Chief Compliance Officer

0001580642-22-000779.txt : 20220210 0001580642-22-000779.hdr.sgml : 20220210 20220210141728 ACCESSION NUMBER: 0001580642-22-000779 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220210 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: 22613137 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 12-31-2021 12-31-2021 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 02-10-2022 0 154 483695 INFORMATION TABLE 2 infotable.xml ISHARES TR S&P MC 400GR ETF 464287606 252 2950 SH SOLE 0 0 2950 ISHARES TR CORE S&P SCP ETF 464287804 10374 90592 SH SOLE 0 0 90592 ISHARES TR RUS 1000 GRW ETF 464287614 646 2113 SH SOLE 0 0 2113 ISHARES TR CORE S&P US VLU 464287663 1177 15423 SH SOLE 0 0 15423 SPDR S&P 500 ETF TR TR UNIT 78462F103 837 1762 SH SOLE 0 0 1762 ADOBE SYSTEMS INCORPORATED COM 00724F101 847 1493 SH SOLE 0 0 1493 AMAZON COM INC COM 023135106 7866 2359 SH SOLE 0 0 2359 BRISTOL-MYERS SQUIBB CO COM 110122108 231 3709 SH SOLE 0 0 3709 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1069 3575 SH SOLE 0 0 3575 BOEING CO COM 097023105 256 1270 SH SOLE 0 0 1270 INVESCO QQQ TR UNIT SER 1 46090E103 747 1878 SH SOLE 0 0 1878 AMGEN INC COM 031162100 490 2178 SH SOLE 0 0 2178 ABBOTT LABS COM 002824100 356 2528 SH SOLE 0 0 2528 ALTRIA GROUP INC COM 02209S103 390 8221 SH SOLE 0 0 8221 FEDEX CORP COM 31428X106 1069 4134 SH SOLE 0 0 4134 INTEL CORP COM 458140100 1016 19733 SH SOLE 0 0 19733 QUALCOMM INC COM 747525103 912 4987 SH SOLE 0 0 4987 DISNEY WALT CO COM 254687106 583 3764 SH SOLE 0 0 3764 JOHNSON & JOHNSON COM 478160104 2060 12040 SH SOLE 0 0 12040 MEDTRONIC PLC SHS G5960L103 216 2083 SH SOLE 0 0 2083 PFIZER INC COM 717081103 1927 32633 SH SOLE 0 0 32633 EDISON INTL COM 281020107 251 3680 SH SOLE 0 0 3680 ISHARES TR MSCI EAFE ETF 464287465 365 4642 SH SOLE 0 0 4642 AMERISOURCEBERGEN CORP COM 03073E105 206 1552 SH SOLE 0 0 1552 CHEVRON CORP NEW COM 166764100 1017 8665 SH SOLE 0 0 8665 MICROSOFT CORP COM 594918104 13719 40791 SH SOLE 0 0 40791 UNITED PARCEL SERVICE INC CL B 911312106 68165 318021 SH SOLE 0 0 318021 AT&T INC COM 00206R102 596 24245 SH SOLE 0 0 24245 TRUIST FINL CORP COM 89832Q109 258 4407 SH SOLE 0 0 4407 CITIGROUP INC COM NEW 172967424 850 14074 SH SOLE 0 0 14074 CISCO SYS INC COM 17275R102 1959 30907 SH SOLE 0 0 30907 COCA COLA CO COM 191216100 894 15095 SH SOLE 0 0 15095 LOCKHEED MARTIN CORP COM 539830109 504 1419 SH SOLE 0 0 1419 PEPSICO INC COM 713448108 2932 16877 SH SOLE 0 0 16877 VERIZON COMMUNICATIONS INC COM 92343V104 419 8061 SH SOLE 0 0 8061 AMETEK INC COM 031100100 204 1387 SH SOLE 0 0 1387 BK OF AMERICA CORP COM 060505104 457 10274 SH SOLE 0 0 10274 EXXON MOBIL CORP COM 30231G102 1713 27993 SH SOLE 0 0 27993 WALMART INC COM 931142103 3237 22370 SH SOLE 0 0 22370 APPLIED MATLS INC COM 038222105 1289 8193 SH SOLE 0 0 8193 UNION PAC CORP COM 907818108 905 3594 SH SOLE 0 0 3594 TEXAS INSTRS INC COM 882508104 531 2815 SH SOLE 0 0 2815 TARGET CORP COM 87612E106 940 4063 SH SOLE 0 0 4063 COSTCO WHSL CORP NEW COM 22160K105 352 619 SH SOLE 0 0 619 DANAHER CORPORATION COM 235851102 1078 3276 SH SOLE 0 0 3276 NOVARTIS AG SPONSORED