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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 $701,543,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 143,379 $89,917,266 12.82%
2.
Blackrock Etf Trust
 726,833 $44,198,684 6.3%
3.
Ishares Trust
 VLUE 176,230 $35,002,732 4.99%
4.
Ishares Trust
 VLUE 385,486 $34,485,572 4.92%
5.
Apple Inc.
 AAPL 124,846 $33,940,549 4.84%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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