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Livermore
Livermore
ZHEN

CFO4Life Group, LLC

SEC CIK
0001706351
Latest filing
Aug 12, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Oct 12, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
142
+1 vs. Q2 2021
Portfolio value
$429.6M
−$3.67M (−0.8%) vs. Q2 2021
Filed
Oct 12, 2021
SEC
Holdings of CFO4Life Group, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BIOLBiolase, IncCOM NEW33,200$21.0K<0.1%00.0%UnchangedHistory
BCLIBrainstorm Cell Therapeutics Inc.COM NEW12,000$40.0K<0.1%−30.0%ReducedHistory
LYGLloyds Banking Group plcSPONSORED ADR41,509$102.0K<0.1%+1,589+4.0%AddedHistory
COMSCOMSovereign Holding Corp.COM NEW66,067$106.0K<0.1%00.0%UnchangedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A10,363$112.0K<0.1%+275+2.7%AddedHistory
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM11,514$124.0K<0.1%+224+2.0%AddedHistory
CWKCushman & Wakefield Ltd.SHS10,325$192.0K<0.1%+10,325NewHistory
BIDUBaidu, Inc.ADR1,303$200.0K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR1,379$204.0K<0.1%00.0%UnchangedHistory
ARK Innovation ETF00214Q104ETF1,857$205.0K<0.1%−1−0.1%Reduced–
KMIKinder Morgan, Inc.Stock13,270$222.0K0.1%+199+1.5%AddedHistory
XHRXenia Hotels & Resorts, Inc.COM12,628$224.0K0.1%00.0%UnchangedHistory
RPAIRetail Properties of America, Inc.CL A18,001$232.0K0.1%+118+0.7%AddedHistory
GSBDGoldman Sachs BDC, Inc.SHS12,758$234.0K0.1%−568−4.3%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF4,710$237.0K0.1%+4,710New–
BABoeing CoStock1,082$238.0K0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock533$240.0K0.1%+533NewHistory
CARRCarrier Global CorpStock4,787$248.0K0.1%+208+4.5%AddedHistory
WFCWells Fargo & CompanyStock5,544$257.0K0.1%−145−2.5%ReducedHistory
Invesco S&P 500 Quality ETF46137V241ETF5,325$259.0K0.1%00.0%Unchanged–
BDXBecton Dickinson & CoStock1,064$262.0K0.1%+154+16.9%AddedHistory
BMYBristol Myers Squibb CoStock4,477$265.0K0.1%+270+6.4%AddedHistory
ABTAbbott LaboratoriesStock2,262$267.0K0.1%+2,262NewHistory
Vanguard Morningstar Large-Cap ETF922908637ETF1,347$271.0K0.1%00.0%Unchanged–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP5,937$271.0K0.1%+201+3.5%AddedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL4,500$274.0K0.1%−4,359−49.2%Reduced–
BACBank of America CorpStock6,488$275.0K0.1%+6,488NewHistory
GBDCGolub Capital BDC, Inc.COM17,535$277.0K0.1%−1,519−8.0%ReducedHistory
BDJBlackRock Enhanced Equity Dividend TrustCOM28,616$280.0K0.1%+420+1.5%AddedHistory
MDTMedtronic plcStock2,244$281.0K0.1%+511+29.5%AddedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF5,704$286.0K0.1%−72,195−92.7%Reduced–
EPDEnterprise Products Partners L.P.Stock13,930$301.0K0.1%+366+2.7%AddedHistory
ABBVAbbVie Inc.Stock2,817$304.0K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock1,552$330.0K0.1%−155−9.1%ReducedHistory
PMPhilip Morris International Inc.Stock3,552$337.0K0.1%−80−2.2%ReducedHistory
iShares Tr464289875CORE 40 MODE ETF7,935$355.0K0.1%00.0%Unchanged–
EWEdwards Lifesciences CorpStock3,180$360.0K0.1%+300+10.4%AddedHistory
MOAltria Group, Inc.Stock7,918$360.0K0.1%+418+5.6%AddedHistory
VZVerizon Communications IncStock6,833$369.0K0.1%+409+6.4%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF1,295$376.0K0.1%+1+0.1%Added–
YUMYum Brands IncStock3,117$381.0K0.1%+489+18.6%AddedHistory
Zix Corp98974P100COM55,000$389.0K0.1%00.0%Unchanged–
DUKDuke Energy CORPStock4,031$393.0K0.1%+61+1.5%AddedHistory
LAMRLamar Advertising CoREIT3,792$430.0K0.1%+155+4.3%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF8,576$433.0K0.1%+8,576New–
TSLATesla, Inc.Stock578$448.0K0.1%+143+32.9%AddedHistory
MCDMcDonalds CorpStock1,862$449.0K0.1%+5+0.3%AddedHistory
iShares Tr464287150CORE S&P TTL STK4,600$453.0K0.1%00.0%Unchanged–
NVDANVIDIA CorpStock2,235$463.0K0.1%+567+34.0%AddedConverted for a 4-for-1 splitHistory
BKNGBooking Holdings Inc.Stock195$463.0K0.1%+8+4.3%AddedHistory
LMTLockheed Martin CorpStock1,346$464.0K0.1%+64+5.0%AddedHistory
