Chief Compliance Officer

0001580642-22-002381.txt : 20220502 0001580642-22-002381.hdr.sgml : 20220502 20220502094712 ACCESSION NUMBER: 0001580642-22-002381 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220502 DATE AS OF CHANGE: 20220502 EFFECTIVENESS DATE: 20220502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CFO4Life Group, LLC CENTRAL INDEX KEY: 0001706351 IRS NUMBER: 814924115 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18043 FILM NUMBER: 22879740 BUSINESS ADDRESS: STREET 1: 735 PLAZA BLVD., SUITE 100 CITY: COPPELL STATE: TX ZIP: 75019 BUSINESS PHONE: 216-637-9500 MAIL ADDRESS: STREET 1: 735 PLAZA BLVD., SUITE 100 CITY: COPPELL STATE: TX ZIP: 75019 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001706351 XXXXXXXX 03-31-2022 03-31-2022 false CFO4Life Group, LLC

735 Plaza Blvd., Suite 100 Coppell TX 75019

13F HOLDINGS REPORT 028-18043 N Kevin Woodard Chief Compliance Officer 513-977-8646 /s/ Kevin Woodard Cincinnati OH 02-10-2022 0 155 476517 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 236 1997 SH SOLE 0 0 1997 ABBVIE INC COM 00287Y109 739 4559 SH SOLE 0 0 4559 ALPHABET INC CAP STK CL C 02079K107 3908 1399 SH SOLE 0 0 1399 ALPHABET INC CAP STK CL A 02079K305 3237 1164 SH SOLE 0 0 1164 ALTERYX INC COM CL A 02156B103 3789 52977 SH SOLE 0 0 52977 ALTRIA GROUP INC COM 02209S103 422 8085 SH SOLE 0 0 8085 AMAZON COM INC COM 023135106 8029 2463 SH SOLE 0 0 2463 AMERICAN TOWER CORP NEW COM 03027X100 229 912 SH SOLE 0 0 912 AMERISOURCEBERGEN CORP COM 03073E105 241 1557 SH SOLE 0 0 1557 AMGEN INC COM 031162100 528 2184 SH SOLE 0 0 2184 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 889 23729 SH SOLE 0 0 23729 APPLE INC COM 037833100 24325 139309 SH SOLE 0 0 139309 APPLIED MATLS INC COM 038222105 919 6971 SH SOLE 0 0 6971 AT&T INC COM 00206R102 594 25128 SH SOLE 0 0 25128 BAIN CAP SPECIALTY FIN INC COM STK 05684B107 529 33927 SH SOLE 0 0 33927 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1305 3699 SH SOLE 0 0 3699 BK OF AMERICA CORP COM 060505104 449 10891 SH SOLE 0 0 10891 BLACKROCK ENHANCD CAP & INM COM 09256A109 618 29604 SH SOLE 0 0 29604 BLACKROCK ENHANCED EQUITY DI COM 09251A104 300 30275 SH SOLE 0 0 30275 BLACKROCK INC COM 09247X101 2805 3671 SH SOLE 0 0 3671 BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 606 21734 SH SOLE 0 0 21734 BLOOM ENERGY CORP COM CL A 093712107 220 9100 SH SOLE 0 0 9100 BOEING CO COM 097023105 243 1271 SH SOLE 0 0 1271 BOOKING HOLDINGS INC COM 09857L108 456 194 SH SOLE 0 0 194 BRAINSTORM CELL THERAPEUTICS COM NEW 10501E201 40 12000 SH SOLE 0 0 12000 BRISTOL-MYERS SQUIBB CO COM 110122108 273 3734 SH SOLE 0 0 3734 CARRIER GLOBAL CORPORATION COM 14448C104 393 8560 SH SOLE 0 0 8560 CBRE GROUP INC CL A 12504L109 627 