0001580642-20-002648.txt : 20200715
0001580642-20-002648.hdr.sgml : 20200715
20200715105339
ACCESSION NUMBER: 0001580642-20-002648
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200715
DATE AS OF CHANGE: 20200715
EFFECTIVENESS DATE: 20200715
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CFO4Life Group, LLC
CENTRAL INDEX KEY: 0001706351
IRS NUMBER: 814924115
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18043
FILM NUMBER: 201028504
BUSINESS ADDRESS:
STREET 1: 735 PLAZA BLVD., SUITE 100
CITY: COPPELL
STATE: TX
ZIP: 75019
BUSINESS PHONE: 216-637-9500
MAIL ADDRESS:
STREET 1: 735 PLAZA BLVD., SUITE 100
CITY: COPPELL
STATE: TX
ZIP: 75019
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001706351
XXXXXXXX
06-30-2020
06-30-2020
false
CFO4Life Group, LLC
735 Plaza Blvd., Suite 100
Coppell
TX
75019
13F HOLDINGS REPORT
028-18043
N
Kevin Woodard
Chief Compliance Officer
513-977-8646
/s/ Kevin Woodard
Cincinnati
OH
07-15-2020
0
127
260266
INFORMATION TABLE
2
infotable.xml
BECTON DICKINSON & CO
COM
075887109
218
911
SH
SOLE
0
0
911
SPDR S&P 500 ETF TR
TR UNIT
78462F103
514
1668
SH
SOLE
0
0
1668
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
1107
21708
SH
SOLE
0
0
21708
PFIZER INC
COM
717081103
1075
32880
SH
SOLE
0
0
32880
DARLING INGREDIENTS INC
COM
237266101
11737
476742
SH
SOLE
0
0
476742
BAIN CAP SPECIALTY FIN INC
COM STK
05684B107
420
37945
SH
SOLE
0
0
37945
LENNOX INTL INC
COM
526107107
4543
19500
SH
SOLE
0
0
19500
MASTERCARD INCORPORATED
CL A
57636Q104
4266
14428
SH
SOLE
0
0
14428
DISNEY WALT CO
COM DISNEY
254687106
337
3026
SH
SOLE
0
0
3026
ARBOR RLTY TR INC
COM
038923108
401
43400
SH
SOLE
0
0
43400
FOCUS FINL PARTNERS INC
COM CL A
34417P100
760
22989
SH
SOLE
0
0
22989
ADOBE INC
COM
00724F101
471
1083
SH
SOLE
0
0
1083
NOBLE CORP PLC
SHS USD
G65431101
9
27709
SH
SOLE
0
0
27709
EATON VANCE TAX MNGED BUY WR
COM
27828X100
694
49759
SH
SOLE
0
0
49759
PEPSICO INC
COM
713448108
2394
18102
SH
SOLE
0
0
18102
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
1403
22415
SH
SOLE
0
0
22415
DBX ETF TR
XTRACK MSCI EAFE
233051200
1533
50739
SH
SOLE
0
0
50739
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
337
1318
SH
SOLE
0
0
1318
BLOOM ENERGY CORP
COM CL A
093712107
127
11708
SH
SOLE
0
0
11708
NOVARTIS AG
SPONSORED ADR
66987V109
514
5884
SH
SOLE
0
0
5884
AT&T INC
COM
00206R102
922
30505
SH
SOLE
0
0
30505
AMAZON COM INC
COM
023135106
7021
2545
SH
SOLE
0
0
2545
APPLE INC
COM
037833100
12607
34558
SH
SOLE
0
0
34558
UNION PAC CORP
COM
907818108
399
2363
SH
SOLE
0
0
2363
TEXAS INSTRS INC
COM
882508104
214
1683
SH
SOLE
0
0
1683
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
67
44880
SH
SOLE
0
0
44880
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
231
2785
SH
SOLE
0
0
2785
ISHARES TR
MSCI MIN VOL ETF
46429B697
13398
220975
SH
SOLE
0
0
220975
ISHARES TR
USA MOMENTUM FCT
46432F396
14157
108066
SH
SOLE
0
0
108066
VANGUARD INDEX FDS
GROWTH ETF
922908736
260
1288
SH
SOLE
0
0
1288
PROCTER AND GAMBLE CO
COM
742718109
2514
21026
SH
SOLE
0
0
21026
STRYKER CORPORATION
COM
863667101
304
1685
SH
