- 165,823
Held
- Ishares TRVLUE
- Share
- 1.7%
- Value
- $13m
- Shares
- 63,250
Held
- New York Life Invts Active EMMIT
- Share
- 1.7%
- Value
- $12m
- Shares
- 505,504
Held
- Vanguard BD Index FDSVUSB
- Share
- 1.5%
- Value
- $11m
- Shares
- 219,320
-10%
- Vanguard Index FDSVTI
- Share
- 1.3%
- Value
- $10m
- Shares
- 26,362
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 1.1%
- Value
- $8m
- Shares
- 143,665
Held
- Goldman Sachs ETF TRGSLC
- Share
- 1.0%
- Value
- $8m
- Shares
- 53,464
-4%
- Ishares TRIXUS
- Share
- 1.0%
- Value
- $7m
- Shares
- 77,266
-3%
- Goldman Sachs ETF TRGSIE
- Share
- 0.8%
- Value
- $6m
- Shares
- 130,080
-3%
- Ishares TRIEI
- Share
- 0.7%
- Value
- $5m
- Shares
- 46,421
-5%
- Vanguard Scottsdale FDSVGSH
- Share
- 0.7%
- Value
- $5m
- Shares
- 89,736
+94%
- Fidelity Merrimack STR TRFBND
- Share
- 0.7%
- Value
- $5m
- Shares
- 114,545
Held
- J P Morgan Exchange Traded FJMST
- Share
- 0.6%
- Value
- $4m
- Shares
- 87,863
Held
- Vanguard Malvern FDSVPLS
- Share
- 0.6%
- Value
- $4m
- Shares
- 54,803
Held
- Hartford FDS Exchange TradedHTRB
- Share
- 0.6%
- Value
- $4m
- Shares
- 123,973
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.6%
- Value
- $4m
- Shares
- 68,603
Held
- First TR Exchng Traded FD VIFIXD
- Share
- 0.4%
- Value
- $3m
- Shares
- 75,387
+2%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.4%
- Value
- $3m
- Shares
- 4
Held
- Amplify ETF TRDIVO
- Share
- 0.3%
- Value
- $2m
- Shares
- 46,078
+12%
- J P Morgan Exchange Traded FJPST
- Share
- 0.3%
- Value
- $2m
- Shares
- 40,365
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $2m
- Shares
- 2,595
-31%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $2m
- Shares
- 24,212
Held
- Ishares TRGOVT
- Share
- 0.2%
- Value
- $2m
- Shares
- 73,689
+214%
- Schwab Strategic TRSCHB
- Share
- 0.2%
- Value
- $2m
- Shares
- 56,853
New
- Ishares TRIUSV
- Share
- 0.2%
- Value
- $1m
- Shares
- 10,996
-29%
- Ishares TRUSMV
- Share
- 0.2%
- Value
- $1m
- Shares
- 12,176
+3%
- Vanguard MUN BD FDSVTEB
- Share
- 0.2%
- Value
- $1m
- Shares
- 22,647
Held
- Ishares TRIVW
- Share
- 0.1%
- Value
- $1m
- Shares
- 7,317
New
- Spdr Series TrustSPTL
- Share
- 0.1%
- Value
- $955,375
- Shares
- 36,423
New
- BlackRock Enhanced Large Cap Core FundCII
- Share
- 0.1%
- Value
- $928,970
- Shares
- 35,525
Held
- Ishares TRTFLO
- Share
- 0.1%
- Value
- $916,870
- Shares
- 18,109
Held
- Ishares TRIVE
- Share
- 0.1%
- Value
- $913,008
- Shares
- 4,021
New
- Vanguard Scottsdale FDSVMBS
- Share
- 0.1%
- Value
- $912,842
- Shares
- 19,501
New
- Pimco ETF TRBOND
- Share
- 0.1%
- Value
- $906,701
- Shares
- 9,833
Held
- Vanguard Intl Equity Index FVT
- Share
- 0.1%
- Value
- $865,555
- Shares
- 5,515
Held
- Vanguard Index FDSVUG
- Share
- 0.1%
- Value
- $829,886
- Shares
- 9,634
Held
- New York Life Invts Active EMMIN
- Share
- 0.1%
- Value
- $823,471
- Shares
- 34,014
Held
- Blackrock ETF TrustBAI
- Share
- 0.1%
- Value
- $781,732
- Shares
- 14,828
