News + Filings Holdings
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CFO4Life, L.P.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
UNITED PARCEL SERVICE INC
| UPS | Common | 319,274 | 16,976 | 55,502,603,000 | 55,467,948,000 | 11.80 | |
Hist
| 12/31/2022 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 119,138 | 119,138 | 41,858,046,000 | 41,858,046,000 | 8.90 | |
Hist
| 12/31/2022 |
DARLING INGREDIENTS INC.
| DAR | Common | 466,421 | 256,340 | 29,193,290,000 | 29,190,578,000 | 6.20 | 0.29 |
Hist
| 12/31/2022 |
FIRST TR EXCHNG TRADED FD VI
| UCON | Common | 1,076,901 | 1,076,901 | 25,964,073,000 | 25,964,073,000 | 5.52 | |
Hist
| 12/31/2022 |
Apple Inc.
| AAPL | Common | 139,007 | 119,898 | 18,061,226,000 | 18,059,013,000 | 3.84 | 0.00 |
Hist
| 12/31/2022 |
iSHARES TRUST
| QUAL | Common | 142,887 | 129,934 | 16,283,387,000 | 16,282,492,000 | 3.46 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| MTUM | Common | 107,257 | 72,903 | 15,652,066,000 | 15,649,460,000 | 3.33 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| VLUE | Common | 140,291 | 140,291 | 12,786,164,000 | 12,786,164,000 | 2.72 | |
Hist
| 12/31/2022 |
iShares, Inc.
| IEMG | Common | 244,893 | 244,893 | 11,436,503,000 | 11,436,503,000 | 2.43 | |
Hist
| 12/31/2022 |
VANGUARD INDEX FUNDS
| VTI | Common | 57,219 | 57,219 | 10,939,739,000 | 10,939,739,000 | 2.33 | |
Hist
| 12/31/2022 |
MICROSOFT CORP
| MSFT | Common | 40,253 | 40,253 | 9,653,467,000 | 9,653,467,000 | 2.05 | 0.00 |
Hist
| 12/31/2022 |
FIRST TRUST EXCHANGE-TRADED FUND VIII
| FIXD | Common | 207,266 | 207,266 | 9,103,132,000 | 9,103,132,000 | 1.93 | |
Hist
| 12/31/2022 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 222,745 | 222,745 | 8,682,611,000 | 8,682,611,000 | 1.85 | |
Hist
| 12/31/2022 |
FIDELITY FREEDOM 2020
| FVAL | Common | 197,611 | 197,611 | 8,665,242,000 | 8,665,242,000 | 1.84 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 85,769 | 83,684 | 8,117,132,000 | 8,116,845,000 | 1.73 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IWM | Common | 46,001 | 46,001 | 8,020,734,000 | 8,020,734,000 | 1.70 | |
Hist
| 12/31/2022 |
HOME DEPOT, INC.
| HD | Common | 24,242 | 24,242 | 7,657,201,000 | 7,657,201,000 | 1.63 | 0.00 |
Hist
| 12/31/2022 |
iSHARES TRUST
| EFG | MSCI GRW IDX | 75,557 | 75,557 | 6,328,654,000 | 6,328,654,000 | 1.35 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IWB | Common | 29,128 | 29,128 | 6,132,027,000 | 6,132,027,000 | 1.30 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| EFV | MSCI VAL IDX | 130,771 | 130,771 | 5,999,773,000 | 5,999,773,000 | 1.28 | |
Hist
| 12/31/2022 |
VISA INC.
| V | CL A | 28,621 | 28,621 | 5,946,266,000 | 5,946,266,000 | 1.26 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 53,862 | 53,862 | 5,224,075,000 | 5,224,075,000 | 1.11 | |
Hist
| 12/31/2022 |
AMAZON COM INC
| AMZN | Common | 57,017 | 57,017 | 4,789,428,000 | 4,789,428,000 | 1.02 | 0.00 |
Hist
| 12/31/2022 |
WASTE MANAGEMENT INC
| WM | Common | 30,381 | 30,381 | 4,766,116,000 | 4,766,116,000 | 1.01 | 0.01 |
Hist
| 12/31/2022 |
Mastercard Inc
| MA | CL A | 13,625 | 13,625 | 4,737,685,000 | 4,737,685,000 | 1.01 | |
Hist
| 12/31/2022 |
JPS INDUSTRIES INC
| JPST | Common | 80,288 | 80,288 | 4,024,814,000 | 4,024,814,000 | 0.86 | |
Hist
| 12/31/2022 |
PIMCO ETF TR TTL RTN ACTV
| BOND | STOCK | 40,966 | 40,966 | 3,706,604,000 | 3,706,604,000 | 0.79 | |
Hist
| 12/31/2022 |
FIDELITY FREEDOM 2020
| FQAL | Common | 76,347 | 76,347 | 3,389,807,000 | 3,389,807,000 | 0.72 | |
Hist
| 12/31/2022 |
CSX CORP
| CSX | Common | 102,474 | 102,474 | 3,174,645,000 | 3,174,645,000 | 0.67 | |
Hist
| 12/31/2022 |
GOLDMAN SACHS ETF TR EQUITY
| GSLC | STOCK | 40,184 | 40,184 | 3,059,207,000 | 3,059,207,000 | 0.65 | |
Hist
| 12/31/2022 |
PROCTER & GAMBLE Co
| PG | Common | 19,788 | 16,696 | 2,999,043,000 | 2,998,783,000 | 0.64 | 0.00 |
Hist
| 12/31/2022 |
Walmart Inc.
| WMT | Common | 20,841 | 20,841 | 2,955,048,000 | 2,955,048,000 | 0.63 | 0.00 |
Hist
| 12/31/2022 |
EXXON MOBIL CORP
| XOM | Common | 25,180 | 22,052 | 2,777,396,000 | 2,777,114,000 | 0.59 | |
Hist
| 12/31/2022 |
LENNOX INTERNATIONAL INC
| LII | Common | 11,388 | -11,884 | 2,724,355,000 | 2,720,790,000 | 0.58 | 0.03 |
Hist
| 12/31/2022 |
PEPSICO INC
| PEP | Common | 15,016 | 15,016 | 2,712,731,000 | 2,712,731,000 | 0.58 | 0.00 |
Hist
| 12/31/2022 |
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