CFO4Life, L.P.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2022, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 71.4%; sector active share 49.2% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
173 tracked positions · as of Dec 31, 2022Sector Breakdown
As of Dec 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 52.3% | $237,895,889 |
| Industrials | 15.4% | $69,948,884 |
| Consumer Defensive | 8.8% | $40,263,698 |
| Technology | 7.1% | $32,508,233 |
| Financial Services | 5.7% | $25,812,114 |
| Consumer Cyclical | 3.3% | $14,889,624 |
| Healthcare | 2.9% | $13,397,457 |
| Energy | 2.4% | $11,046,775 |
| Communication Services | 1.4% | $6,480,072 |
| Real Estate | 0.3% | $1,298,865 |
| Basic Materials | 0.2% | $943,741 |
| Utilities | 0.1% | $680,810 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UPS |
United Parcel Service Inc
Industrials
|
First | 319,274 | $55,502,592 | 12.19% | |
| VOO |
VANGUARD 500 INDEX FUND
|
First | 119,138 | $41,857,944 | 9.20% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
First | 466,421 | $29,193,290 | 6.41% | |
| UCON |
First Trust Smith Unconstrained Bond ETF
|
First | 1,076,901 | $25,964,083 | 5.70% | |
| AAPL |
Apple Inc.
Technology
|
First | 139,007 | $18,061,179 | 3.97% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
First | 142,887 | $16,283,402 | 3.58% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
First | 107,257 | $15,652,014 | 3.44% | |
| VLUE |
iShares MSCI USA Value Factor ETF
|
First | 140,291 | $12,786,121 | 2.81% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
First | 57,219 | $10,939,700 | 2.40% | |
| MSFT |
Microsoft Corp
Technology
|
First | 40,253 | $9,653,474 | 2.12% | |
| FIXD |
First Trust Smith Opportunistic Fixed Income ETF
|
First | 207,266 | $9,103,122 | 2.00% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
First | 222,745 | $8,682,600 | 1.91% | |
| FVAL |
Fidelity Value Factor ETF
|
First | 197,611 | $8,665,242 | 1.90% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
First | 85,769 | $8,117,178 | 1.78% | |
| IWM |
iShares Russell 2000 ETF
|
First | 46,001 | $8,020,734 | 1.76% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 24,242 | $7,657,078 | 1.68% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
First | 75,557 | $6,328,654 | 1.39% | |
| IWB |
iShares Russell 1000 ETF
|
First | 29,128 | $6,132,026 | 1.35% | |
| EFV |
iShares MSCI EAFE Value ETF
|
First | 130,771 | $5,999,773 | 1.32% | |
| V |
Visa Inc.
Financial Services
|
First | 28,621 | $5,946,298 | 1.31% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
First | 53,862 | $5,224,075 | 1.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 57,017 | $4,789,428 | 1.05% | |
| WM |
Waste Management Inc
Industrials
|
First | 30,381 | $4,766,171 | 1.05% | |
| MA |
Mastercard Inc
Financial Services
|
First | 13,625 | $4,737,821 | 1.04% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
First | 80,288 | $4,024,837 | 0.88% | |
| BOND |
PIMCO Active Bond Exchange-Traded Fund
|
First | 40,966 | $3,706,603 | 0.81% | |
| FQAL |
Fidelity Quality Factor ETF
|
First | 76,347 | $3,389,806 | 0.74% | |
| CSX |
Csx Corp
Industrials
|
First | 102,474 | $3,174,644 | 0.70% | |
| GSLC |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
First | 40,184 | $3,059,207 | 0.67% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 19,788 | $2,999,069 | 0.66% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 20,841 | $2,955,043 | 0.65% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 25,180 | $2,777,354 | 0.61% | |
| LII |
Lennox International Inc
Industrials
|
First | 11,388 | $2,724,351 | 0.60% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 15,016 | $2,712,790 | 0.60% | |
| IXUS |
iShares Core MSCI Total International Stock ETF
|
First | 46,513 | $2,692,172 | 0.59% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
First | 59,372 | $2,667,583 | 0.59% | |
|
|
First | 52,483 | $2,659,314 | 0.58% | ||
| GOOG |
Alphabet Inc.
Communication Services
|
First | 28,870 | $2,561,635 | 0.56% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
First | 113,145 | $2,528,790 | 0.56% | |
| PB |
Prosperity Bancshares Inc
Financial Services
|
First | 29,972 | $2,178,364 | 0.48% | |
| GSIE |
Goldman Sachs ActiveBeta(R) International Equity ETF
|
First | 74,915 | $2,156,053 | 0.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 12,112 | $2,139,584 | 0.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 23,723 | $2,093,080 | 0.46% | |
| ISCF |
iShares International Small-Cap Equity Factor ETF
|
First | 69,665 | $2,089,950 | 0.46% | |
| FDMO |
Fidelity Momentum Factor ETF
|
First | 47,747 | $2,044,526 | 0.45% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 3,673 | $1,947,351 | 0.43% | |
| MMIN |
NYLIM ETF Trust
|
First | 72,907 | $1,731,541 | 0.38% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
First | 22,739 | $1,639,481 | 0.36% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 28,748 | $1,473,047 | 0.32% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 30,713 | $1,463,167 | 0.32% |
Showing the top 50 of 173 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.