0001580642-16-011683.txt : 20161027
0001580642-16-011683.hdr.sgml : 20161027
20161027102415
ACCESSION NUMBER: 0001580642-16-011683
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160930
FILED AS OF DATE: 20161027
DATE AS OF CHANGE: 20161027
EFFECTIVENESS DATE: 20161027
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CFO4Life, L.P.
CENTRAL INDEX KEY: 0001632248
IRS NUMBER: 204413352
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16528
FILM NUMBER: 161954251
BUSINESS ADDRESS:
STREET 1: 735 PLAZA BLVD
STREET 2: SUITE 100
CITY: COPPELL
STATE: TX
ZIP: 75019
BUSINESS PHONE: 214-637-9500
MAIL ADDRESS:
STREET 1: 735 PLAZA BLVD
STREET 2: SUITE 100
CITY: COPPELL
STATE: TX
ZIP: 75019
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001632248
XXXXXXXX
09-30-2016
09-30-2016
false
CFO4Life, L.P.
735 Plaza Blvd
Suite 100
Coppell
TX
75019
13F HOLDINGS REPORT
028-16528
N
Levi McMellian
Managing Director and CEO
214-637-9500
/s/ Levi McMellian
Coppell
TX
10-26-2016
0
84
115366
INFORMATION TABLE
2
infotable.xml
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
443
2423
SH
SOLE
0
0
2423
ISHARES TR
CORE S&P SCP ETF
464287804
241
1939
SH
SOLE
0
0
1939
ISHARES TR
CORE S&P500 ETF
464287200
491
2255
SH
SOLE
0
0
2255
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1284
5937
SH
SOLE
0
0
5937
EMERSON ELEC CO
COM
291011104
201
3685
SH
SOLE
0
0
3685
REALTY INCOME CORP
COM
756109104
451
6731
SH
SOLE
0
0
6731
AMGEN INC
COM
031162100
816
4895
SH
SOLE
0
0
4895
BP PLC
SPONSORED ADR
055622104
673
19135
SH
SOLE
0
0
19135
QUALCOMM INC
COM
747525103
205
2987
SH
SOLE
0
0
2987
DISNEY WALT CO
COM DISNEY
254687106
219
2363
SH
SOLE
0
0
2363
JOHNSON & JOHNSON
COM
478160104
455
3853
SH
SOLE
0
0
3853
KROGER CO
COM
501044101
565
19020
SH
SOLE
0
0
19020
CHEVRON CORP NEW
COM
166764100
356
3455
SH
SOLE
0
0
3455
UNITED PARCEL SERVICE INC
CL B
911312106
33102
302691
SH
SOLE
0
0
302691
VERIZON COMMUNICATIONS INC
COM
92343V104
337
6493
SH
SOLE
0
0
6493
EXXON MOBIL CORP
COM
30231G102
271
3110
SH
SOLE
0
0
3110
UNION PAC CORP
COM
907818108
260
2671
SH
SOLE
0
0
2671
CVS HEALTH CORP
COM
126650100
330
3711
SH
SOLE
0
0
3711
MCKESSON CORP
COM
58155Q103
343
2055
SH
SOLE
0
0
2055
PROCTER AND GAMBLE CO
COM
742718109
309
3444
SH
SOLE
0
0
3444
GENERAL ELECTRIC CO
COM
369604103
456
15410
SH
SOLE
0
0
15410
GILEAD SCIENCES INC
COM
375558103
748
9449
SH
SOLE
0
0
9449
JPMORGAN CHASE & CO
COM
46625H100
319
4798
SH
SOLE
0
0
4798
WELLS FARGO & CO NEW
COM
949746101
772
17427
SH
SOLE
0
0
17427
SOUTHWEST AIRLS CO
COM
844741108
375
9638
SH
SOLE
0
0
9638
COMCAST CORP NEW
CL A
20030N101
563
8481
SH
SOLE
0
0
8481
WELLTOWER INC
COM
95040Q104
306
4093
SH
SOLE
0
0
4093
DUKE ENERGY CORP NEW
COM NEW
26441C204
207
2590
SH
SOLE
0
0
2590
APPLE INC
COM
037833100
2378
21036
SH
SOLE
0
0
21036
LAM RESEARCH CORP
COM
512807108
622
6565
SH
SOLE
0
0
6565
KINDER MORGAN INC DEL
COM
49456B101
206
8922
SH
SOLE
0
0
8922
CITRIX SYS INC
COM
177376100
340
3994
SH
SOLE
0
0
3994
ZIONS BANCORPORATION
COM
989701107
527
16988
SH
SOLE
0
0
16988
F5 NETWORKS INC
COM
315616102
438
3510
SH
SOLE
0
0
3510
ARCHER DANIELS MIDLAND CO
COM
039483102
203
4806
SH
SOLE
0
0
4806