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 13.3% | $99m | 144,155 | Held |
| Blackrock ETF TrustDYNF | 6.7% | $49m | 727,641 | Held |
| Ishares TRQUAL | 5.2% | $39m | 175,888 | Held |
| Ishares TRIEFA | 4.9% | $36m | 375,853 | Held |
| AppleAAPL | 4.7% | $35m | 120,154 | Held |
| United Parcel ServiceUPS | 4.5% | $33m | 310,836 | Held |
| Ishares TRMTUM | 2.8% | $21m | 60,583 | Held |
| J P Morgan Exchange Traded FJMUB | 2.3% | $17m | 331,936 | Held |
| Victory Portfolios IIVFLO | 2.2% | $16m | 353,353 | Held |
| MicrosoftMSFT | 2.1% | $15m | 40,999 | -2% |
| Amazon.comAMZN | 1.9% | $14m | 59,349 | Held |
| Ishares TRIJR | 1.7% | $13m | 86,515 | Held |
| Vanguard Malvern FDSVCRB | 1.7% | $13m | 165,823 | Held |
| Ishares TRVLUE | 1.7% | $13m | 63,250 | Held |
| New York Life Invts Active EMMIT | 1.7% | $12m | 505,504 | Held |
| Vanguard BD Index FDSVUSB | 1.5% | $11m | 219,320 | -10% |
| Darling IngredientsDAR | 1.5% | $11m | 198,358 | +3% |
| Vanguard Index FDSVTI | 1.3% | $10m | 26,362 | Held |
| AlphabetGOOGL | 1.3% | $10m | 27,287 | +4% |
| AlphabetGOOG | 1.3% | $10m | 27,146 | Held |
| VisaV | 1.3% | $10m | 27,858 | Held |
| NvidiaNVDA | 1.2% | $9m | 43,211 | +9% |
| Home DepotHD | 1.2% | $9m | 24,383 | Held |
| J P Morgan Exchange Traded FJEPI | 1.1% | $8m | 143,665 | Held |
| Goldman Sachs ETF TRGSLC | 1.0% | $8m | 53,464 | -4% |
| Ishares TRIXUS | 1.0% | $7m | 77,266 | -3% |
| MastercardMA | 0.9% | $7m | 12,704 | Held |
| WalmartWMT | 0.9% | $6m | 57,309 | Held |
| Goldman Sachs ETF TRGSIE | 0.8% | $6m | 130,080 | -3% |
| Waste ManagementWM | 0.8% | $6m | 26,126 | Held |
| Ishares TRIEI | 0.7% | $5m | 46,421 | -5% |
| Vanguard Scottsdale FDSVGSH | 0.7% | $5m | 89,736 | +94% |
| Fidelity Merrimack STR TRFBND | 0.7% | $5m | 114,545 | Held |
| BroadcomAVGO | 0.6% | $5m | 12,380 | +6% |
| J P Morgan Exchange Traded FJMST | 0.6% | $4m | 87,863 | Held |
| CSXCSX | 0.6% | $4m | 94,036 | Held |
| Meta PlatformsMETA | 0.6% | $4m | 7,758 | Held |
| Vanguard Malvern FDSVPLS | 0.6% | $4m | 54,803 | Held |
| Hartford FDS Exchange TradedHTRB | 0.6% | $4m | 123,973 | Held |
| Vanguard Intl Equity Index FVWO | 0.6% | $4m | 68,603 | Held |
| ExxonMobil HoldingsXOM | 0.5% | $4m | 26,140 | Held |
| First TR Exchng Traded FD VIFIXD | 0.4% | $3m | 75,387 | +2% |
| AppLovinAPP | 0.4% | $3m | 6,033 | Held |
| Cisco SystemsCSCO | 0.4% | $3m | 26,425 | Held |
| TeslaTSLA | 0.4% | $3m | 7,216 | +12% |
| Micron TechnologyMU | 0.4% | $3m | 2,618 | +13% |
| Berkshire Hathaway INC DELBRK-A | 0.4% | $3m | 4 | Held |
| Johnson & JohnsonJNJ | 0.4% | $3m | 10,539 | Held |
| BlackRockBLK | 0.4% | $3m | 2,724 | Held |
| JPMorgan ChaseJPM | 0.3% | $2m | 7,557 | Held |
| KLAKLAC | 0.3% | $2m | 8,179 | Held |
| IntelINTC | 0.3% | $2m | 17,632 | +6% |
| Procter & GamblePG | 0.3% | $2m | 16,166 | Held |
| Amplify ETF TRDIVO | 0.3% | $2m | 46,078 | +12% |
| Lennox InternationalLII | 0.3% | $2m | 3,614 | Held |
