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 7 of 12

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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:10.9K

Value:$494.1K

% of Portfolio:0.1% ($494.1K/$594.1M)

SouthState Corp

SSB|840441109

Shares:5.3K

Value:$493.0K

% of Portfolio:0.1% ($493.0K/$594.1M)

46138E354

Shares:6.4K

Value:$481.2K

% of Portfolio:0.1% ($481.2K/$594.1M)

Reddit, Inc.

RDDT|75734B100

Shares:4.4K

Value:$466.4K

% of Portfolio:0.1% ($466.4K/$594.1M)

921937835

BND|921937835

Shares:6.3K

Value:$461.9K

% of Portfolio:0.1% ($461.9K/$594.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.6K

Value:$461.6K

% of Portfolio:0.1% ($461.6K/$594.1M)

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

Shares:21.0K

Value:$445.8K

% of Portfolio:0.1% ($445.8K/$594.1M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:15.1K

Value:$432.1K

% of Portfolio:0.1% ($432.1K/$594.1M)

464287226

Shares:4.3K

Value:$423.3K

% of Portfolio:0.1% ($423.3K/$594.1M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:3.7K

Value:$416.4K

% of Portfolio:0.1% ($416.4K/$594.1M)

92189F643

Shares:4.7K

Value:$412.3K

% of Portfolio:0.1% ($412.3K/$594.1M)

FS KKR Capital Corp

FSK|302635206

Shares:19.5K

Value:$408.6K

% of Portfolio:0.1% ($408.6K/$594.1M)

46137V241

Shares:6.2K

Value:$408.1K

% of Portfolio:0.1% ($408.1K/$594.1M)

FEDEX CORP

FDX|31428X106

Shares:1.7K

Value:$405.8K

% of Portfolio:0.1% ($405.8K/$594.1M)

Duke Energy CORP

DUK|26441C204

Shares:3.3K

Value:$404.4K

% of Portfolio:0.1% ($404.4K/$594.1M)

NETFLIX INC

NFLX|64110L106

Shares:432

Value:$402.9K

% of Portfolio:0.1% ($402.9K/$594.1M)

38149W630

Shares:8.8K

Value:$391.2K

% of Portfolio:0.1% ($391.2K/$594.1M)

STARBUCKS CORP

SBUX|855244109

Shares:3.7K

Value:$364.1K

% of Portfolio:0.1% ($364.1K/$594.1M)

03073E105

Shares:1.3K

Value:$363.1K

% of Portfolio:0.1% ($363.1K/$594.1M)

