Chief Compliance Officer

0001580642-22-003603.txt : 20220720 0001580642-22-003603.hdr.sgml : 20220720 20220720144928 ACCESSION NUMBER: 0001580642-22-003603 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220720 DATE AS OF CHANGE: 20220720 EFFECTIVENESS DATE: 20220720 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: 221093991 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 06-30-2022 06-30-2022 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 07-20-2022 0 145 402914 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 221 2065 SH SOLE 0 0 2065 ABBVIE INC COM 00287Y109 706 4720 SH SOLE 0 0 4720 ALPHABET INC CAP STK CL C 02079K107 5111 46497 SH SOLE 0 0 46497 ALPHABET INC CAP STK CL A 02079K305 3075 28204 SH SOLE 0 0 28204 ALTERYX INC COM CL A 02156B103 2593 55030 SH SOLE 0 0 55030 ALTRIA GROUP INC COM 02209S103 334 7905 SH SOLE 0 0 7905 AMAZON COM INC COM 023135106 5914 51990 SH SOLE 0 0 51990 AMERICAN TOWER CORP NEW COM 03027X100 241 965 SH SOLE 0 0 965 AMGEN INC COM 031162100 544 2230 SH SOLE 0 0 2230 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 767 22706 SH SOLE 0 0 22706 APPLE INC COM 037833100 20358 138425 SH SOLE 0 0 138425 APPLIED MATLS INC COM 038222105 695 7459 SH SOLE 0 0 7459 AT&T INC COM 00206R102 513 24992 SH SOLE 0 0 24992 BAIN CAP SPECIALTY FIN INC COM STK 05684B107 487 34666 SH SOLE 0 0 34666 BERKLEY W R CORP COM 084423102 476 7648 SH SOLE 0 0 7648 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 904 3274 SH SOLE 0 0 3274 BK OF AMERICA CORP COM 060505104 228 7078 SH SOLE 0 0 7078 BLACKROCK ENHANCD CAP & INM COM 09256A109 543 30076 SH SOLE 0 0 30076 BLACKROCK ENHANCED EQUITY DI COM 09251A104 237 26321 SH SOLE 0 0 26321 BLACKROCK INC COM 09247X101 2121 3549 SH SOLE 0 0 3549 BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 1945 83668 SH SOLE 0 0 83668 BOOKING HOLDINGS INC COM 09857L108 351 202 SH SOLE 0 0 202 BRISTOL-MYERS SQUIBB CO COM 110122108 274 3712 SH SOLE 0 0 3712 CARRIER GLOBAL CORPORATION COM 14448C104 395 11110 SH SOLE 0 0 11110 CHEVRON CORP NEW COM 166764100 1109 7945 SH SOLE 0 0 7945 CHUBB LIMITED COM H1467J104 678 3741 SH SOLE 0 0 3741 CISCO SYS INC COM 17275R102 1331 31248 SH SOLE 0 0 31248 CITIGROUP INC COM NEW 172967424 655 13091 SH SOLE 0 0 13091 COCA COLA CO COM 191216100 907 14710 SH SOLE 0 0 14710 COMCAST CORP NEW CL A 20030N101 290 7147 SH SOLE 0 0 7147 COMSOVEREIGN HLDG CORP COM NEW 205650203 8 66067 SH SOLE 0 0 66067 CONOCOPHILLIPS COM 20825C104 994 11681 SH SOLE 0 0 11681 COSTCO WHSL CORP NEW COM 22160K105 250 484 SH SOLE 0 0 484 CSX CORP COM 126408103 3069 106468 SH SOLE 0 0 106468 CUSHMAN WAKEFIELD PLC SHS G2717B108 157 10305 SH SOLE 0 0 10305 DANAHER CORPORATION COM 235851102 787 3184 SH SOLE 0 0 3184 DARLING INGREDIENTS INC COM 237266101 27265 464249 SH SOLE 0 0 464249 DBX ETF TR XTRACK MSCI EAFE 233051200 404 11510 SH SOLE 0 0 11510 DEVON ENERGY CORP NEW COM 25179M103 623 11413 SH SOLE 0 0 11413 DISNEY WALT CO COM 254687106 333 3481 SH SOLE 0 0 3481 DUKE ENERGY CORP NEW COM NEW 26441C204 415 3937 SH SOLE 0 0 3937 EATON VANCE TAX MNGED BUY WR COM 27828X100 845 51608 SH SOLE 0 0 51608 EATON VANCE TAX-MANAGED GLOB COM 27829C105 105 12291 SH SOLE 0 0 12291 EDISON INTL COM 281020107 229 3758 SH SOLE 0 0 3758 ELEVANCE HEALTH INC COM 036752103 596 1240 SH SOLE 0 0 1240 