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

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DARLING INGREDIENTS INC.

DAR|237266101

Shares:243.5K

Value:$7.6M

% of Portfolio:1.3% ($7.6M/$594.1M)

Mastercard Inc

MA|57636Q104

Shares:13.3K

Value:$7.3M

% of Portfolio:1.2% ($7.3M/$594.1M)

922908769

VTI|922908769

Shares:26.4K

Value:$7.3M

% of Portfolio:1.2% ($7.3M/$594.1M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:27.4K

Value:$6.3M

% of Portfolio:1.1% ($6.3M/$594.1M)

381430503

GSLC|381430503

Shares:56.7K

Value:$6.2M

% of Portfolio:1.1% ($6.2M/$594.1M)

46432F834

IXUS|46432F834

Shares:82.3K

Value:$5.7M

% of Portfolio:1.0% ($5.7M/$594.1M)

46641Q654

Shares:109.1K

Value:$5.5M

% of Portfolio:0.9% ($5.5M/$594.1M)

316188309

Shares:115.7K

Value:$5.3M

% of Portfolio:0.9% ($5.3M/$594.1M)

381430107

GSIE|381430107

Shares:140.3K

Value:$5.0M

% of Portfolio:0.8% ($5.0M/$594.1M)

NVIDIA CORP

NVDA|67066G104

Shares:41.2K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$594.1M)

Meta Platforms, Inc.

META|30303M102

Shares:7.6K

Value:$4.4M

% of Portfolio:0.7% ($4.4M/$594.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:27.5K

Value:$4.3M

% of Portfolio:0.7% ($4.3M/$594.1M)

Alphabet Inc.

GOOG|02079K107

Shares:27.2K

Value:$4.3M

% of Portfolio:0.7% ($4.3M/$594.1M)

922020755

Shares:53.5K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$594.1M)

41653L305

Shares:122.3K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$594.1M)

33740F805

Shares:92.4K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$594.1M)

922042858

VWO|922042858

Shares:74.1K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$594.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:27.7K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$594.1M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:4

Value:$3.2M

% of Portfolio:0.5% ($3.2M/$594.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:18.3K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DARLING INGREDIENTS INC.(DARcusip237266101)	243.5K	QoQ +2.72% (-6.4K) YoY -33.11% (-120.6K)	All Managers (Combined)	$7.6M	1.3% ($7.6M/$594.1M)	QoQ -4.74% (-$379.3K) YoY -55.07% (-$9.3M)
Mastercard Inc(MAcusip57636Q104)	13.3K	QoQ +0.61% (+81) YoY +1.63% (+215)	All Managers (Combined)	$7.3M	1.2% ($7.3M/$594.1M)	QoQ +4.72% (+$329.8K) YoY +15.68% (+$990.3K)
(VTIcusip922908769)	26.4K	QoQ +0.11% (-29) YoY -0.33% (-89)	All Managers (Combined)	$7.3M	1.2% ($7.3M/$594.1M)	QoQ -5.06% (-$386.6K) YoY +5.39% (-$370.9K)
WASTE MANAGEMENT INC(WMcusip94106L109)	27.4K	QoQ -1.42% (-396) YoY -4.03% (-1.1K)	All Managers (Combined)	$6.3M	1.1% ($6.3M/$594.1M)	QoQ +13.08% (-$733.0K) YoY +4.23% (-$257.1K)
(GSLCcusip381430503)	56.7K	QoQ +1.99% (-1.1K) YoY +2.06% (+1.1K)	All Managers (Combined)	$6.2M	1.1% ($6.2M/$594.1M)	QoQ -2.52% (-$161.4K) YoY +8.24% (+$475.4K)
(IXUScusip46432F834)	82.3K	QoQ +0.93% (+763) YoY +18.75% (+13.0K)	All Managers (Combined)	$5.7M	1.0% ($5.7M/$594.1M)	QoQ +6.53% (+$352.4K) YoY +22.16% (+$1.0M)
(cusip46641Q654)✕	109.1K	QoQ -54.96% (-133.1K) YoY -52.88% (-122.4K)	All Managers (Combined)	$5.5M	0.9% ($5.5M/$594.1M)	QoQ -54.84% (-$6.7M) YoY -52.78% (-$6.2M)
(cusip316188309)✕	115.7K	QoQ +6.28% (+6.8K) YoY +321.59% (+88.2K)	All Managers (Combined)	$5.3M	0.9% ($5.3M/$594.1M)	QoQ +8.13% (+$397.1K) YoY +324.75% (+$4.0M)
(GSIEcusip381430107)	140.3K	QoQ +0.15% (+218) YoY +18.79% (+22.2K)	All Managers (Combined)	$5.0M	0.8% ($5.0M/$594.1M)	QoQ +7.09% (+$331.4K) YoY +23.50% (+$951.9K)
NVIDIA CORP(NVDAcusip67066G104)	41.2K	QoQ +16.37% (-5.8K) YoY +1230.52% (+38.1K)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$594.1M)	QoQ -6.08% (-$289.3K) YoY +59.60% (+$1.7M)
Meta Platforms, Inc.(METAcusip30303M102)	7.6K	QoQ +3.23% (+237) YoY +5.49% (+394)	All Managers (Combined)	$4.4M	0.7% ($4.4M/$594.1M)	QoQ +1.61% (+$69.4K) YoY +25.21% (+$877.6K)
Alphabet Inc.(GOOGLcusip02079K305)	27.5K	QoQ +1.78% (-484) YoY +4.50% (+1.2K)	All Managers (Combined)	$4.3M	0.7% ($4.3M/$594.1M)	QoQ -16.85% (-$862.8K) YoY +7.06% (+$281.1K)
Alphabet Inc.(GOOGcusip02079K107)	27.2K	QoQ -3.32% (-935) YoY -2.05% (-570)	All Managers (Combined)	$4.3M	0.7% ($4.3M/$594.1M)	QoQ -20.69% (-$1.1M) YoY +0.49% (-$21.1K)
(cusip922020755)✕	53.5K	QoQ +6.08% (+3.1K) YoY NEW(+53.5K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$594.1M)	QoQ +8.27% (+$317.0K) YoY NEW(+$4.1M)
(cusip41653L305)✕	122.3K	QoQ +10.81% (+11.9K) YoY NEW(+122.3K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$594.1M)	QoQ +12.57% (+$462.4K) YoY NEW(+$4.1M)
(cusip33740F805)✕	92.4K	QoQ -18.64% (-21.2K) YoY -51.68% (-98.9K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$594.1M)	QoQ -17.00% (-$830.1K) YoY -51.41% (-$4.3M)
(VWOcusip922042858)	74.1K	QoQ -0.25% (-193) YoY -88.39% (-564.5K)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$594.1M)	QoQ +2.50% (-$81.9K) YoY -87.42% (-$23.3M)
EXXON MOBIL CORP(XOMcusip30231G102)	27.7K	QoQ +6.91% (+1.8K) YoY +21.18% (+4.8K)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$594.1M)	QoQ +18.20% (+$508.2K) YoY +23.99% (+$638.3K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$3.2M	0.5% ($3.2M/$594.1M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
PROCTER & GAMBLE Co(PGcusip742718109)	18.3K	QoQ -1.81% (-339) YoY +0.55% (+102)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$594.1M)	QoQ -0.19% (-$6.0K) YoY +5.62% (+$166.3K)