0001580642-21-003135.txt : 20210714
0001580642-21-003135.hdr.sgml : 20210714
20210714114603
ACCESSION NUMBER: 0001580642-21-003135
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210714
DATE AS OF CHANGE: 20210714
EFFECTIVENESS DATE: 20210714
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: 211089641
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
06-30-2021
06-30-2021
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
07-12-2021
0
141
433258
INFORMATION TABLE
2
infotable.xml
LKQ CORP
COM
501889208
688
13972
SH
SOLE
0
0
13972
BECTON DICKINSON & CO
COM
075887109
221
910
SH
SOLE
0
0
910
PFIZER INC
COM
717081103
1222
31201
SH
SOLE
0
0
31201
DARLING INGREDIENTS INC
COM
237266101
30389
450202
SH
SOLE
0
0
450202
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
1459
28581
SH
SOLE
0
0
28581
DISNEY WALT CO
COM
254687106
595
3385
SH
SOLE
0
0
3385
BAIN CAP SPECIALTY FIN INC
COM STK
05684B107
623
40745
SH
SOLE
0
0
40745
MASTERCARD INCORPORATED
CL A
57636Q104
5108
13990
SH
SOLE
0
0
13990
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
432
4166
SH
SOLE
0
0
4166
SPDR S&P 500 ETF TR
TR UNIT
78462F103
743
1735
SH
SOLE
0
0
1735
LENNOX INTL INC
COM
526107107
6249
17814
SH
SOLE
0
0
17814
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
270
1347
SH
SOLE
0
0
1347
PEPSICO INC
COM
713448108
2642
17832
SH
SOLE
0
0
17832
LENNAR CORP
CL B
526057302
656
8055
SH
SOLE
0
0
8055
EATON VANCE TAX MNGED BUY WR
COM
27828X100
806
48045
SH
SOLE
0
0
48045
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
2644
30734
SH
SOLE
0
0
30734
DBX ETF TR
XTRACK MSCI EAFE
233051200
1232
32825
SH
SOLE
0
0
32825
BLOOM ENERGY CORP
COM CL A
093712107
245
9100
SH
SOLE
0
0
9100
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
259
5325
SH
SOLE
0
0
5325
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
571
15934
SH
SOLE
0
0
15934
NOVARTIS AG
SPONSORED ADR
66987V109
532
5828
SH
SOLE
0
0
5828
HUNT J B TRANS SVCS INC
COM
445658107
203
1245
SH
SOLE
0
0
1245
CATERPILLAR INC
COM
149123101
221
1015
SH
SOLE
0
0
1015
AT&T INC
COM
00206R102
701
24351
SH
SOLE
0
0
24351
PROGRESSIVE CORP
COM
743315103
640
6512
SH
SOLE
0
0
6512
ARK ETF TR
INNOVATION ETF
00214Q104
243
1858
SH
SOLE
0
0
1858
AMAZON COM INC
COM
023135106
8091
2352
SH
SOLE
0
0
2352
ISHARES TR
MSCI USA MIN VOL
46429B697
2617
35558
SH
SOLE
0
0
35558
APPLE INC
COM
037833100
18455
134750
SH
SOLE
0
0
134750
BAIDU INC
SPON ADR REP A
056752108
266
1303
SH
SOLE
0
0
1303
BLACKROCK ENHANCD CAP & INM
COM
09256A109
585
28399
SH
SOLE
0
0
28399
UNION PAC CORP
COM
907818108
530
2408
SH
SOLE
0
0
2408
ISHARES TR
MSCI USA QLT FCT
46432F339
19710
148340
SH
SOLE
0
0
148340
TEXAS INSTRS INC
COM
882508104
399
2075
SH
SOLE
0
0
2075
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
102
39920
SH
SOLE
0
0
39920
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
229
2786
SH
SOLE
0
0
2786
EDWARDS LIFESCIENCES CORP
COM
28176E108
298
2880
SH
SOLE
0
0
2880
VANGUARD INDEX FDS
GROWTH ETF
922908736
371
1294
SH
SOLE
0
0
1294
BOEING CO
COM
097023105
259
1082
SH
SOLE
0
0
1082
MDU RES GROUP INC
COM
552690109
614
19582
SH
SOLE
0
0
19582
PROCTER AND GAMBLE CO
COM
742718109
2803
20777
SH
SOLE
0
0
20777
ENTERPRISE PRODS PARTNERS L
