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