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 8 of 12

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ORACLE CORP

ORCL|68389X105

Shares:2.6K

Value:$359.4K

% of Portfolio:0.1% ($359.4K/$594.1M)

INTEL CORP

INTC|458140100

Shares:15.5K

Value:$352.8K

% of Portfolio:0.1% ($352.8K/$594.1M)

464289875

Shares:7.9K

Value:$348.2K

% of Portfolio:0.1% ($348.2K/$594.1M)

Oxford Lane Capital Corp.

OXLC|691543102

Shares:73.4K

Value:$346.5K

% of Portfolio:0.1% ($346.5K/$594.1M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:4.4K

Value:$344.1K

% of Portfolio:0.1% ($344.1K/$594.1M)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:3.0K

Value:$338.9K

% of Portfolio:0.1% ($338.9K/$594.1M)

45784N825

Shares:13.2K

Value:$335.0K

% of Portfolio:0.1% ($335.0K/$594.1M)

922042742

VT|922042742

Shares:2.9K

Value:$330.6K

% of Portfolio:0.1% ($330.6K/$594.1M)

Blue Owl Capital Corp

OBDC|69121K104

Shares:22.3K

Value:$327.4K

% of Portfolio:0.1% ($327.4K/$594.1M)

37954Y657

Shares:16.9K

Value:$321.6K

% of Portfolio:0.1% ($321.6K/$594.1M)

46137V357

RSP|46137V357

Shares:1.8K

Value:$320.2K

% of Portfolio:0.1% ($320.2K/$594.1M)

46434G103

IEMG|46434G103

Shares:5.9K

Value:$318.7K

% of Portfolio:0.1% ($318.7K/$594.1M)

233051200

DBEF|233051200

Shares:7.1K

Value:$308.2K

% of Portfolio:0.1% ($308.2K/$594.1M)

808524201

SCHX|808524201

Shares:13.9K

Value:$307.9K

% of Portfolio:0.1% ($307.9K/$594.1M)

921908844

VIG|921908844

Shares:1.6K

Value:$307.2K

% of Portfolio:0.1% ($307.2K/$594.1M)

Phillips 66

PSX|718546104

Shares:2.5K

Value:$304.1K

% of Portfolio:0.1% ($304.1K/$594.1M)

LINDE PLC

LIN|G54950103

Shares:651

Value:$303.1K

% of Portfolio:0.1% ($303.1K/$594.1M)

33739P301

Shares:6.2K

Value:$297.4K

% of Portfolio:0.1% ($297.4K/$594.1M)

921909768

VXUS|921909768

Shares:4.7K

Value:$294.0K

% of Portfolio:0.0% ($294.0K/$594.1M)