NOBLE CORP PLC
SHS USD
G65431101
534
84194
SH
SOLE
0
0
84194
SOUTHERN CO
COM
842587107
371
7230
SH
SOLE
0
0
7230
LENNOX INTL INC
COM
526107107
3761
23952
SH
SOLE
0
0
23952
D R HORTON INC
COM
23331A109
336
11139
SH
SOLE
0
0
11139
BIOGEN INC
COM
09062X103
419
1338
SH
SOLE
0
0
1338
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
323
2346
SH
SOLE
0
0
2346
LKQ CORP
COM
501889208
658
18550
SH
SOLE
0
0
18550
AMERIGAS PARTNERS L P
UNIT L P INT
030975106
231
5059
SH
SOLE
0
0
5059
MOHAWK INDS INC
COM
608190104
404
2017
SH
SOLE
0
0
2017
VENTAS INC
COM
92276F100
216
3060
SH
SOLE
0
0
3060
ALLIANCEBERNSTEIN NATL MUNI
COM
01864U106
409
27787
SH
SOLE
0
0
27787
AMERICAN ELEC PWR INC
COM
025537101
263
4092
SH
SOLE
0
0
4092
ENTERPRISE PRODS PARTNERS L
COM
293792107
499
18044
SH
SOLE
0
0
18044
CHICAGO BRIDGE & IRON CO N V
COM
167250109
207
7393
SH
SOLE
0
0
7393
ALPHABET INC
CAP STK CL A
02079K305
564
702
SH
SOLE
0
0
702
FOOT LOCKER INC
COM
344849104
377
5568
SH
SOLE
0
0
5568
EATON VANCE TAX MNGED BUY WR
COM
27828X100
1742
105261
SH
SOLE
0
0
105261
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
412
5824
SH
SOLE
0
0
5824
ALASKA AIR GROUP INC
COM
011659109
708
10746
SH
SOLE
0
0
10746
CENTENE CORP DEL
COM
15135B101
513
7664
SH
SOLE
0
0
7664
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
712
47153
SH
SOLE
0
0
47153
EATON VANCE TXMGD GL BUYWR O
COM
27829C105
799
72547
SH
SOLE
0
0
72547
ZIX CORP
COM
98974P100
273
66500
SH
SOLE
0
0
66500
BLACKROCK ENH CAP & INC FD I
COM
09256A109
809
58743
SH
SOLE
0
0
58743
DARLING INGREDIENTS INC
COM
237266101
3108
230081
SH
SOLE
0
0
230081
WISDOMTREE TR
MIDCAP DIVI FD
97717W505
723
7957
SH
SOLE
0
0
7957
PROSPECT CAPITAL CORPORATION
COM
74348T102
725
89497
SH
SOLE
0
0
89497
OWENS CORNING NEW
COM
690742101
452
8467
SH
SOLE
0
0
8467
EATON VANCE TAX MNGD GBL DV
COM
27829F108
188
21688
SH
SOLE
0
0
21688
LEGACY TEX FINL GROUP INC
COM
52471Y106
2514
79481
SH
SOLE
0
0
79481
SPECTRA ENERGY PARTNERS LP
COM
84756N109
397
9093
SH
SOLE
0
0
9093
PHILIP MORRIS INTL INC
COM
718172109
263
2704
SH
SOLE
0
0
2704
ALPS ETF TR
ALERIAN MLP
00162Q866
336
26464
SH
SOLE
0
0
26464
LEAR CORP
COM NEW
521865204
829
6837
SH
SOLE
0
0
6837
MEDLEY CAP CORP
COM
58503F106
96
12591
SH
SOLE
0
0
12591
DBX ETF TR
XTRAK MSCI EAFE
233051200
6806
258006
SH
SOLE
0
0
258006
ISHARES TR
MIN VOL USA ETF
46429B697
6768
148979
SH
SOLE
0
0
148979
ISHARES TR
MIN VOL EAFE ETF
46429B689
6012
88879
SH
SOLE
0
0
88879
ISHARES
MIN VOL GBL ETF
464286525
962
12626
SH
SOLE
0
0
12626
RETAIL PPTYS AMER INC
CL A
76131V202
510
30344
SH
SOLE
0
0
30344
ABBVIE INC
COM
00287Y109
518
8209
SH
SOLE
0
0
8209
ISHARES TR
USA MOMENTUM FCT
46432F396
2817
36406
SH
SOLE
0
0
36406
CDW CORP
COM
12514G108
458
10025
SH
SOLE
0
0
10025
ISHARES TR
USA VALUE FACTOR
46432F388
1732
26531
SH
SOLE
0
0
26531
ISHARES TR
USA QUALITY FCTR
46432F339
5286
78318
SH
SOLE
0
0
78318
ISHARES TR
CORE DIV GRWTH
46434V621
5840
211428
SH
SOLE
0
0
211428
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
327
3090
SH
SOLE
0
0
3090
XENIA HOTELS & RESORTS INC
COM
984017103
1237
81476
SH
SOLE
0
0
81476
ISHARES TR
MULTIFACTOR INTL
46434V274
1110
46646
SH
SOLE
0
0
46646