CFO4Life Group, LLC — Q2 2021 13F 持股

Name: CFO4Life Group, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001706351

申報總市值

US$6.6億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	UPS	United Parcel Service-cl B	股票-工業	14.99%	+0.25%	-0.06%
2	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	10.27%	+0.34%	+3.40%
3	DAR	Darling Ingredients INC	股票-非循環性消費	7.01%	+0.74%	+1.49%
4	VLUE	Ishares Msci USA Value Facto	ETF-其他	4.62%	—	+7.04%
5	QUAL	Ishares Msci USA Quality Fac	ETF-其他	4.55%	+0.14%	-13.11%
6	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	4.43%	+0.05%	+2.98%
7	AAPL	Apple INC	股票-科技	4.26%	-0.22%	-0.47%
8	FIXD	First Trust Smith Opportunis	ETF-其他	4.03%	—	-2.79%
9	VXF	Vanguard Extended Market ETF	ETF-其他	2.97%	—	+6.88%
10	MMIN	Nyli Mackay Muni Insured ETF	ETF-其他	2.58%	—	+3.32%
11	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.47%	—	+1.13%
12	MSFT	Microsoft CORP	股票-科技	2.36%	-0.77%	-0.03%
13	AMZN	Amazon.com INC	股票-循環性消費	1.87%	-0.14%	-5.58%
14	HD	Home Depot INC	股票-循環性消費	1.82%	-0.01%	-0.26%
15	V	Visa Inc-class A Shares	股票-金融	1.67%	-0.15%	-0.35%
16	LII	Lennox International INC	股票-工業	1.44%	-0.10%	-0.46%
17	MA	Mastercard INC - A	股票-金融	1.18%	-0.11%	+0.15%
18	AYXEUR	Alteryx INC - Class A	股票-其他	1.15%	—	+62.62%
19	WM	Waste Management INC	股票-工業	1.06%	—	-0.06%
20	NEAR	Ishares Sh Dba ETF Usd INC	ETF-其他	0.90%	—	+6.22%
21	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.90%	+0.03%	+0.12%
22	JPST	Jpmorgan Ultra-short Income	ETF-其他	0.85%	—	-1.32%
23	CSX	Csx CORP	股票-工業	0.82%	+0.10%	+200.00%
24	BLKCHF	Blackrock INC	股票-其他	0.76%	—	+0.03%
25	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.75%	-0.15%	-0.08%
26	WMT	Walmart INC	股票-非循環性消費	0.67%	+0.14%	-0.79%
27	PG	Procter & Gamble Co/the	股票-非循環性消費	0.65%	—	+0.10%
28	META	Meta Platforms Inc-class A	股票-通訊服務	0.63%	-0.09%	+0.04%
29	MMM	3m Co	股票-工業	0.62%	—	+0.73%
30	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	0.62%	—	+30.79%
31	GSLC	Goldman Activebeta US Lc ETF	ETF-避險與商品	0.61%	-0.01%	+5.20%
32	PEP	Pepsico INC	股票-非循環性消費	0.61%	—	-0.50%
33	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.60%	—	-9.22%
34	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.56%	-0.14%	-0.40%
35	PB	Prosperity Bancshares INC	股票-金融	0.51%	—	+0.52%
36	IXUS	Ishares Core Intl Stock ETF	ETF-其他	0.46%	—	+15.73%
37	GSIE	Goldman Sachs Activebeta Int	ETF-避險與商品	0.40%	—	+15.71%
38	XOM	Exxon Mobil CORP	股票-能源	0.38%	+0.21%	-6.84%
39	JNJ	Johnson & Johnson	股票-醫療保健	0.36%	+0.07%	+1.75%
40	CSCO	Cisco Systems INC	股票-科技	0.36%	—	-1.79%
41	JMST	JPM Ultra-short Muni Income	ETF-其他	0.34%	—	+87.48%
42	JPM	Jpmorgan Chase & Co	股票-金融	0.30%	-0.11%	+2.05%
43	DBEF	Xtrackers Msci Eafe Hedged E	ETF-其他	0.28%	—	-10.04%
44	PFE	Pfizer INC	股票-醫療保健	0.28%	—	-6.66%
45	FDX	Fedex CORP	股票-工業	0.27%	—	+127.72%
46	BND	Vanguard Total Bond Market	ETF-其他	0.26%	—	+28.07%
47	UNH	Unitedhealth Group INC	股票-醫療保健	0.26%	-0.04%	+1.16%
48	IUSV	Ishares Core S&p U.s. Value	ETF-其他	0.26%	—	—
49	INTC	Intel CORP	股票-科技	0.25%	—	—
50	AMAT	Applied Materials INC	股票-科技	0.24%	-0.05%	EXIT

