0001580642-17-000517.txt : 20170130
0001580642-17-000517.hdr.sgml : 20170130
20170130122812
ACCESSION NUMBER: 0001580642-17-000517
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170130
DATE AS OF CHANGE: 20170130
EFFECTIVENESS DATE: 20170130
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CFO4Life, L.P.
CENTRAL INDEX KEY: 0001632248
IRS NUMBER: 204413352
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16528
FILM NUMBER: 17556325
BUSINESS ADDRESS:
STREET 1: 735 PLAZA BLVD
STREET 2: SUITE 100
CITY: COPPELL
STATE: TX
ZIP: 75019
BUSINESS PHONE: 214-637-9500
MAIL ADDRESS:
STREET 1: 735 PLAZA BLVD
STREET 2: SUITE 100
CITY: COPPELL
STATE: TX
ZIP: 75019
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001632248
XXXXXXXX
12-31-2016
12-31-2016
false
CFO4Life, L.P.
735 Plaza Blvd
Suite 100
Coppell
TX
75019
13F HOLDINGS REPORT
028-16528
N
Levi McMellian
Managing Director and CEO
214-637-9500
/s/ Levi McMellian
Coppell
TX
01-30-2017
0
91
121011
INFORMATION TABLE
2
infotable.xml
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
486
2461
SH
SOLE
0
0
2461
ISHARES TR
CORE S&P SCP ETF
464287804
287
2085
SH
SOLE
0
0
2085
ISHARES TR
CORE S&P500 ETF
464287200
565
2510
SH
SOLE
0
0
2510
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1270
5680
SH
SOLE
0
0
5680
EMERSON ELEC CO
COM
291011104
217
3899
SH
SOLE
0
0
3899
REALTY INCOME CORP
COM
756109104
417
7251
SH
SOLE
0
0
7251
AMGEN INC
COM
031162100
782
5346
SH
SOLE
0
0
5346
BP PLC
SPONSORED ADR
055622104
667
17843
SH
SOLE
0
0
17843
ALTRIA GROUP INC
COM
02209S103
287
4246
SH
SOLE
0
0
4246
FEDEX CORP
COM
31428X106
520
2792
SH
SOLE
0
0
2792
DISNEY WALT CO
COM DISNEY
254687106
303
2904
SH
SOLE
0
0
2904
JOHNSON & JOHNSON
COM
478160104
421
3657
SH
SOLE
0
0
3657
KROGER CO
COM
501044101
580
16821
SH
SOLE
0
0
16821
CHEVRON CORP NEW
COM
166764100
301
2554
SH
SOLE
0
0
2554
UNITED PARCEL SERVICE INC
CL B
911312106
34655
302298
SH
SOLE
0
0
302298
VERIZON COMMUNICATIONS INC
COM
92343V104
322
6023
SH
SOLE
0
0
6023
EXXON MOBIL CORP
COM
30231G102
282
3128
SH
SOLE
0
0
3128
APPLIED MATLS INC
COM
038222105
518
16060
SH
SOLE
0
0
16060
UNION PAC CORP
COM
907818108
277
2671
SH
SOLE
0
0
2671
CVS HEALTH CORP
COM
126650100
284
3601
SH
SOLE
0
0
3601
PROCTER AND GAMBLE CO
COM
742718109
260
3092
SH
SOLE
0
0
3092
GENERAL ELECTRIC CO
COM
369604103
488
15438
SH
SOLE
0
0
15438
GILEAD SCIENCES INC
COM
375558103
792
11060
SH
SOLE
0
0
11060
INGERSOLL-RAND PLC
SHS
G47791101
351
4675
SH
SOLE
0
0
4675
JPMORGAN CHASE & CO
COM
46625H100
499
5778
SH
SOLE
0
0
5778
WELLS FARGO & CO NEW
COM
949746101
906
16449
SH
SOLE
0
0
16449
SOUTHWEST AIRLS CO
COM
844741108
451
9044
SH
SOLE
0
0
9044
COMCAST CORP NEW
CL A
20030N101
535
7743
SH
SOLE
0
0
7743
WELLTOWER INC
COM
95040Q104
257
3842
SH
SOLE
0
0
3842
DUKE ENERGY CORP NEW
COM NEW
26441C204
318
4102
SH
SOLE
0
0
4102
APPLE INC
COM
037833100
2213
19109
SH
SOLE
0
0
19109
LAM RESEARCH CORP
COM
512807108
629
5946
SH
SOLE
0
0
5946
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
4941
57029
SH
SOLE
0
0
57029
CITRIX SYS INC
COM
177376100
312
3494
SH
SOLE
0
0
3494
ZIONS BANCORPORATION
COM
989701107
750
17426
SH
SOLE
0
0
17426
F5 NETWORKS INC
COM
315616102
452
3121
SH
SOLE
0
0
3121
GENERAL MLS INC
COM
370334104
233
3770
SH
SOLE
0
0
3770
ARCHER DANIELS MIDLAND CO
COM
039483102
219
4806
SH
SOLE
0
0
4806
NOBLE CORP PLC
SHS USD
G65431101
486
82060
