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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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$594.1M)

CONOCOPHILLIPS

COP|20825C104

Shares:11.9K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$594.1M)

46434V613

Shares:27.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$594.1M)

46434V860

Shares:23.6K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$594.1M)

032108409

Shares:29.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$594.1M)

COCA COLA CO

KO|191216100

Shares:16.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$594.1M)

46429B697

USMV|46429B697

Shares:12.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$594.1M)

45783Y855

Shares:34.7K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$594.1M)

Tesla, Inc.

TSLA|88160R101

Shares:4.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$594.1M)

MPLX LP

MPLX|55336V100

Shares:19.2K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$594.1M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:3.6K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$594.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$594.1M)

921943858

VEA|921943858

Shares:19.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$594.1M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:29.1K

Value:$992.0K

% of Portfolio:0.2% ($992.0K/$594.1M)

AT&T INC.

T|00206R102

Shares:34.6K

Value:$979.6K

% of Portfolio:0.2% ($979.6K/$594.1M)

464287200

IVV|464287200

Shares:1.7K

Value:$976.4K

% of Portfolio:0.2% ($976.4K/$594.1M)

72201R775

Shares:10.1K

Value:$931.5K

% of Portfolio:0.2% ($931.5K/$594.1M)

922907746

VTEB|922907746

Shares:18.8K

Value:$930.6K

% of Portfolio:0.2% ($930.6K/$594.1M)

FISERV INC

FI|337738108

Shares:4.0K

Value:$874.5K

% of Portfolio:0.1% ($874.5K/$594.1M)

Chubb Ltd

CB|H1467J104

Shares:2.8K

Value:$851.6K

% of Portfolio:0.1% ($851.6K/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.5K	QoQ +0.19% (+5) YoY +4.41% (+107)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$594.1M)	QoQ +3.74% (+$47.8K) YoY +10.53% (+$126.4K)
CONOCOPHILLIPS(COPcusip20825C104)	11.9K	QoQ -2.76% (-338) YoY -4.25% (-529)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$594.1M)	QoQ +2.97% (-$36.1K) YoY -20.99% (-$332.2K)
(cusip46434V613)✕	27.0K	QoQ -30.48% (-11.8K) YoY -79.94% (-107.7K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$594.1M)	QoQ -29.13% (-$511.8K) YoY -79.72% (-$4.9M)
(cusip46434V860)✕	23.6K	QoQ +4.06% (+922) YoY NEW(+23.6K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$594.1M)	QoQ +4.45% (+$51.0K) YoY NEW(+$1.2M)
(cusip032108409)✕	29.1K	QoQ +1.14% (+330) YoY +23.50% (+5.5K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$594.1M)	QoQ +1.87% (+$21.8K) YoY +29.51% (+$270.4K)
COCA COLA CO(KOcusip191216100)	16.2K	QoQ -2.20% (-365) YoY +4.32% (+671)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$594.1M)	QoQ +12.49% (-$128.7K) YoY +22.13% (+$209.9K)
(USMVcusip46429B697)	12.2K	QoQ -2.63% (-330) YoY -7.88% (-1.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$594.1M)	QoQ +2.71% (-$30.2K) YoY +3.22% (-$35.7K)
(cusip45783Y855)✕	34.7K	QoQ NEW(+34.7K) YoY NEW(+34.7K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$594.1M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
Tesla, Inc.(TSLAcusip88160R101)	4.2K	QoQ -0.23% (-10) YoY +6.52% (+256)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$594.1M)	QoQ -35.97% (-$609.1K) YoY +57.03% (+$393.7K)
MPLX LP(MPLXcusip55336V100)	19.2K	QoQ 0.00% (+0) YoY +1.05% (+200)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$594.1M)	QoQ +11.82% (+$108.7K) YoY +30.13% (+$237.9K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	3.6K	QoQ +2.08% (+74) YoY +255.50% (+2.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$594.1M)	QoQ +20.58% (+$174.8K) YoY +386.47% (+$813.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.1K	QoQ +2.08% (+22) YoY +11.92% (+115)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$594.1M)	QoQ +5.37% (+$52.1K) YoY +44.54% (+$314.6K)
(VEAcusip921943858)	19.8K	QoQ -9.66% (-2.1K) YoY -27.69% (-7.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$594.1M)	QoQ -3.97% (-$41.6K) YoY -26.73% (-$366.7K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	29.1K	QoQ -8.49% (-2.7K) YoY -5.17% (-1.6K)	All Managers (Combined)	$992.0K	0.2% ($992.0K/$594.1M)	QoQ -0.38% (-$3.9K) YoY +10.94% (-$97.8K)
AT&T INC.(Tcusip00206R102)	34.6K	QoQ +11.92% (+3.7K) YoY +20.09% (+5.8K)	All Managers (Combined)	$979.6K	0.2% ($979.6K/$594.1M)	QoQ +39.01% (+$274.9K) YoY +92.97% (+$472.0K)
(IVVcusip464287200)	1.7K	QoQ +2.59% (-44) YoY +101.85% (+877)	All Managers (Combined)	$976.4K	0.2% ($976.4K/$594.1M)	QoQ -2.11% (-$21.1K) YoY +115.74% (+$523.8K)
(cusip72201R775)✕	10.1K	QoQ -7.55% (-823) YoY -26.89% (-3.7K)	All Managers (Combined)	$931.5K	0.2% ($931.5K/$594.1M)	QoQ -5.45% (-$53.8K) YoY -26.41% (-$334.3K)
(VTEBcusip922907746)	18.8K	QoQ -6.92% (-1.4K) YoY -3.38% (-658)	All Managers (Combined)	$930.6K	0.2% ($930.6K/$594.1M)	QoQ -7.86% (-$79.5K) YoY -5.26% (-$51.7K)
FISERV INC(FIcusip337738108)	4.0K	QoQ -10.95% (-487) YoY -22.00% (-1.1K)	All Managers (Combined)	$874.5K	0.1% ($874.5K/$594.1M)	QoQ -4.27% (-$39.0K) YoY +7.77% (-$63.1K)
Chubb Ltd(CBcusipH1467J104)	2.8K	QoQ -5.59% (-167) YoY -8.17% (-251)	All Managers (Combined)	$851.6K	0.1% ($851.6K/$594.1M)	QoQ +3.19% (-$26.4K) YoY +7.00% (-$55.8K)