0001580642-19-004903.txt : 20191101 0001580642-19-004903.hdr.sgml : 20191101 20191101102128 ACCESSION NUMBER: 0001580642-19-004903 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191101 DATE AS OF CHANGE: 20191101 EFFECTIVENESS DATE: 20191101 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: 191185523 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 09-30-2019 09-30-2019 false CFO4Life Group, LLC
735 Plaza Blvd., Suite 100 Coppell TX 75019
13F HOLDINGS REPORT 028-18043 N
Kevin Woodard Chief Compliance Officer 513-977-8645 /s/ Kevin Woodard Cincinnati OH 11-01-2019 0 124 223023
INFORMATION TABLE 2 infotable.xml BECTON DICKINSON & CO COM 075887109 230 910 SH SOLE 0 0 910 PFIZER INC COM 717081103 1379 38377 SH SOLE 0 0 38377 STRYKER CORP COM 863667101 543 2513 SH SOLE 0 0 2513 MARATHON PETE CORP COM 56585A102 425 7001 SH SOLE 0 0 7001 DARLING INGREDIENTS INC COM 237266101 5930 310002 SH SOLE 0 0 310002 DISNEY WALT CO COM DISNEY 254687106 202 1550 SH SOLE 0 0 1550 LENNOX INTL INC COM 526107107 4920 20250 SH SOLE 0 0 20250 SPDR S&P 500 ETF TR TR UNIT 78462F103 529 1783 SH SOLE 0 0 1783 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 213 1972 SH SOLE 0 0 1972 FOCUS FINL PARTNERS INC COM CL A 34417P100 547 22989 SH SOLE 0 0 22989 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 700 13883 SH SOLE 0 0 13883 NOBLE CORP PLC SHS USD G65431101 49 38941 SH SOLE 0 0 38941 DBX ETF TR XTRACK MSCI EAFE 233051200 10649 329298 SH SOLE 0 0 329298 TCG BDC INC COM 872280102 252 17471 SH SOLE 0 0 17471 PEPSICO INC COM 713448108 2711 19772 SH SOLE 0 0 19772 EATON VANCE TAX MNGED BUY WR COM 27828X100 831 53093 SH SOLE 0 0 53093 AMAZON COM INC COM 023135106 4404 2537 SH SOLE 0 0 2537 SOUTHWEST AIRLS CO COM 844741108 591 10943 SH SOLE 0 0 10943 APPLE INC COM 037833100 8947 39947 SH SOLE 0 0 39947 CENTENE CORP DEL COM 15135B101 412 9513 SH SOLE 0 0 9513 AT&T INC COM 00206R102 653 17262 SH SOLE 0 0 17262 VANGUARD INDEX FDS GROWTH ETF 922908736 214 1288 SH SOLE 0 0 1288 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 63 23860 SH SOLE 0 0 23860 ISHARES TR MSCI MIN VOL ETF 46429B697 13011 202973 SH SOLE 0 0 202973 ISHARES TR USA MOMENTUM FCT 46432F396 13856 116197 SH SOLE 0 0 116197 EDWARDS LIFESCIENCES CORP COM 28176E108 211 960 SH SOLE 0 0 960 BOEING CO COM 097023105 239 628 SH SOLE 0 0 628 ARCHER DANIELS MIDLAND CO COM 039483102 208 5056 SH SOLE 0 0 5056 ENTERPRISE PRODS PARTNERS L COM 293792107 387 13540 SH SOLE 0 0 13540 PHILIP MORRIS INTL INC COM 718172109 280 3684 SH SOLE 0 0 3684 WALMART INC COM 931142103 2565 21613 SH SOLE 0 0 21613 INTEL CORP COM 458140100 1056 20493 SH SOLE 0 0 20493 FOCUS FINL PARTNERS INC COM CL A 34417P100 4 20000 SH Call SOLE 0 0 20000 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 367 5541 SH SOLE 0 0 5541 DUKE ENERGY CORP NEW COM NEW 