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Home > Institutional Investor > Cfo4life Group, Llc > Profile

Instuitional Investor - Cfo4life Group, Llc

Fund Profile
Filing Period:
Fund Name: Cfo4life Group, Llc
Portfolio Value $523,734,983
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
United Parcel Service Inc
 UPS 316,870 $49,821,475 9.51%
2.
Vanguard Index Fds
 85,322 $37,268,641 7.11%
3.
J P Morgan Exchange Traded F
 532,834 $29,295,222 5.59%
4.
Apple Inc.
 AAPL 134,966 $25,985,002 4.96%
5.
Ishares Tr
 172,550 $25,389,002 4.84%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)