0001580642-20-001625.txt : 20200416
0001580642-20-001625.hdr.sgml : 20200416
20200416100001
ACCESSION NUMBER: 0001580642-20-001625
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200416
DATE AS OF CHANGE: 20200416
EFFECTIVENESS DATE: 20200416
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: 20795385
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
03-31-2020
03-31-2020
false
CFO4Life Group, LLC
735 Plaza Blvd., Suite 100
Coppell
TX
75019
13F HOLDINGS REPORT
028-18043
N
Kevin Woodard
Chief Compliance Officer
513-977-8645
/s/ Kevin Woodard
Cincinnati
OH
04-15-2020
0
117
186973
INFORMATION TABLE
2
infotable.xml
SPDR S&P 500 ETF TR
TR UNIT
78462F103
461
1787
SH
SOLE
0
0
1787
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
1095
21708
SH
SOLE
0
0
21708
STRYKER CORP
COM
863667101
360
2165
SH
SOLE
0
0
2165
DARLING INGREDIENTS INC
COM
237266101
5046
263235
SH
SOLE
0
0
263235
PFIZER INC
COM
717081103
1096
33592
SH
SOLE
0
0
33592
BECTON DICKINSON & CO
COM
075887109
209
910
SH
SOLE
0
0
910
DISNEY WALT CO
COM DISNEY
254687106
242
2500
SH
SOLE
0
0
2500
LENNOX INTL INC
COM
526107107
3697
20334
SH
SOLE
0
0
20334
FOCUS FINL PARTNERS INC
COM CL A
34417P100
529
22989
SH
SOLE
0
0
22989
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
877
16799
SH
SOLE
0
0
16799
NOBLE CORP PLC
SHS USD
G65431101
8
30866
SH
SOLE
0
0
30866
CALLON PETE CO DEL
COM
13123X102
9
16420
SH
SOLE
0
0
16420
DBX ETF TR
XTRACK MSCI EAFE
233051200
9758
364107
SH
SOLE
0
0
364107
PEPSICO INC
COM
713448108
2228
18549
SH
SOLE
0
0
18549
EATON VANCE TAX MNGED BUY WR
COM
27828X100
597
48979
SH
SOLE
0
0
48979
BLOOM ENERGY CORP
COM CL A
093712107
61
11708
SH
SOLE
0
0
11708
AMAZON COM INC
COM
023135106
4849
2487
SH
SOLE
0
0
2487
APPLE INC
COM
037833100
9342
36736
SH
SOLE
0
0
36736
UNION PAC CORP
COM
907818108
328
2327
SH
SOLE
0
0
2327
AT&T INC
COM
00206R102
891
30578
SH
SOLE
0
0
30578
VANGUARD INDEX FDS
GROWTH ETF
922908736
202
1288
SH
SOLE
0
0
1288
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
47
31284
SH
SOLE
0
0
31284
SCHWAB CHARLES CORP
COM
808513105
237
7051
SH
SOLE
0
0
7051
ISHARES TR
USA MOMENTUM FCT
46432F396
12348
115966
SH
SOLE
0
0
115966
ISHARES TR
MSCI MIN VOL ETF
46429B697
12314
227986
SH
SOLE
0
0
227986
ENTERPRISE PRODS PARTNERS L
COM
293792107
203
14178
SH
SOLE
0
0
14178
PHILIP MORRIS INTL INC
COM
718172109
265
3629
SH
SOLE
0
0
3629
WALMART INC
COM
931142103
2392
21053
SH
SOLE
0
0
21053
ISHARES TR
CORE TOTAL USD
46434V613
998
19016
SH
SOLE
0
0
19016
INTEL CORP
COM
458140100
1068
19727
SH
SOLE
0
0
19727
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
211
5782
SH
SOLE
0
0
5782
DUKE ENERGY CORP NEW
COM NEW
26441C204
383
4731
SH
SOLE
0
0
4731
ISHARES TR
CORE S&P SCP ETF
464287804