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:18.3K

Value:$363.0K

% of Portfolio:0.1% ($363.0K/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	10.9K	QoQ +13.70% (+1.3K) YoY +15.20% (+1.4K)	All Managers (Combined)	$494.1K	0.1% ($494.1K/$594.1M)	QoQ +28.97% (+$111.0K) YoY +24.54% (+$97.4K)
SouthState Corp(SSBcusip840441109)	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$493.0K	0.1% ($493.0K/$594.1M)	QoQ NEW(+$493.0K) YoY NEW(+$493.0K)
(cusip46138E354)✕	6.4K	QoQ +0.09% (+6) YoY +0.40% (+26)	All Managers (Combined)	$481.2K	0.1% ($481.2K/$594.1M)	QoQ +6.84% (+$30.8K) YoY +13.88% (+$58.7K)
Reddit, Inc.(RDDTcusip75734B100)	4.4K	QoQ -16.30% (-866) YoY NEW(+4.4K)	All Managers (Combined)	$466.4K	0.1% ($466.4K/$594.1M)	QoQ -46.28% (-$401.8K) YoY NEW(+$466.4K)
(BNDcusip921937835)	6.3K	QoQ -27.47% (-2.4K) YoY -81.38% (-27.5K)	All Managers (Combined)	$461.9K	0.1% ($461.9K/$594.1M)	QoQ -25.91% (-$161.6K) YoY -81.16% (-$2.0M)
SPDR GOLD TRUST(GLDcusip78463V107)	1.6K	QoQ +12.26% (+175) YoY +5.81% (+88)	All Managers (Combined)	$461.6K	0.1% ($461.6K/$594.1M)	QoQ +33.59% (+$116.1K) YoY +48.20% (+$150.1K)
INDEPENDENCE REALTY TRUST, INC.(IRTcusip45378A106)	21.0K	QoQ -22.15% (-6.0K) YoY -29.60% (-8.8K)	All Managers (Combined)	$445.8K	0.1% ($445.8K/$594.1M)	QoQ -16.70% (-$89.4K) YoY -7.35% (-$35.4K)
KINDER MORGAN, INC.(KMIcusip49456B101)	15.1K	QoQ -0.15% (-24) YoY +5.32% (+766)	All Managers (Combined)	$432.1K	0.1% ($432.1K/$594.1M)	QoQ +3.95% (-$16.4K) YoY +63.84% (+$168.4K)
(cusip464287226)✕	4.3K	QoQ -2.77% (-122) YoY -15.55% (-788)	All Managers (Combined)	$423.3K	0.1% ($423.3K/$594.1M)	QoQ -0.74% (-$3.2K) YoY -14.70% (-$73.0K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	3.7K	QoQ -12.87% (-549) YoY -36.14% (-2.1K)	All Managers (Combined)	$416.4K	0.1% ($416.4K/$594.1M)	QoQ +5.67% (-$22.4K) YoY -2.31% (-$9.9K)
(cusip92189F643)✕	4.7K	QoQ 0.00% (-0) YoY -3.34% (-162)	All Managers (Combined)	$412.3K	0.1% ($412.3K/$594.1M)	QoQ -5.09% (-$22.1K) YoY -5.37% (-$23.4K)
FS KKR Capital Corp(FSKcusip302635206)	19.5K	QoQ +0.25% (-50) YoY -37.30% (-11.6K)	All Managers (Combined)	$408.6K	0.1% ($408.6K/$594.1M)	QoQ -3.29% (-$13.9K) YoY -31.12% (-$184.7K)
(cusip46137V241)✕	6.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$408.1K	0.1% ($408.1K/$594.1M)	QoQ -1.02% (-$4.2K) YoY +9.79% (+$36.4K)
FEDEX CORP(FDXcusip31428X106)	1.7K	QoQ -4.96% (-87) YoY -2.74% (-47)	All Managers (Combined)	$405.8K	0.1% ($405.8K/$594.1M)	QoQ -17.68% (-$87.2K) YoY -18.18% (-$90.2K)
Duke Energy CORP(DUKcusip26441C204)	3.3K	QoQ -15.06% (-588) YoY -4.24% (-147)	All Managers (Combined)	$404.4K	0.1% ($404.4K/$594.1M)	QoQ -3.84% (-$16.2K) YoY +20.77% (-$69.6K)
NETFLIX INC(NFLXcusip64110L106)	432	QoQ +13.08% (+50) YoY NEW(+432)	All Managers (Combined)	$402.9K	0.1% ($402.9K/$594.1M)	QoQ +18.31% (+$62.4K) YoY NEW(+$402.9K)
(cusip38149W630)✕	8.8K	QoQ +85.27% (+4.0K) YoY NEW(+8.8K)	All Managers (Combined)	$391.2K	0.1% ($391.2K/$594.1M)	QoQ +68.53% (+$159.1K) YoY NEW(+$391.2K)
STARBUCKS CORP(SBUXcusip855244109)	3.7K	QoQ +20.05% (+620) YoY +47.73% (+1.2K)	All Managers (Combined)	$364.1K	0.1% ($364.1K/$594.1M)	QoQ +29.07% (+$82.0K) YoY +58.59% (+$134.5K)
(cusip03073E105)✕	1.3K	QoQ +1.00% (+13) YoY +10.21% (+121)	All Managers (Combined)	$363.1K	0.1% ($363.1K/$594.1M)	QoQ +24.93% (+$72.5K) YoY +26.12% (+$75.2K)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	18.3K	QoQ 0.00% (+0) YoY +83.32% (+8.3K)	All Managers (Combined)	$363.0K	0.1% ($363.0K/$594.1M)	QoQ +7.96% (+$26.8K) YoY +88.16% (+$170.1K)