SH
SOLE
0
0
82060
SOUTHERN CO
COM
842587107
526
10703
SH
SOLE
0
0
10703
LENNOX INTL INC
COM
526107107
3565
23272
SH
SOLE
0
0
23272
D R HORTON INC
COM
23331A109
268
9824
SH
SOLE
0
0
9824
BIOGEN INC
COM
09062X103
359
1266
SH
SOLE
0
0
1266
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
267
2077
SH
SOLE
0
0
2077
LKQ CORP
COM
501889208
527
17204
SH
SOLE
0
0
17204
CARNIVAL CORP
UNIT 99/99/9999
143658300
414
7946
SH
SOLE
0
0
7946
MOHAWK INDS INC
COM
608190104
385
1927
SH
SOLE
0
0
1927
VENTAS INC
COM
92276F100
244
3896
SH
SOLE
0
0
3896
ALLIANCEBERNSTEIN NATL MUNI
COM
01864U106
372
28126
SH
SOLE
0
0
28126
AMERICAN ELEC PWR INC
COM
025537101
305
4842
SH
SOLE
0
0
4842
ENTERPRISE PRODS PARTNERS L
COM
293792107
436
16136
SH
SOLE
0
0
16136
CHICAGO BRIDGE & IRON CO N V
COM
167250109
253
7953
SH
SOLE
0
0
7953
ALPHABET INC
CAP STK CL A
02079K305
517
652
SH
SOLE
0
0
652
FOOT LOCKER INC
COM
344849104
348
4907
SH
SOLE
0
0
4907
EATON VANCE TAX MNGED BUY WR
COM
27828X100
1651
99946
SH
SOLE
0
0
99946
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
380
5022
SH
SOLE
0
0
5022
ALASKA AIR GROUP INC
COM
011659109
792
8926
SH
SOLE
0
0
8926
CENTENE CORP DEL
COM
15135B101
393
6951
SH
SOLE
0
0
6951
CBS CORP NEW
CL B
124857202
310
4880
SH
SOLE
0
0
4880
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
716
48221
SH
SOLE
0
0
48221
EATON VANCE TXMGD GL BUYWR O
COM
27829C105
621
61656
SH
SOLE
0
0
61656
ZIX CORP
COM
98974P100
329
66500
SH
SOLE
0
0
66500
BLACKROCK ENH CAP & INC FD I
COM
09256A109
601
43825
SH
SOLE
0
0
43825
DARLING INGREDIENTS INC
COM
237266101
2712
210081
SH
SOLE
0
0
210081
WISDOMTREE TR
MIDCAP DIVI FD
97717W505
754
7992
SH
SOLE
0
0
7992
LAMAR ADVERTISING CO NEW
CL A
512816109
211
3135
SH
SOLE
0
0
3135
PROSPECT CAPITAL CORPORATION
COM
74348T102
629
75337
SH
SOLE
0
0
75337
OWENS CORNING NEW
COM
690742101
410
7956
SH
SOLE
0
0
7956
EATON VANCE TAX MNGD GBL DV
COM
27829F108
142
17767
SH
SOLE
0
0
17767
VMWARE INC
CL A COM
928563402
466
5916
SH
SOLE
0
0
5916
LEGACY TEX FINL GROUP INC
COM
52471Y106
3251
75509
SH
SOLE
0
0
75509
SPECTRA ENERGY PARTNERS LP
COM
84756N109
341
7439
SH
SOLE
0
0
7439
PHILIP MORRIS INTL INC
COM
718172109
287
3132
SH
SOLE
0
0
3132
ALPS ETF TR
ALERIAN MLP
00162Q866
275
21860
SH
SOLE
0
0
21860
LEAR CORP
COM NEW
521865204
867
6550
SH
SOLE
0
0
6550
DBX ETF TR
XTRAK MSCI EAFE
233051200
8944
318736
SH
SOLE
0
0
318736
ISHARES TR
MIN VOL USA ETF
46429B697
4189
92638
SH
SOLE
0
0
92638
ISHARES TR
MIN VOL EAFE ETF
46429B689
3880
63376
SH
SOLE
0
0
63376
ISHARES
MIN VOL GBL ETF
464286525
1051
14468
SH
SOLE
0
0
14468
RETAIL PPTYS AMER INC
CL A
76131V202
465
30344
SH
SOLE
0
0
30344
QUINTILES IMS HOLDINGS INC
COM
74876Y101
423
5560
SH
SOLE
0
0
5560
ISHARES TR
USA MOMENTUM FCT
46432F396
2606
34354
SH
SOLE
0
0
34354
CDW CORP
COM
12514G108
466
8948
SH
SOLE
0
0
8948
ISHARES TR
USA VALUE FACTOR
46432F388
5392
76819
SH
SOLE
0
0
76819
ISHARES TR
USA QUALITY FCTR
46432F339
895
12953
SH
SOLE
0
0
12953
COMMSCOPE HLDG CO INC
COM
20337X109
244
6555
SH
SOLE
0
0
6555
ISHARES TR
CORE DIV GRWTH
46434V621
6731
232918
SH
SOLE
0
0
232918
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
245
2794
SH
SOLE
0
0
2794
CITIZENS FINL GROUP INC
COM
174610105
263
7390
SH
SOLE
0
0
7390
XENIA HOTELS & RESORTS INC
COM
984017103
930
47894
SH
SOLE
0
0
47894
ISHARES TR
MULTIFACTOR INTL
46434V274
830
35736
SH
SOLE
0
0
35736