5450
97129
SH
SOLE
0
0
97129
BRISTOL-MYERS SQUIBB CO
COM
110122108
433
7776
SH
SOLE
0
0
7776
COMCAST CORP NEW
CL A
20030N101
679
19751
SH
SOLE
0
0
19751
ISHARES TR
CORE MSCI TOTAL
46432F834
640
13614
SH
SOLE
0
0
13614
FEDEX CORP
COM
31428X106
200
1650
SH
SOLE
0
0
1650
CISCO SYS INC
COM
17275R102
1143
29087
SH
SOLE
0
0
29087
EXXON MOBIL CORP
COM
30231G102
1017
26796
SH
SOLE
0
0
26796
JPMORGAN CHASE & CO
COM
46625H100
713
7918
SH
SOLE
0
0
7918
NEW MTN FIN CORP
COM
647551100
75
11083
SH
SOLE
0
0
11083
ISHARES TR
CORE S&P US VLU
464287663
712
15423
SH
SOLE
0
0
15423
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
508
2780
SH
SOLE
0
0
2780
PROCTER & GAMBLE CO
COM
742718109
2401
21827
SH
SOLE
0
0
21827
LEIDOS HOLDINGS INC
COM
525327102
508
5543
SH
SOLE
0
0
5543
BLACKROCK TCP CAPITAL CORP
COM
09259E108
188
30034
SH
SOLE
0
0
30034
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
300
1542
SH
SOLE
0
0
1542
FORTINET INC
COM
34959E109
455
4496
SH
SOLE
0
0
4496
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
590
11186
SH
SOLE
0
0
11186
CHEVRON CORP NEW
COM
166764100
644
8893
SH
SOLE
0
0
8893
ZEBRA TECHNOLOGIES CORP
CL A
989207105
401
2182
SH
SOLE
0
0
2182
PROSPERITY BANCSHARES INC
COM
743606105
1955
40523
SH
SOLE
0
0
40523
VISA INC
COM CL A
92826C839
5199
32269
SH
SOLE
0
0
32269
GILEAD SCIENCES INC
COM
375558103
350
4684
SH
SOLE
0
0
4684
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
270
3228
SH
SOLE
0
0
3228
ZIX CORP
COM
98974P100
272
63000
SH
SOLE
0
0
63000
FACEBOOK INC
CL A
30303M102
1369
8206
SH
SOLE
0
0
8206
PROGRESSIVE CORP OHIO
COM
743315103
430
5818
SH
SOLE
0
0
5818
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
394
4613
SH
SOLE
0
0
4613
ISHARES TR
CORE S&P TTL STK
464287150
263
4600
SH
SOLE
0
0
4600
CITIGROUP INC
COM NEW
172967424
670
15903
SH
SOLE
0
0
15903
CDW CORP
COM
12514G108
367
3937
SH
SOLE
0
0
3937
HOME DEPOT INC
COM
437076102
4617
24726
SH
SOLE
0
0
24726
L3HARRIS TECHNOLOGIES INC
COM
502431109
297
1646
SH
SOLE
0
0
1646
CHARLES RIV LABS INTL INC
COM
159864107
334
2650
SH
SOLE
0
0
2650
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2251
17465
SH
SOLE
0
0
17465
ALTRIA GROUP INC
COM
02209S103
475
12293
SH
SOLE
0
0
12293
SAVARA INC
COM
805111101
45
21289
SH
SOLE
0
0
21289
UNITEDHEALTH GROUP INC
COM
91324P102
834
3345
SH
SOLE
0
0
3345
WASTE MGMT INC DEL
COM
94106L109
3168
34227
SH
SOLE
0
0
34227
VERIZON COMMUNICATIONS INC
COM
92343V104
429
7980
SH
SOLE
0
0
7980
NETFLIX INC
COM
64110L106
226
602
SH
SOLE
0
0
602
EATON VANCE TXMGD GL BUYWR O
COM
27829C105
208
27906
SH
SOLE
0
0
27906
XENIA HOTELS & RESORTS INC
COM
984017103
130
12628
SH
SOLE
0
0
12628
AMGEN INC
COM
031162100
385
1901
SH
SOLE
0
0
1901
3M CO
COM
88579Y101
1483
10860
SH
SOLE
