Notify me when CFO4Life Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 234 | $688,034,751 | +$21,801,248 | -$7,767,515 | +$14,033,733 | VOO, DYNF, QUAL, IEFA, AAPL | 13F-HR | 07 Nov 2025, 16:52 |
| Q2 2025 | 228 | $639,547,915 | +$27,762,462 | -$20,803,891 | +$6,958,571 | VOO, DYNF, QUAL, UPS, IEFA | 13F-HR | 08 Aug 2025, 13:37 |
| Q1 2025 | 221 | $594,114,882 | +$132,600,723 | -$87,745,972 | +$44,854,751 | VOO, UPS, DYNF, QUAL, AAPL | 13F-HR | 30 Apr 2025, 14:23 |
| Q4 2024 | 219 | $569,216,286 | +$29,258,427 | -$30,522,904 | -$1,264,477 | VOO, UPS, JEPI, AAPL, QUAL | 13F-HR | 10 Feb 2025, 09:16 |
| Q3 2024 | 220 | $564,987,373 | +$28,966,743 | -$18,155,485 | +$10,811,258 | VOO, UPS, JEPI, QUAL, AAPL | 13F-HR | 12 Nov 2024, 12:10 |
| Q2 2024 | 205 | $531,878,806 | +$17,633,085 | -$37,182,433 | -$19,549,348 | UPS, VOO, JEPI, QUAL, AAPL | 13F-HR | 31 Jul 2024, 14:28 |
| Q1 2024 | 200 | $551,018,971 | +$40,735,642 | -$36,306,982 | +$4,428,660 | UPS, VOO, JEPI, QUAL, VLUE | 13F-HR | 06 May 2024, 15:51 |
| Q4 2023 | 183 | $523,734,983 | +$78,548,886 | -$22,056,076 | +$56,492,810 | UPS, VOO, JEPI, AAPL, QUAL | Restatement | 12 Feb 2024, 15:44 |
| Q3 2023 | 171 | $433,183,233 | +$12,008,020 | -$18,730,608 | -$6,722,588 | UPS, VOO, JEPI, AAPL, VWO | 13F-HR | 30 Oct 2023, 16:54 |
| Q2 2023 | 179 | $466,049,797 | +$16,762,780 | -$8,766,238 | +$7,996,542 | UPS, VOO, DAR, JEPI, AAPL | 13F-HR | 07 Aug 2023, 12:09 |
| Q1 2023 | 165 | $440,063,018 | +$64,199,908 | -$116,988,210 | -$52,788,302 | UPS, VOO, DAR, JEPI, AAPL | 13F-HR | 03 May 2023, 15:38 |
| Q4 2022 | 176 | $470,503,453 | +$117,656,278 | -$44,348,253 | +$73,308,025 | UPS, VOO, DAR, UCON, AAPL | 13F-HR | 03 Feb 2023, 13:05 |
| Q3 2022 | 154 | $375,720,000 | +$16,975,811 | -$19,424,622 | -$2,448,811 | UPS, VOO, DAR, AAPL, VLUE | 13F-HR | 19 Oct 2022, 14:15 |
| Q2 2022 | 145 | $394,728,000 | +$29,344,384 | -$26,297,351 | +$3,047,033 | UPS, VOO, DAR, AAPL, VLUE | 13F-HR | 20 Jul 2022, 14:49 |
| Q1 2022 | 155 | $476,517,000 | +$47,158,681 | -$37,793,119 | +$9,365,562 | UPS, VOO, DAR, AAPL, VLUE | 13F-HR | 02 May 2022, 09:47 |
| Q4 2021 | 154 | $483,695,000 | +$28,114,798 | -$10,934,226 | +$17,180,572 | UPS, VOO, DAR, AAPL, VLUE | 13F-HR | 10 Feb 2022, 14:17 |
| Q3 2021 | 142 | $429,589,000 | +$23,080,588 | -$16,633,037 | +$6,447,551 | UPS, VOO, DAR, VLUE, QUAL | 13F-HR | 12 Oct 2021, 13:07 |