6850 SH SOLE 0 0 6850 CHEVRON CORP NEW COM 166764100 1282 7873 SH SOLE 0 0 7873 CHUBB LIMITED COM H1467J104 837 3914 SH SOLE 0 0 3914 CISCO SYS INC COM 17275R102 1787 32048 SH SOLE 0 0 32048 CITIGROUP INC COM NEW 172967424 726 13594 SH SOLE 0 0 13594 COCA COLA CO COM 191216100 977 15759 SH SOLE 0 0 15759 COMCAST CORP NEW CL A 20030N101 340 7262 SH SOLE 0 0 7262 COMSOVEREIGN HLDG CORP COM NEW 205650203 55 66067 SH SOLE 0 0 66067 CONOCOPHILLIPS COM 20825C104 1221 12212 SH SOLE 0 0 12212 COSTCO WHSL CORP NEW COM 22160K105 380 661 SH SOLE 0 0 661 CSX CORP COM 126408103 4025 107482 SH SOLE 0 0 107482 CUSHMAN WAKEFIELD PLC SHS G2717B108 212 10325 SH SOLE 0 0 10325 DANAHER CORPORATION COM 235851102 944 3218 SH SOLE 0 0 3218 DARLING INGREDIENTS INC COM 237266101 42985 534770 SH SOLE 0 0 534770 DBX ETF TR XTRACK MSCI EAFE 233051200 438 11624 SH SOLE 0 0 11624 DELL TECHNOLOGIES INC CL C 24703L202 610 12150 SH SOLE 0 0 12150 DEVON ENERGY CORP NEW COM 25179M103 733 12389 SH SOLE 0 0 12389 DISNEY WALT CO COM 254687106 488 3557 SH SOLE 0 0 3557 DOVER CORP COM 260003108 647 4123 SH SOLE 0 0 4123 DUKE ENERGY CORP NEW COM NEW 26441C204 445 3987 SH SOLE 0 0 3987 EATON VANCE TAX MNGED BUY WR COM 27828X100 856 50642 SH SOLE 0 0 50642 EATON VANCE TAX-MANAGED GLOB COM 27829C105 122 11992 SH SOLE 0 0 11992 EDISON INTL COM 281020107 262 3744 SH SOLE 0 0 3744 ENBRIDGE INC COM 29250N105 833 18073 SH SOLE 0 0 18073 ENTERPRISE PRODS PARTNERS L COM 293792107 394 15275 SH SOLE 0 0 15275 EOG RES INC COM 26875P101 980 8217 SH SOLE 0 0 8217 EXXON MOBIL CORP COM 30231G102 2209 26751 SH SOLE 0 0 26751 FEDEX CORP COM 31428X106 973 4203 SH SOLE 0 0 4203 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 630 12890 SH SOLE 0 0 12890 FIRST FINL BANKSHARES INC COM 32020R109 205 4637 SH SOLE 0 0 4637 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 3168 63907 SH SOLE 0 0 63907 FIRSTENERGY CORP COM 337932107 212 4632 SH SOLE 0 0 4632 FS KKR CAP CORP COM 302635206 583 25552 SH SOLE 0 0 25552 GILEAD SCIENCES INC COM 375558103 861 14485 SH SOLE 0 0 14485 GOLDMAN SACHS BDC INC SHS 38147U107 261 13293 SH SOLE 0 0 13293 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 3682 41352 SH SOLE 0 0 41352 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 2415 73785 SH SOLE 0 0 73785 GOLUB CAP BDC INC COM 38173M102 275 18106 SH SOLE 0 0 18106 HOME DEPOT INC COM 437076102 7683 25667 SH SOLE 0 0 25667 HP INC COM 40434L105 670 18449 SH SOLE 0 0 18449 HUNT J B TRANS SVCS INC COM 445658107 209 1041 SH SOLE 0 0 1041 INDEPENDENCE RLTY TR INC COM 45378A106 721 27275 SH SOLE 0 0 27275 INDEPENDENT BANK GROUP INC COM 45384B106 569 7993 SH SOLE 0 0 7993 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 2158 84339 SH SOLE 0 0 84339 INTEL CORP COM 