Cfo4life-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "AAL",
  null,
  "KRG",
  null,
  "FNDF",
  "MPLX",
  "ABT",
  "ABBV",
  "OBDC",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  null,
  "AVGO",
  "APP",
  "BDJ",
  "CII",
  null,
  "DBEF",
  "DUK",
  "PTY",
  "PAGP",
  "PDI",
  "EXPE",
  null,
  null,
  null,
  null,
  "XFLT",
  null,
  "ECC",
  "ETB",
  "SLRC",
  "TPVG",
  "GILD",
  "ACRE",
  "HD",
  "BRSP",
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  "ETW",
  "UNP",
  "QCOM",
  null,
  null,
  "LAMR",
  "ISRG",
  null,
  "GSIE",
  "BCSF",
  "BKNG",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "OXLC",
  null,
  "KMI",
  "LIN",
  "MA",
  "MDT",
  "MSFT",
  "TMUS",
  "GE",
  "NTRS",
  "HIG",
  "NVS",
  "IJR",
  "KLAC",
  "ORCL",
  null,
  "IRT",
  null,
  null,
  "IWF",
  "PEP",
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  "GBDC",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MPW",
  "AMGN",
  "IEFA",
  "SCHX",
  "RTX",
  "GLD",
  "AMT",
  "RSG",
  "IBM",
  "SBUX",
  "ERIC",
  "TXN",
  "TMO",
  "UPS",
  "AGNC",
  "VV",
  "HOMB",
  "SCHW",
  "SACH",
  null,
  "VWO",
  "IWV",
  "EME",
  "VIG",
  "LYG",
  null,
  "TSM",
  "RMD",
  "FSK",
  null,
  "SSB",
  "AEE",
  "FI",
  "WM",
  "GSLC",
  null,
  "AMZN",
  "LCID",
  null,
  null,
  "VUG",
  "VLO",
  "VEA",
  "VXUS",
  "VTEB",
  "BND",
  "VT",
  "VOO",
  "V",
  "VST",
  "WMT",
  "WFC",
  null,
  null,
  "FNF",
  "ET",
  "DVY",
  "SO",
  "PB",
  "PSX",
  "CRM",
  "RDDT",
  "LII",
  null,
  "IXUS",
  "MTUM",
  "IUSV",
  null,
  "MCK",
  null,
  null,
  "NTAP",
  "FDX",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMRN",
  null,
  "BA",
  "BMY",
  "CARR",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CSX",
  "CWK",
  "DHR",
  "DAR",
  "DOCU",
  "RSP",
  "USMV",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 221
Total Value: 594114882
Accession Number: 0001765380-25-000154
Form Type: 13F-HR
CIK: cfo4life-group
Manager Name: Cfo4life-Group

Data Enrichment

82% identified

182 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

221 positions • $594.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 12

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922908363

VOO|922908363

Shares:141.6K

Value:$72.8M

% of Portfolio:12.3% ($72.8M/$594.1M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:315.6K

Value:$34.7M

% of Portfolio:5.8% ($34.7M/$594.1M)

09290C103

Shares:653.9K

Value:$31.9M

% of Portfolio:5.4% ($31.9M/$594.1M)

46432F339

QUAL|46432F339

Shares:175.3K

Value:$30.0M

% of Portfolio:5.0% ($30.0M/$594.1M)

Apple Inc.

AAPL|037833100

Shares:127.9K

Value:$28.4M

% of Portfolio:4.8% ($28.4M/$594.1M)

46432F842

IEFA|46432F842

Shares:333.5K

Value:$25.2M

% of Portfolio:4.2% ($25.2M/$594.1M)

46641Q647

Shares:313.5K

Value:$15.7M

% of Portfolio:2.6% ($15.7M/$594.1M)

MICROSOFT CORP

MSFT|594918104

Shares:40.8K

Value:$15.3M

% of Portfolio:2.6% ($15.3M/$594.1M)

Walmart Inc.

WMT|931142103

Shares:171.8K

Value:$15.1M

% of Portfolio:2.5% ($15.1M/$594.1M)

46432F396

MTUM|46432F396

Shares:66.3K

Value:$13.4M

% of Portfolio:2.3% ($13.4M/$594.1M)

AMAZON COM INC

AMZN|023135106

Shares:59.5K

Value:$11.3M

% of Portfolio:1.9% ($11.3M/$594.1M)

46641Q332

Shares:196.2K

Value:$11.2M

% of Portfolio:1.9% ($11.2M/$594.1M)

922020748

Shares:143.6K

Value:$11.1M

% of Portfolio:1.9% ($11.1M/$594.1M)

92647X830

Shares:323.5K

Value:$11.1M

% of Portfolio:1.9% ($11.1M/$594.1M)

VISA INC.

V|92826C839

Shares:28.5K

Value:$10.0M

% of Portfolio:1.7% ($10.0M/$594.1M)

464287804

IJR|464287804

Shares:94.8K

Value:$9.9M

% of Portfolio:1.7% ($9.9M/$594.1M)

464288661

Shares:75.7K

Value:$8.9M

% of Portfolio:1.5% ($8.9M/$594.1M)

HOME DEPOT, INC.