| Q2 2021 | 141 | $433,258,000 | +$16,122,138 | -$12,069,543 | +$4,052,595 | UPS, VOO, DAR, VLUE, QUAL | 13F-HR | 14 Jul 2021, 11:46 |
| Q1 2021 | 145 | $402,180,000 | +$69,908,040 | -$33,549,849 | +$36,358,191 | UPS, VOO, DAR, QUAL, VLUE | 13F-HR | 20 Apr 2021, 13:02 |
| Q4 2020 | 141 | $348,694,000 | +$26,565,312 | -$3,650,831 | +$22,914,481 | UPS, VOO, DAR, AAPL, QUAL | 13F-HR | 12 Jan 2021, 10:58 |
| Q3 2020 | 128 | $295,385,000 | +$22,515,940 | -$13,995,047 | +$8,520,893 | UPS, VOO, AAPL, DAR, QUAL | 13F-HR | 13 Oct 2020, 13:20 |
| Q2 2020 | 127 | $260,266,000 | +$52,981,519 | -$17,751,334 | +$35,230,185 | UPS, VOO, QUAL, MTUM, USMV | 13F-HR | 15 Jul 2020, 10:53 |
| Q1 2020 | 117 | $186,973,000 | +$21,731,475 | -$28,972,431 | -$7,240,956 | UPS, VOO, MTUM, USMV, DBEF | 13F-HR | 16 Apr 2020, 10:00 |
| Q4 2019 | 135 | $236,555,000 | +$8,843,119 | -$9,531,751 | -$688,632 | UPS, MTUM, USMV, DBEF, AAPL | 13F-HR | 22 Jan 2020, 14:08 |
| Q3 2019 | 123 | $223,019,000 | +$6,487,783 | -$8,650,919 | -$2,163,136 | UPS, MTUM, USMV, DBEF, IJR | 13F-HR | 01 Nov 2019, 10:21 |
| Q2 2019 | 123 | $218,779,000 | +$21,914,847 | -$19,551,820 | +$2,363,027 | UPS, MTUM, USMV, DBEF, IJR | 13F-HR | 29 Jul 2019, 14:21 |
| Q1 2019 | 122 | $213,451,000 | +$12,537,895 | -$55,316,121 | -$42,778,226 | UPS, MTUM, IJR, VLUE, AAPL | 13F-HR | 22 Apr 2019, 14:56 |
| Q4 2018 | 120 | $227,402,000 | +$60,250,426 | -$29,437,886 | +$30,812,540 | UPS, SPTM, MTUM, VLUE, SPDW | 13F-HR | 01 Feb 2019, 11:32 |
| Q3 2018 | 128 | $225,527,000 | +$26,599,175 | -$40,397,243 | -$13,798,068 | UPS, MTUM, AAPL, NEAR, USMV | 13F-HR | 25 Oct 2018, 14:12 |
| Q2 2018 | 124 | $221,163,000 | +$112,859,673 | -$11,925,531 | +$100,934,142 | UPS, PEP, MTUM, AAPL, USMV | 13F-HR | 01 Aug 2018, 10:15 |
| Q1 2018 | 95 | $118,271,000 | +$4,489,665 | -$7,657,008 | -$3,167,343 | UPS, MTUM, VLUE, USMV, RSP | 13F-HR | 07 May 2018, 11:48 |
| Q4 2017 | 101 | $127,213,000 | +$5,478,167 | -$6,860,799 | -$1,382,632 | UPS, MTUM, VLUE, USMV, LII | 13F-HR | 22 Jan 2018, 11:22 |
| Q3 2017 | 100 | $124,011,000 | +$13,300,965 | -$4,634,970 | +$8,665,995 | UPS, MTUM, USMV, DAR, RSP | 13F-HR | 09 Nov 2017, 09:39 |
| Q2 2017 | 87 | $108,596,000 | +$14,236,021 | -$18,804,294 | -$4,568,273 | UPS, MTUM, USMV, DAR, RSP | 13F-HR | 08 Aug 2017, 09:46 |
| Q1 2017 | 95 | $110,233,000 | $0 | $0 | $0 | UPS, VLUE, RSP, MTUM, LII | 13F-HR | 11 May 2017, 13:17 |