ADR 66987V109 510 5828 SH SOLE 0 0 5828 PROCTER AND GAMBLE CO COM 742718109 3543 21659 SH SOLE 0 0 21659 GILEAD SCIENCES INC COM 375558103 1071 14754 SH SOLE 0 0 14754 HOME DEPOT INC COM 437076102 10599 25540 SH SOLE 0 0 25540 MCDONALDS CORP COM 580135101 536 1998 SH SOLE 0 0 1998 NIKE INC CL B 654106103 287 1722 SH SOLE 0 0 1722 JPMORGAN CHASE & CO COM 46625H100 1758 11104 SH SOLE 0 0 11104 BOOKING HOLDINGS INC COM 09857L108 465 194 SH SOLE 0 0 194 WELLS FARGO CO NEW COM 949746101 294 6134 SH SOLE 0 0 6134 UNITEDHEALTH GROUP INC COM 91324P102 1790 3564 SH SOLE 0 0 3564 AMERICAN TOWER CORP NEW COM 03027X100 225 768 SH SOLE 0 0 768 COMCAST CORP NEW CL A 20030N101 288 5715 SH SOLE 0 0 5715 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4245 17583 SH SOLE 0 0 17583 WASTE MGMT INC DEL COM 94106L109 5408 32403 SH SOLE 0 0 32403 DUKE ENERGY CORP NEW COM NEW 26441C204 417 3974 SH SOLE 0 0 3974 CONOCOPHILLIPS COM 20825C104 890 12333 SH SOLE 0 0 12333 CSX CORP COM 126408103 4134 109956 SH SOLE 0 0 109956 APPLE INC COM 037833100 24790 139606 SH SOLE 0 0 139606 LAM RESEARCH CORP COM 512807108 1180 1641 SH SOLE 0 0 1641 CATERPILLAR INC COM 149123101 238 1153 SH SOLE 0 0 1153 KINDER MORGAN INC DEL COM 49456B101 223 14031 SH SOLE 0 0 14031 ISHARES TR MSCI EMG MKT ETF 464287234 231 4730 SH SOLE 0 0 4730 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 15015 82113 SH SOLE 0 0 82113 CHUBB LIMITED COM H1467J104 741 3836 SH SOLE 0 0 3836 ON SEMICONDUCTOR CORP COM 682189105 783 11521 SH SOLE 0 0 11521 NETAPP INC COM 64110D104 677 7364 SH SOLE 0 0 7364 HUNT J B TRANS SVCS INC COM 445658107 212 1038 SH SOLE 0 0 1038 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1561 31557 SH SOLE 0 0 31557 LENNOX INTL INC COM 526107107 3443 10613 SH SOLE 0 0 10613 LABORATORY CORP AMER HLDGS COM NEW 50540R409 698 2221 SH SOLE 0 0 2221 ISHARES TR SELECT DIVID ETF 464287168 332 2710 SH SOLE 0 0 2710 SYNOVUS FINL CORP COM NEW 87161C501 709 14809 SH SOLE 0 0 14809 LKQ CORP COM 501889208 886 14752 SH SOLE 0 0 14752 NVIDIA CORPORATION COM 67066G104 657 2232 SH SOLE 0 0 2232 DOVER CORP COM 260003108 728 4008 SH SOLE 0 0 4008 ENTERPRISE PRODS PARTNERS L COM 293792107 319 14526 SH SOLE 0 0 14526 ALPHABET INC CAP STK CL A 02079K305 3534 1220 SH SOLE 0 0 1220 SPDR GOLD TR GOLD SHS 78463V107 249 1458 SH SOLE 0 0 1458 LENNAR CORP CL B 526057302 800 8363 SH SOLE 0 0 8363 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 386 3327 SH SOLE 0 0 3327 NATIONAL FUEL GAS CO COM 636180101 724 11316 SH SOLE 0 0 11316 BLACKROCK INC COM 09247X101 3381 3693 SH SOLE 0 0 3693 VANGUARD INDEX FDS GROWTH ETF 922908736 416 1297 SH SOLE 0 0 1297 QUANTA SVCS INC COM 74762E102 823 7175 SH SOLE 0 0 7175 EATON VANCE TAX MNGED BUY WR COM 27828X100 852 49753 SH SOLE 0 0 49753 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 281 6056 SH SOLE 0 0 6056 PROSPERITY BANCSHARES INC COM 743606105 2234 30892 SH SOLE 0 0 30892 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 109 42582 SH SOLE 0 0 42582 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 283 5325 SH SOLE 0 0 5325 THERMO FISHER SCIENTIFIC INC COM 883556102 1023 1533 SH