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Livermore
Livermore
ZHEN

CFO4Life Group, LLC

SEC CIK
0001706351
Latest filing
Aug 12, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 14, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
141
−4 vs. Q1 2021
Portfolio value
$433.3M
+$31.1M (+7.7%) vs. Q1 2021
Filed
Jul 14, 2021
SEC
Holdings of CFO4Life Group, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BIOLBiolase, IncCOM NEW33,200$23.0K<0.1%00.0%UnchangedHistory
BCLIBrainstorm Cell Therapeutics Inc.COM NEW12,003$46.0K<0.1%00.0%UnchangedHistory
LYGLloyds Banking Group plcSPONSORED ADR39,920$102.0K<0.1%+197+0.5%AddedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A10,088$120.0K<0.1%+10,088NewHistory
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM11,290$123.0K<0.1%−6,174−35.4%ReducedHistory
COMSCOMSovereign Holding Corp.COM NEW66,067$153.0K<0.1%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM1,245$203.0K<0.1%+2+0.2%AddedHistory
RPAIRetail Properties of America, Inc.CL A17,883$205.0K<0.1%+114+0.6%AddedHistory
FFINFirst Financial Bankshares IncCOM4,288$211.0K<0.1%+4,288NewHistory
MDTMedtronic plcStock1,733$215.0K<0.1%−192−10.0%ReducedHistory
Churchill Capital Corp IV171439102CL A7,620$220.0K0.1%+7,620New–
BDXBecton Dickinson & CoStock910$221.0K0.1%−7−0.8%ReducedHistory
PSXPhillips 66Stock2,579$221.0K0.1%00.0%UnchangedHistory
CATCaterpillar IncStock1,015$221.0K0.1%−769−43.1%ReducedHistory
CARRCarrier Global CorpStock4,579$223.0K0.1%+4,579NewHistory
Vanguard Short-Term Bond ETF921937827ETF2,786$229.0K0.1%+10.0%Added–
XHRXenia Hotels & Resorts, Inc.COM12,628$237.0K0.1%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock13,071$238.0K0.1%+63+0.5%AddedHistory
ARK Innovation ETF00214Q104ETF1,858$243.0K0.1%−40−2.1%Reduced–
BEBloom Energy CorpCOM CL A9,100$245.0K0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock5,689$258.0K0.1%+420+8.0%AddedHistory
BABoeing CoStock1,082$259.0K0.1%−11−1.0%ReducedHistory
Invesco S&P 500 Quality ETF46137V241ETF5,325$259.0K0.1%00.0%Unchanged–
GSBDGoldman Sachs BDC, Inc.SHS13,326$261.0K0.1%+13,326NewHistory
BIDUBaidu, Inc.ADR1,303$266.0K0.1%−158−10.8%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF1,347$270.0K0.1%00.0%Unchanged–
BMYBristol Myers Squibb CoStock4,207$281.0K0.1%−11−0.3%ReducedHistory
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP5,736$281.0K0.1%+43+0.8%AddedHistory
BDJBlackRock Enhanced Equity Dividend TrustCOM28,196$286.0K0.1%+9,175+48.2%AddedHistory
GBDCGolub Capital BDC, Inc.COM19,054$294.0K0.1%+19,054NewHistory
TSLATesla, Inc.Stock435$296.0K0.1%−5−1.1%ReducedHistory
EWEdwards Lifesciences CorpStock2,880$298.0K0.1%00.0%UnchangedHistory
YUMYum Brands IncStock2,628$302.0K0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR1,379$313.0K0.1%−88−6.0%ReducedHistory
ABBVAbbVie Inc.Stock2,817$317.0K0.1%−367−11.5%ReducedHistory
EPDEnterprise Products Partners L.P.Stock13,564$327.0K0.1%+98+0.7%AddedHistory
NVDANVIDIA CorpStock417$334.0K0.1%−83−16.6%ReducedHistory
iShares Tr464289875CORE 40 MODE ETF7,935$357.0K0.1%00.0%Unchanged–
MOAltria Group, Inc.Stock7,500$358.0K0.1%−973−11.5%ReducedHistory
VZVerizon Communications IncStock6,424$360.0K0.1%−266−4.0%ReducedHistory
PMPhilip Morris International Inc.Stock3,632$360.0K0.1%+14+0.4%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF1,294$371.0K0.1%+2+0.2%Added–
LAMRLamar Advertising CoREIT3,637$380.0K0.1%−615−14.5%ReducedHistory
Zix Corp98974P100COM55,000$388.0K0.1%00.0%Unchanged–
DUKDuke Energy CORPStock3,970$392.0K0.1%−106−2.6%ReducedHistory
TXNTexas Instruments IncStock2,075$399.0K0.1%−10−0.5%ReducedHistory
BKNGBooking Holdings Inc.Stock187$409.0K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock1,707$416.0K0.1%+71+4.3%AddedHistory
MCDMcDonalds CorpStock1,857$429.0K0.1%−7−0.4%ReducedHistory
Vanguard Total World Stock ETF922042742ETF4,166$432.0K0.1%+494+13.5%Added–
iShares Tr464287150CORE S&P TTL STK4,600$454.0K0.1%00.0%Unchanged–
LMTLockheed Martin CorpStock1,282$485.0K0.1%+152+13.5%AddedHistory
