CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/20 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 145
- 較 2022 年第 1 季 −10
- 總值
- $4.03 億
- 較 2022 年第 1 季 −$7,360 萬 (−15.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CVXChevron Corp | Stock | 7,945 | $110.9 萬 | 0.3% | +72+0.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 31,248 | $133.1 萬 | 0.3% | −800−2.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,244 | $137.9 萬 | 0.3% | +273+3.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 29,123 | $147.8 萬 | 0.4% | −2,854−8.9% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 20,806 | $156.8 萬 | 0.4% | +1,147+5.8% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,579 | $185.9 萬 | 0.5% | −105−2.9% | 減碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 83,668 | $194.5 萬 | 0.5% | +61,934+285.0% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 27,740 | $194.7 萬 | 0.5% | −551−1.9% | 減碼 | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 83,903 | $206.4 萬 | 0.5% | −436−0.5% | 減碼 | – |
| PBProsperity Bancshares Inc | COM | 31,163 | $211.7 萬 | 0.5% | +97+0.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,549 | $212.1 萬 | 0.5% | −122−3.3% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 81,136 | $222.8 萬 | 0.6% | +7,351+10.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 12,813 | $223.2 萬 | 0.6% | +289+2.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 25,987 | $223.7 萬 | 0.6% | −764−2.9% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 11,408 | $242.1 萬 | 0.6% | +593+5.5% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 45,446 | $254.5 萬 | 0.6% | +4,010+9.7% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 15,285 | $257.2 萬 | 0.6% | −1,419−8.5% | 減碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 55,030 | $259.3 萬 | 0.6% | +2,053+3.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 22,074 | $284.3 萬 | 0.7% | −287−1.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,062 | $287.5 萬 | 0.7% | −614−3.0% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 106,468 | $306.9 萬 | 0.8% | −1,014−0.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28,204 | $307.5 萬 | 0.8% | +27,040+2,323.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 66,518 | $309.0 萬 | 0.8% | +2,611+4.1% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 44,382 | $337.2 萬 | 0.8% | +3,030+7.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,390 | $351.6 萬 | 0.9% | +760+4.3% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 82,161 | $385.0 萬 | 1.0% | +4,936+6.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 79,019 | $395.6 萬 | 1.0% | −1,158−1.4% | 減碼 | – |
| MAMastercard Inc | Stock | 13,409 | $443.8 萬 | 1.1% | −1,051−7.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 30,685 | $458.0 萬 | 1.1% | −624−2.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 46,497 | $511.1 萬 | 1.3% | +45,098+3,223.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 51,990 | $591.4 萬 | 1.5% | +2,730+5.5% | 加碼依 20 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 29,143 | $603.9 萬 | 1.5% | −838−2.8% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 67,539 | $643.1 萬 | 1.6% | +67,539 | 新進 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 144,698 | $676.8 萬 | 1.7% | +144,698 | 新進 | – |
| HDHome Depot, Inc. | Stock | 24,907 | $729.9 萬 | 1.8% | −760−3.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 89,123 | $830.0 萬 | 2.1% | +63+0.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 38,899 | $989.0 萬 | 2.5% | −1,788−4.4% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 119,307 | $1,618 萬 | 4.0% | +1,669+1.4% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 166,131 | $1,888 萬 | 4.7% | +2,959+1.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 489,223 | $1,972 萬 | 4.9% | +11,772+2.5% | 加碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 219,079 | $2,003 萬 | 5.0% | +1,403+0.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 138,425 | $2,036 萬 | 5.1% | −884−0.6% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 464,249 | $2,727 萬 | 6.8% | −70,521−13.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 134,688 | $4,729 萬 | 11.7% | +4,628+3.6% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 318,885 | $5,743 萬 | 14.3% | +2,230+0.7% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（21 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DOVDOVER Corp | COM | 4,123 | $64.7 萬 | 0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 12,890 | $63.0 萬 | 0.1% | 歷史 |
| CBRECbre Group, Inc. | CL A | 6,850 | $62.7 萬 | 0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 7,479 | $62.1 萬 | 0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 12,150 | $61.0 萬 | 0.1% | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,272 | $59.9 萬 | 0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,376 | $26.4 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 4,416 | $25.0 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 1,271 | $24.3 萬 | 0.1% | 歷史 |
| CORCencora, Inc. | Stock | 1,557 | $24.1 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,027 | $23.4 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,950 | $22.8 萬 | <0.1% | – |
| BEBloom Energy Corp | COM CL A | 9,100 | $22.0 萬 | <0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,731 | $21.4 萬 | <0.1% | – |
| FEFirstenergy Corp | COM | 4,632 | $21.2 萬 | <0.1% | 歷史 |
| SRCSpirit Realty Capital, Inc. | COM NEW | 4,605 | $21.2 萬 | <0.1% | 歷史 |
| VBTXVeritex Holdings, Inc. | COM | 5,538 | $21.1 萬 | <0.1% | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 7,320 | $20.9 萬 | <0.1% | – |
| JBHTHunt J B Transport Services Inc | COM | 1,041 | $20.9 萬 | <0.1% | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 4,637 | $20.5 萬 | <0.1% | 歷史 |
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 12,000 | $4.00 萬 | <0.1% | 歷史 |