COM
293792107
327
13564
SH
SOLE
0
0
13564
PHILIP MORRIS INTL INC
COM
718172109
360
3632
SH
SOLE
0
0
3632
WALMART INC
COM
931142103
2886
20468
SH
SOLE
0
0
20468
INTEL CORP
COM
458140100
1077
19191
SH
SOLE
0
0
19191
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
281
5736
SH
SOLE
0
0
5736
ISHARES TR
MSCI USA VALUE
46432F388
20000
190364
SH
SOLE
0
0
190364
DUKE ENERGY CORP NEW
COM NEW
26441C204
392
3970
SH
SOLE
0
0
3970
ISHARES TR
CORE TOTAL USD
46434V613
2701
50492
SH
SOLE
0
0
50492
ALLY FINL INC
COM
02005N100
608
12195
SH
SOLE
0
0
12195
PARKER-HANNIFIN CORP
COM
701094104
645
2102
SH
SOLE
0
0
2102
COMCAST CORP NEW
CL A
20030N101
879
15420
SH
SOLE
0
0
15420
ISHARES TR
CORE MSCI TOTAL
46432F834
1984
27071
SH
SOLE
0
0
27071
BRISTOL-MYERS SQUIBB CO
COM
110122108
281
4207
SH
SOLE
0
0
4207
FEDEX CORP
COM
31428X106
1166
3910
SH
SOLE
0
0
3910
ISHARES TR
CORE S&P US VLU
464287663
1110
15423
SH
SOLE
0
0
15423
ISHARES TR
CORE S&P SCP ETF
464287804
10713
94818
SH
SOLE
0
0
94818
EXXON MOBIL CORP
COM
30231G102
1650
26152
SH
SOLE
0
0
26152
CISCO SYS INC
COM
17275R102
1551
29255
SH
SOLE
0
0
29255
JPMORGAN CHASE & CO
COM
46625H100
1301
8362
SH
SOLE
0
0
8362
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
313
1379
SH
SOLE
0
0
1379
BLACKROCK ENHANCED EQUITY DI
COM
09251A104
286
28196
SH
SOLE
0
0
28196
QUANTA SVCS INC
COM
74762E102
617
6810
SH
SOLE
0
0
6810
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
739
2660
SH
SOLE
0
0
2660
ABBVIE INC
COM
00287Y109
317
2817
SH
SOLE
0
0
2817
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
17478
325883
SH
SOLE
0
0
325883
WILLIAMS SONOMA INC
COM
969904101
719
4501
SH
SOLE
0
0
4501
BIOLASE INC
COM NEW
090911207
23
33200
SH
SOLE
0
0
33200
CHEVRON CORP NEW
COM
166764100
899
8582
SH
SOLE
0
0
8582
VISA INC
COM CL A
92826C839
7216
30860
SH
SOLE
0
0
30860
ZIX CORP
COM
98974P100
388
55000
SH
SOLE
0
0
55000
PLAINS GP HLDGS L P
LTD PARTNR INT A
72651A207
120
10088
SH
SOLE
0
0
10088
PROSPERITY BANCSHARES INC
COM
743606105
2228
31035
SH
SOLE
0
0
31035
FACEBOOK INC
CL A
30303M102
2751
7911
SH
SOLE
0
0
7911
ISHARES TR
CORE S&P TTL STK
464287150
454
4600
SH
SOLE
0
0
4600
FS KKR CAP CORP
COM
302635206
575
26737
SH
SOLE
0
0
26737
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
540
8859
SH
SOLE
0
0
8859
GOLDMAN SACHS BDC INC
SHS
38147U107
261
13326
SH
SOLE
0
0
13326
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1116
12995
SH
SOLE
0
0
12995
CITIGROUP INC
COM NEW
172967424
1014
14329
SH
SOLE
0
0
14329
SIGNATURE BK NEW YORK N Y
COM
82669G104
810
3295
SH
SOLE
0
0
3295
GOLUB CAP BDC INC
COM
38173M102
294
19054
SH
SOLE
0
0
19054
HOME DEPOT INC
COM
437076102
7885
24725
SH
SOLE
0
0
24725
CHARLES RIV LABS INTL INC
COM
159864107
865
2338
SH
SOLE
0
0
2338
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3907
17536
SH
SOLE
0
0
17536
ALTRIA GROUP INC
COM
02209S103
358
7500
SH
SOLE
0
0
7500
WASTE MGMT INC DEL
COM
94106L109
4585
32723
SH
SOLE
0
0
32723
NVIDIA CORPORATION
COM
67066G104
334
417
SH
SOLE
0
0
417
ALTERYX INC
COM CL A
02156B103
4961
57671
SH
SOLE
0
0
57671
VERIZON COMMUNICATIONS INC
COM
92343V104
360
6424
SH
SOLE
0
0
6424
XENIA HOTELS & RESORTS INC
COM
984017103
237
12628
SH
SOLE
0
0
12628