1–50 of 141

本季持股變動

CFO4Life Group, LLC 於截至 Q2 2021 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	UPS	United Parcel Service-cl B	—	EXIT	清倉
2	VOO	Vanguard S&p 500 ETF	—	EXIT	清倉
3	DAR	Darling Ingredients INC	—	EXIT	清倉
4	QUAL	Ishares Msci USA Quality Fac	—	EXIT	清倉
5	VLUE	Ishares Msci USA Value Facto	—	EXIT	清倉
6	FIXD	First Trust Smith Opportunis	—	EXIT	清倉
7	MTUM	Ishares Msci USA Momentum Fa	—	EXIT	清倉
8	AAPL	Apple INC	—	EXIT	清倉
9	VXF	Vanguard Extended Market ETF	—	EXIT	清倉
10	MMIN	Nyli Mackay Muni Insured ETF	—	EXIT	清倉
11	IJR	Ishares Core S&p Small-cap E	—	EXIT	清倉
12	MSFT	Microsoft CORP	—	EXIT	清倉
13	AMZN	Amazon.com INC	—	EXIT	清倉
14	HD	Home Depot INC	—	EXIT	清倉
15	V	Visa Inc-class A Shares	—	EXIT	清倉
16	LII	Lennox International INC	—	EXIT	清倉
17	MA	Mastercard INC - A	—	EXIT	清倉
18	WM	Waste Management INC	—	EXIT	清倉
19	JPST	Jpmorgan Ultra-short Income	—	EXIT	清倉
20	NEAR	Ishares Sh Dba ETF Usd INC	—	EXIT	清倉
21	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清倉
22	CSX	Csx CORP	—	EXIT	清倉
23	AYXEUR	Alteryx INC - Class A	—	EXIT	清倉
24	BLKCHF	Blackrock INC	—	EXIT	清倉
25	PG	Procter & Gamble Co/the	—	EXIT	清倉
26	WMT	Walmart INC	—	EXIT	清倉
27	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清倉
28	GOOG	Alphabet Inc-cl C	—	EXIT	清倉
29	MMM	3m Co	—	EXIT	清倉
30	PEP	Pepsico INC	—	EXIT	清倉
31	META	Meta Platforms Inc-class A	—	EXIT	清倉
32	PB	Prosperity Bancshares INC	—	EXIT	清倉
33	GSLC	Goldman Activebeta US Lc ETF	—	EXIT	清倉
34	GOOGL	Alphabet Inc-cl A	—	EXIT	清倉
35	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	—	EXIT	清倉
36	IXUS	Ishares Core Intl Stock ETF	—	EXIT	清倉
37	XOM	Exxon Mobil CORP	—	EXIT	清倉
38	CSCO	Cisco Systems INC	—	EXIT	清倉
39	JNJ	Johnson & Johnson	—	EXIT	清倉
40	GSIE	Goldman Sachs Activebeta Int	—	EXIT	清倉
41	DBEF	Xtrackers Msci Eafe Hedged E	—	EXIT	清倉
42	JPM	Jpmorgan Chase & Co	—	EXIT	清倉
43	INTC	Intel CORP	—	EXIT	清倉
44	PFE	Pfizer INC	—	EXIT	清倉
45	IUSV	Ishares Core S&p U.s. Value	—	EXIT	清倉
46	C	Citigroup INC	—	EXIT	清倉
47	UNH	Unitedhealth Group INC	—	EXIT	清倉
48	AMAT	Applied Materials INC	—	EXIT	清倉
49	CVX	Chevron CORP	—	EXIT	清倉
50	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清倉