CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/20 申報。只含多頭部位。
- 持股檔數
- 145
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.02 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 312,505 | $5,312 萬 | 13.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 109,296 | $3,982 萬 | 9.9% | – | – | – |
| DARDarling Ingredients Inc. | COM | 443,575 | $3,264 萬 | 8.1% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 170,723 | $2,079 萬 | 5.2% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 177,850 | $1,822 萬 | 4.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 335,233 | $1,771 萬 | 4.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 107,439 | $1,728 萬 | 4.3% | – | – | – |
| AAPLApple Inc. | Stock | 135,389 | $1,654 萬 | 4.1% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 63,849 | $1,130 萬 | 2.8% | – | – | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 390,776 | $1,066 萬 | 2.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 93,759 | $1,018 萬 | 2.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 37,709 | $889.1 萬 | 2.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,491 | $770.7 萬 | 1.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 24,790 | $756.7 萬 | 1.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 30,969 | $655.7 萬 | 1.6% | – | – | 歷史 |
| LIILennox International Inc | COM | 17,897 | $557.7 萬 | 1.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 13,969 | $497.4 萬 | 1.2% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 32,741 | $422.4 萬 | 1.1% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 73,972 | $375.4 萬 | 0.9% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 73,338 | $368.1 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,515 | $362.0 萬 | 0.9% | – | – | – |
| CSXCSX Corp | Stock | 36,847 | $355.3 萬 | 0.9% | – | – | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 35,464 | $294.2 萬 | 0.7% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 3,740 | $282.0 萬 | 0.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 20,757 | $281.1 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 20,630 | $280.2 萬 | 0.7% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 39,171 | $271.0 萬 | 0.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,299 | $268.7 萬 | 0.7% | – | – | 歷史 |
| MMM3M Co | Stock | 13,504 | $260.2 萬 | 0.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 17,921 | $253.5 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,908 | $232.9 萬 | 0.6% | – | – | 歷史 |
| PBProsperity Bancshares Inc | COM | 30,876 | $231.2 萬 | 0.6% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 29,215 | $231.1 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,001 | $206.5 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 38,606 | $203.6 萬 | 0.5% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 23,391 | $164.4 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 28,071 | $156.7 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 29,789 | $154.0 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 9,349 | $153.7 萬 | 0.4% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 42,423 | $140.2 萬 | 0.3% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 36,489 | $132.5 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 8,194 | $124.7 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 19,191 | $122.8 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 33,428 | $121.1 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 15,423 | $106.3 萬 | 0.3% | – | – | – |
| CCitigroup Inc | Stock | 14,329 | $104.2 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,751 | $102.4 萬 | 0.3% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 7,261 | $97.0 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 8,396 | $88.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,863 | $87.8 萬 | 0.2% | – | – | – |
| ABRArbor Realty Trust Inc | COM | 55,037 | $87.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,147 | $86.0 萬 | 0.2% | – | – | – |
| LRCXLam Research Corp | COM | 1,406 | $83.7 萬 | 0.2% | – | – | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 52,797 | $83.1 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 15,225 | $82.4 萬 | 0.2% | – | – | 歷史 |
| WSMWilliams Sonoma Inc | COM | 4,378 | $78.5 萬 | 0.2% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 15,245 | $77.8 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 14,308 | $75.4 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 24,915 | $75.4 萬 | 0.2% | – | – | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 10,331 | $74.6 萬 | 0.2% | – | – | 歷史 |
| Signature BK New York N Y82669G104 | COM | 3,242 | $73.3 萬 | 0.2% | – | – | – |
| TRMBTrimble Inc. | COM | 9,106 | $70.8 萬 | 0.2% | – | – | 歷史 |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 46,955 | $69.4 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,671 | $68.2 萬 | 0.2% | – | – | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 2,331 | $67.6 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,654 | $65.6 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 12,122 | $64.2 萬 | 0.2% | – | – | 歷史 |
| LEN.BLennar Corp | CL B | 7,791 | $64.2 萬 | 0.2% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,025 | $63.9 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,341 | $63.7 萬 | 0.2% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,311 | $63.6 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,323 | $61.3 萬 | 0.2% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 16,782 | $61.1 萬 | 0.2% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 6,319 | $60.4 萬 | 0.2% | – | – | 歷史 |
| MDUMdu Resources Group Inc | Stock | 18,695 | $59.1 萬 | 0.1% | – | – | 歷史 |
| QRVOQorvo, Inc. | Stock | 3,206 | $58.6 萬 | 0.1% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 6,515 | $57.3 萬 | 0.1% | – | – | 歷史 |
| LKQLKQ Corp | COM | 13,513 | $57.2 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,222 | $55.8 萬 | 0.1% | – | – | 歷史 |
| FS KKR Cap Corp II35952V303 | COM | 27,542 | $53.8 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 2,400 | $52.9 萬 | 0.1% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 1,381 | $52.4 萬 | 0.1% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 3,957 | $52.2 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 8,823 | $51.3 萬 | 0.1% | – | – | – |
| DLTRDollar Tree, Inc. | COM | 4,480 | $51.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,103 | $51.1 萬 | 0.1% | – | – | – |
| EAElectronic Arts Inc. | COM | 3,728 | $50.5 萬 | 0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 5,852 | $50.0 萬 | 0.1% | – | – | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 25,632 | $49.5 萬 | 0.1% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,717 | $48.8 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,491 | $47.6 萬 | 0.1% | – | – | – |
| AKAMAkamai Technologies Inc | COM | 4,463 | $45.5 萬 | 0.1% | – | – | 歷史 |
| HOLXHologic Inc | COM | 6,082 | $45.2 萬 | 0.1% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 716 | $44.2 萬 | 0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 187 | $43.6 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,473 | $43.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $42.1 萬 | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,864 | $41.8 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,130 | $41.7 萬 | 0.1% | – | – | 歷史 |
| Zix Corp98974P100 | COM | 55,000 | $41.5 萬 | 0.1% | – | – | – |