Chief Compliance Officer

0001580642-20-000272.txt : 20200122 0001580642-20-000272.hdr.sgml : 20200122 20200122140830 ACCESSION NUMBER: 0001580642-20-000272 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200122 DATE AS OF CHANGE: 20200122 EFFECTIVENESS DATE: 20200122 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: 20538571 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 12-31-2019 12-31-2019 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 01-22-2020 0 135 236555 INFORMATION TABLE 2 infotable.xml MARATHON PETE CORP COM 56585A102 405 6725 SH SOLE 0 0 6725 PFIZER INC COM 717081103 1416 36134 SH SOLE 0 0 36134 DARLING INGREDIENTS INC COM 237266101 6965 248024 SH SOLE 0 0 248024 BECTON DICKINSON & CO COM 075887109 247 910 SH SOLE 0 0 910 STRYKER CORP COM 863667101 502 2393 SH SOLE 0 0 2393 DISNEY WALT CO COM DISNEY 254687106 224 1550 SH SOLE 0 0 1550 SPDR S&P 500 ETF TR TR UNIT 78462F103 574 1785 SH SOLE 0 0 1785 LENNOX INTL INC COM 526107107 5013 20547 SH SOLE 0 0 20547 FOCUS FINL PARTNERS INC COM CL A 34417P100 677 22989 SH SOLE 0 0 22989 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 538 10675 SH SOLE 0 0 10675 NOBLE CORP PLC SHS USD G65431101 48 38941 SH SOLE 0 0 38941 EATON VANCE TAX MNGED BUY WR COM 27828X100 874 53279 SH SOLE 0 0 53279 PEPSICO INC COM 713448108 2618 19159 SH SOLE 0 0 19159 CVS HEALTH CORP COM 126650100 489 6583 SH SOLE 0 0 6583 DBX ETF TR XTRACK MSCI EAFE 233051200 12283 363605 SH SOLE 0 0 363605 AT&T INC COM 00206R102 881 22547 SH SOLE 0 0 22547 AMAZON COM INC COM 023135106 4464 2416 SH SOLE 0 0 2416 SOUTHWEST AIRLS CO COM 844741108 583 10807 SH SOLE 0 0 10807 APPLE INC COM 037833100 11428 38917 SH SOLE 0 0 38917 CENTENE CORP DEL COM 15135B101 597 9489 SH SOLE 0 0 9489 ISHARES TR USA MOMENTUM FCT 46432F396 14781 117721 SH SOLE 0 0 117721 ISHARES TR MSCI MIN VOL ETF 46429B697 13960 212801 SH SOLE 0 0 212801 EDWARDS LIFESCIENCES CORP COM 28176E108 224 960 SH SOLE 0 0 960 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 85 25805 SH SOLE 0 0 25805 BOEING CO COM 097023105 205 629 SH SOLE 0 0 629 ENTERPRISE PRODS PARTNERS L COM 293792107 389 13831 SH SOLE 0 0 13831 VANGUARD INDEX FDS GROWTH ETF 922908736 235 1288 SH SOLE 0 0 1288 PHILIP MORRIS INTL INC COM 718172109 303 3560 SH SOLE 0 0 3560 WALMART INC COM 931142103 2530 21291 SH SOLE 0 0 21291 INTEL CORP COM 458140100 1221 20394 SH SOLE 0 0 20394 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 351 5576 SH SOLE 0 0 5576 PALO ALTO NETWORKS INC NOTE 0.750% 7/0 697435AD7 13 12000 PRN SOLE 0 0 12000 DUKE ENERGY CORP NEW COM NEW 26441C204 408 4470 SH SOLE 0 0 4470 ON SEMICONDUCTOR CORP COM 682189105 603 24736 SH SOLE 0 0 24736 COMCAST CORP NEW CL A 20030N101 906 20137 SH SOLE 0 0 20137 NEW MTN FIN CORP COM 647551100 160 11649 SH SOLE 0 0 11649 ISHARES TR CORE S&P US VLU 464287663 972 15423 SH SOLE 0 0 15423 ISHARES TR CORE S&P SCP ETF 464287804 9142 109027 SH SOLE 0 0 109027 FEDEX CORP COM 31428X106 268 1773 SH SOLE 0 0 1773 CISCO SYS INC COM 17275R102 1410 29397 SH SOLE 0 0 29397 