Titelia

Holdings of CFO4Life Group, LLC

194 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51 % of the equity sleeve

Sector breakdown

  • Funds 25.2 %
  • Technology 11.3 %
  • Industrials 7.7 %
  • Financials 5.1 %
  • Consumer discretionary 4.0 %
  • Communication 3.8 %
  • Consumer staples 2.4 %
  • Health care 1.5 %
  • Energy 1.2 %
  • Utilities 0.1 %
  • Unattributed 37.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US192616.5M $99.88 %
2TW1619.8K $0.10 %
3GB1114.8K $0.02 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 144,50086.3M $
2BlackRock ETF Trust 729,02642.4M $
3iShares Core MSCI EAFE ETF 379,19534.3M $
4iShares Trust 175,28733.6M $
5United Parcel Service Inc 311,00930.6M $
6Apple Inc 119,49630.3M $
7Microsoft Corp 41,93215.5M $
8iShares MSCI USA Momentum Factor ETF 60,86514.6M $
9VictoryShares Free Cash Flow ETF 352,70113.9M $
10Vanguard Core Bond ETF 165,86912.8M $
11Amazon.com Inc 58,94212.3M $
12Vanguard Ultra Short Bond ETF 244,43112.2M $
13Darling Ingredients Inc 193,47012M $
14iShares Core S&P Small-Cap ETF 88,20411M $
15iShares MSCI USA Value Factor ETF 63,2819M $
16Visa Inc 28,0998.5M $
17Vanguard Total Stock Market ETF 26,3738.5M $
18J P Morgan Exchange Traded Fund Trust 143,6498.1M $
19Home Depot Inc/The 24,6068.1M $
20Alphabet Inc 26,6937.7M $
21Alphabet Inc 26,2167.5M $
22Walmart Inc 57,1367.1M $
23Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 55,6837M $
24iShares Core MSCI Total International Stock ETF 79,9016.9M $
25NVIDIA Corp 39,4866.9M $
26Mastercard Inc 12,6046.3M $
27Waste Management Inc 26,1376M $
28Goldman Sachs ActiveBeta International Equity ETF 134,7095.8M $
29iShares Trust 48,6805.8M $
30Fidelity Total Bond ETF 115,8995.3M $
31Meta Platforms Inc 7,8704.5M $
32JPMorgan Ultra-Short Municipal Income ETF 88,0924.5M $
33Exxon Mobil Corp 26,0864.4M $
34Hartford Total Return Bond ETF 124,3534.2M $
35CSX Corp 94,0063.9M $
36Vanguard International Equity Index Funds 69,9243.8M $
37Broadcom Inc 11,6563.6M $
38First Trust Exchange-Traded Fund VIII 73,6993.2M $
39Berkshire Hathaway Inc 42.9M $
40Vanguard Scottsdale Funds 46,3482.7M $
41Blackrock Inc 2,7262.6M $
42Johnson & Johnson 10,3982.5M $
43State Street SPDR S&P 500 ETF Trust 3,7582.4M $
44AppLovin Corp 6,0292.4M $
45Tesla Inc 6,4222.4M $
46Procter & Gamble Co/The 16,2832.4M $
47JPMorgan Chase & Co 7,4882.2M $
48Cisco Systems, Inc. 26,5152.1M $
49JPMorgan Ultra-Short Income ETF 40,3622M $
50Prosperity Bancshares Inc 28,8441.9M $
51Berkshire Hathaway Inc 3,8761.9M $
52PepsiCo Inc 11,1511.7M $
53Lennox International Inc 3,6071.7M $
54iShares Trust 15,5661.6M $
55Vanguard FTSE Developed Markets ETF 24,1071.5M $
56ConocoPhillips 11,3841.5M $
57T-Mobile US Inc 7,0451.5M $
58Eli Lilly & Co 1,5471.4M $
59Invesco QQQ Trust Series 1 2,2941.3M $
60Blackstone Secured Lending Fund 54,9731.3M $
61KLA Corp 8101.2M $
62Costco Wholesale Corp 1,1631.2M $
63Vanguard Tax-Exempt Bond Index ETF 22,5681.1M $
64iShares MSCI USA Min Vol Factor ETF 11,7761.1M $
65EMCOR Group Inc 1,4721.1M $
66Coca-Cola Co/The 14,2841.1M $
67Texas Instruments Inc 5,3761M $
68Palantir Technologies Inc 6,399936K $
69American Express Co 3,093935.5K $
70PIMCO ETF Trust 9,999922.7K $
71iShares Trust 18,174920.1K $
72Booking Holdings Inc 211886.9K $
73Chevron Corp 4,285886.5K $
74Amphenol Corp 6,679843.9K $
75Northern Trust Corp 5,802809.8K $
76Citigroup Inc 6,976791.1K $
77Hartford Insurance Group Inc/The 5,842790.1K $
78Micron Technology Inc 2,315782.1K $
79Novartis AG 5,010765.3K $
80Vanguard Total World Stock ETF 5,463755.6K $
81Bloom Energy Corp 5,541750.8K $
82BlackRock Enhanced Large Cap Core Fund Inc 35,321742.4K $
83Intel Corp 16,683736.2K $
84iShares Core S&P 500 ETF 1,116729.1K $
85Progressive Corp/The 3,644722.4K $
86Pfizer Inc 25,583718.4K $
87Vanguard Growth ETF 1,604700.8K $
88Lockheed Martin Corp 1,156698.7K $
89Philip Morris International Inc. 4,143685K $
90Union Pacific Corp 2,783675.1K $
91Eaton Vance Tax Mn 46,237666.7K $
92Enterprise Products Partners LP 17,338656.1K $
93iShares Core S&P Total U.S. Stock Market ETF 4,600655.2K $
94VanEck BDC Income ETF 51,103654.1K $
95Altria Group, Inc. 9,768644.6K $
96Bank of America Corp 13,191643K $
97Wells Fargo & Co 8,070642.5K $
98Walt Disney Co/The 6,651641.1K $
99AT&T Inc 21,682628.6K $
100VanEck ETF Trust 35,830624.9K $