Chief Compliance Officer

0001580642-22-005257.txt : 20221019 0001580642-22-005257.hdr.sgml : 20221019 20221019141503 ACCESSION NUMBER: 0001580642-22-005257 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221019 DATE AS OF CHANGE: 20221019 EFFECTIVENESS DATE: 20221019 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: 221318236 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 09-30-2022 09-30-2022 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 10-19-2022 0 154 375720 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 528 3932 SH SOLE 0 0 3932 ALPHABET INC CAP STK CL C 02079K107 2775 28865 SH SOLE 0 0 28865 ALPHABET INC CAP STK CL A 02079K305 2192 22920 SH SOLE 0 0 22920 ALTERYX INC COM CL A 02156B103 2931 52482 SH SOLE 0 0 52482 ALTRIA GROUP INC COM 02209S103 311 7697 SH SOLE 0 0 7697 AMAZON COM INC COM 023135106 6482 57367 SH SOLE 0 0 57367 AMGEN INC COM 031162100 490 2174 SH SOLE 0 0 2174 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 760 23739 SH SOLE 0 0 23739 APOLLO COML REAL EST FIN INC COM 03762U105 83 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 19124 138379 SH SOLE 0 0 138379 APPLIED MATLS INC COM 038222105 620 7561 SH SOLE 0 0 7561 ARES CAPITAL CORP COM 04010L103 245 14489 SH SOLE 0 0 14489 AT&T INC COM 00206R102 500 32617 SH SOLE 0 0 32617 BAIN CAP SPECIALTY FIN INC COM STK 05684B107 370 30823 SH SOLE 0 0 30823 BERKLEY W R CORP COM 084423102 608 9411 SH SOLE 0 0 9411 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 891 3338 SH SOLE 0 0 3338 BK OF AMERICA CORP COM 060505104 214 7087 SH SOLE 0 0 7087 BLACKROCK ENHANCD CAP & INM COM 09256A109 499 30325 SH SOLE 0 0 30325 BLACKROCK ENHANCED EQUITY DI COM 09251A104 217 26733 SH SOLE 0 0 26733 BLACKROCK INC COM 09247X101 1957 3556 SH SOLE 0 0 3556 BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 1905 83783 SH SOLE 0 0 83783 BOOKING HOLDINGS INC COM 09857L108 332 202 SH SOLE 0 0 202 BRIGHTSPIRE CAPITAL INC COM CL A 10949T109 82 13000 SH SOLE 0 0 13000 BRISTOL-MYERS SQUIBB CO COM 110122108 251 3531 SH SOLE 0 0 3531 CARRIER GLOBAL CORPORATION COM 14448C104 397 11178 SH SOLE 0 0 11178 CHEVRON CORP NEW COM 166764100 1077 7500 SH SOLE 0 0 7500 CHUBB LIMITED COM H1467J104 685 3769 SH SOLE 0 0 3769 CINTAS CORP COM 172908105 219 564 SH SOLE 0 0 564 CISCO SYS INC COM 17275R102 1218 30462 SH SOLE 0 0 30462 CITIGROUP INC COM NEW 172967424 510 12234 SH SOLE 0 0 12234 CITIZENS FINL GROUP INC COM 174610105 426 12390 SH SOLE 0 0 12390 COCA COLA CO COM 191216100 817 14589 SH SOLE 0 0 14589 COMSOVEREIGN HLDG CORP COM NEW 205650203 5 66067 SH SOLE 0 0 66067 CONOCOPHILLIPS COM 20825C104 1217 11890 SH SOLE 0 0 11890 COSTCO WHSL CORP NEW COM 22160K105 358 759 SH SOLE 0 0 759 CSX CORP COM 126408103 2845 106797 SH SOLE 0 0 106797 CUSHMAN WAKEFIELD PLC SHS G2717B108 118 10310 SH SOLE 0 0 10310 CVS HEALTH CORP COM 126650100 622 6521 SH SOLE 0 0 6521 DANAHER CORPORATION COM 235851102 834 3229 SH SOLE 0 0 3229 DARLING INGREDIENTS INC COM 237266101 31458 475562 SH SOLE 0 0 475562 DBX ETF TR XTRACK MSCI EAFE 233051200 332 9914 SH SOLE 0 0 9914 DEVON ENERGY CORP NEW COM 25179M103 765 12722 SH SOLE 0 0 12722 DISNEY WALT CO COM 254687106 291 3084 SH SOLE 0 0 3084 DUKE ENERGY CORP NEW COM NEW 26441C204 361 3881 SH SOLE 0 0 3881 EAGLE POINT CREDIT COMPANY I COM 269808101 110 10000 SH SOLE 0 0 10000 EATON VANCE TAX MNGED BUY WR COM 27828X100 683 51715 SH SOLE 0 0 51715 EATON VANCE TAX-MANAGED GLOB COM 27829C105 83 10919 SH SOLE 0 0 10919 EDISON INTL COM 281020107 214 3786 