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CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
+8.07%
1 Year Est. Return
+17.88%
3 Year Est. Return
+43.38%
5 Year Est. Return
+49.69%
10 Year Est. Return
–
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
+$5.65M
Cap. Flow %
0.88%
Top 10 Hldgs %
48.59%
Holding
245
New
24
Increased
100
Reduced
80
Closed
17

Top Buys

Rank Stock Value
1
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$3.23M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.21M
3
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

Rank Stock Value
1
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.03M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.4M
3
FISV
Fiserv Inc
FISV
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

Rank Sector Weight
1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IXUS icon
26
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$6.41M 1%
82,856
+589
+0.7% +$43K
WM icon
27
Waste Management
WM
$96.1B
$6.11M 0.95%
26,689
-667
-2% -$155K
META icon
28
Meta Platforms (Facebook)
META
$1.64T
$5.73M 0.9%
7,759
+197
+3% +$122K
GSIE icon
29
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.87B
$5.63M 0.88%
141,903
+1,599
+1% +$60.2K
FBND icon
30
Fidelity Total Bond ETF
FBND
$26.9B
$5.2M 0.81%
113,616
-2,069
-2% -$93.7K
JMST icon
31
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$5.15M 0.81%
101,230
-7,845
-7% -$398K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.22T
$4.9M 0.77%
27,614
+405
+1% +$66.9K
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.23T
$4.85M 0.76%
27,525
-8
-0% -$1.31K
VPLS
34
Vanguard Core Plus Bond ETF
VPLS
$1.66B
$4.08M 0.64%
52,431
-1,052
-2% -$80.7K
HTRB icon
35
Hartford Total Return Bond ETF
HTRB
$2.23B
$4.07M 0.64%
120,132
-2,120
-2% -$71.1K
FIXD icon
36
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.27B
$3.61M 0.56%
82,195
-10,239
-11% -$445K
VWO icon
37
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$3.5M 0.55%
70,804
-3,280
-4% -$152K
CSX icon
38
CSX Corp
CSX
$94.3B
$3.07M 0.48%
93,985
-655
-0.7% -$19.7K
XOM icon
39
ExxonMobil
XOM
$611B
$2.95M 0.46%
27,320
-419
-2% -$44.8K
BRK.A icon
40
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.92M 0.46%
4
– –
BLK icon
41
Blackrock
BLK
$166B
$2.91M 0.45%
2,770
-280
-9% -$265K
AVGO icon
42
Broadcom
AVGO
$1.76T
$2.9M 0.45%
10,538
+192
+2% +$41.7K
PG icon
43
Procter & Gamble
PG
$349B
$2.81M 0.44%
17,638
-682
-4% -$111K
JPM icon
44
JPMorgan Chase
JPM
$907B
$2.78M 0.43%
9,592
-393
-4% -$100K
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.46M 0.39%
5,074
-295
-5% -$150K
SPY icon
46
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.33M 0.36%
3,772
-2
-0.1% -$1.14K
APP icon
47
Applovin
APP
$143B
$2.25M 0.35%
6,438
-2,400
-27% -$778K
TMUS icon
48
T-Mobile US
TMUS
$208B
$2.05M 0.32%
8,612
-53
-0.6% -$12.9K
JPST icon
49
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$2.05M 0.32%
40,426
-6,397
-14% -$323K
PB icon
50
Prosperity Bancshares
PB
$8.81B
$2.04M 0.32%
29,094
+53
+0.2% +$3.65K
1
2
3 4 5

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CFO4Life Group's Q2 2025 Portfolio in Review

As of Q2 2025, CFO4Life Group held 245 positions worth $640M, up 7.6% from $594M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

CFO4Life Group's Q2 2025 filing shows 24 new, 100 increased, 80 reduced and 17 closed positions. Its largest new stake was Cigna: 2,254 shares worth $745K. The largest sale was JPMorgan Equity Premium Income ETF, an estimated $2.03M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.8% a quarter earlier, followed by Industrials and Financials.

  • CFO4Life Group's largest Q2 2025 buy was Cigna: 2,254 shares worth $745K.
  • CFO4Life Group added most to BlackRock US Equity Factor Rotation ETF in Q2 2025, an estimated $3.23M increase.
  • CFO4Life Group's biggest Q2 2025 reduction was JPMorgan Equity Premium Income ETF, cutting an estimated $2.03M.
  • CFO4Life Group fully exited Fiserv Inc in Q2 2025, selling an estimated $874K.
  • CFO4Life Group's ten largest holdings make up 49% of its $640M portfolio in Q2 2025.
  • CFO4Life Group opened 24 new positions and closed 17 in Q2 2025.
  • CFO4Life Group's portfolio value rose 7.6% quarter-over-quarter to $640M.

Based on CFO4Life Group's 13F filing for Q2 2025, filed 8 Aug 2025.