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CFO4Life Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

CFO4Life Group, LLC

报告期 2026-03-31 · CIK 0001706351

持仓数

210

前50大市值合计

$563.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$86.3M

144,500

15.3%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$42.4M

729,026

7.5%

IEFA ISHARES TR

CORE MSCI EAFE

$34.3M

379,195

6.1%

QUAL ISHARES TR

MSCI USA QLT FCT

$33.6M

175,287

6.0%

UPS UNITED PARCEL SVCS INC

CL B

$30.6M

311,009

5.4%

AAPL APPLE INC

COM

$30.3M

119,496

5.4%

JMUB J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF

$16.3M

325,661

2.9%

MSFT MICROSOFT CORP

COM

$15.5M

41,932

2.8%

MTUM ISHARES TR

MSCI USA MMENTM

$14.6M

60,865

2.6%

VFLO VICTORY PORTFOLIOS II

SHARES FREE CASH

$13.9M

352,701

2.5%

VCRB VANGUARD MALVERN FDS

CORE BD ETF

$12.8M

165,869

2.3%

AMZN AMAZON COM INC

COM

$12.3M

58,942

2.2%

VUSB VANGUARD BD INDEX FDS

VANGUARD ULTRA

$12.2M

244,431

2.2%

MMIT NEW YORK LIFE INVTS ACTIVE E

NYLI MACKAY MUN

$12.0M

498,899

2.1%

DAR DARLING INGREDIENTS INC

COM

$12.0M

193,470

2.1%

IJR ISHARES TR

CORE S&P SCP ETF

$11.0M

88,204

1.9%

VLUE ISHARES TR

MSCI USA VALUE

$9.0M

63,281

1.6%

V VISA INC

COM CL A

$8.5M

28,099

1.5%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$8.5M

26,373

1.5%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$8.1M

143,649

1.4%

HD HOME DEPOT INC

COM

$8.1M

24,606

1.4%

GOOG ALPHABET INC

CAP STK CL C

$7.7M

26,693

1.4%

GOOGL ALPHABET INC

CAP STK CL A

$7.5M

26,216

1.3%

WMT WALMART INC

COM

$7.1M

57,136

1.3%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$7.0M

55,683

1.2%

IXUS ISHARES TR

CORE MSCI TOTAL

$6.9M

79,901

1.2%

NVDA NVIDIA CORPORATION

COM

$6.9M

39,486

1.2%

MA MASTERCARD INCORPORATED

CL A

$6.3M

12,604

1.1%

WM WASTE MGMT INC DEL

COM

$6.0M

26,137

1.1%

GSIE GOLDMAN SACHS ETF TR

ACTIVEBETA INT

$5.8M

134,709

1.0%

IEI ISHARES TR

3 7 YR TREAS BD

$5.8M

48,680

1.0%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$5.3M

115,899

0.9%

META META PLATFORMS INC

CL A

$4.5M

7,870

0.8%

JMST J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL

$4.5M

88,092

0.8%

— EXXON MOBIL CORP

COM

$4.4M

26,086

0.8%

VPLS VANGUARD MALVERN FDS

CORE-PLUS BD ETF

$4.3M

55,059

0.8%

HTRB HARTFORD FDS EXCHANGE TRADED

TOTAL RTRN ETF

$4.2M

124,353

0.7%

CSX CSX CORP

COM

$3.9M

94,006

0.7%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$3.8M

69,924

0.7%

AVGO BROADCOM INC

COM

$3.6M

11,656

0.6%

FIXD FIRST TR EXCHNG TRADED FD VI

SMITH OPPORT FXD

$3.2M

73,699

0.6%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$2.9M

4

0.5%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$2.7M

46,348

0.5%

BLK BLACKROCK INC

COM

$2.6M

2,726

0.5%

JNJ JOHNSON & JOHNSON

COM

$2.5M

10,398

0.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.4M

3,758

0.4%

APP APPLOVIN CORP

COM CL A

$2.4M

6,029

0.4%

TSLA TESLA INC

COM

$2.4M

6,422

0.4%

PG PROCTER & GAMBLE CO

COM

$2.4M

16,283

0.4%

JPM JPMORGAN CHASE & CO

COM

$2.2M

7,488

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

46%前 6 大占比

VOO15.3%DYNF7.5%IEFA6.1%QUAL6.0%UPS5.4%AAPL5.4%