26441C204 429 4478 SH SOLE 0 0 4478 ISHARES TR CORE S&P SCP ETF 464287804 9069 116511 SH SOLE 0 0 116511 ON SEMICONDUCTOR CORP COM 682189105 498 25928 SH SOLE 0 0 25928 COMCAST CORP NEW CL A 20030N101 898 19909 SH SOLE 0 0 19909 FEDEX CORP COM 31428X106 270 1852 SH SOLE 0 0 1852 EXXON MOBIL CORP COM 30231G102 1920 27193 SH SOLE 0 0 27193 WELLCARE HEALTH PLANS INC COM 94946T106 453 1747 SH SOLE 0 0 1747 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3309 46595 SH SOLE 0 0 46595 CISCO SYS INC COM 17275R102 1497 30296 SH SOLE 0 0 30296 JPMORGAN CHASE & CO COM 46625H100 947 8047 SH SOLE 0 0 8047 ISHARES TR CORE S&P US VLU 464287663 891 15423 SH SOLE 0 0 15423 PROCTER & GAMBLE CO COM 742718109 2733 21971 SH SOLE 0 0 21971 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 608 2924 SH SOLE 0 0 2924 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 256 1528 SH SOLE 0 0 1528 ZEBRA TECHNOLOGIES CORP CL A 989207105 552 2676 SH SOLE 0 0 2676 CHEVRON CORP NEW COM 166764100 1402 11825 SH SOLE 0 0 11825 WELLTOWER INC COM 95040Q104 340 3752 SH SOLE 0 0 3752 VISA INC COM CL A 92826C839 5907 34342 SH SOLE 0 0 34342 ZIX CORP COM 98974P100 456 63000 SH SOLE 0 0 63000 GILEAD SCIENCES INC COM 375558103 385 6074 SH SOLE 0 0 6074 VANGUARD INDEX FDS SML CP GRW ETF 922908595 204 1123 SH SOLE 0 0 1123 PROSHARES TR S&P 500 DV ARIST 74348A467 208 2901 SH SOLE 0 0 2901 SOLITARIO ZINC CORP COM 8342EP107 9 32674 SH SOLE 0 0 32674 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 543 9384 SH SOLE 0 0 9384 LEGACY TEX FINL GROUP INC COM 52471Y106 2213 50836 SH SOLE 0 0 50836 FACEBOOK INC CL A 30303M102 1604 9008 SH SOLE 0 0 9008 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 5931 231783 SH SOLE 0 0 231783 PROGRESSIVE CORP OHIO COM 743315103 568 7358 SH SOLE 0 0 7358 ISHARES TR CORE S&P TTL STK 464287150 1415 21100 SH SOLE 0 0 21100 SAVARA INC COM 805111101 38 14289 SH SOLE 0 0 14289 CITIGROUP INC COM NEW 172967424 1215 17583 SH SOLE 0 0 17583 CDW CORP COM 12514G108 552 4483 SH SOLE 0 0 4483 HOME DEPOT INC COM 437076102 5854 25232 SH SOLE 0 0 25232 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2637 17461 SH SOLE 0 0 17461 ALTRIA GROUP INC COM 02209S103 442 10799 SH SOLE 0 0 10799 JP MORGAN EXCHANGE TRADED FD ULTRA SHT MUNCPL 46641Q654 1414 28053 SH SOLE 0 0 28053 UNITEDHEALTH GROUP INC COM 91324P102 737 3390 SH SOLE 0 0 3390 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 303 5063 SH SOLE 0 0 5063 WASTE MGMT INC DEL COM 94106L109 4157 36145 SH SOLE 0 0 36145 YUM BRANDS INC COM 988498101 298 2628 SH SOLE 0 0 2628 EATON VANCE TXMGD GL BUYWR O COM 27829C105 277 28716 SH SOLE 0 0 28716 VERIZON COMMUNICATIONS INC COM 92343V104 452 7482 SH SOLE 0 0 7482 XENIA HOTELS & RESORTS INC COM 984017103 267 12628 SH SOLE 0 0 12628 VENTAS INC COM 92276F100 274 3753 SH SOLE 0 0 3753 AMGEN INC