0
0
10860
CSX CORP
COM
126408103
2216
38665
SH
SOLE
0
0
38665
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
562
24351
SH
SOLE
0
0
24351
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
13144
55501
SH
SOLE
0
0
55501
COCA COLA CO
COM
191216100
644
14562
SH
SOLE
0
0
14562
LOCKHEED MARTIN CORP
COM
539830109
233
689
SH
SOLE
0
0
689
INVESCO QQQ TR
UNIT SER 1
46090E103
232
1218
SH
SOLE
0
0
1218
MICROSOFT CORP
COM
594918104
5945
37697
SH
SOLE
0
0
37697
NORTHROP GRUMMAN CORP
COM
666807102
356
1177
SH
SOLE
0
0
1177
ISHARES TR
RUS 1000 GRW ETF
464287614
316
2097
SH
SOLE
0
0
2097
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
281
23327
SH
SOLE
0
0
23327
BLACKROCK ENH CAP & INC FD I
COM
09256A109
342
26308
SH
SOLE
0
0
26308
FLEETCOR TECHNOLOGIES INC
COM
339041105
342
1832
SH
SOLE
0
0
1832
RETAIL PPTYS AMER INC
CL A
76131V202
91
17648
SH
SOLE
0
0
17648
MASTERCARD INC
CL A
57636Q104
3481
14411
SH
SOLE
0
0
14411
NOVARTIS A G
SPONSORED ADR
66987V109
480
5817
SH
SOLE
0
0
5817
BRAINSTORM CELL THERAPEUTICS
COM NEW
10501E201
56
12000
SH
SOLE
0
0
12000
MCDONALDS CORP
COM
580135101
270
1630
SH
SOLE
0
0
1630
ENBRIDGE INC
COM
29250N105
527
18131
SH
SOLE
0
0
18131
QORVO INC
COM
74736K101
279
3465
SH
SOLE
0
0
3465
ISHARES U S ETF TR
SHT MAT BD ETF
46431W507
390
8038
SH
SOLE
0
0
8038
ALPHABET INC
CAP STK CL A
02079K305
1189
1023
SH
SOLE
0
0
1023
ICON PLC
SHS
G4705A100
396
2914
SH
SOLE
0
0
2914
ALPHABET INC
CAP STK CL C
02079K107
1628
1400
SH
SOLE
0
0
1400
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
348
10375
SH
SOLE
0
0
10375
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
33738D101
397
22293
SH
SOLE
0
0
22293
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
520
10468
SH
SOLE
0
0
10468
UNITED PARCEL SERVICE INC
CL B
911312106
29728
318214
SH
SOLE
0
0
318214
LAM RESEARCH CORP
COM
512807108
570
2374
SH
SOLE
0
0
2374
BLACKROCK INC
COM
09247X101
1704
3874
SH
SOLE
0
0
3874
ISHARES TR
MODERT ALLOC ETF
464289875
292
7935
SH
SOLE
0
0
7935
BOOKING HLDGS INC
COM
09857L108
254
189
SH
SOLE
0
0
189
CONOCOPHILLIPS
COM
20825C104
379
12296
SH
SOLE
0
0
12296
BP PLC
SPONSORED ADR
055622104
255
10453
SH
SOLE
0
0
10453
LIGAND PHARMACEUTICALS INC
NOTE 0.750% 5/1
53220KAF5
8
10000
PRN
SOLE
0
0
10000
INVESCO EXCHANGE-TRADED FD T
S&P500 LOW VOL
46138E354
440
9384
SH
SOLE
0
0
9384
AKAMAI TECHNOLOGIES INC
COM
00971T101
331
3614
SH
SOLE
0
0
3614
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
209
1648
SH
SOLE
0
0
1648
BAIN CAP SPECIALTY FIN INC
COM
05684B107
365
39392
SH
SOLE
0
0
39392
LAMAR ADVERTISING CO NEW
CL A
512816109
227
4430
SH
SOLE
0
0
4430
JOHNSON & JOHNSON
COM
478160104
1270
9687
SH
SOLE
0
0
9687
THERMO FISHER SCIENTIFIC INC
COM
883556102
447
1577
SH
SOLE
0
0
1577