| J P Morgan Exchange Traded FJPST | 0.3% | $2m | 40,365 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $2m | 2,595 | -31% |
| Eli LillyLLY | 0.3% | $2m | 1,589 | +3% |
| Vanguard Tax-Managed FDSVEA | 0.2% | $2m | 24,212 | Held |
| Ishares TRGOVT | 0.2% | $2m | 73,689 | +214% |
| Bloom EnergyBE | 0.2% | $2m | 5,513 | Held |
| Schwab Strategic TRSCHB | 0.2% | $2m | 56,853 | New |
| Texas InstrumentsTXN | 0.2% | $2m | 5,283 | Held |
| Berkshire HathawayBRK-B | 0.2% | $2m | 3,061 | -21% |
| PepsiCoPEP | 0.2% | $1m | 11,025 | Held |
| Advanced Micro DevicesAMD | 0.2% | $1m | 2,543 | +15% |
| Blackstone Secured Lending FundBXSL | 0.2% | $1m | 56,186 | +2% |
| Prosperity BancsharesPB | 0.2% | $1m | 17,922 | -38% |
| Lam ResearchLRCX | 0.2% | $1m | 2,834 | +7% |
| EMCOR GroupEME | 0.2% | $1m | 1,474 | Held |
| Ishares TRIUSV | 0.2% | $1m | 10,996 | -29% |
| ConocoPhillipsCOP | 0.2% | $1m | 11,443 | Held |
| AmphenolAPH | 0.2% | $1m | 6,711 | Held |
| Ishares TRUSMV | 0.2% | $1m | 12,176 | +3% |
| Dell TechnologiesDELL | 0.2% | $1m | 2,713 | Held |
| Coca-ColaKO | 0.2% | $1m | 14,224 | Held |
| Vanguard MUN BD FDSVTEB | 0.2% | $1m | 22,647 | Held |
| Costco WholesaleCOST | 0.1% | $1m | 1,138 | -2% |
| American ExpressAXP | 0.1% | $1m | 3,110 | Held |
| T-Mobile USTMUS | 0.1% | $1m | 6,098 | -13% |
| Northern TrustNTRS | 0.1% | $1m | 5,803 | Held |
| Ishares TRIVW | 0.1% | $1m | 7,317 | New |
| CitigroupC | 0.1% | $986,421 | 7,048 | Held |
| Spdr Series TrustSPTL | 0.1% | $955,375 | 36,423 | New |
| BlackRock Enhanced Large Cap Core FundCII | 0.1% | $928,970 | 35,525 | Held |
| Booking HoldingsBKNG | 0.1% | $920,375 | 5,164 | -2% |
| Ishares TRTFLO | 0.1% | $916,870 | 18,109 | Held |
| Ishares TRIVE | 0.1% | $913,008 | 4,021 | New |
| Vanguard Scottsdale FDSVMBS | 0.1% | $912,842 | 19,501 | New |
| Pimco ETF TRBOND | 0.1% | $906,701 | 9,833 | Held |
| Vanguard Intl Equity Index FVT | 0.1% | $865,555 | 5,515 | Held |
| Palantir TechnologiesPLTR | 0.1% | $840,467 | 7,204 | +13% |
| Vanguard Index FDSVUG | 0.1% | $829,886 | 9,634 | Held |
| New York Life Invts Active EMMIN | 0.1% | $823,471 | 34,014 | Held |
| ProgressivePGR | 0.1% | $786,950 | 3,602 | Held |
| Hartford Insurance GroupHIG | 0.1% | $783,698 | 5,914 | Held |
| Bank of AmericaBAC | 0.1% | $781,936 | 13,723 | +4% |
| Blackrock ETF TrustBAI | 0.1% | $781,732 | 14,828 | New |
| Novartis AGNVS | 0.1% | $770,500 | 4,916 | Held |
| Union PacificUNP | 0.1% | $765,529 | 2,814 | Held |
Showing the largest 100 of 236.
Options (1)
- GameStopGME
- Type
- Put
- Value
- $662,400
- Contracts
- 30,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| GameStopGME | Put | $662,400 | 30,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 16.0% since 30 June 2025.
Where the money is
Technology11.5%
Industrials7.3%
Financial services4.5%
Media & telecom4.0%
Retail & consumer3.8%
Everyday goods3.3%
Health care1.4%
Energy1.1%
Utilities0.2%
Real estate0.2%
Other62.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.