TXNTexas Instruments IncStock2,615$503.0K0.1%+540+26.0%AddedHistory
Vanguard Total World Stock ETF922042742ETF4,951$504.0K0.1%+785+18.8%Added–
NVSNovartis AGADR6,182$506.0K0.1%+354+6.1%AddedHistory
FSKFS KKR Capital CorpCOM24,268$535.0K0.1%−2,469−9.2%ReducedHistory
IBTXIndependent Bank Group, Inc.COM7,915$562.0K0.1%+39+0.5%AddedHistory
QRVOQorvo, Inc.Stock3,431$574.0K0.1%+124+3.7%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF2,110$578.0K0.1%+3+0.1%Added–
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM28,776$581.0K0.1%+377+1.3%AddedHistory
UNPUnion Pacific CorpStock2,987$586.0K0.1%+579+24.0%AddedHistory
DOVDOVER CorpCOM3,798$591.0K0.1%+3,798NewHistory
LHLabcorp Holdings Inc.COM NEW2,105$592.0K0.1%+2,105NewHistory
CBChubb LtdStock3,439$597.0K0.1%+3,439NewHistory
Amplify ETF Tr032108409CWP ENHANCED DIV17,232$602.0K0.1%+1,298+8.1%Added–
BCSFBain Capital Specialty Finance, Inc.COM STK41,659$618.0K0.1%+914+2.2%AddedHistory
LEN.BLennar CorpCL B7,961$618.0K0.1%−94−1.2%ReducedHistory
NTAPNetApp, Inc.Stock6,894$619.0K0.1%+6,894NewHistory
MDUMdu Resources Group IncStock21,030$624.0K0.1%+1,448+7.4%AddedHistory
PYPLPayPal Holdings, Inc.Stock2,409$627.0K0.1%+626+35.1%AddedHistory
ICLRIcon PLCCOM2,439$639.0K0.1%+2,439NewHistory
ALLYAlly Financial Inc.Stock13,172$672.0K0.2%+977+8.0%AddedHistory
TAT&T Inc.Stock25,280$683.0K0.2%+929+3.8%AddedHistory
ENBEnbridge IncStock17,203$685.0K0.2%+346+2.1%AddedHistory
DISWalt Disney CoStock4,181$707.0K0.2%+796+23.5%AddedHistory
LKQLKQ CorpCOM14,152$712.0K0.2%+180+1.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF1,726$741.0K0.2%−9−0.5%ReducedHistory
GRMNGarmin LtdSHS4,791$745.0K0.2%+629+15.1%AddedHistory
TGTTarget CorpStock3,332$762.0K0.2%+3,332NewHistory
ETBEaton Vance Tax-Managed Buy-Write Income FundCOM48,898$783.0K0.2%+853+1.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF2,198$787.0K0.2%+707+47.4%Added–
PWRQuanta Services, Inc.COM7,008$798.0K0.2%+198+2.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,425$814.0K0.2%+171+13.6%AddedHistory
ADBEAdobe Inc.Stock1,416$815.0K0.2%+146+11.5%AddedHistory
KOCoca Cola CoStock15,591$818.0K0.2%+1,176+8.2%AddedHistory
DHRDanaher CorpStock2,700$822.0K0.2%+2,700NewHistory
LRCXLam Research CorpCOM1,446$823.0K0.2%+18+1.3%AddedHistory
COPConocoPhillipsStock12,412$841.0K0.2%+1,040+9.1%AddedHistory
CVXChevron CorpStock8,514$864.0K0.2%−68−0.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock3,176$867.0K0.2%+516+19.4%AddedHistory
Signature BK New York N Y82669G104COM3,240$882.0K0.2%−55−1.7%Reduced–
FDXFedEx CorpStock4,034$885.0K0.2%+124+3.2%AddedHistory
CRLCharles River Laboratories International, Inc.COM2,275$939.0K0.2%−63−2.7%ReducedHistory
AMATApplied Materials IncStock7,539$971.0K0.2%+176+2.4%AddedHistory
CMCSAComcast CorpStock17,796$995.0K0.2%+2,376+15.4%AddedHistory
INTCIntel CorpStock19,191$1.02M0.2%00.0%UnchangedHistory
iShares Core S&P US Value ETF464287663ETF15,423$1.09M0.3%00.0%Unchanged–
CCitigroup IncStock15,893$1.11M0.3%+1,564+10.9%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF23,041$1.15M0.3%+4,624+25.1%Added–
UNHUnitedHealth Group IncStock3,006$1.18M0.3%+223+8.0%AddedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE32,879$1.24M0.3%+54+0.2%Added–

Sold out since Q2 2021 (12)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of CFO4Life Group, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
MMM3M CoStock13,603$2.70M0.6%History
WSMWilliams Sonoma IncCOM4,501$719.0K0.2%History
PHParker-Hannifin CorpStock2,102$645.0K0.1%History
PGRProgressive CorpStock6,512$640.0K0.1%History
AKAMAkamai Technologies IncCOM4,656$543.0K0.1%History
BEBloom Energy CorpCOM CL A9,100$245.0K0.1%History
Vanguard Short-Term Bond ETF921937827ETF2,786$229.0K0.1%–
PSXPhillips 66Stock2,579$221.0K0.1%History
CATCaterpillar IncStock1,015$221.0K0.1%History
Churchill Capital Corp IV171439102CL A7,620$220.0K0.1%–
FFINFirst Financial Bankshares IncCOM4,288$211.0K<0.1%History
JBHTHunt J B Transport Services IncCOM1,245$203.0K<0.1%History