CL

CFO4Life, L.P.

13F
CFO4Life, L.P.
Last update 2023-01-12 176 Stocks (141 new)
Value $471.00 Mil Turnover 80 %
Countries:
Top Holdings: UPS(11.80%)VOO(8.90%)DAR(6.20%)UCON(5.52%)AAPL(3.84%)
Summary Stock Picks Current Portfolio
CFO4Life, L.P. Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UPS
United Parcel Service Inc
319,274
55,502.6
+5.62%
11.800
+0.63%
0.040
+8.37%
-15.26%
87,762.4
Transportation
VOO
Vanguard S&P 500 ETF
119,138
41,858.1
New Holding
8.900
+8.90%
0.020
+18.69%
+8.77%
662,916.6
 
DAR
Darling Ingredients Inc
466,421
29,193.3
+122.02%
6.200
+3.41%
0.290
+20.72%
+8.76%
5,794.9
Consumer Packaged Goods
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
1,076,901
25,964.1
New Holding
5.520
+5.52%
1.790
+2.29%
+3.33%
2,956.7
 
AAPL
Apple Inc
139,007
18,061.2
+81.86%
3.840
+1.73%
0.000
+5.05%
-14.08%
3,205,870.5
Hardware
QUAL
iShares MSCI USA Quality Factor ETF
142,887
16,283.4
New Holding
3.460
+3.46%
0.090
+13.94%
+4.96%
53,459.5
 
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
107,257
15,652.1
New Holding
3.330
+3.33%
0.130
+20.02%
+16.50%
17,779.9
 
VLUE
iShares MSCI USA Value Factor ETF
140,291
12,786.2
New Holding
2.720
+2.72%
0.170
+16.61%
+11.65%
6,878.5
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
244,893
11,436.5
New Holding
2.430
+2.43%
0.020
+17.86%
+20.23%
100,734.7
 
VTI
Vanguard Total Stock Market ETF
57,219
10,939.7
New Holding
2.330
+2.33%
0.000
+18.81%
+8.38%
477,895.4
 

CFO4Life, L.P.'s Historical Top Holdings Breakdowns

CFO4Life, L.P. Total Holding History ($B)

To

CFO4Life, L.P.'s Asset Allocation

To

CFO4Life, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CFO4Life, L.P.'s Hypothetical Growth since 2022-12-31

CFO4Life, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

CFO4Life, L.P.'s Holdings Heat Map

Size field:

CFO4Life, L.P.'s Holdings Bubble Chart

CFO4Life, L.P. News

  • 1

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