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3577 46530 SH SOLE 0 0 46530 EXXON MOBIL CORP COM 30231G102 1838 26340 SH SOLE 0 0 26340 JPMORGAN CHASE & CO COM 46625H100 1141 8185 SH SOLE 0 0 8185 NEVRO CORP NOTE 1.750% 6/0 64157FAA1 13 10000 PRN SOLE 0 0 10000 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 336 1585 SH SOLE 0 0 1585 ZEBRA TECHNOLOGIES CORP CL A 989207105 622 2435 SH SOLE 0 0 2435 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 630 2780 SH SOLE 0 0 2780 PROCTER & GAMBLE CO COM 742718109 2737 21915 SH SOLE 0 0 21915 ABBVIE INC COM 00287Y109 220 2489 SH SOLE 0 0 2489 CHEVRON CORP NEW COM 166764100 1040 8628 SH SOLE 0 0 8628 WELLTOWER INC COM 95040Q104 315 3855 SH SOLE 0 0 3855 BIOMARIN PHARMACEUTICAL INC NOTE 0.599% 8/0 09061GAH4 11 10000 PRN SOLE 0 0 10000 VANGUARD INDEX FDS SML CP GRW ETF 922908595 223 1123 SH SOLE 0 0 1123 ZIX CORP COM 98974P100 427 63000 SH SOLE 0 0 63000 PROSPERITY BANCSHARES INC COM 743606105 2591 36036 SH SOLE 0 0 36036 VISA INC COM CL A 92826C839 6257 33301 SH SOLE 0 0 33301 GILEAD SCIENCES INC COM 375558103 404 6212 SH SOLE 0 0 6212 HERCULES CAPITAL INC COM 427096508 141 10040 SH SOLE 0 0 10040 PROSHARES TR S&P 500 DV ARIST 74348A467 219 2901 SH SOLE 0 0 2901 FACEBOOK INC CL A 30303M102 1795 8747 SH SOLE 0 0 8747 PROGRESSIVE CORP OHIO COM 743315103 523 7228 SH SOLE 0 0 7228 ISHARES TR CORE S&P TTL STK 464287150 1534 21100 SH SOLE 0 0 21100 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 547 9384 SH SOLE 0 0 9384 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 5950 233418 SH SOLE 0 0 233418 CITIGROUP INC COM NEW 172967424 1374 17193 SH SOLE 0 0 17193 JP MORGAN EXCHANGE TRADED FD ULTRA SHT MUNCPL 46641Q654 1416 28053 SH SOLE 0 0 28053 SAVARA INC COM 805111101 95 21289 SH SOLE 0 0 21289 CDW CORP COM 12514G108 657 4600 SH SOLE 0 0 4600 QUOTIENT TECHNOLOGY INC NOTE 1.750%12/0 749119AB9 11 11000 PRN SOLE 0 0 11000 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2857 17463 SH SOLE 0 0 17463 HOME DEPOT INC COM 437076102 5514 25251 SH SOLE 0 0 25251 ALTRIA GROUP INC COM 02209S103 543 10884 SH SOLE 0 0 10884 WASTE MGMT INC DEL COM 94106L109 4064 35665 SH SOLE 0 0 35665 NETFLIX INC COM 64110L106 204 629 SH SOLE 0 0 629 VERIZON COMMUNICATIONS INC COM 92343V104 470 7655 SH SOLE 0 0 7655 XENIA HOTELS & RESORTS INC COM 984017103 273 12628 SH SOLE 0 0 12628 AMGEN INC COM 031162100 864 3585 SH SOLE 0 0 3585 CSX CORP COM 126408103 2821 38990 SH SOLE 0 0 38990 COCA COLA CO COM 191216100 800 14448 SH SOLE 0 0 14448 LOCKHEED MARTIN CORP COM 539830109 267 685 SH SOLE 0 0 685 INVESCO QQQ TR UNIT SER 1 46090E103 259 1218 SH SOLE 0 0 1218 SOUTHERN CO COM 842587107 307 4818 SH SOLE 0 0 4818 UNITEDHEALTH GROUP INC COM 91324P102 1017 3460 SH SOLE 0 0 3460 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 215 3321 SH SOLE 0 0 3321 YUM BRANDS INC COM 988498101 265 2628 SH SOLE 0 0 2628 EATON VANCE TXMGD GL BUYWR O COM 27829C105 333 32141 SH SOLE 0 0 32141 VENTAS INC COM 92276F100 215 3719 SH SOLE 0 0 3719 3M CO COM 88579Y101 2060 11674 