COM 031162100 685 3539 SH SOLE 0 0 3539 CSX CORP COM 126408103 2863 41337 SH SOLE 0 0 41337 3M CO COM 88579Y101 2002 12178 SH SOLE 0 0 12178 SOUTHERN CO COM 842587107 287 4649 SH SOLE 0 0 4649 INVESCO QQQ TR UNIT SER 1 46090E103 230 1218 SH SOLE 0 0 1218 LOCKHEED MARTIN CORP COM 539830109 260 666 SH SOLE 0 0 666 COCA COLA CO COM 191216100 762 13990 SH SOLE 0 0 13990 FLEETCOR TECHNOLOGIES INC COM 339041105 602 2098 SH SOLE 0 0 2098 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 514 7244 SH SOLE 0 0 7244 MICROSOFT CORP COM 594918104 5561 39997 SH SOLE 0 0 39997 BLACKROCK TCP CAP CORP COM 09259E108 196 14472 SH SOLE 0 0 14472 NORTHROP GRUMMAN CORP COM 666807102 354 945 SH SOLE 0 0 945 ISHARES TR RUS 1000 GRW ETF 464287614 335 2097 SH SOLE 0 0 2097 EATON VANCE TX MNG BY WRT OP COM 27828Y108 429 29306 SH SOLE 0 0 29306 BLACKROCK ENH CAP & INC FD I COM 09256A109 482 29852 SH SOLE 0 0 29852 ISHARES TR EDGE MSCI USA VL 46432F388 7328 89321 SH SOLE 0 0 89321 RETAIL PPTYS AMER INC CL A 76131V202 217 17648 SH SOLE 0 0 17648 NOVARTIS A G SPONSORED ADR 66987V109 528 6080 SH SOLE 0 0 6080 MASTERCARD INC CL A 57636Q104 3973 14629 SH SOLE 0 0 14629 ALLIANCEBERNSTEIN NATL MUNI COM 01864U106 179 12983 SH SOLE 0 0 12983 ENBRIDGE INC COM 29250N105 614 17491 SH SOLE 0 0 17491 INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 212 4025 SH SOLE 0 0 4025 MCDONALDS CORP COM 580135101 338 1575 SH SOLE 0 0 1575 PHILLIPS 66 COM 718546104 295 2878 SH SOLE 0 0 2878 CITIZENS FINL GROUP INC COM 174610105 477 13486 SH SOLE 0 0 13486 ALPHABET INC CAP STK CL A 02079K305 1348 1104 SH SOLE 0 0 1104 UNION PACIFIC CORP COM 907818108 394 2434 SH SOLE 0 0 2434 ICON PLC SHS G4705A100 519 3520 SH SOLE 0 0 3520 ALPHABET INC CAP STK CL C 02079K107 1931 1584 SH SOLE 0 0 1584 LAM RESEARCH CORP COM 512807108 723 3129 SH SOLE 0 0 3129 ISHARES TR MODERT ALLOC ETF 464289875 312 7935 SH SOLE 0 0 7935 UNITED PARCEL SERVICE INC CL B 911312106 37848 315870 SH SOLE 0 0 315870 BLACKROCK INC COM 09247X101 1824 4093 SH SOLE 0 0 4093 LEIDOS HLDGS INC COM 525327102 558 6499 SH SOLE 0 0 6499 BOOKING HLDGS INC COM 09857L108 767 391 SH SOLE 0 0 391 BAYTEX ENERGY CORP COM 07317Q105 16 11000 SH SOLE 0 0 11000 CONOCOPHILLIPS COM 20825C104 722 12665 SH SOLE 0 0 12665 MEDTRONIC PLC SHS G5960L103 220 2022 SH SOLE 0 0 2022 BANK AMER CORP COM 060505104 223 7637 SH SOLE 0 0 7637 HILTON WORLDWIDE HLDGS INC COM 43300A203 339 3645 SH SOLE 0 0 3645 BP PLC SPONSORED ADR 055622104 384 10113 SH SOLE 0 0 10113 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 244 1648 SH SOLE 0 0 1648 LAMAR ADVERTISING CO NEW CL A 512816109 312 3803 SH SOLE 0 0 3803 BAIN CAP SPECIALTY FIN INC COM 05684B107 868 45733 SH SOLE 0 0 45733 JOHNSON & JOHNSON COM 478160104 1241 9591 SH SOLE 0 0 9591 THERMO FISHER SCIENTIFIC INC COM 883556102 497 1705 SH SOLE 0 0 1705