CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/2 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 155
- 較 2021 年第 4 季 +1
- 總值
- $4.77 億
- 較 2021 年第 4 季 −$717.8 萬 (−1.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 316,655 | $6,791 萬 | 14.3% | −1,366−0.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 130,060 | $5,400 萬 | 11.3% | +6,115+4.9% | 加碼 | – |
| DARDarling Ingredients Inc. | COM | 534,770 | $4,299 萬 | 9.0% | +139,886+35.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 139,309 | $2,433 萬 | 5.1% | −297−0.2% | 減碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 217,676 | $2,276 萬 | 4.8% | +4,065+1.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 477,451 | $2,203 萬 | 4.6% | +445,894+1,413.0% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 163,172 | $2,197 萬 | 4.6% | +6,533+4.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 117,638 | $1,980 萬 | 4.2% | +2,531+2.2% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 88,333 | $1,463 萬 | 3.1% | +6,220+7.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 40,687 | $1,254 萬 | 2.6% | −104−0.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 89,060 | $960.8 萬 | 2.0% | −1,532−1.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,463 | $802.9 萬 | 1.7% | +104+4.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,667 | $768.3 萬 | 1.6% | +127+0.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 29,981 | $664.9 萬 | 1.4% | −244−0.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 14,460 | $516.8 萬 | 1.1% | +146+1.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 31,309 | $496.2 萬 | 1.0% | −1,094−3.4% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 80,177 | $403.1 萬 | 0.8% | −3,282−3.9% | 減碼 | – |
| CSXCSX Corp | Stock | 107,482 | $402.5 萬 | 0.8% | −2,474−2.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,630 | $401.4 萬 | 0.8% | +47+0.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,399 | $390.8 萬 | 0.8% | −96−6.4% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 77,225 | $383.3 萬 | 0.8% | +9,363+13.8% | 加碼 | – |
| AYXAlteryx, Inc. | COM CL A | 52,977 | $378.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 41,352 | $368.2 萬 | 0.8% | +3,818+10.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 22,361 | $333.0 萬 | 0.7% | −90.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,164 | $323.7 萬 | 0.7% | −56−4.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 63,907 | $316.8 萬 | 0.7% | −345,296−84.4% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 20,676 | $315.9 萬 | 0.7% | −983−4.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,671 | $280.5 萬 | 0.6% | −22−0.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,704 | $279.6 萬 | 0.6% | −173−1.0% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 10,815 | $278.9 萬 | 0.6% | +202+1.9% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 41,436 | $275.9 萬 | 0.6% | +4,650+12.6% | 加碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 73,785 | $241.5 萬 | 0.5% | +7,867+11.9% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 12,524 | $222.0 萬 | 0.5% | +484+4.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 26,751 | $220.9 萬 | 0.5% | −1,242−4.4% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 28,291 | $219.5 萬 | 0.5% | −1,733−5.8% | 減碼 | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 84,339 | $215.8 萬 | 0.5% | −326,301−79.5% | 減碼 | – |
| PBProsperity Bancshares Inc | COM | 31,066 | $215.5 萬 | 0.5% | +174+0.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,684 | $187.9 萬 | 0.4% | +120+3.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 32,048 | $178.7 萬 | 0.4% | +1,141+3.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,971 | $177.2 萬 | 0.4% | −726−8.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 31,977 | $165.5 萬 | 0.3% | −656−2.0% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 19,659 | $156.4 萬 | 0.3% | +2,592+15.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,699 | $130.5 萬 | 0.3% | +124+3.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,873 | $128.2 萬 | 0.3% | −792−9.1% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 12,212 | $122.1 萬 | 0.3% | −121−1.0% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 15,423 | $117.0 萬 | 0.2% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 3,699 | $101.1 萬 | 0.2% | +105+2.9% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 8,217 | $98.0 萬 | 0.2% | +8,217 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 15,759 | $97.7 萬 | 0.2% | +664+4.4% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 4,203 | $97.3 萬 | 0.2% | +69+1.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,218 | $94.4 萬 | 0.2% | −58−1.8% | 減碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 3,196 | $93.8 萬 | 0.2% | −131−3.9% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 6,971 | $91.9 萬 | 0.2% | −1,222−14.9% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 18,357 | $91.0 萬 | 0.2% | −1,376−7.