Chief Compliance Officer

0001580642-21-004854.txt : 20211012 0001580642-21-004854.hdr.sgml : 20211012 20211012130728 ACCESSION NUMBER: 0001580642-21-004854 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211012 DATE AS OF CHANGE: 20211012 EFFECTIVENESS DATE: 20211012 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: 211318101 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 09-30-2021 09-30-2021 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 10-12-2021 0 142 429589 INFORMATION TABLE 2 infotable.xml LKQ CORP COM 501889208 712 14152 SH SOLE 0 0 14152 BECTON DICKINSON & CO COM 075887109 262 1064 SH SOLE 0 0 1064 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 1461 28596 SH SOLE 0 0 28596 PFIZER INC COM 717081103 1469 34159 SH SOLE 0 0 34159 DARLING INGREDIENTS INC COM 237266101 28392 394884 SH SOLE 0 0 394884 NETAPP INC COM 64110D104 619 6894 SH SOLE 0 0 6894 DANAHER CORPORATION COM 235851102 822 2700 SH SOLE 0 0 2700 DISNEY WALT CO COM 254687106 707 4181 SH SOLE 0 0 4181 BAIN CAP SPECIALTY FIN INC COM STK 05684B107 618 41659 SH SOLE 0 0 41659 LENNOX INTL INC COM 526107107 4222 14353 SH SOLE 0 0 14353 SPDR S&P 500 ETF TR TR UNIT 78462F103 741 1726 SH SOLE 0 0 1726 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 504 4951 SH SOLE 0 0 4951 MASTERCARD INCORPORATED CL A 57636Q104 5013 14420 SH SOLE 0 0 14420 VANGUARD INDEX FDS LARGE CAP ETF 922908637 271 1347 SH SOLE 0 0 1347 ABBOTT LABS COM 002824100 267 2262 SH SOLE 0 0 2262 EATON VANCE TAX MNGED BUY WR COM 27828X100 783 48898 SH SOLE 0 0 48898 PEPSICO INC COM 713448108 2754 18312 SH SOLE 0 0 18312 LENNAR CORP CL B 526057302 618 7961 SH SOLE 0 0 7961 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 433 8576 SH SOLE 0 0 8576 BK OF AMERICA CORP COM 060505104 275 6488 SH SOLE 0 0 6488 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 2958 34379 SH SOLE 0 0 34379 DBX ETF TR XTRACK MSCI EAFE 233051200 1241 32879 SH SOLE 0 0 32879 COSTCO WHSL CORP NEW COM 22160K105 240 533 SH SOLE 0 0 533 NOVARTIS AG SPONSORED ADR 66987V109 506 6182 SH SOLE 0 0 6182 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 259 5325 SH SOLE 0 0 5325 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 602 17232 SH SOLE 0 0 17232 TARGET CORP COM 87612E106 762 3332 SH SOLE 0 0 3332 ARK ETF TR INNOVATION ETF 00214Q104 205 1857 SH SOLE 0 0 1857 AT&T INC COM 00206R102 683 25280 SH SOLE 0 0 25280 AMAZON COM INC COM 023135106 8032 2445 SH SOLE 0 0 2445 ISHARES TR MSCI USA MIN VOL 46429B697 2377 32340 SH SOLE 0 0 32340 BAIDU INC SPON ADR REP A 056752108 200 1303 SH SOLE 0 0 1303 APPLE INC COM 037833100 19599 138507 SH SOLE 0 0 138507 BLACKROCK ENHANCD CAP & INM COM 09256A109 581 28776 SH SOLE 0 0 28776 UNION PAC CORP COM 907818108 586 2987 SH SOLE 0 0 2987 ISHARES TR MSCI USA QLT FCT 46432F339 19982 151687 SH SOLE 0 0 151687 TEXAS INSTRS INC COM 882508104 503 2615 SH SOLE 0 0 2615 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 102 41509 SH SOLE 0 0 41509 EDWARDS LIFESCIENCES CORP COM 28176E108 360 3180 SH SOLE 0 0 3180 VANGUARD INDEX FDS GROWTH ETF 922908736 376 1295 SH SOLE 0 0 1295 PROCTER AND GAMBLE CO COM 742718109 3015 21568 SH SOLE 0 0 21568 MDU RES GROUP INC COM 552690109 624 21030 SH SOLE 0 0 21030 BOEING CO COM 097023105 238 1082 SH SOLE 0 0 1082 ENTERPRISE PRODS PARTNERS L COM 293792107 301 