CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/10 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 154
- 較 2021 年第 3 季 +12
- 總值
- $4.84 億
- 較 2021 年第 3 季 +$5,411 萬 (+12.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 318,021 | $6,817 萬 | 14.1% | +1,151+0.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 123,945 | $5,411 萬 | 11.2% | +5,755+4.9% | 加碼 | – |
| DARDarling Ingredients Inc. | COM | 394,884 | $2,736 萬 | 5.7% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 139,606 | $2,479 萬 | 5.1% | +1,099+0.8% | 加碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 213,611 | $2,338 萬 | 4.8% | +12,573+6.3% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 156,639 | $2,280 萬 | 4.7% | +4,952+3.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 409,203 | $2,178 萬 | 4.5% | +49,858+13.9% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 115,107 | $2,093 萬 | 4.3% | +3,912+3.5% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 82,113 | $1,502 萬 | 3.1% | +6,374+8.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 40,791 | $1,372 萬 | 2.8% | +847+2.1% | 加碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 410,640 | $1,130 萬 | 2.3% | +3,182+0.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 25,540 | $1,060 萬 | 2.2% | +292+1.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 90,592 | $1,037 萬 | 2.1% | −5,940−6.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,359 | $786.6 萬 | 1.6% | −86−3.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 30,225 | $655.0 萬 | 1.4% | −1,136−3.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 32,403 | $540.8 萬 | 1.1% | −422−1.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 14,314 | $514.3 萬 | 1.1% | −106−0.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,495 | $432.6 萬 | 0.9% | +106+7.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,583 | $424.5 萬 | 0.9% | +25+0.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 83,459 | $421.3 萬 | 0.9% | +13,841+19.9% | 加碼 | – |
| CSXCSX Corp | Stock | 109,956 | $413.4 萬 | 0.9% | −585−0.5% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 67,862 | $359.2 萬 | 0.7% | +9,057+15.4% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 37,534 | $357.1 萬 | 0.7% | +3,155+9.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 21,659 | $354.3 萬 | 0.7% | +91+0.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,220 | $353.4 萬 | 0.7% | +127+11.6% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 10,613 | $344.3 萬 | 0.7% | −3,740−26.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,693 | $338.1 萬 | 0.7% | −57−1.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 22,370 | $323.7 萬 | 0.7% | −362−1.6% | 減碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 52,977 | $320.5 萬 | 0.7% | +100+0.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,877 | $293.2 萬 | 0.6% | −1,435−7.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,697 | $292.5 萬 | 0.6% | +194+2.3% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 36,786 | $261.0 萬 | 0.5% | +5,609+18.0% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 30,024 | $242.9 萬 | 0.5% | −2,316−7.2% | 減碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 65,918 | $232.5 萬 | 0.5% | +9,532+16.9% | 加碼 | – |
| PBProsperity Bancshares Inc | COM | 30,892 | $223.4 萬 | 0.5% | −310−1.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,040 | $206.0 萬 | 0.4% | −434−3.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 30,907 | $195.9 萬 | 0.4% | −410−1.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 32,633 | $192.7 萬 | 0.4% | −1,526−4.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,564 | $179.0 萬 | 0.4% | +558+18.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,104 | $175.8 萬 | 0.4% | +1,227+12.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 27,993 | $171.3 萬 | 0.4% | −386−1.4% | 減碼 | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 23,435 | $169.1 萬 | 0.3% | +15,520+196.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 31,557 | $156.1 萬 | 0.3% | +8,516+37.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 17,067 | $144.6 萬 | 0.3% | +2,003+13.3% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 32,898 | $129.2 萬 | 0.3% | +19+0.1% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 8,193 | $128.9 萬 | 0.3% | +654+8.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,641 | $118.0 萬 | 0.2% | +195+13.5% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 15,423 | $117.7 萬 | 0.2% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 3,276 | $107.8 萬 | 0.2% | +576+21.3% | 加碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 3,327 | $107.6 萬 | 0.2% | +87+2.7% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 14,754 | $107.1 萬 | 0.2% | +14,754 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 4,134 | $106.9 萬 | 0.2% | +100+2.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,575 | $106.9 萬 | 0.2% | +399+12.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,533 | $102.3 萬 | 0.2% | +108+7.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,665 | $101.7 萬 | 0.2% | +151+1.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 19,733 | $101.6 萬 | 0.2% | +542+2.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,063 | $94.0 萬 | 0.2% | +731+21.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,987 | $91.2 萬 | 0.2% | +4,987 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,594 | $90.5 萬 | 0.2% | +607+20.3% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 23,497 | $89.7 萬 | 0.2% | +6,265+36.4% | 加碼 | – |