HD|437076102

Shares:22.8K

Value:$8.4M

% of Portfolio:1.4% ($8.4M/$594.1M)

46432F388

Shares:75.7K

Value:$8.1M

% of Portfolio:1.4% ($8.1M/$594.1M)

45409F827

Shares:323.9K

Value:$7.8M

% of Portfolio:1.3% ($7.8M/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	141.6K	QoQ +62.60% (+54.5K) YoY +62.25% (+54.3K)	All Managers (Combined)	$72.8M	12.3% ($72.8M/$594.1M)	QoQ +55.08% (+$25.9M) YoY +73.46% (+$30.8M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	315.6K	QoQ -0.20% (-652) YoY -2.03% (-6.6K)	All Managers (Combined)	$34.7M	5.8% ($34.7M/$594.1M)	QoQ -12.95% (-$5.2M) YoY -27.50% (-$13.2M)
(cusip09290C103)✕	653.9K	QoQ +3254.29% (+634.4K) YoY NEW(+653.9K)	All Managers (Combined)	$31.9M	5.4% ($31.9M/$594.1M)	QoQ +3091.32% (+$30.9M) YoY NEW(+$31.9M)
(QUALcusip46432F339)	175.3K	QoQ -1.47% (-2.6K) YoY -1.38% (-2.5K)	All Managers (Combined)	$30.0M	5.0% ($30.0M/$594.1M)	QoQ -5.45% (-$1.7M) YoY +2.53% (-$741.3K)
Apple Inc.(AAPLcusip037833100)	127.9K	QoQ 0.00% (-9) YoY -2.86% (-3.8K)	All Managers (Combined)	$28.4M	4.8% ($28.4M/$594.1M)	QoQ -11.29% (-$3.6M) YoY +25.82% (-$5.8M)
(IEFAcusip46432F842)	333.5K	QoQ +3514.09% (+324.3K) YoY +4525.64% (+326.3K)	All Managers (Combined)	$25.2M	4.2% ($25.2M/$594.1M)	QoQ +3790.36% (+$24.6M) YoY +4614.95% (+$24.7M)
(cusip46641Q647)✕	313.5K	QoQ +27.54% (+67.7K) YoY +37.90% (+86.2K)	All Managers (Combined)	$15.7M	2.6% ($15.7M/$594.1M)	QoQ +27.16% (+$3.3M) YoY +35.89% (+$4.1M)
MICROSOFT CORP(MSFTcusip594918104)	40.8K	QoQ +0.25% (-104) YoY +3.00% (-1.2K)	All Managers (Combined)	$15.3M	2.6% ($15.3M/$594.1M)	QoQ -10.71% (-$1.8M) YoY -8.08% (-$1.3M)
Walmart Inc.(WMTcusip931142103)	171.8K	QoQ -3.35% (-6.0K) YoY +200.01% (+114.5K)	All Managers (Combined)	$15.1M	2.5% ($15.1M/$594.1M)	QoQ -6.09% (-$978.2K) YoY +337.73% (+$11.6M)
(MTUMcusip46432F396)	66.3K	QoQ -46.32% (-57.3K) YoY -46.59% (-57.9K)	All Managers (Combined)	$13.4M	2.3% ($13.4M/$594.1M)	QoQ -47.56% (-$12.2M) YoY -42.37% (-$9.9M)
AMAZON COM INC(AMZNcusip023135106)	59.5K	QoQ +2.41% (-1.4K) YoY +6.27% (+3.5K)	All Managers (Combined)	$11.3M	1.9% ($11.3M/$594.1M)	QoQ -11.18% (-$1.4M) YoY +12.09% (+$1.2M)
(cusip46641Q332)✕	196.2K	QoQ -66.07% (-382.1K) YoY -65.49% (-372.3K)	All Managers (Combined)	$11.2M	1.9% ($11.2M/$594.1M)	QoQ -66.30% (-$22.1M) YoY -65.92% (-$21.7M)
(cusip922020748)✕	143.6K	QoQ NEW(+143.6K) YoY NEW(+143.6K)	All Managers (Combined)	$11.1M	1.9% ($11.1M/$594.1M)	QoQ NEW(+$11.1M) YoY NEW(+$11.1M)
(cusip92647X830)✕	323.5K	QoQ NEW(+323.5K) YoY NEW(+323.5K)	All Managers (Combined)	$11.1M	1.9% ($11.1M/$594.1M)	QoQ NEW(+$11.1M) YoY NEW(+$11.1M)
VISA INC.(Vcusip92826C839)	28.5K	QoQ -1.03% (-299) YoY -2.44% (-715)	All Managers (Combined)	$10.0M	1.7% ($10.0M/$594.1M)	QoQ +9.73% (-$885.8K) YoY +22.50% (-$1.8M)
(IJRcusip464287804)	94.8K	QoQ +0.72% (-679) YoY -0.06% (-66)	All Managers (Combined)	$9.9M	1.7% ($9.9M/$594.1M)	QoQ -8.58% (-$931.4K) YoY -5.44% (-$571.4K)
(cusip464288661)✕	75.7K	QoQ -53.14% (-85.9K) YoY -52.86% (-84.9K)	All Managers (Combined)	$8.9M	1.5% ($8.9M/$594.1M)	QoQ -52.09% (-$9.7M) YoY -51.91% (-$9.7M)
HOME DEPOT, INC.(HDcusip437076102)	22.8K	QoQ -1.18% (-273) YoY -2.30% (-539)	All Managers (Combined)	$8.4M	1.4% ($8.4M/$594.1M)	QoQ -6.89% (-$619.3K) YoY -6.66% (-$597.1K)
(cusip46432F388)✕	75.7K	QoQ -71.70% (-191.8K) YoY -71.02% (-185.5K)	All Managers (Combined)	$8.1M	1.4% ($8.1M/$594.1M)	QoQ -71.42% (-$20.2M) YoY -71.46% (-$20.2M)
(cusip45409F827)✕	323.9K	QoQ NEW(+323.9K) YoY NEW(+323.9K)	All Managers (Combined)	$7.8M	1.3% ($7.8M/$594.1M)	QoQ NEW(+$7.8M) YoY NEW(+$7.8M)