ENBRIDGE INC COM 29250N105 776 18277 SH SOLE 0 0 18277 ENTERPRISE PRODS PARTNERS L COM 293792107 520 20824 SH SOLE 0 0 20824 EOG RES INC COM 26875P101 799 8028 SH SOLE 0 0 8028 EXXON MOBIL CORP COM 30231G102 2237 25987 SH SOLE 0 0 25987 FEDEX CORP COM 31428X106 946 4339 SH SOLE 0 0 4339 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 6768 144698 SH SOLE 0 0 144698 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 3090 66518 SH SOLE 0 0 66518 FS KKR CAP CORP COM 302635206 553 26982 SH SOLE 0 0 26982 GENERAL MLS INC COM 370334104 203 2749 SH SOLE 0 0 2749 GILEAD SCIENCES INC COM 375558103 901 14787 SH SOLE 0 0 14787 GOLDMAN SACHS BDC INC SHS 38147U107 178 10907 SH SOLE 0 0 10907 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 3372 44382 SH SOLE 0 0 44382 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 2228 81136 SH SOLE 0 0 81136 GOLUB CAP BDC INC COM 38173M102 235 17167 SH SOLE 0 0 17167 HENRY SCHEIN INC COM 806407102 523 6829 SH SOLE 0 0 6829 HOME DEPOT INC COM 437076102 7299 24907 SH SOLE 0 0 24907 HP INC COM 40434L105 580 18416 SH SOLE 0 0 18416 INDEPENDENCE RLTY TR INC COM 45378A106 594 28883 SH SOLE 0 0 28883 INDEPENDENT BANK GROUP INC COM 45384B106 547 8037 SH SOLE 0 0 8037 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 2064 83903 SH SOLE 0 0 83903 INTEL CORP COM 458140100 662 17103 SH SOLE 0 0 17103 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 278 4566 SH SOLE 0 0 4566 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 226 5325 SH SOLE 0 0 5325 INVESCO QQQ TR UNIT SER 1 46090E103 671 2318 SH SOLE 0 0 2318 ISHARES TR CORE S&P SCP ETF 464287804 8300 89123 SH SOLE 0 0 89123 ISHARES TR RUS 1000 GRW ETF 464287614 475 2120 SH SOLE 0 0 2120 ISHARES TR CORE S&P US VLU 464287663 1031 15423 SH SOLE 0 0 15423 ISHARES TR MSCI EAFE ETF 464287465 389 6317 SH SOLE 0 0 6317 ISHARES TR SELECT DIVID ETF 464287168 316 2710 SH SOLE 0 0 2710 ISHARES TR CORE S&P TTL STK 464287150 390 4600 SH SOLE 0 0 4600 ISHARES TR MSCI USA MMENTM 46432F396 16179 119307 SH SOLE 0 0 119307 ISHARES TR MSCI USA VALUE 46432F388 20026 219079 SH SOLE 0 0 219079 ISHARES TR MSCI USA QLT FCT 46432F339 18879 166131 SH SOLE 0 0 166131 ISHARES TR CORE TOTAL USD 46434V613 3850 82161 SH SOLE 0 0 82161 ISHARES TR MODERT ALLOC ETF 464289875 308 7935 SH SOLE 0 0 7935 ISHARES TR MSCI USA MIN VOL 46429B697 1947 27740 SH SOLE 0 0 27740 ISHARES TR CORE MSCI TOTAL 46432F834 2545 45446 SH SOLE 0 0 45446 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 427 8433 SH SOLE 0 0 8433 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 3956 79019 SH SOLE 0 0 79019 JOHNSON & JOHNSON COM 478160104 2232 12813 SH SOLE 0 0 12813 JPMORGAN CHASE & CO COM 46625H100 685 6127 SH SOLE 0 0 6127 KINDER MORGAN INC DEL COM 49456B101 240 14167 SH SOLE 0 0 14167 KITE RLTY GROUP TR COM NEW 49803T300 207 11612 SH SOLE 0 0 11612 LAM RESEARCH CORP COM 512807108 687 1624 SH SOLE 0 0 1624 LAMAR ADVERTISING CO NEW CL A 512816109 361 3894 SH SOLE 0 0 3894 LENNOX INTL INC COM 526107107 2421 11408 SH SOLE 0 0 11408 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 84 41370 SH SOLE 0 0 41370 LOCKHEED MARTIN CORP COM 539830109 580 1498 SH SOLE 0 0 1498 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 311 6342 SH SOLE 0 0 6342 MASTERCARD INCORPORATED CL A 57636Q104 4438 13409 SH SOLE 0 