Portfolio (Quarterly)
Guide ↗
CFO4Life Group, LLC
· CIK 0001706351| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | XOM | EXXON MOBIL CORP | Energy | 26,140.0 | $3.6M | 0.48% | NEW | — | $136.72 | +19.4% |
| 42 | FIXD | FIRST TR EXCHNG TRADED FD VI | — | 75,387.0 | $3.3M | 0.44% | NEW | — | $43.61 | -3.1% |
| 43 | APP | APPLOVIN CORP | Technology | 6,033.0 | $3.1M | 0.42% | NEW | — | $515.23 | -40.2% |
| 44 | CSCO | CISCO SYS INC | Technology | 26,425.0 | $3.1M | 0.42% | NEW | — | $117.46 | -6.8% |
| 45 | TSLA | TESLA INC | Consumer Cyclical | 7,216.0 | $3.0M | 0.41% | NEW | — | $420.63 | -13.4% |
| 46 | MU | MICRON TECHNOLOGY INC | Technology | 2,618.0 | $3.0M | 0.41% | NEW | — | $1154.38 | -12.0% |
| 47 | — | BERKSHIRE HATHAWAY INC DEL | — | 4.0 | $3.0M | 0.40% | NEW | — | $748850.00 | — |
| 48 | JNJ | JOHNSON & JOHNSON | Healthcare | 10,539.0 | $2.7M | 0.36% | NEW | — | $253.97 | +6.3% |
| 49 | BLK | BLACKROCK INC | Financial Services | 2,724.0 | $2.6M | 0.35% | NEW | — | $961.51 | +11.3% |
| 50 | JPM | JPMORGAN CHASE & CO | Financial Services | 7,557.0 | $2.5M | 0.33% | NEW | — | $327.32 | +6.8% |
| 51 | KLAC | KLA CORP | Technology | 8,179.0 | $2.5M | 0.33% | NEW | — | $301.73 | -41.3% |
| 52 | INTC | INTEL CORP | Technology | 17,632.0 | $2.5M | 0.33% | NEW | — | $139.63 | -22.2% |
| 53 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 16,166.0 | $2.4M | 0.32% | NEW | — | $146.64 | -0.2% |
| 54 | DIVO | AMPLIFY ETF TR | — | 46,078.0 | $2.1M | 0.28% | NEW | — | $45.70 | +3.7% |
| 55 | LII | LENNOX INTL INC | Industrials | 3,614.0 | $2.1M | 0.28% | NEW | — | $572.96 | -37.3% |
| 56 | — | J P MORGAN EXCHANGE TRADED F | — | 40,365.0 | $2.0M | 0.28% | NEW | — | $50.57 | — |
| 57 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 2,595.0 | $1.9M | 0.26% | NEW | — | $746.82 | +2.0% |
| 58 | LLY | ELI LILLY & CO | Healthcare | 1,589.0 | $1.9M | 0.26% | NEW | — | $1199.50 | -3.9% |
| 59 | VEA | VANGUARD TAX-MANAGED FDS | — | 24,212.0 | $1.7M | 0.23% | NEW | — | $71.25 | +0.2% |
| 60 | GOVT | ISHARES TR | — | 73,689.0 | $1.7M | 0.23% | NEW | — | $22.78 | -2.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.9%
Industrials
19.5%
Financial Services
14.8%
Consumer Cyclical
10.2%
Consumer Defensive
9.1%
Communication Services
6.2%
Healthcare
3.6%
Energy
2.9%
Real Estate
0.5%
Utilities
0.5%