SOLE
0
0
1685
ENTERPRISE PRODS PARTNERS L
COM
293792107
249
13701
SH
SOLE
0
0
13701
PHILIP MORRIS INTL INC
COM
718172109
260
3715
SH
SOLE
0
0
3715
WALMART INC
COM
931142103
2489
20783
SH
SOLE
0
0
20783
INTEL CORP
COM
458140100
1156
19329
SH
SOLE
0
0
19329
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
261
6055
SH
SOLE
0
0
6055
DUKE ENERGY CORP NEW
COM NEW
26441C204
343
4298
SH
SOLE
0
0
4298
ISHARES TR
CORE TOTAL USD
46434V613
1144
21048
SH
SOLE
0
0
21048
BRISTOL-MYERS SQUIBB CO
COM
110122108
544
9251
SH
SOLE
0
0
9251
COMCAST CORP NEW
CL A
20030N101
534
13712
SH
SOLE
0
0
13712
ISHARES TR
CORE MSCI TOTAL
46432F834
910
16698
SH
SOLE
0
0
16698
ISHARES TR
CORE S&P US VLU
464287663
806
15423
SH
SOLE
0
0
15423
ISHARES TR
CORE S&P SCP ETF
464287804
6560
96065
SH
SOLE
0
0
96065
FEDEX CORP
COM
31428X106
207
1476
SH
SOLE
0
0
1476
CISCO SYS INC
COM
17275R102
1361
29178
SH
SOLE
0
0
29178
EXXON MOBIL CORP
COM
30231G102
1227
27434
SH
SOLE
0
0
27434
JPMORGAN CHASE & CO
COM
46625H100
759
8065
SH
SOLE
0
0
8065
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
327
1515
SH
SOLE
0
0
1515
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
469
2625
SH
SOLE
0
0
2625
LEIDOS HOLDINGS INC
COM
525327102
352
3759
SH
SOLE
0
0
3759
BLACKROCK TCP CAPITAL CORP
COM
09259E108
215
23530
SH
SOLE
0
0
23530
FORTINET INC
COM
34959E109
356
2593
SH
SOLE
0
0
2593
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
9263
169069
SH
SOLE
0
0
169069
CHEVRON CORP NEW
COM
166764100
735
8235
SH
SOLE
0
0
8235
ZIX CORP
COM
98974P100
435
63000
SH
SOLE
0
0
63000
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
273
2708
SH
SOLE
0
0
2708
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
224
1123
SH
SOLE
0
0
1123
PROSPERITY BANCSHARES INC
COM
743606105
2358
39704
SH
SOLE
0
0
39704
VISA INC
COM CL A
92826C839
6210
32146
SH
SOLE
0
0
32146
GILEAD SCIENCES INC
COM
375558103
272
3531
SH
SOLE
0
0
3531
FACEBOOK INC
CL A
30303M102
1755
7730
SH
SOLE
0
0
7730
PROGRESSIVE CORP OHIO
COM
743315103
397
4955
SH
SOLE
0
0
4955
ISHARES TR
CORE S&P TTL STK
464287150
319
4600
SH
SOLE
0
0
4600
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
466
9384
SH
SOLE
0
0
9384
ELECTRONIC ARTS INC
COM
285512109
342
2588
SH
SOLE
0
0
2588
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
7522
85147
SH
SOLE
0
0
85147
CITIGROUP INC
COM NEW
172967424
768
15025
SH
SOLE
0
0
15025
IMMUNOMEDICS INC
COM
452907108
213
6000
SH
SOLE
0
0
6000
CDW CORP
COM
12514G108
321
2762
SH
SOLE
0
0
2762
L3HARRIS TECHNOLOGIES INC
COM
502431109
263
1548
SH
SOLE
0
0
1548
CHARLES RIV LABS INTL INC
COM
159864107
349
2002
SH
SOLE
0
0
2002
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2733
17463
SH
SOLE
0
0
17463
HOME DEPOT INC
COM
437076102
6253
24961
SH
SOLE
0
0
24961
ALTRIA GROUP INC
COM
02209S103
518
13190
SH
SOLE
0
0
13190
WASTE MGMT INC DEL
COM
94106L109
3560
33609
SH
SOLE
0
0
33609
VERIZON COMMUNICATIONS INC
COM
92343V104
414
7504
SH
SOLE
0
0
7504
NETFLIX INC
COM
64110L106
262
575
SH
SOLE
0
0
575
XENIA HOTELS & RESORTS INC
COM
984017103
118
12628
SH
SOLE
0
0
12628
AMGEN INC
COM