0 13409 MCDONALDS CORP COM 580135101 487 1929 SH SOLE 0 0 1929 MERCK & CO INC COM 58933Y105 212 2297 SH SOLE 0 0 2297 META PLATFORMS INC CL A 30303M102 1379 8244 SH SOLE 0 0 8244 MICROSOFT CORP COM 594918104 9890 38899 SH SOLE 0 0 38899 NATIONAL FUEL GAS CO COM 636180101 731 11340 SH SOLE 0 0 11340 NOVARTIS AG SPONSORED ADR 66987V109 453 5473 SH SOLE 0 0 5473 NUSCALE PWR CORP CL A COM 67079K100 105 10240 SH SOLE 0 0 10240 NVIDIA CORPORATION COM 67066G104 325 2019 SH SOLE 0 0 2019 ON SEMICONDUCTOR CORP COM 682189105 669 12176 SH SOLE 0 0 12176 OWL ROCK CAPITAL CORPORATION COM 69121K104 128 10248 SH SOLE 0 0 10248 PEPSICO INC COM 713448108 2572 15285 SH SOLE 0 0 15285 PFIZER INC COM 717081103 1478 29123 SH SOLE 0 0 29123 PHILIP MORRIS INTL INC COM 718172109 337 3765 SH SOLE 0 0 3765 PHILLIPS 66 COM 718546104 220 2661 SH SOLE 0 0 2661 PIMCO ETF TR ACTIVE BD ETF 72201R775 6431 67539 SH SOLE 0 0 67539 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 114 10764 SH SOLE 0 0 10764 PROCTER AND GAMBLE CO COM 742718109 2875 20062 SH SOLE 0 0 20062 PROSPERITY BANCSHARES INC COM 743606105 2117 31163 SH SOLE 0 0 31163 QUALCOMM INC COM 747525103 751 5297 SH SOLE 0 0 5297 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 280 6193 SH SOLE 0 0 6193 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 612 8896 SH SOLE 0 0 8896 SIGNATURE BK NEW YORK N Y COM 82669G104 648 3303 SH SOLE 0 0 3303 SPDR GOLD TR GOLD SHS 78463V107 232 1458 SH SOLE 0 0 1458 SPDR S&P 500 ETF TR TR UNIT 78462F103 674 1764 SH SOLE 0 0 1764 SYNOVUS FINL CORP COM NEW 87161C501 586 15956 SH SOLE 0 0 15956 TARGET CORP COM 87612E106 242 1618 SH SOLE 0 0 1618 TESLA INC COM 88160R101 476 660 SH SOLE 0 0 660 TEXAS INSTRS INC COM 882508104 407 2551 SH SOLE 0 0 2551 THERMO FISHER SCIENTIFIC INC COM 883556102 764 1468 SH SOLE 0 0 1468 UNION PAC CORP COM 907818108 698 3319 SH SOLE 0 0 3319 UNITED PARCEL SERVICE INC CL B 911312106 57425 318885 SH SOLE 0 0 318885 UNITEDHEALTH GROUP INC COM 91324P102 1859 3579 SH SOLE 0 0 3579 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1568 20806 SH SOLE 0 0 20806 VANGUARD INDEX FDS LARGE CAP ETF 922908637 235 1347 SH SOLE 0 0 1347 VANGUARD INDEX FDS GROWTH ETF 922908736 303 1321 SH SOLE 0 0 1321 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 47286 134688 SH SOLE 0 0 134688 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3516 18390 SH SOLE 0 0 18390 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 287 2147 SH SOLE 0 0 2147 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 19716 489223 SH SOLE 0 0 489223 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 571 6696 SH SOLE 0 0 6696 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 201 2642 SH SOLE 0 0 2642 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 310 2150 SH SOLE 0 0 2150 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 345 8576 SH SOLE 0 0 8576 VERIZON COMMUNICATIONS INC COM 92343V104 402 8003 SH SOLE 0 0 8003 VISA INC COM CL A 92826C839 6039 29143 SH SOLE 0 0 29143 WALMART INC COM 931142103 2843 22074 SH SOLE 0 0 22074 WASTE MGMT INC DEL COM 94106L109 4580 30685 SH SOLE 0 0 30685 WELLS FARGO CO NEW COM 949746101 235 5697 SH SOLE 0 0 5697 WESTLAKE CORPORATION COM 960413102 510 5528 SH SOLE 0 0 5528 XENIA HOTELS & RESORTS INC COM 984017103 193 12628 SH SOLE 0 0 12628