SH SOLE 0 0 3786 ELEVANCE HEALTH INC COM 036752103 610 1343 SH SOLE 0 0 1343 ENBRIDGE INC COM 29250N105 773 20846 SH SOLE 0 0 20846 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 156 14100 SH SOLE 0 0 14100 ENTERPRISE PRODS PARTNERS L COM 293792107 732 30801 SH SOLE 0 0 30801 EOG RES INC COM 26875P101 912 8161 SH SOLE 0 0 8161 EXXON MOBIL CORP COM 30231G102 2221 25439 SH SOLE 0 0 25439 FEDEX CORP COM 31428X106 254 1709 SH SOLE 0 0 1709 FIRST TR ENERGY INCOME & GRO COM 33738G104 198 13300 SH SOLE 0 0 13300 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 3060 70281 SH SOLE 0 0 70281 FS KKR CAP CORP COM 302635206 766 45182 SH SOLE 0 0 45182 GENERAL MLS INC COM 370334104 204 2668 SH SOLE 0 0 2668 GILEAD SCIENCES INC COM 375558103 894 14499 SH SOLE 0 0 14499 GOLDMAN SACHS BDC INC SHS 38147U107 248 17164 SH SOLE 0 0 17164 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 3341 47048 SH SOLE 0 0 47048 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 2161 87294 SH SOLE 0 0 87294 GOLUB CAP BDC INC COM 38173M102 217 17542 SH SOLE 0 0 17542 HOME BANCSHARES INC COM 436893200 1033 45906 SH SOLE 0 0 45906 HOME DEPOT INC COM 437076102 6913 25053 SH SOLE 0 0 25053 INDEPENDENCE RLTY TR INC COM 45378A106 484 28946 SH SOLE 0 0 28946 INDEPENDENT BANK GROUP INC COM 45384B106 496 8078 SH SOLE 0 0 8078 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 1660 72257 SH SOLE 0 0 72257 INTEL CORP COM 458140100 429 16642 SH SOLE 0 0 16642 INTUIT COM 461202103 232 598 SH SOLE 0 0 598 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 266 4591 SH SOLE 0 0 4591 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 212 5325 SH SOLE 0 0 5325 INVESCO QQQ TR UNIT SER 1 46090E103 632 2366 SH SOLE 0 0 2366 ISHARES TR CORE S&P SCP ETF 464287804 7763 89033 SH SOLE 0 0 89033 ISHARES TR RUS 1000 GRW ETF 464287614 447 2126 SH SOLE 0 0 2126 ISHARES TR CORE S&P US VLU 464287663 966 15423 SH SOLE 0 0 15423 ISHARES TR SELECT DIVID ETF 464287168 291 2710 SH SOLE 0 0 2710 ISHARES TR CORE S&P TTL STK 464287150 366 4600 SH SOLE 0 0 4600 ISHARES TR MSCI USA QLT FCT 46432F339 18095 174088 SH SOLE 0 0 174088 ISHARES TR CORE TOTAL USD 46434V613 3973 89273 SH SOLE 0 0 89273 ISHARES TR MODERT ALLOC ETF 464289875 291 7935 SH SOLE 0 0 7935 ISHARES TR MSCI USA MIN VOL 46429B697 1734 26232 SH SOLE 0 0 26232 ISHARES TR MSCI USA MMENTM 46432F396 16167 123249 SH SOLE 0 0 123249 ISHARES TR MSCI USA VALUE 46432F388 19017 232308 SH SOLE 0 0 232308 ISHARES TR CORE MSCI TOTAL 46432F834 2483 48757 SH SOLE 0 0 48757 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 425 8451 SH SOLE 0 0 8451 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 3972 79187 SH SOLE 0 0 79187 JOHNSON & JOHNSON COM 478160104 1981 12127 SH SOLE 0 0 12127 JPMORGAN CHASE & CO COM 46625H100 615 5882 SH SOLE 0 0 5882 KINDER MORGAN INC DEL COM 49456B101 220 13247 SH SOLE 0 0 13247 KITE RLTY GROUP TR COM NEW 49803T300 200 11622 SH SOLE 0 0 11622 LAM RESEARCH CORP COM 512807108 587 1603 SH SOLE 0 0 1603 LAMAR ADVERTISING CO NEW CL A 512816109 334 4053 SH SOLE 0 0 4053 LENNOX INTL INC COM 526107107 2544 11426 SH SOLE 0 0 11426 LISTED FD TR ROUNDHILL BALL 53656F417 126 17000 SH SOLE 0 0 17000 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 75 41714 SH SOLE 0 0 41714 LOCKHEED MARTIN CORP COM 539830109 571 1479 SH SOLE 0 0 1479 LUMEN TECHNOLOGIES INC COM 550241103 124 17001 SH SOLE 0 0 17001 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 513 10791 SH SOLE 0 0 10791 MASTERCARD INCORPORATED CL A 57636Q104 