CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/7 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 234
- 較 2025 年第 2 季 +6
- 總值
- $6.88 億
- 較 2025 年第 2 季 +$4,849 萬 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 145,447 | $8,907 萬 | 12.9% | +570+0.4% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 734,491 | $4,348 萬 | 6.3% | +16,204+2.3% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 178,347 | $3,469 萬 | 5.0% | +1,593+0.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 385,438 | $3,365 萬 | 4.9% | +11,448+3.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 125,441 | $3,194 萬 | 4.6% | +406+0.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 312,084 | $2,607 萬 | 3.8% | −1,287−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 47,151 | $2,442 萬 | 3.5% | +5,567+13.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 173,950 | $1,793 萬 | 2.6% | −667−0.4% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 330,165 | $1,666 萬 | 2.4% | +21,245+6.9% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 62,935 | $1,614 萬 | 2.3% | −1,162−1.8% | 減碼 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 358,354 | $1,344 萬 | 2.0% | +7,966+2.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 60,682 | $1,332 萬 | 1.9% | +934+1.6% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020748 | CORE BD ETF | 159,930 | $1,254 萬 | 1.8% | +2,625+1.7% | 加碼 | – |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 473,236 | $1,150 萬 | 1.7% | +62,196+15.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 95,198 | $1,131 萬 | 1.6% | +675+0.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 25,558 | $1,036 萬 | 1.5% | −54−0.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 29,165 | $995.6 萬 | 1.4% | +1,227+4.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 154,897 | $884.5 萬 | 1.3% | −4,667−2.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 46,929 | $875.6 萬 | 1.3% | +1,826+4.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 26,456 | $868.2 萬 | 1.3% | +27+0.1% | 加碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 68,084 | $851.4 萬 | 1.2% | −1,318−1.9% | 減碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 59,299 | $772.5 萬 | 1.1% | +637+1.1% | 加碼 | – |
| MAMastercard Inc | Stock | 13,196 | $750.6 萬 | 1.1% | −87−0.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 29,415 | $716.4 萬 | 1.0% | +1,801+6.5% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 84,379 | $696.8 萬 | 1.0% | +1,523+1.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 28,643 | $696.3 萬 | 1.0% | +1,118+4.1% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 55,522 | $663.5 萬 | 1.0% | −8,268−13.0% | 減碼 | – |
| DARDarling Ingredients Inc. | COM | 213,212 | $658.2 萬 | 1.0% | −11,083−4.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,162 | $599.4 萬 | 0.9% | +403+5.2% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 143,474 | $589.8 萬 | 0.9% | +1,571+1.1% | 加碼 | – |
| WMWaste Management Inc | Stock | 26,500 | $585.2 萬 | 0.9% | −189−0.7% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 118,219 | $546.6 萬 | 0.8% | +4,603+4.1% | 加碼 | – |
| APPAppLovin Corp | COM CL A | 7,155 | $514.1 萬 | 0.7% | +717+11.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 99,044 | $505.5 萬 | 0.7% | −2,186−2.2% | 減碼 | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 55,086 | $433.1 萬 | 0.6% | +2,655+5.1% | 加碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 125,515 | $430.4 萬 | 0.6% | +5,383+4.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 71,934 | $389.7 萬 | 0.6% | +1,130+1.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 10,885 | $359.1 萬 | 0.5% | +347+3.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 80,097 | $355.8 萬 | 0.5% | −2,098−2.6% | 減碼 | – |
| CSXCSX Corp | Stock | 93,994 | $333.8 萬 | 0.5% | +90.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,774 | $323.4 萬 | 0.5% | +4+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,412 | $322.4 萬 | 0.5% | +1,338+26.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,981 | $310.5 萬 | 0.5% | +2,640+60.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 27,318 | $308.0 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,684 | $305.4 萬 | 0.4% | +92+1.0% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $301.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 17,768 | $273.0 萬 | 0.4% | +130+0.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,783 | $252.0 萬 | 0.4% | +11+0.3% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,565 | $205.0 萬 | 0.3% | −47−0.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,855 | $201.3 萬 | 0.3% | +179+1.7% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 39,610 | $200.9 萬 | 0.3% | −816−2.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,317 | $199.1 萬 | 0.3% | +166+5.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 28,311 | $193.7 萬 | 0.3% | +598+2.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,754 | $193.2 萬 | 0.3% | +417+3.1% | 加碼 | 歷史 |