13930 SH SOLE 0 0 13930 DOVER CORP COM 260003108 591 3798 SH SOLE 0 0 3798 PHILIP MORRIS INTL INC COM 718172109 337 3552 SH SOLE 0 0 3552 WALMART INC COM 931142103 3168 22732 SH SOLE 0 0 22732 INTEL CORP COM 458140100 1022 19191 SH SOLE 0 0 19191 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 271 5937 SH SOLE 0 0 5937 ISHARES TR MSCI USA VALUE 46432F388 20245 201038 SH SOLE 0 0 201038 DUKE ENERGY CORP NEW COM NEW 26441C204 393 4031 SH SOLE 0 0 4031 ISHARES TR CORE TOTAL USD 46434V613 3131 58805 SH SOLE 0 0 58805 ALLY FINL INC COM 02005N100 672 13172 SH SOLE 0 0 13172 BRISTOL-MYERS SQUIBB CO COM 110122108 265 4477 SH SOLE 0 0 4477 ISHARES TR CORE MSCI TOTAL 46432F834 2214 31177 SH SOLE 0 0 31177 COMCAST CORP NEW CL A 20030N101 995 17796 SH SOLE 0 0 17796 ISHARES TR CORE S&P US VLU 464287663 1093 15423 SH SOLE 0 0 15423 ISHARES TR CORE S&P SCP ETF 464287804 10540 96532 SH SOLE 0 0 96532 FEDEX CORP COM 31428X106 885 4034 SH SOLE 0 0 4034 CISCO SYS INC COM 17275R102 1705 31317 SH SOLE 0 0 31317 EXXON MOBIL CORP COM 30231G102 1669 28379 SH SOLE 0 0 28379 JPMORGAN CHASE & CO COM 46625H100 1617 9877 SH SOLE 0 0 9877 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 204 1379 SH SOLE 0 0 1379 BLACKROCK ENHANCED EQUITY DI COM 09251A104 280 28616 SH SOLE 0 0 28616 QUANTA SVCS INC COM 74762E102 798 7008 SH SOLE 0 0 7008 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 867 3176 SH SOLE 0 0 3176 ABBVIE INC COM 00287Y109 304 2817 SH SOLE 0 0 2817 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 19243 359345 SH SOLE 0 0 359345 BIOLASE INC COM NEW 090911207 21 33200 SH SOLE 0 0 33200 CHEVRON CORP NEW COM 166764100 864 8514 SH SOLE 0 0 8514 LABORATORY CORP AMER HLDGS COM NEW 50540R409 592 2105 SH SOLE 0 0 2105 ZIX CORP COM 98974P100 389 55000 SH SOLE 0 0 55000 VISA INC COM CL A 92826C839 6986 31361 SH SOLE 0 0 31361 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 112 10363 SH SOLE 0 0 10363 PROSPERITY BANCSHARES INC COM 743606105 2219 31202 SH SOLE 0 0 31202 GOLDMAN SACHS BDC INC SHS 38147U107 234 12758 SH SOLE 0 0 12758 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EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3531 69618 SH SOLE 0 0 69618 ALPHABET INC CAP STK CL C 02079K107 3702 1389 SH SOLE 0 0 1389 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1152 23041 SH SOLE 0 0 23041 UNITED PARCEL SERVICE INC CL B 911312106 57702 316870 SH SOLE 0 0 316870 LAM RESEARCH CORP COM 512807108 823 1446 SH SOLE 0 0 1446 MEDTRONIC PLC SHS G5960L103 281 2244 SH SOLE 0 0 2244 CONOCOPHILLIPS COM 20825C104 841 12412 SH SOLE 0 0 12412 BLACKROCK INC COM 09247X101 3145 3750 SH SOLE 0 0 3750 ISHARES TR MSCI USA MMENTM 46432F396 19526 111195 SH SOLE 0 0 111195 ISHARES TR MODERT ALLOC ETF 464289875 355 7935 SH SOLE 0 0 7935 CUSHMAN WAKEFIELD PLC SHS G2717B108 192 10325 SH SOLE 0 0 10325 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 11177 407458 SH SOLE 0 0 407458 PAYPAL HLDGS INC COM 70450Y103 627 2409 SH SOLE 0 0 2409 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 286 5704 SH SOLE 0 0 5704 LAMAR ADVERTISING CO NEW CL A 512816109 430 3792 SH SOLE 0 0 3792 JOHNSON & JOHNSON COM 478160104 2015 12474 SH SOLE 0 0 12474 THERMO FISHER SCIENTIFIC INC COM 883556102 814 1425 SH SOLE 0 0 1425 KINDER MORGAN INC DEL COM 49456B101 222 13270 SH SOLE 0 0 13270