458140100 910 18357 SH SOLE 0 0 18357 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 305 4543 SH SOLE 0 0 4543 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 266 5325 SH SOLE 0 0 5325 INVESCO QQQ TR UNIT SER 1 46090E103 714 1971 SH SOLE 0 0 1971 ISHARES TR S&P MC 400GR ETF 464287606 228 2950 SH SOLE 0 0 2950 ISHARES TR CORE S&P SCP ETF 464287804 9608 89060 SH SOLE 0 0 89060 ISHARES TR RUS 1000 GRW ETF 464287614 587 2116 SH SOLE 0 0 2116 ISHARES TR CORE S&P US VLU 464287663 1170 15423 SH SOLE 0 0 15423 ISHARES TR MSCI EAFE ETF 464287465 318 4317 SH SOLE 0 0 4317 ISHARES TR MSCI EMG MKT ETF 464287234 214 4731 SH SOLE 0 0 4731 ISHARES TR SELECT DIVID ETF 464287168 347 2710 SH SOLE 0 0 2710 ISHARES TR MSCI USA MIN VOL 46429B697 2195 28291 SH SOLE 0 0 28291 ISHARES TR MODERT ALLOC ETF 464289875 341 7935 SH SOLE 0 0 7935 ISHARES TR CORE S&P TTL STK 464287150 464 4600 SH SOLE 0 0 4600 ISHARES TR MSCI USA QLT FCT 46432F339 21968 163172 SH SOLE 0 0 163172 ISHARES TR MSCI USA MMENTM 46432F396 19795 117638 SH SOLE 0 0 117638 ISHARES TR MSCI USA VALUE 46432F388 22762 217676 SH SOLE 0 0 217676 ISHARES TR CORE TOTAL USD 46434V613 3833 77225 SH SOLE 0 0 77225 ISHARES TR CORE MSCI TOTAL 46432F834 2759 41436 SH SOLE 0 0 41436 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 426 8415 SH SOLE 0 0 8415 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 4031 80177 SH SOLE 0 0 80177 JOHNSON & JOHNSON COM 478160104 2220 12524 SH SOLE 0 0 12524 JPMORGAN CHASE & CO COM 46625H100 831 6097 SH SOLE 0 0 6097 KINDER MORGAN INC DEL COM 49456B101 277 14632 SH SOLE 0 0 14632 KITE RLTY GROUP TR COM NEW 49803T300 259 11371 SH SOLE 0 0 11371 LABORATORY CORP AMER HLDGS COM NEW 50540R409 599 2272 SH SOLE 0 0 2272 LAM RESEARCH CORP COM 512807108 829 1543 SH SOLE 0 0 1543 LAMAR ADVERTISING CO NEW CL A 512816109 447 3844 SH SOLE 0 0 3844 LENNOX INTL INC COM 526107107 2789 10815 SH SOLE 0 0 10815 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 103 42582 SH SOLE 0 0 42582 LOCKHEED MARTIN CORP COM 539830109 642 1455 SH SOLE 0 0 1455 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 299 6103 SH SOLE 0 0 6103 MASTERCARD INCORPORATED CL A 57636Q104 5168 14460 SH SOLE 0 0 14460 MCDONALDS CORP COM 580135101 445 1801 SH SOLE 0 0 1801 MEDTRONIC PLC SHS G5960L103 264 2376 SH SOLE 0 0 2376 MERCK & CO INC COM 58933Y105 203 2480 SH SOLE 0 0 2480 META PLATFORMS INC CL A 30303M102 1772 7971 SH SOLE 0 0 7971 MICROSOFT CORP COM 594918104 12544 40687 SH SOLE 0 0 40687 NATIONAL FUEL GAS CO COM 636180101 793 11540 SH SOLE 0 0 11540 NETAPP INC COM 64110D104 621 7479 SH SOLE 0 0 7479 NOVARTIS AG SPONSORED ADR 66987V109 494 5632 SH SOLE 0 0 5632 NVIDIA CORPORATION COM 67066G104 673 2465 SH SOLE 0 0 2465 ON SEMICONDUCTOR CORP COM 682189105 