SOLE 0 0 1533 BLACKROCK ENHANCED EQUITY DI COM 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CL A 92826C839 6550 30225 SH SOLE 0 0 30225 PHILIP MORRIS INTL INC COM 718172109 351 3690 SH SOLE 0 0 3690 FIRST FINL BANKSHARES INC COM 32020R109 235 4625 SH SOLE 0 0 4625 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 608 5660 SH SOLE 0 0 5660 ISHARES TR MODERT ALLOC ETF 464289875 361 7935 SH SOLE 0 0 7935 COMSOVEREIGN HLDG CORP COM NEW 205650203 50 66067 SH SOLE 0 0 66067 FS KKR CAP CORP COM 302635206 520 24837 SH SOLE 0 0 24837 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 210 1846 SH SOLE 0 0 1846 GOLUB CAP BDC INC COM 38173M102 275 17818 SH SOLE 0 0 17818 TESLA INC COM 88160R101 517 489 SH SOLE 0 0 489 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 54111 123945 SH SOLE 0 0 123945 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 310 4520 SH SOLE 0 0 4520 DBX ETF TR XTRACK MSCI EAFE 233051200 1292 32898 SH SOLE 0 0 32898 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 216 4481 SH SOLE 0 0 4481 ISHARES TR MSCI USA MIN VOL 46429B697 2429 30024 SH SOLE 0 0 30024 META PLATFORMS INC CL A 30303M102 2925 8697 SH SOLE 0 0 8697 ISHARES TR CORE MSCI TOTAL 46432F834 2610 36786 SH SOLE 0 0 36786 ABBVIE INC COM 00287Y109 593 4381 SH SOLE 0 0 4381 ISHARES TR MSCI USA MMENTM 46432F396 20929 115107 SH SOLE 0 0 115107 ISHARES TR MSCI USA VALUE 46432F388 23384 213611 SH SOLE 0 0 213611 INDEPENDENT BANK GROUP INC COM 45384B106 1691 23435 SH SOLE 0 0 23435 ISHARES TR MSCI USA QLT FCT 46432F339 22800 156639 SH SOLE 0 0 156639 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 240 4810 SH SOLE 0 0 4810 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 106 10488 SH SOLE 0 0 10488 ALLY FINL INC COM 02005N100 666 13996 SH SOLE 0 0 13996 ALPHABET INC CAP STK CL C 02079K107 4326 1495 SH SOLE 0 0 1495 ISHARES TR CORE TOTAL USD 46434V613 3592 67862 SH SOLE 0 0 67862 VERITEX HLDGS INC COM 923451108 219 5510 SH SOLE 0 0 5510 XENIA HOTELS & RESORTS INC COM 984017103 229 12628 SH SOLE 0 0 12628 GOLDMAN SACHS BDC INC SHS 38147U107 250 13031 SH SOLE 0 0 13031 PAYPAL HLDGS INC COM 70450Y103 364 1929 SH SOLE 0 0 1929 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 3571 37534 SH SOLE 0 0 37534 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 2325 65918 SH SOLE 0 0 65918 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 897 23497 SH SOLE 0 0 23497 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 21776 409203 SH SOLE 0 0 409203 ALTERYX INC COM CL A 02156B103 3205 52977 SH SOLE 0 0 52977 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 4213 83459 SH SOLE 0 0 83459 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 11301 410640 SH SOLE 0 0 410640 CUSHMAN WAKEFIELD PLC SHS G2717B108 230 10325 SH SOLE 0 0 10325 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 429 8409 SH SOLE 0 0 8409 BAIN CAP SPECIALTY FIN INC COM STK 05684B107 505 33201 SH SOLE 0 0 33201 DELL TECHNOLOGIES INC CL C 24703L202 667 11877 SH SOLE 0 0 11877 CARRIER GLOBAL CORPORATION COM 14448C104 431 7945 SH SOLE 0 0 7945 PROSHARES TR BITCOIN STRATE 74347G440 211 7303 SH SOLE 0 0 7303