CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/14 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 141
- 較 2021 年第 1 季 −4
- 總值
- $4.33 億
- 較 2021 年第 1 季 +$3,108 萬 (+7.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 28,581 | $145.9 萬 | 0.3% | +13,336+87.5% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 29,255 | $155.1 萬 | 0.4% | −534−1.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,513 | $156.7 萬 | 0.4% | +164+1.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 26,152 | $165.0 萬 | 0.4% | −1,919−6.8% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 49,086 | $171.5 萬 | 0.4% | +6,663+15.7% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 27,071 | $198.4 萬 | 0.5% | +3,680+15.7% | 加碼 | – |
| PBProsperity Bancshares Inc | COM | 31,035 | $222.8 萬 | 0.5% | +159+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 997 | $243.4 萬 | 0.6% | −4−0.4% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 35,558 | $261.7 萬 | 0.6% | −3,613−9.2% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 17,832 | $264.2 萬 | 0.6% | −89−0.5% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 30,734 | $264.4 萬 | 0.6% | +1,519+5.2% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 50,492 | $270.1 萬 | 0.6% | +11,886+30.8% | 加碼 | – |
| MMM3M Co | Stock | 13,603 | $270.2 萬 | 0.6% | +99+0.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,911 | $275.1 萬 | 0.6% | +30.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,777 | $280.3 萬 | 0.6% | +20+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20,468 | $288.6 萬 | 0.7% | −162−0.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,298 | $325.3 萬 | 0.8% | −1−0.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,741 | $327.3 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 110,541 | $354.6 萬 | 0.8% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 72,992 | $370.4 萬 | 0.9% | −980−1.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,536 | $390.7 萬 | 0.9% | +21+0.1% | 加碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 77,899 | $390.8 萬 | 0.9% | +4,561+6.2% | 加碼 | – |
| WMWaste Management Inc | Stock | 32,723 | $458.5 萬 | 1.1% | −18−0.1% | 減碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 57,671 | $496.1 萬 | 1.1% | +22,207+62.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 13,990 | $510.8 萬 | 1.2% | +21+0.2% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 17,814 | $624.9 萬 | 1.4% | −83−0.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 30,860 | $721.6 萬 | 1.7% | −109−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 24,725 | $788.5 萬 | 1.8% | −65−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,352 | $809.1 萬 | 1.9% | −139−5.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,698 | $1,021 萬 | 2.4% | −110.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 94,818 | $1,071 萬 | 2.5% | +1,059+1.1% | 加碼 | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 403,748 | $1,117 萬 | 2.6% | +12,972+3.3% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 68,239 | $1,287 萬 | 3.0% | +4,390+6.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 325,883 | $1,748 萬 | 4.0% | −9,350−2.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 134,750 | $1,846 萬 | 4.3% | −639−0.5% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 110,643 | $1,919 萬 | 4.4% | +3,204+3.0% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 148,340 | $1,971 萬 | 4.5% | −22,383−13.1% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 190,364 | $2,000 萬 | 4.6% | +12,514+7.0% | 加碼 | – |
| DARDarling Ingredients Inc. | COM | 450,202 | $3,039 萬 | 7.0% | +6,627+1.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 113,017 | $4,448 萬 | 10.3% | +3,721+3.4% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 312,325 | $6,495 萬 | 15.0% | −180−0.1% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（12 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ABRArbor Realty Trust Inc | COM | 55,037 | $87.5 萬 | 0.2% | 歷史 |
| TRMBTrimble Inc. | COM | 9,106 | $70.8 萬 | 0.2% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,311 | $63.6 萬 | 0.2% | 歷史 |
| FS KKR Cap Corp II35952V303 | COM | 27,542 | $53.8 萬 | 0.1% | – |
| CPCanadian Pacific Kansas City Ltd | COM | 1,381 | $52.4 萬 | 0.1% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 4,480 | $51.3 萬 | 0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 3,728 | $50.5 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 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,543 | $37.5 萬 | 0.1% | – |
| TCPCBlackRock TCP Capital Corp. | COM | 24,522 | $33.9 萬 | 0.1% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 2,828 | $22.8 萬 | 0.1% | 歷史 |