736 11758 SH SOLE 0 0 11758 OWL ROCK CAPITAL CORPORATION COM 69121K104 148 10014 SH SOLE 0 0 10014 PAYPAL HLDGS INC COM 70450Y103 234 2027 SH SOLE 0 0 2027 PEPSICO INC COM 713448108 2796 16704 SH SOLE 0 0 16704 PFIZER INC COM 717081103 1655 31977 SH SOLE 0 0 31977 PHILIP MORRIS INTL INC COM 718172109 334 3560 SH SOLE 0 0 3560 PHILLIPS 66 COM 718546104 226 2617 SH SOLE 0 0 2617 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 123 10609 SH SOLE 0 0 10609 PROCTER AND GAMBLE CO COM 742718109 3159 20676 SH SOLE 0 0 20676 PROSHARES TR BITCOIN STRATE 74347G440 209 7320 SH SOLE 0 0 7320 PROSPERITY BANCSHARES INC COM 743606105 2155 31066 SH SOLE 0 0 31066 QUALCOMM INC COM 747525103 788 5155 SH SOLE 0 0 5155 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 711 9547 SH SOLE 0 0 9547 SIGNATURE BK NEW YORK N Y COM 82669G104 938 3196 SH SOLE 0 0 3196 SPDR GOLD TR GOLD SHS 78463V107 318 1758 SH SOLE 0 0 1758 SPDR S&P 500 ETF TR TR UNIT 78462F103 796 1763 SH SOLE 0 0 1763 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 212 4605 SH SOLE 0 0 4605 SYNOVUS FINL CORP COM NEW 87161C501 739 15081 SH SOLE 0 0 15081 TARGET CORP COM 87612E106 317 1492 SH SOLE 0 0 1492 TESLA INC COM 88160R101 622 577 SH SOLE 0 0 577 TEXAS INSTRS INC COM 882508104 498 2716 SH SOLE 0 0 2716 THERMO FISHER SCIENTIFIC INC COM 883556102 909 1539 SH SOLE 0 0 1539 TRUIST FINL CORP COM 89832Q109 250 4416 SH SOLE 0 0 4416 UNION PAC CORP COM 907818108 1011 3699 SH SOLE 0 0 3699 UNITED PARCEL SERVICE INC CL B 911312106 67910 316655 SH SOLE 0 0 316655 UNITEDHEALTH GROUP INC COM 91324P102 1879 3684 SH SOLE 0 0 3684 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1564 19659 SH SOLE 0 0 19659 VANGUARD INDEX FDS GROWTH ETF 922908736 373 1299 SH SOLE 0 0 1299 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 53997 130060 SH SOLE 0 0 130060 VANGUARD INDEX FDS LARGE CAP ETF 922908637 281 1347 SH SOLE 0 0 1347 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 14633 88333 SH SOLE 0 0 88333 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4014 17630 SH SOLE 0 0 17630 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 621 6127 SH SOLE 0 0 6127 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 22025 477451 SH SOLE 0 0 477451 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 657 13676 SH SOLE 0 0 13676 VERITEX HLDGS INC COM 923451108 211 5538 SH SOLE 0 0 5538 VERIZON COMMUNICATIONS INC COM 92343V104 419 8232 SH SOLE 0 0 8232 VISA INC COM CL A 92826C839 6649 29981 SH SOLE 0 0 29981 WALMART INC COM 931142103 3330 22361 SH SOLE 0 0 22361 WASTE MGMT INC DEL COM 94106L109 4962 31309 SH SOLE 0 0 31309 WELLS FARGO CO NEW COM 949746101 339 6991 SH SOLE 0 0 6991 XENIA HOTELS & RESORTS INC COM 984017103 244 12628 SH SOLE 0 0 12628