SH SOLE 0 0 11674 WESTERN DIGITAL CORP NOTE 1.500% 2/0 958102AP0 10 10000 PRN SOLE 0 0 10000 NORTHROP GRUMMAN CORP COM 666807102 423 1230 SH SOLE 0 0 1230 BLACKROCK TCP CAP CORP COM 09259E108 393 27945 SH SOLE 0 0 27945 EATON VANCE TX MNG BY WRT OP COM 27828Y108 448 29983 SH SOLE 0 0 29983 RETAIL PPTYS AMER INC CL A 76131V202 236 17648 SH SOLE 0 0 17648 ISHARES US ETF TR SHT MAT BD ETF 46431W507 302 6000 SH SOLE 0 0 6000 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 525 6834 SH SOLE 0 0 6834 ISHARES TR RUS 1000 GRW ETF 464287614 369 2097 SH SOLE 0 0 2097 MICROSOFT CORP COM 594918104 6119 38802 SH SOLE 0 0 38802 ISHARES TR EDGE MSCI USA VL 46432F388 8296 92453 SH SOLE 0 0 92453 BLACKROCK ENH CAP & INC FD I COM 09256A109 523 30303 SH SOLE 0 0 30303 FLEETCOR TECHNOLOGIES INC COM 339041105 589 2047 SH SOLE 0 0 2047 MCDONALDS CORP COM 580135101 322 1629 SH SOLE 0 0 1629 ENBRIDGE INC COM 29250N105 687 17279 SH SOLE 0 0 17279 QORVO INC COM 74736K101 410 3528 SH SOLE 0 0 3528 INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 217 4025 SH SOLE 0 0 4025 ALPHABET INC CAP STK CL A 02079K305 1503 1122 SH SOLE 0 0 1122 CITIZENS FINL GROUP INC COM 174610105 543 13363 SH SOLE 0 0 13363 NOVARTIS A G SPONSORED ADR 66987V109 568 6002 SH SOLE 0 0 6002 ALLIANCEBERNSTEIN NATL MUNI COM 01864U106 183 13115 SH SOLE 0 0 13115 MASTERCARD INC CL A 57636Q104 4317 14459 SH SOLE 0 0 14459 BRAINSTORM CELL THERAPEUTICS COM NEW 10501E201 51 12000 SH SOLE 0 0 12000 PHILLIPS 66 COM 718546104 294 2636 SH SOLE 0 0 2636 ICON PLC SHS G4705A100 590 3423 SH SOLE 0 0 3423 UNION PACIFIC CORP COM 907818108 424 2348 SH SOLE 0 0 2348 ALPHABET INC CAP STK CL C 02079K107 1988 1487 SH SOLE 0 0 1487 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 210 4731 SH SOLE 0 0 4731 VERINT SYS INC NOTE 1.500% 6/0 92343XAA8 11 10000 PRN SOLE 0 0 10000 UNITED PARCEL SERVICE INC CL B 911312106 36916 315358 SH SOLE 0 0 315358 LAM RESEARCH CORP COM 512807108 859 2939 SH SOLE 0 0 2939 BOOKING HLDGS INC COM 09857L108 390 190 SH SOLE 0 0 190 LEIDOS HLDGS INC COM 525327102 625 6382 SH SOLE 0 0 6382 CONOCOPHILLIPS COM 20825C104 808 12423 SH SOLE 0 0 12423 MEDTRONIC PLC SHS G5960L103 235 2068 SH SOLE 0 0 2068 BLACKROCK INC COM 09247X101 1998 3974 SH SOLE 0 0 3974 ISHARES TR MODERT ALLOC ETF 464289875 318 7935 SH SOLE 0 0 7935 BP PLC SPONSORED ADR 055622104 378 10003 SH SOLE 0 0 10003 BANK AMER CORP COM 060505104 254 7224 SH SOLE 0 0 7224 LIGAND PHARMACEUTICALS INC NOTE 0.750% 5/1 53220KAF5 9 10000 PRN SOLE 0 0 10000 PAYPAL HLDGS INC COM 70450Y103 200 1849 SH SOLE 0 0 1849 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 262 1648 SH SOLE 0 0 1648 BAIN CAP SPECIALTY FIN INC COM 05684B107 915 46285 SH SOLE 0 0 46285 LULULEMON ATHLETICA INC COM 550021109 232 1000 SH SOLE 0 0 1000 AKAMAI TECHNOLOGIES INC COM 00971T101 316 3658 SH SOLE 0 0 3658 LAMAR ADVERTISING CO NEW CL A 512816109 341 3819 SH SOLE 0 0 3819 THERMO FISHER SCIENTIFIC INC COM 883556102 540 1664 SH SOLE 0 0 1664 JOHNSON & JOHNSON COM 478160104 1424 9763 SH SOLE 0 0 9763