3946 13879 SH SOLE 0 0 13879 MCDONALDS CORP COM 580135101 480 2081 SH SOLE 0 0 2081 META PLATFORMS INC CL A 30303M102 729 5370 SH SOLE 0 0 5370 MICROSOFT CORP COM 594918104 9233 39644 SH SOLE 0 0 39644 MPLX LP COM UNIT REP LTD 55336V100 570 19000 SH SOLE 0 0 19000 NATIONAL FUEL GAS CO COM 636180101 693 11256 SH SOLE 0 0 11256 NOVARTIS AG SPONSORED ADR 66987V109 422 5556 SH SOLE 0 0 5556 NUSCALE PWR CORP CL A COM 67079K100 120 10240 SH SOLE 0 0 10240 NVIDIA CORPORATION COM 67066G104 326 2685 SH SOLE 0 0 2685 ON SEMICONDUCTOR CORP COM 682189105 763 12242 SH SOLE 0 0 12242 OWL ROCK CAPITAL CORPORATION COM 69121K104 223 21480 SH SOLE 0 0 21480 OXFORD SQUARE CAP CORP COM 69181V107 90 30000 SH SOLE 0 0 30000 PEPSICO INC COM 713448108 2514 15398 SH SOLE 0 0 15398 PFIZER INC COM 717081103 1201 27453 SH SOLE 0 0 27453 PHILIP MORRIS INTL INC COM 718172109 304 3657 SH SOLE 0 0 3657 PHILLIPS 66 COM 718546104 220 2726 SH SOLE 0 0 2726 PIMCO CORPORATE & INCOME OPP COM 72201B101 118 10000 SH SOLE 0 0 10000 PIMCO DYNAMIC INCOME FD SHS 72201Y101 211 10900 SH SOLE 0 0 10900 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 119 10915 SH SOLE 0 0 10915 PROCTER AND GAMBLE CO COM 742718109 2488 19710 SH SOLE 0 0 19710 PROSPECT CAP CORP COM 74348T102 87 14000 SH SOLE 0 0 14000 PROSPERITY BANCSHARES INC COM 743606105 2078 31163 SH SOLE 0 0 31163 QUALCOMM INC COM 747525103 594 5255 SH SOLE 0 0 5255 SACHEM CAP CORP COM 78590A109 347 104200 SH SOLE 0 0 104200 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 263 6199 SH SOLE 0 0 6199 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 612 9338 SH SOLE 0 0 9338 SFL CORPORATION LTD SHS G7738W106 91 10000 SH SOLE 0 0 10000 SLR INVESTMENT CORP COM 83413U100 123 10000 SH SOLE 0 0 10000 SPDR GOLD TR GOLD SHS 78463V107 221 1428 SH SOLE 0 0 1428 SPDR S&P 500 ETF TR TR UNIT 78462F103 935 2616 SH SOLE 0 0 2616 SYNOVUS FINL CORP COM NEW 87161C501 599 15979 SH SOLE 0 0 15979 TARGET CORP COM 87612E106 235 1584 SH SOLE 0 0 1584 TESLA INC COM 88160R101 792 2985 SH SOLE 0 0 2985 TEXAS INSTRS INC COM 882508104 380 2453 SH SOLE 0 0 2453 THERMO FISHER SCIENTIFIC INC COM 883556102 903 1780 SH SOLE 0 0 1780 UNION PAC CORP COM 907818108 635 3260 SH SOLE 0 0 3260 UNITED PARCEL SERVICE INC CL B 911312106 51702 320058 SH SOLE 0 0 320058 UNITEDHEALTH GROUP INC COM 91324P102 1842 3647 SH SOLE 0 0 3647 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1616 22652 SH SOLE 0 0 22652 VANGUARD INDEX FDS GROWTH ETF 922908736 279 1303 SH SOLE 0 0 1303 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 45790 139476 SH SOLE 0 0 139476 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3306 18421 SH SOLE 0 0 18421 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 228 1790 SH SOLE 0 0 1790 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 18804 515308 SH SOLE 0 0 515308 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 567 7186 SH SOLE 0 0 7186 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 760 10225 SH SOLE 0 0 10225 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 313 8606 SH SOLE 0 0 8606 VERIZON COMMUNICATIONS INC COM 92343V104 249 6549 SH SOLE 0 0 6549 VISA INC COM CL A 92826C839 5020 28259 SH SOLE 0 0 28259 WALMART INC COM 931142103 2748 21187 SH SOLE 0 0 21187 WASTE MGMT INC DEL COM 94106L109 4894 30545 SH SOLE 0 0 30545 WELLS FARGO CO NEW COM 949746101 211 5247 SH SOLE 0 0 5247 WESTLAKE CORPORATION COM 960413102 556 6398 SH SOLE 0 0 6398 XENIA HOTELS & RESORTS INC COM 984017103 174 12633 SH SOLE 0 0 12633