031162100
414
1757
SH
SOLE
0
0
1757
CSX CORP
COM
126408103
2681
38446
SH
SOLE
0
0
38446
COCA COLA CO
COM
191216100
661
14794
SH
SOLE
0
0
14794
LOCKHEED MARTIN CORP
COM
539830109
251
687
SH
SOLE
0
0
687
INVESCO QQQ TR
UNIT SER 1
46090E103
369
1490
SH
SOLE
0
0
1490
UNITEDHEALTH GROUP INC
COM
91324P102
693
2349
SH
SOLE
0
0
2349
YUM BRANDS INC
COM
988498101
228
2628
SH
SOLE
0
0
2628
EATON VANCE TXMGD GL BUYWR O
COM
27829C105
142
16431
SH
SOLE
0
0
16431
3M CO
COM
88579Y101
1671
10713
SH
SOLE
0
0
10713
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
18884
66628
SH
SOLE
0
0
66628
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
795
29901
SH
SOLE
0
0
29901
NORTHROP GRUMMAN CORP
COM
666807102
276
897
SH
SOLE
0
0
897
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
146
10348
SH
SOLE
0
0
10348
RETAIL PPTYS AMER INC
CL A
76131V202
129
17648
SH
SOLE
0
0
17648
MICROSOFT CORP
COM
594918104
7555
37124
SH
SOLE
0
0
37124
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
249
3203
SH
SOLE
0
0
3203
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
212
2863
SH
SOLE
0
0
2863
ISHARES TR
RUS 1000 GRW ETF
464287614
403
2097
SH
SOLE
0
0
2097
BLACKROCK ENH CAP & INC FD I
COM
09256A109
282
19476
SH
SOLE
0
0
19476
ANTHEM INC
COM
036752103
256
973
SH
SOLE
0
0
973
MCDONALDS CORP
COM
580135101
345
1870
SH
SOLE
0
0
1870
ENBRIDGE INC
COM
29250N105
531
17458
SH
SOLE
0
0
17458
QORVO INC
COM
74736K101
319
2889
SH
SOLE
0
0
2889
ISHARES U S ETF TR
SHT MAT BD ETF
46431W507
901
18007
SH
SOLE
0
0
18007
BOOKING HOLDINGS INC
COM
09857L108
296
186
SH
SOLE
0
0
186
ALPHABET INC
CAP STK CL A
02079K305
1285
906
SH
SOLE
0
0
906
BRAINSTORM CELL THERAPEUTICS
COM NEW
10501E201
135
12003
SH
SOLE
0
0
12003
APPLIED MATLS INC
COM
038222105
325
5376
SH
SOLE
0
0
5376
ICON PLC
SHS
G4705A100
337
1999
SH
SOLE
0
0
1999
ALPHABET INC
CAP STK CL C
02079K107
1867
1321
SH
SOLE
0
0
1321
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
463
11699
SH
SOLE
0
0
11699
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
410
8083
SH
SOLE
0
0
8083
CATERPILLAR INC DEL
COM
149123101
219
1735
SH
SOLE
0
0
1735
UNITED PARCEL SERVICE INC
CL B
911312106
35315
317638
SH
SOLE
0
0
317638
LAM RESEARCH CORP
COM
512807108
434
1341
SH
SOLE
0
0
1341
CONOCOPHILLIPS
COM
20825C104
513
12208
SH
SOLE
0
0
12208
BLACKROCK INC
COM
09247X101
2054
3775
SH
SOLE
0
0
3775
ISHARES TR
MODERT ALLOC ETF
464289875
316
7935
SH
SOLE
0
0
7935
ISHARES TR
USA QUALITY FCTR
46432F339
14939
155741
SH
SOLE
0
0
155741
INDEXIQ ACTIVE ETF TR
IQ MACKAY INSRED
45409F843
7771
287402
SH
SOLE
0
0
287402
BP PLC
SPONSORED ADR
055622104
241
10315
SH
SOLE
0
0
10315
PAYPAL HLDGS INC
COM
70450Y103
201
1154
SH
SOLE
0
0
1154
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
272
1648
SH
SOLE
0
0
1648
LULULEMON ATHLETICA INC
COM
550021109
312
1000
SH
SOLE
0
0
1000
AKAMAI TECHNOLOGIES INC
COM
00971T101
338
3152
SH
SOLE
0
0
3152
LAMAR ADVERTISING CO NEW
CL A
512816109
332
4966
SH
SOLE
0
0
4966
JOHNSON & JOHNSON
COM
478160104
1341
9538
SH
SOLE
0
0
9538
THERMO FISHER SCIENTIFIC INC
COM
883556102
331
914
SH
SOLE
0
0
914