PYPLPayPal Holdings, Inc.Stock1,783$520.0K0.1%+295+19.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,491$529.0K0.1%00.0%Unchanged–
UNPUnion Pacific CorpStock2,408$530.0K0.1%+8+0.3%AddedHistory
NVSNovartis AGADR5,828$532.0K0.1%−24−0.4%ReducedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL8,859$540.0K0.1%+36+0.4%Added–
AKAMAkamai Technologies IncCOM4,656$543.0K0.1%+193+4.3%AddedHistory
Amplify ETF Tr032108409CWP ENHANCED DIV15,934$571.0K0.1%+5,507+52.8%Added–
iShares Russell 1000 Growth ETF464287614ETF2,107$572.0K0.1%+4+0.2%Added–
FSKFS KKR Capital CorpCOM26,737$575.0K0.1%+26,737NewHistory
IBTXIndependent Bank Group, Inc.COM7,876$583.0K0.1%−2,455−23.8%ReducedHistory
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM28,399$585.0K0.1%+2,767+10.8%AddedHistory
DISWalt Disney CoStock3,385$595.0K0.1%+62+1.9%AddedHistory
GRMNGarmin LtdSHS4,162$602.0K0.1%+205+5.2%AddedHistory
ALLYAlly Financial Inc.Stock12,195$608.0K0.1%+12,195NewHistory
MDUMdu Resources Group IncStock19,582$614.0K0.1%+887+4.7%AddedHistory
PWRQuanta Services, Inc.COM6,810$617.0K0.1%+295+4.5%AddedHistory
BCSFBain Capital Specialty Finance, Inc.COM STK40,745$623.0K0.1%−6,210−13.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock1,254$633.0K0.1%+32+2.6%AddedHistory
PGRProgressive CorpStock6,512$640.0K0.1%+193+3.1%AddedHistory
PHParker-Hannifin CorpStock2,102$645.0K0.1%+77+3.8%AddedHistory
QRVOQorvo, Inc.Stock3,307$647.0K0.1%+101+3.2%AddedHistory
LEN.BLennar CorpCL B8,055$656.0K0.2%+264+3.4%AddedHistory
ENBEnbridge IncStock16,857$675.0K0.2%+75+0.4%AddedHistory
LKQLKQ CorpCOM13,972$688.0K0.2%+459+3.4%AddedHistory
COPConocoPhillipsStock11,372$693.0K0.2%−750−6.2%ReducedHistory
TAT&T Inc.Stock24,351$701.0K0.2%−564−2.3%ReducedHistory
WSMWilliams Sonoma IncCOM4,501$719.0K0.2%+123+2.8%AddedHistory
BRK.BBerkshire Hathaway IncStock2,660$739.0K0.2%−11−0.4%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,735$743.0K0.2%+81+4.9%AddedHistory
ADBEAdobe Inc.Stock1,270$744.0K0.2%−71−5.3%ReducedHistory
KOCoca Cola CoStock14,415$780.0K0.2%+107+0.7%AddedHistory
ETBEaton Vance Tax-Managed Buy-Write Income FundCOM48,045$806.0K0.2%−4,752−9.0%ReducedHistory
Signature BK New York N Y82669G104COM3,295$810.0K0.2%+53+1.6%Added–
CRLCharles River Laboratories International, Inc.COM2,338$865.0K0.2%+7+0.3%AddedHistory
CMCSAComcast CorpStock15,420$879.0K0.2%+195+1.3%AddedHistory
CVXChevron CorpStock8,582$899.0K0.2%+186+2.2%AddedHistory
LRCXLam Research CorpCOM1,428$929.0K0.2%+22+1.6%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF18,417$1.00M0.2%+1,554+9.2%Added–
CCitigroup IncStock14,329$1.01M0.2%00.0%UnchangedHistory
AMATApplied Materials IncStock7,363$1.05M0.2%+102+1.4%AddedHistory
INTCIntel CorpStock19,191$1.08M0.2%00.0%UnchangedHistory
iShares Core S&P US Value ETF464287663ETF15,423$1.11M0.3%00.0%Unchanged–
UNHUnitedHealth Group IncStock2,783$1.11M0.3%+32+1.2%AddedHistory
Vanguard Total Bond Market ETF921937835ETF12,995$1.12M0.3%+2,848+28.1%Added–
FDXFedEx CorpStock3,910$1.17M0.3%+2,193+127.7%AddedHistory
PFEPfizer IncStock31,201$1.22M0.3%−2,227−6.7%ReducedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE32,825$1.23M0.3%−3,664−10.0%Reduced–
JPMJPMorgan Chase & CoStock8,362$1.30M0.3%+168+2.1%AddedHistory

Sold out since Q1 2021 (12)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of CFO4Life Group, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
ABRArbor Realty Trust IncCOM55,037$875.0K0.2%History
TRMBTrimble Inc.COM9,106$708.0K0.2%History
ZBRAZebra Technologies CorpCL A1,311$636.0K0.2%History
FS KKR Cap Corp II35952V303COM27,542$538.0K0.1%–
CPCanadian Pacific Kansas City LtdCOM1,381$524.0K0.1%History
DLTRDollar Tree, Inc.COM4,480$513.0K0.1%History
EAElectronic Arts Inc.COM3,728$505.0K0.1%History
HOLXHologic IncCOM6,082$452.0K0.1%History
CHTRCharter Communications, Inc.CL A716$442.0K0.1%History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD4,543$375.0K0.1%–
TCPCBlackRock TCP Capital Corp.COM24,522$339.0K0.1%History
BAHBooz Allen Hamilton Holding CorpCL A2,828$228.0K0.1%History