CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 228
- 較 2025 年第 1 季 +7
- 總值
- $6.40 億
- 較 2025 年第 1 季 +$4,543 萬 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 7,759 | $572.7 萬 | 0.9% | +197+2.6% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 26,689 | $610.7 萬 | 1.0% | −667−2.4% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 82,856 | $640.6 萬 | 1.0% | +589+0.7% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 58,662 | $712.0 萬 | 1.1% | +1,977+3.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 45,103 | $712.6 萬 | 1.1% | +3,870+9.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 13,283 | $746.4 萬 | 1.2% | −42−0.3% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 63,790 | $759.7 萬 | 1.2% | −11,909−15.7% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 69,402 | $785.7 萬 | 1.2% | −6,289−8.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 26,429 | $803.3 萬 | 1.3% | +50+0.2% | 加碼 | – |
| DARDarling Ingredients Inc. | COM | 224,295 | $851.0 萬 | 1.3% | −19,184−7.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 159,564 | $907.1 萬 | 1.4% | −36,612−18.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 25,612 | $939.0 萬 | 1.5% | +2,808+12.3% | 加碼 | 歷史 |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 411,040 | $980.3 萬 | 1.5% | +87,136+26.9% | 加碼 | – |
| VVisa Inc. | Stock | 27,938 | $991.9 萬 | 1.6% | −550−1.9% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 94,523 | $1,033 萬 | 1.6% | −281−0.3% | 減碼 | – |
| Vanguard Malvern FDS922020748 | CORE BD ETF | 157,305 | $1,220 萬 | 1.9% | +13,707+9.5% | 加碼 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 350,388 | $1,239 萬 | 1.9% | +26,894+8.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 59,748 | $1,311 萬 | 2.0% | +269+0.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 308,920 | $1,533 萬 | 2.4% | −4,621−1.5% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 64,097 | $1,540 萬 | 2.4% | −2,247−3.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 174,617 | $1,707 萬 | 2.7% | +2,813+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 41,584 | $2,068 萬 | 3.2% | +771+1.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 125,035 | $2,565 萬 | 4.0% | −2,832−2.2% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 373,990 | $3,122 萬 | 4.9% | +40,481+12.1% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 313,371 | $3,163 萬 | 4.9% | −2,265−0.7% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 176,754 | $3,231 萬 | 5.1% | +1,455+0.8% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 718,287 | $3,912 萬 | 6.1% | +64,435+9.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 144,877 | $8,229 萬 | 12.9% | +3,256+2.3% | 加碼 | – |
2025 年第 1 季之後清倉（17 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 3,960 | $87.4 萬 | 0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 3,845 | $64.6 萬 | 0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 7,513 | $61.2 萬 | 0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 8,607 | $56.0 萬 | 0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,913 | $55.9 萬 | 0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 5,858 | $51.5 萬 | 0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,279 | $42.3 萬 | 0.1% | – |
| Innovator ETFs Trust45784N825 | EQUITY JAN 20227 | 13,240 | $33.5 萬 | 0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 4,672 | $28.5 萬 | <0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,797 | $25.1 萬 | <0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 749 | $22.1 萬 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,430 | $21.8 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 429 | $21.3 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 1,009 | $20.7 萬 | <0.1% | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 9,517 | $20.3 萬 | <0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 14,503 | $8.75 萬 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 12,954 | $3.13 萬 | <0.1% | 歷史 |