Institutional Manager · CIK 0001632248
CFO4Life, L.P.
Coppell, TX · File #028-16528
Latest AUM
$470.5M
Positions
176
Top-10 Concentration
58.4%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Mar 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | UNITED PARCEL SERVICE INC | UPS | 319,274 | $55.5M | 13.65% |
| 2 | VANGUARD INDEX FDS | 922908363 | 119,138 | $41.9M | 10.29% |
| 3 | DARLING INGREDIENTS INC | DAR | 466,421 | $29.2M | 7.18% |
| 4 | FIRST TR EXCHNG TRADED FD VI | 33740F888 | 1,076,901 | $26.0M | 6.38% |
| 5 | APPLE INC | AAPL | 139,007 | $18.1M | 4.44% |
| 6 | ISHARES TR | 46432F339 | 142,887 | $16.3M | 4.00% |
| 7 | ISHARES TR | 46432F396 | 107,257 | $15.7M | 3.85% |
| 8 | ISHARES TR | 46432F388 | 140,291 | $12.8M | 3.14% |
| 9 | ISHARES INC | 46434G103 | 244,893 | $11.4M | 2.81% |
| 10 | VANGUARD INDEX FDS | 922908769 | 57,219 | $10.9M | 2.69% |
| 11 | MICROSOFT CORP | MSFT | 40,253 | $9.7M | 2.37% |
| 12 | FIRST TR EXCHNG TRADED FD VI | 33740F805 | 207,266 | $9.1M | 2.24% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042858 | 222,745 | $8.7M | 2.14% |
| 14 | FIDELITY COVINGTON TRUST | 316092782 | 197,611 | $8.7M | 2.13% |
| 15 | ISHARES TR | 464287804 | 85,769 | $8.1M | 2.00% |
| 16 | ISHARES TR | 464287655 | 46,001 | $8.0M | 1.97% |
| 17 | HOME DEPOT INC | HD | 24,242 | $7.7M | 1.88% |
| 18 | ISHARES TR | 464288885 | 75,557 | $6.3M | 1.56% |
| 19 | ISHARES TR | 464287622 | 29,128 | $6.1M | 1.51% |
| 20 | ISHARES TR | 464288877 | 130,771 | $6.0M | 1.48% |