| KOCoca Cola Co | Stock | 15,095 | $89.4 萬 | 0.2% | −496−3.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 12,333 | $89.0 萬 | 0.2% | −79−0.6% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 14,752 | $88.6 萬 | 0.2% | +600+4.2% | 加碼 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 49,753 | $85.2 萬 | 0.2% | +855+1.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 14,074 | $85.0 萬 | 0.2% | −1,819−11.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,493 | $84.7 萬 | 0.2% | +77+5.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,762 | $83.7 萬 | 0.2% | +36+2.1% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 7,175 | $82.3 萬 | 0.2% | +167+2.4% | 加碼 | 歷史 |
| LEN.BLennar Corp | CL B | 8,363 | $80.0 萬 | 0.2% | +402+5.0% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 2,555 | $79.1 萬 | 0.2% | +116+4.8% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 11,521 | $78.3 萬 | 0.2% | +11,521 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,878 | $74.7 萬 | 0.2% | −320−14.6% | 減碼 | – |
| CBChubb Ltd | Stock | 3,836 | $74.1 萬 | 0.2% | +397+11.5% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 4,008 | $72.8 萬 | 0.2% | +210+5.5% | 加碼 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 11,316 | $72.4 萬 | 0.1% | +11,316 | 新進 | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 14,809 | $70.9 萬 | 0.1% | +14,809 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,676 | $69.8 萬 | 0.1% | +5,100+59.5% | 加碼 | – |
| LHLabcorp Holdings Inc. | COM NEW | 2,221 | $69.8 萬 | 0.1% | +116+5.5% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 17,761 | $69.4 萬 | 0.1% | +558+3.2% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 7,364 | $67.7 萬 | 0.1% | +470+6.8% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 11,877 | $66.7 萬 | 0.1% | +11,877 | 新進 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 13,996 | $66.6 萬 | 0.1% | +824+6.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,232 | $65.7 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,113 | $64.6 萬 | 0.1% | +3+0.1% | 加碼 | – |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 29,176 | $64.5 萬 | 0.1% | +400+1.4% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 5,660 | $60.8 萬 | 0.1% | +709+14.3% | 加碼 | – |
| TAT&T Inc. | Stock | 24,245 | $59.6 萬 | 0.1% | −1,035−4.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,381 | $59.3 萬 | 0.1% | +1,564+55.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,764 | $58.3 萬 | 0.1% | −417−10.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,998 | $53.6 萬 | 0.1% | +136+7.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,815 | $53.1 萬 | 0.1% | +200+7.6% | 加碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 24,837 | $52.0 萬 | 0.1% | +569+2.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 489 | $51.7 萬 | 0.1% | −89−15.4% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 5,828 | $51.0 萬 | 0.1% | −354−5.7% | 減碼 | 歷史 |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 33,201 | $50.5 萬 | 0.1% | −8,458−20.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,419 | $50.4 萬 | 0.1% | +73+5.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $49.2 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 2,178 | $49.0 萬 | 0.1% | +626+40.3% | 加碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 3,832 | $46.5 萬 | 0.1% | +40+1.1% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 194 | $46.5 萬 | 0.1% | −1−0.5% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（13 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRLCharles River Laboratories International, Inc. | COM | 2,275 | $93.9 萬 | 0.2% | 歷史 |
| GRMNGarmin Ltd | SHS | 4,791 | $74.5 萬 | 0.2% | 歷史 |
| MDUMdu Resources Group Inc | Stock | 21,030 | $62.4 萬 | 0.1% | 歷史 |
| QRVOQorvo, Inc. | Stock | 3,431 | $57.4 萬 | 0.1% | 歷史 |
| Zix Corp98974P100 | COM | 55,000 | $38.9 萬 | 0.1% | – |
| YUMYum Brands Inc | Stock | 3,117 | $38.1 萬 | 0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,180 | $36.0 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,064 | $26.2 萬 | 0.1% | 歷史 |
| RPAIRetail Properties of America, Inc. | CL A | 18,001 | $23.2 萬 | 0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 1,857 | $20.5 萬 | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,379 | $20.4 萬 | <0.1% | 歷史 |
| BIDUBaidu, Inc. | ADR | 1,303 | $20.0 萬 | <0.1% | 歷史 |
| BIOLBiolase, Inc | COM NEW | 33,200 | $2.10 萬 | <0.1% | 歷史 |