CFO4Life Group, LLC
- SEC CIK
- 0001706351
- Latest filing
- Aug 12, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 20, 2021. Long positions only.
- Positions
- 145
- No 13F data for Q4 2020
- Portfolio value
- $402.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 312,505 | $53.1M | 13.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 109,296 | $39.8M | 9.9% | – | – | – |
| DARDarling Ingredients Inc. | COM | 443,575 | $32.6M | 8.1% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 170,723 | $20.8M | 5.2% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 177,850 | $18.2M | 4.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 335,233 | $17.7M | 4.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 107,439 | $17.3M | 4.3% | – | – | – |
| AAPLApple Inc. | Stock | 135,389 | $16.5M | 4.1% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 63,849 | $11.3M | 2.8% | – | – | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 390,776 | $10.7M | 2.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 93,759 | $10.2M | 2.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 37,709 | $8.89M | 2.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,491 | $7.71M | 1.9% | – | – | History |
| HDHome Depot, Inc. | Stock | 24,790 | $7.57M | 1.9% | – | – | History |
| VVisa Inc. | Stock | 30,969 | $6.56M | 1.6% | – | – | History |
| LIILennox International Inc | COM | 17,897 | $5.58M | 1.4% | – | – | History |
| MAMastercard Inc | Stock | 13,969 | $4.97M | 1.2% | – | – | History |
| WMWaste Management Inc | Stock | 32,741 | $4.22M | 1.1% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 73,972 | $3.75M | 0.9% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 73,338 | $3.68M | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,515 | $3.62M | 0.9% | – | – | – |
| CSXCSX Corp | Stock | 36,847 | $3.55M | 0.9% | – | – | History |
| AYXAlteryx, Inc. | COM CL A | 35,464 | $2.94M | 0.7% | – | – | History |
| BLKBlackRock, Inc. | COM | 3,740 | $2.82M | 0.7% | – | – | History |
| PGProcter & Gamble Co | Stock | 20,757 | $2.81M | 0.7% | – | – | History |
| WMTWalmart Inc. | Stock | 20,630 | $2.80M | 0.7% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 39,171 | $2.71M | 0.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,299 | $2.69M | 0.7% | – | – | History |
| MMM3M Co | Stock | 13,504 | $2.60M | 0.6% | – | – | History |
| PEPPepsiCo Inc | Stock | 17,921 | $2.54M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 7,908 | $2.33M | 0.6% | – | – | History |
| PBProsperity Bancshares Inc | COM | 30,876 | $2.31M | 0.6% | – | – | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 29,215 | $2.31M | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,001 | $2.06M | 0.5% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 38,606 | $2.04M | 0.5% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 23,391 | $1.64M | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 28,071 | $1.57M | 0.4% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 29,789 | $1.54M | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 9,349 | $1.54M | 0.4% | – | – | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 42,423 | $1.40M | 0.3% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 36,489 | $1.32M | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 8,194 | $1.25M | 0.3% | – | – | History |
| INTCIntel Corp | Stock | 19,191 | $1.23M | 0.3% | – | – | History |
| PFEPfizer Inc | Stock | 33,428 | $1.21M | 0.3% | – | – | History |
| iShares Core S&P US Value ETF464287663 | ETF | 15,423 | $1.06M | 0.3% | – | – | – |
| CCitigroup Inc | Stock | 14,329 | $1.04M | 0.3% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 2,751 | $1.02M | 0.3% | – | – | History |
| AMATApplied Materials Inc | Stock | 7,261 | $970.0K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 8,396 | $880.0K | 0.2% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,863 | $878.0K | 0.2% | – | – | – |
| ABRArbor Realty Trust Inc | COM | 55,037 | $875.0K | 0.2% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,147 | $860.0K | 0.2% | – | – | – |
| LRCXLam Research Corp | COM | 1,406 | $837.0K | 0.2% | – | – | History |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 52,797 | $831.0K | 0.2% | – | – | History |
| CMCSAComcast Corp | Stock | 15,225 | $824.0K | 0.2% | – | – | History |
| WSMWilliams Sonoma Inc | COM | 4,378 | $785.0K | 0.2% | – | – | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 15,245 | $778.0K | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 14,308 | $754.0K | 0.2% | – | – | History |
| TAT&T Inc. | Stock | 24,915 | $754.0K | 0.2% | – | – | History |
| IBTXIndependent Bank Group, Inc. | COM | 10,331 | $746.0K | 0.2% | – | – | History |
| Signature BK New York N Y82669G104 | COM | 3,242 | $733.0K | 0.2% | – | – | – |
| TRMBTrimble Inc. | COM | 9,106 | $708.0K | 0.2% | – | – | History |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 46,955 | $694.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,671 | $682.0K | 0.2% | – | – | History |
| CRLCharles River Laboratories International, Inc. | COM | 2,331 | $676.0K | 0.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,654 | $656.0K | 0.2% | – | – | History |
| COPConocoPhillips | Stock | 12,122 | $642.0K | 0.2% | – | – | History |
| LEN.BLennar Corp | CL B | 7,791 | $642.0K | 0.2% | – | – | History |
| PHParker-Hannifin Corp | Stock | 2,025 | $639.0K | 0.2% | – | – | History |
| ADBEAdobe Inc. | Stock | 1,341 | $637.0K | 0.2% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 1,311 | $636.0K | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 3,323 | $613.0K | 0.2% | – | – | History |
| ENBEnbridge Inc | Stock | 16,782 | $611.0K | 0.2% | – | – | History |
| PGRProgressive Corp | Stock | 6,319 | $604.0K | 0.2% | – | – | History |
| MDUMdu Resources Group Inc | Stock | 18,695 | $591.0K | 0.1% | – | – | History |
| QRVOQorvo, Inc. | Stock | 3,206 | $586.0K | 0.1% | – | – | History |
| PWRQuanta Services, Inc. | COM | 6,515 | $573.0K | 0.1% | – | – | History |
| LKQLKQ Corp | COM | 13,513 | $572.0K | 0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,222 | $558.0K | 0.1% | – | – | History |
| FS KKR Cap Corp II35952V303 | COM | 27,542 | $538.0K | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 2,400 | $529.0K | 0.1% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,381 | $524.0K | 0.1% | – | – | History |
| GRMNGarmin Ltd | SHS | 3,957 | $522.0K | 0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 8,823 | $513.0K | 0.1% | – | – | – |
| DLTRDollar Tree, Inc. | COM | 4,480 | $513.0K | 0.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,103 | $511.0K | 0.1% | – | – | – |
| EAElectronic Arts Inc. | COM | 3,728 | $505.0K | 0.1% | – | – | History |
| NVSNovartis AG | ADR | 5,852 | $500.0K | 0.1% | – | – | History |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 25,632 | $495.0K | 0.1% | – | – | History |
| FDXFedEx Corp | Stock | 1,717 | $488.0K | 0.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,491 | $476.0K | 0.1% | – | – | – |
| AKAMAkamai Technologies Inc | COM | 4,463 | $455.0K | 0.1% | – | – | History |
| HOLXHologic Inc | COM | 6,082 | $452.0K | 0.1% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 716 | $442.0K | 0.1% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 187 | $436.0K | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 8,473 | $433.0K | 0.1% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $421.0K | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,864 | $418.0K | 0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,130 | $417.0K | 0.1% | – | – | History |
| Zix Corp98974P100 | COM | 55,000 | $415.0K | 0.1% | – | – | – |