KITE REALTY GROUP TRUST

KRG|49803T300

Shares:13.1K

Value:$293.0K

% of Portfolio:0.0% ($293.0K/$594.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ORACLE CORP(ORCLcusip68389X105)	2.6K	QoQ +3.92% (-97) YoY +5.41% (+132)	All Managers (Combined)	$359.4K	0.1% ($359.4K/$594.1M)	QoQ -12.81% (-$52.8K) YoY +17.32% (+$53.1K)
INTEL CORP(INTCcusip458140100)	15.5K	QoQ +12.73% (+1.8K) YoY +2.66% (-403)	All Managers (Combined)	$352.8K	0.1% ($352.8K/$594.1M)	QoQ +27.69% (+$76.5K) YoY -47.21% (-$315.6K)
(cusip464289875)✕	7.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$348.2K	0.1% ($348.2K/$594.1M)	QoQ +1.01% (+$3.5K) YoY +2.57% (+$8.7K)
Oxford Lane Capital Corp.(OXLCcusip691543102)	73.4K	QoQ +2.08% (-1.5K) YoY +90.30% (+34.8K)	All Managers (Combined)	$346.5K	0.1% ($346.5K/$594.1M)	QoQ -4.96% (-$18.1K) YoY +76.81% (+$150.5K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	4.4K	QoQ -17.13% (-909) YoY -0.81% (-36)	All Managers (Combined)	$344.1K	0.1% ($344.1K/$594.1M)	QoQ -12.35% (-$48.5K) YoY +7.32% (-$23.5K)
LAMAR ADVERTISING CO/NEW(LAMRcusip512816109)	3.0K	QoQ -15.48% (-546) YoY -17.77% (-644)	All Managers (Combined)	$338.9K	0.1% ($338.9K/$594.1M)	QoQ -21.02% (-$90.2K) YoY -21.65% (-$93.7K)
(cusip45784N825)✕	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$335.0K	0.1% ($335.0K/$594.1M)	QoQ NEW(+$335.0K) YoY NEW(+$335.0K)
(VTcusip922042742)	2.9K	QoQ +4.39% (+120) YoY +7.01% (+187)	All Managers (Combined)	$330.6K	0.1% ($330.6K/$594.1M)	QoQ +3.03% (+$9.7K) YoY +12.28% (+$36.2K)
Blue Owl Capital Corp(OBDCcusip69121K104)	22.3K	QoQ +60.85% (+8.4K) YoY +1.10% (-244)	All Managers (Combined)	$327.4K	0.1% ($327.4K/$594.1M)	QoQ +55.96% (+$117.5K) YoY -3.62% (-$12.3K)
(cusip37954Y657)✕	16.9K	QoQ -54.47% (-20.2K) YoY -54.47% (-20.2K)	All Managers (Combined)	$321.6K	0.1% ($321.6K/$594.1M)	QoQ -55.57% (-$402.2K) YoY -57.00% (-$426.3K)
(RSPcusip46137V357)	1.8K	QoQ -3.90% (-75) YoY -14.95% (-325)	All Managers (Combined)	$320.2K	0.1% ($320.2K/$594.1M)	QoQ -4.98% (-$16.8K) YoY -13.01% (-$47.9K)
(IEMGcusip46434G103)	5.9K	QoQ -21.59% (-1.6K) YoY -76.04% (-18.7K)	All Managers (Combined)	$318.7K	0.1% ($318.7K/$594.1M)	QoQ -18.96% (-$74.6K) YoY -74.94% (-$953.1K)
(DBEFcusip233051200)	7.1K	QoQ -23.67% (-2.2K) YoY -25.68% (-2.5K)	All Managers (Combined)	$308.2K	0.1% ($308.2K/$594.1M)	QoQ -20.17% (-$77.9K) YoY -21.38% (-$83.8K)
(SCHXcusip808524201)	13.9K	QoQ -24.20% (-4.5K) YoY +123.78% (-7.7K)	All Managers (Combined)	$307.9K	0.1% ($307.9K/$594.1M)	QoQ -27.80% (-$118.6K) YoY -20.37% (-$78.8K)
(VIGcusip921908844)	1.6K	QoQ +6.88% (+102) YoY +23.84% (+305)	All Managers (Combined)	$307.2K	0.1% ($307.2K/$594.1M)	QoQ +5.85% (+$17.0K) YoY +31.57% (+$73.7K)
Phillips 66(PSXcusip718546104)	2.5K	QoQ +1.02% (+25) YoY -67.04% (-5.0K)	All Managers (Combined)	$304.1K	0.1% ($304.1K/$594.1M)	QoQ +9.52% (+$26.4K) YoY -75.07% (-$916.0K)
LINDE PLC(LINcusipG54950103)	651	QoQ +16.04% (+90) YoY NEW(+651)	All Managers (Combined)	$303.1K	0.1% ($303.1K/$594.1M)	QoQ +29.06% (+$68.3K) YoY NEW(+$303.1K)
(cusip33739P301)✕	6.2K	QoQ 0.00% (-0) YoY -39.53% (-4.1K)	All Managers (Combined)	$297.4K	0.1% ($297.4K/$594.1M)	QoQ -1.00% (-$3.0K) YoY -40.00% (-$198.3K)
(VXUScusip921909768)	4.7K	QoQ +0.57% (+27) YoY -2.35% (-114)	All Managers (Combined)	$294.0K	0.0% ($294.0K/$594.1M)	QoQ +5.96% (+$16.6K) YoY +0.54% (-$1.6K)
KITE REALTY GROUP TRUST(KRGcusip49803T300)	13.1K	QoQ -0.16% (-21) YoY +5.13% (+640)	All Managers (Combined)	$293.0K	0.0% ($293.0K/$594.1M)	QoQ -11.51% (-$38.1K) YoY +8.48% (+$22.9K)