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,539 | $90.9 萬 | 0.2% | +6+0.4% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 23,729 | $88.9 萬 | 0.2% | +232+1.0% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 14,485 | $86.1 萬 | 0.2% | −269−1.8% | 減碼 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 50,642 | $85.6 萬 | 0.2% | +889+1.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 3,914 | $83.7 萬 | 0.2% | +78+2.0% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 18,073 | $83.3 萬 | 0.2% | +312+1.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,097 | $83.1 萬 | 0.2% | −5,007−45.1% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,543 | $82.9 萬 | 0.2% | −98−6.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,763 | $79.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 11,540 | $79.3 萬 | 0.2% | +224+2.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,155 | $78.8 萬 | 0.2% | +168+3.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,559 | $73.9 萬 | 0.2% | +178+4.1% | 加碼 | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 15,081 | $73.9 萬 | 0.2% | +272+1.8% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 11,758 | $73.6 萬 | 0.2% | +237+2.1% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 12,389 | $73.3 萬 | 0.2% | +12,389 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 13,594 | $72.6 萬 | 0.2% | −480−3.4% | 減碼 | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 27,275 | $72.1 萬 | 0.2% | +27,275 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,971 | $71.4 萬 | 0.1% | +93+5.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,547 | $71.1 萬 | 0.1% | +9,547 | 新進 | – |
| NVDANVIDIA Corp | Stock | 2,465 | $67.3 萬 | 0.1% | +233+10.4% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 18,449 | $67.0 萬 | 0.1% | +18,449 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,676 | $65.7 萬 | 0.1% | 00.0% | 不變 | – |
| DOVDOVER Corp | COM | 4,123 | $64.7 萬 | 0.1% | +115+2.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,455 | $64.2 萬 | 0.1% | +36+2.5% | 加碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 12,890 | $63.0 萬 | 0.1% | +12,890 | 新進 | 歷史 |
| CBRECbre Group, Inc. | CL A | 6,850 | $62.7 萬 | 0.1% | +6,850 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 577 | $62.2 萬 | 0.1% | +88+18.0% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 6,127 | $62.1 萬 | 0.1% | +467+8.3% | 加碼 | – |
| NTAPNetApp, Inc. | Stock | 7,479 | $62.1 萬 | 0.1% | +115+1.6% | 加碼 | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 29,604 | $61.8 萬 | 0.1% | +428+1.5% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 12,150 | $61.0 萬 | 0.1% | +273+2.3% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 21,734 | $60.6 萬 | 0.1% | +21,734 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,272 | $59.9 萬 | 0.1% | +51+2.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 25,128 | $59.4 萬 | 0.1% | +883+3.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,116 | $58.7 萬 | 0.1% | +3+0.1% | 加碼 | – |
| FSKFS KKR Capital Corp | COM | 25,552 | $58.3 萬 | 0.1% | +715+2.9% | 加碼 | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 7,993 | $56.9 萬 | 0.1% | −15,442−65.9% | 減碼 | 歷史 |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 33,927 | $52.9 萬 | 0.1% | +726+2.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,184 | $52.8 萬 | 0.1% | +6+0.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,716 | $49.8 萬 | 0.1% | −99−3.5% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 5,632 | $49.4 萬 | 0.1% | −196−3.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,557 | $48.8 萬 | 0.1% | −207−5.5% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $46.4 萬 | 0.1% | 00.0% | 不變 | – |
| BKNGBooking Holdings Inc. | Stock | 194 | $45.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 10,891 | $44.9 萬 | 0.1% | +617+6.0% | 加碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 3,844 | $44.7 萬 | 0.1% | +12+0.3% | 加碼 | 歷史 |
2021 年第 4 季之後清倉（12 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LKQLKQ Corp | COM | 14,752 | $88.6 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,493 | $84.7 萬 | 0.2% | 歷史 |
| PWRQuanta Services, Inc. | COM | 7,175 | $82.3 萬 | 0.2% | 歷史 |
| LEN.BLennar Corp | CL B | 8,363 | $80.0 萬 | 0.2% | 歷史 |
| ICLRIcon PLC | COM | 2,555 | $79.1 萬 | 0.2% | 歷史 |
| ALLYAlly Financial Inc. | Stock | 13,996 | $66.6 萬 | 0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,327 | $38.6 萬 | 0.1% | – |
| NKENIKE, Inc. | Stock | 1,722 | $28.7 萬 | 0.1% | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,810 | $24.0 萬 | <0.1% | – |
| CATCaterpillar Inc | Stock | 1,153 | $23.8 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,846 | $21.0 萬 | <0.1% | – |
| AMEAmetek Inc | COM | 1,387 | $20.4 萬 | <0.1% | 歷史 |