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Disclosed positions
CFO4Life Group, LLC: source evidence dated 2026-08-13T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $99,007,246
- Reported amount
- 144,155
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001765380-26-000360Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $99,007,246 | 144,155 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $49,486,856 | 727,641 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $38,595,019 | 175,888 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $36,299,895 | 375,853 | SH | None |
| APPLE INC | AAPL | COM | $34,767,623 | 120,154 | SH | None |
| UNITED PARCEL SVCS INC | UPS | CL B | $33,414,911 | 310,836 | SH | None |
| ISHARES TR | MTUM | MSCI USA MMENTM | $20,769,533 | 60,583 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $16,814,211 | 331,936 | SH | None |
| VICTORY PORTFOLIOS II | VFLO | SHS FR CA FL ETF | $16,165,917 | 353,353 | SH | None |
| MICROSOFT CORP | MSFT | COM | $15,293,280 | 40,999 | SH | None |
| AMAZON COM INC | AMZN | COM | $14,145,232 | 59,349 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $12,830,990 | 86,515 | SH | None |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $12,806,935 | 165,823 | SH | None |
| ISHARES TR | VLUE | MSCI USA VALUE | $12,638,057 | 63,250 | SH | None |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | MACKAY MUN INTER | $12,309,034 | 505,504 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $10,917,766 | 219,320 | SH | None |
| DARLING INGREDIENTS INC | DAR | COM | $10,834,314 | 198,358 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $9,754,811 | 26,362 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $9,751,643 | 27,287 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $9,591,471 | 27,146 | SH | None |
| VISA INC | V | COM CL A | $9,557,670 | 27,858 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $8,646,159 | 43,211 | SH | None |
| HOME DEPOT INC | HD | COM | $8,599,439 | 24,383 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $8,114,204 | 143,665 | SH | None |
| GOLDMAN SACHS ETF TR | GSLC | ACTIVEBETA US LG | $7,586,048 | 53,464 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $7,374,254 | 77,266 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $6,524,626 | 12,704 | SH | None |
| WALMART INC | WMT | COM | $6,490,803 | 57,309 | SH | None |
| GOLDMAN SACHS ETF TR | GSIE | ACTIVEBETA INT | $5,944,662 | 130,080 | SH | None |
| WASTE MGMT INC DEL | WM | COM | $5,822,923 | 26,126 | SH | None |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $5,452,104 | 46,421 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $5,222,635 | 89,736 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $5,210,648 | 114,545 | SH | None |
| BROADCOM INC | AVGO | COM | $4,676,408 | 12,380 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $4,481,029 | 87,863 | SH | None |
| CSX CORP | CSX | COM | $4,469,523 | 94,036 | SH | None |
| META PLATFORMS INC | META | CL A | $4,370,083 | 7,758 | SH | None |
| VANGUARD MALVERN FDS | VPLS | CORE-PLUS BD ETF | $4,251,362 | 54,803 | SH | None |
| HARTFORD FDS EXCHANGE TRADED | HTRB | TOTAL RTRN ETF | $4,182,218 | 123,973 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $4,094,909 | 68,603 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $3,573,905 | 26,140 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | FIXD | SMITH OPPORT FXD | $3,287,627 | 75,387 | SH | None |
| APPLOVIN CORP | APP | COM CL A | $3,108,383 | 6,033 | SH | None |
| CISCO SYS INC | CSCO | COM | $3,103,872 | 26,425 | SH | None |
| TESLA INC | TSLA | COM | $3,035,245 | 7,216 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $3,022,174 | 2,618 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $2,995,400 | 4 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,676,584 | 10,539 | SH | None |
| BLACKROCK INC | BLK | COM | $2,619,160 | 2,724 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,473,538 | 7,557 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 1 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.