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
+2.23%
-14.33%
109,879.9
Transportation
VOO 		Vanguard S&P 500 ETF
119,138
41,858.1
New Holding
8.900
+8.90%
0.020
+7.90%
+28.47%
535,241.3
 
DAR 		Darling Ingredients Inc
466,421
29,193.3
+122.02%
6.200
+3.41%
0.290
-0.65%
-29.82%
5,579.4
Consumer Packaged Goods
UCON 		First Trust TCW Unconstrained Plus Bond ETF
1,076,901
25,964.1
New Holding
5.520
+5.52%
1.790
-0.98%
+4.37%
3,268.8
 
AAPL 		Apple Inc
139,007
18,061.2
+81.86%
3.840
+1.73%
0.000
+11.71%
+29.59%
3,750,689.2
Hardware
QUAL 		iShares MSCI USA Quality Factor ETF
142,887
16,283.4
New Holding
3.460
+3.46%
0.090
+4.36%
+25.96%
50,984.0
 
MTUM 		iShares MSCI USA Momentum Factor ETF
107,257
15,652.1
New Holding
3.330
+3.33%
0.130
+9.16%
+37.17%
13,800.0
 
VLUE 		iShares MSCI USA Value Factor ETF
140,291
12,786.2
New Holding
2.720
+2.72%
0.170
+4.11%
+10.75%
7,262.7
 
IEMG 		iShares Core MSCI Emerging Markets ETF
244,893
11,436.5
New Holding
2.430
+2.43%
0.020
+2.33%
+10.02%
81,830.2
 
VTI 		Vanguard Total Stock Market ETF
57,219
10,939.7
New Holding
2.330
+2.33%
0.000
+8.51%
+27.71%
433,014.3
 

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

CFO4Life, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF2022-12-31Reduce
-8.98%
●
29.62 ($31.94) 33.69
$42.30
32.44%
Reduce -96.83%
10,115
-308,621
VOO 		Vanguard S&P 500 ETF2022-12-31New Buy
+8.90%
●
326.08 ($351.8) 372.75
$555.61
57.93%
New holding
119,138
119,138
UCON 		First Trust TCW Unconstrained Plus Bond ETF2022-12-31New Buy
+5.52%
●
23.22 ($23.81) 24.35
$24.67
3.61%
New holding
1,076,901
1,076,901
RSP 		Invesco S&P 500 Equal Weight ETF2022-12-31Sold Out
-5.12%
●
127.5 ($139.35) 148.42
$182.16
30.72%
Sold Out
0
-57,029
QUAL 		iShares MSCI USA Quality Factor ETF2022-12-31New Buy
+3.46%
●
103.4 ($113.06) 120.75
$183.96
62.71%
New holding
142,887
142,887
DAR 		Darling Ingredients Inc2022-12-31Add
+3.41%
●
59.66 ($70.52) 81.56
$35.08
-50.26%
Add 122.02%
466,421
256,340
MTUM 		iShares MSCI USA Momentum Factor ETF2022-12-31New Buy
+3.33%
●
133.45 ($144.42) 151.89
$214.29
48.38%
New holding
107,257
107,257
VLUE 		iShares MSCI USA Value Factor ETF2022-12-31New Buy
+2.72%
●
82.35 ($91.03) 97.15
$109.79
20.61%
New holding
140,291
140,291
IEMG 		iShares Core MSCI Emerging Markets ETF2022-12-31New Buy
+2.43%
●
41.33 ($44.98) 48.01
$55.10
22.50%
New holding
244,893
244,893
VTI 		Vanguard Total Stock Market ETF2022-12-31New Buy
+2.33%
●
178.44 ($191.88) 203.2
$299.93
56.31%
New holding
57,219
57,219

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

  • 1

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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