| PBProsperity Bancshares Inc | COM | 29,096 | $193.1 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 3,433 | $181.7 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 66,943 | $174.5 萬 | 0.3% | +4,040+6.4% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 34,675 | $154.5 萬 | 0.2% | +3,653+11.8% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 15,423 | $154.2 萬 | 0.2% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 8,377 | $153.9 萬 | 0.2% | +312+3.9% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,978 | $149.7 萬 | 0.2% | +5,139+25.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,841 | $140.5 萬 | 0.2% | +13+0.7% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,555 | $137.8 萬 | 0.2% | −353−4.5% | 減碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 24,206 | $122.5 萬 | 0.2% | +18+0.1% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 217 | $117.2 萬 | 0.2% | +4+1.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,738 | $116.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,221 | $116.3 萬 | 0.2% | +12+0.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,226 | $113.4 萬 | 0.2% | +116+10.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 11,626 | $110.0 萬 | 0.2% | +50+0.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,285 | $109.1 萬 | 0.2% | +38+1.2% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 21,651 | $108.4 萬 | 0.2% | +2,862+15.2% | 加碼 | – |
| KLACKLA Corp | COM NEW | 987 | $106.5 萬 | 0.2% | +13+1.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 15,796 | $104.8 萬 | 0.2% | +67+0.4% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 1,546 | $100.4 萬 | 0.1% | −5−0.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,564 | $100.2 萬 | 0.1% | +123+3.6% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 10,008 | $93.4 萬 | 0.1% | −65−0.6% | 減碼 | – |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 61,769 | $92.7 萬 | 0.1% | +1,199+2.0% | 加碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 18,500 | $92.4 萬 | 0.1% | −204−1.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,894 | $90.4 萬 | 0.1% | +92+1.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,589 | $89.4 萬 | 0.1% | +211+8.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,754 | $88.7 萬 | 0.1% | +46+1.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,862 | $87.2 萬 | 0.1% | +1+0.1% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 27,449 | $85.8 萬 | 0.1% | −470−1.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 8,752 | $85.7 萬 | 0.1% | +23+0.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 16,425 | $84.7 萬 | 0.1% | +384+2.4% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 6,834 | $84.6 萬 | 0.1% | −67−1.0% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,417 | $84.4 萬 | 0.1% | −107−3.0% | 減碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 6,250 | $84.1 萬 | 0.1% | +38+0.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 28,391 | $80.2 萬 | 0.1% | +147+0.5% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 5,962 | $79.5 萬 | 0.1% | +6+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,378 | $78.2 萬 | 0.1% | +87+2.6% | 加碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 32,441 | $77.2 萬 | 0.1% | +2,744+9.2% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 23,161 | $76.0 萬 | 0.1% | +12,305+113.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,580 | $75.8 萬 | 0.1% | +1+0.1% | 加碼 | – |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 32,758 | $75.3 萬 | 0.1% | +201+0.6% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 7,199 | $73.1 萬 | 0.1% | −26−0.4% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 5,697 | $73.1 萬 | 0.1% | +146+2.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,689 | $72.8 萬 | 0.1% | +307+7.0% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 2,649 | $72.5 萬 | 0.1% | +9+0.3% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 2,335 | $69.6 萬 | 0.1% | −43−1.8% | 減碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| GMEGameStop Corp. | Stock | – | $6,423 |
2025 年第 2 季之後清倉（10 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CBChubb Ltd | Stock | 2,876 | $83.3 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 4,439 | $70.7 萬 | 0.1% | 歷史 |
| AEEAmeren Corp | COM | 5,691 | $54.7 萬 | 0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 462 | $25.1 萬 | <0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 6,683 | $23.9 萬 | <0.1% | 歷史 |
| HONHoneywell International Inc | COM | 962 | $22.4 萬 | <0.1% | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 565 | $21.2 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 774 | $21.1 萬 | <0.1% | 歷史 |
| CORZWCore Scientific, Inc. | *W EXP 01/23/202 | 19,015 | $20.6 萬 | <0.1% | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 11,743 | $13.2 萬 | <0.1% | 歷史 |