CARRIER GLOBAL CORPORATION
COM
14448C104
223
4579
SH
SOLE
0
0
4579
AMGEN INC
COM
031162100
416
1707
SH
SOLE
0
0
1707
CSX CORP
COM
126408103
3546
110541
SH
SOLE
0
0
110541
COCA COLA CO
COM
191216100
780
14415
SH
SOLE
0
0
14415
WELLS FARGO CO NEW
COM
949746101
258
5689
SH
SOLE
0
0
5689
LOCKHEED MARTIN CORP
COM
539830109
485
1282
SH
SOLE
0
0
1282
INVESCO QQQ TR
UNIT SER 1
46090E103
529
1491
SH
SOLE
0
0
1491
UNITEDHEALTH GROUP INC
COM
91324P102
1114
2783
SH
SOLE
0
0
2783
YUM BRANDS INC
COM
988498101
302
2628
SH
SOLE
0
0
2628
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
12869
68239
SH
SOLE
0
0
68239
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
44475
113017
SH
SOLE
0
0
113017
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
1715
49086
SH
SOLE
0
0
49086
3M CO
COM
88579Y101
2702
13603
SH
SOLE
0
0
13603
FIRST FINL BANKSHARES INC
COM
32020R109
211
4288
SH
SOLE
0
0
4288
INDEPENDENT BANK GROUP INC
COM
45384B106
583
7876
SH
SOLE
0
0
7876
TESLA INC
COM
88160R101
296
435
SH
SOLE
0
0
435
RETAIL PPTYS AMER INC
CL A
76131V202
205
17883
SH
SOLE
0
0
17883
MICROSOFT CORP
COM
594918104
10212
37698
SH
SOLE
0
0
37698
ISHARES TR
RUS 1000 GRW ETF
464287614
572
2107
SH
SOLE
0
0
2107
COMSOVEREIGN HLDG CORP
COM NEW
205650203
153
66067
SH
SOLE
0
0
66067
ADOBE SYSTEMS INCORPORATED
COM
00724F101
744
1270
SH
SOLE
0
0
1270
CHURCHILL CAPITAL CORP IV
CL A
171439102
220
7620
SH
SOLE
0
0
7620
ENBRIDGE INC
COM
29250N105
675
16857
SH
SOLE
0
0
16857
QORVO INC
COM
74736K101
647
3307
SH
SOLE
0
0
3307
MCDONALDS CORP
COM
580135101
429
1857
SH
SOLE
0
0
1857
BOOKING HOLDINGS INC
COM
09857L108
409
187
SH
SOLE
0
0
187
ALPHABET INC
CAP STK CL A
02079K305
2434
997
SH
SOLE
0
0
997
BRAINSTORM CELL THERAPEUTICS
COM NEW
10501E201
46
12003
SH
SOLE
0
0
12003
APPLIED MATLS INC
COM
038222105
1049
7363
SH
SOLE
0
0
7363
PHILLIPS 66
COM
718546104
221
2579
SH
SOLE
0
0
2579
GARMIN LTD
SHS
H2906T109
602
4162
SH
SOLE
0
0
4162
EATON VANCE TAX-MANAGED GLOB
COM
27829C105
123
11290
SH
SOLE
0
0
11290
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1000
18417
SH
SOLE
0
0
18417
ALPHABET INC
CAP STK CL C
02079K107
3253
1298
SH
SOLE
0
0
1298
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
3704
72992
SH
SOLE
0
0
72992
LAM RESEARCH CORP
COM
512807108
929
1428
SH
SOLE
0
0
1428
UNITED PARCEL SERVICE INC
CL B
911312106
64954
312325
SH
SOLE
0
0
312325
CONOCOPHILLIPS
COM
20825C104
693
11372
SH
SOLE
0
0
11372
MEDTRONIC PLC
SHS
G5960L103
215
1733
SH
SOLE
0
0
1733
BLACKROCK INC
COM
09247X101
3273
3741
SH
SOLE
0
0
3741
ISHARES TR
MSCI USA MMENTM
46432F396
19189
110643
SH
SOLE
0
0
110643
ISHARES TR
MODERT ALLOC ETF
464289875
357
7935
SH
SOLE
0
0
7935
INDEXIQ ACTIVE ETF TR
IQ MACKAY INSRED
45409F843
11172
403748
SH
SOLE
0
0
403748
PAYPAL HLDGS INC
COM
70450Y103
520
1783
SH
SOLE
0
0
1783
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
3908
77899
SH
SOLE
0
0
77899
AKAMAI TECHNOLOGIES INC
COM
00971T101
543
4656
SH
SOLE
0
0
4656
LAMAR ADVERTISING CO NEW
CL A
512816109
380
3637
SH
SOLE
0
0
3637
KINDER MORGAN INC DEL
COM
49456B101
238
13071
SH
SOLE
0
0
13071
THERMO FISHER SCIENTIFIC INC
COM
883556102
633
1254
SH
SOLE
0
0
1254
JOHNSON & JOHNSON
COM
478160104
1567
9513
SH
SOLE
0
0
9513