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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
32
3
4
3
0
1
21
3
6
CFO4LIFE GROUP LLC

Time Period2018-12-31

Total Holdings120

Total Value ($x1000)227,402
Activities
New18

Increased49

Unchanged17

Decreased36

Sold Out26

Top 10 Stock Holdingstotal 50.5%
UPS13.73

THRK8.8

MTUM5.32

VLUE4.19

GWL3.83

 
EFV3.2

AAPL3.15

IJR3.09

USMV2.72

EMLP2.47

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UPS
13.73%
CL B
THRK
8.8%
RUSSELL 3000 ETF
MTUM
5.32%
MSCI USAMOMFCT
VLUE
4.19%
MSCI USAVALFCT
GWL
3.83%
S&P WRLD EX US
EFV
3.2%
EAFE VALUE ETF
AAPL
3.15%
COM
IJR
3.09%
CORE S&P SCP ETF
USMV
2.72%
USA MIN VOL ETF
EMLP
2.47%
NO AMER ENERGY
DAR
2.29%
COM
V
2.14%
COM CL A
LII
1.99%
COM
HD
1.98%
COM
MSFT
1.97%
COM
AMZN
1.97%
COM
WM
1.56%
COM
MMM
1.34%
COM
CSX
1.25%
COM
MA
1.25%
CL A
SCHB
1.2%
US BRD MKT ETF
PFE
1.17%
COM
PEP
1.1%
COM
VTI
1.03%
TOTAL STK MKT
WMT
1.03%
COM
PG
0.94%
COM
JPST
0.9%
ULTRA SHRT INC
XOM
0.88%
COM
JMST
0.88%
ULTRA SHRT ETF
GOOG
0.88%
CAP STK CL C
GMM
0.87%
EMERG MKTS ETF
BLK
0.76%
COM
LTXB
0.75%
COM
JNJ
0.7%
COM
INTC
0.7%
COM
CSCO
0.67%
COM
JPM
0.62%
COM
CVX
0.61%
COM
FB
0.59%
CL A
GOOGL
0.54%
CAP STK CL A
GSLC
0.53%
EQUITY ETF
UNH
0.49%
COM
ETB
0.48%
COM
C
0.47%
COM NEW
NVS
0.46%
SPONSORED ADR
COP
0.36%
COM
XHR
0.35%
COM
CMCSA
0.34%
CL A
IWW
0.33%
RUS 3000 VAL ETF
AMGN
0.33%
COM
FDX
0.32%
COM
AOM
0.31%
MODERT ALLOC ETF
KO
0.31%
COM
T
0.3%
COM
BKNG
0.29%
COM
LUV
0.27%
COM
CNC
0.26%
COM
SO
0.26%
COM
LRCX
0.25%
COM
ZION
0.25%
COM
ICLR
0.23%
SHS
ENB
0.23%
COM
UNP
0.22%
COM
WCG
0.21%
COM
ON
0.21%
COM
BRK.B
0.21%
CL B NEW
AMAT
0.2%
COM
CFG
0.2%
COM
ETV
0.2%
COM
ZBRA
0.2%
CL A
UGI
0.19%
COM
PGR
0.19%
COM
BA
0.18%
COM
UTX
0.18%
COM
BP
0.18%
SPONSORED ADR
SPLV
0.18%
S&P500 LOW VOL
CII
0.18%
COM
ETW
0.17%
COM
VZ
0.17%
COM
ZIXI
0.17%
COM
GILD
0.16%
COM
WBA
0.16%
COM
HPQ
0.16%
COM
MPC
0.16%
COM
MCD
0.15%
COM
DUK
0.15%
COM NEW
MO
0.15%
COM
BABA
0.13%
SPONSORED ADS
ABT
0.13%
COM
PSX
0.13%
COM
SPY
0.13%
TR UNIT
LEA
0.12%
COM NEW
IWF
0.12%
RUS 1000 GRW ETF
ITOT
0.11%
CORE S&P TTL STK
VWO
0.11%
FTSE EMR MKT ETF
IXUS
0.11%
CORE MSCITOTAL
WFC
0.11%
COM
LULU
0.11%
COM
YUM
0.11%
COM
MMP
0.11%
COM UNIT RP LP
HCN
0.11%
COM
DIS
0.1%
COM DISNEY
IEMG
0.1%
CORE MSCI EMKT
EPD
0.1%
COM
LAMR
0.09%
CL A
APU
0.09%
UNIT L P INT
VUG
0.09%
GROWTH ETF
ADM
0.09%
COM
VTR
0.09%
COM
BDX
0.09%
COM
VWOB
0.09%
EMERG MKT BD ETF
RPAI
0.08%
CL A
AMLP
0.08%
ALERIAN MLP
TCPC
0.07%
COM
NE
0.06%
SHS USD
MRCC
0.05%
COM
SVRA
0.04%
COM
PSEC
0.03%
COM
BTE
0.01%
COM
XPL
< 0.01%
COM
NEAR
4.08%
SHT MAT BD ETF
VBR
0.71%
SM CP VAL ETF
RSP
0.56%
S&P500 EQL WGT
BSV
0.54%
SHORT TRM BOND
VDE
0.47%
ENERGY ETF
PCAR
0.39%
COM
DFS
0.28%
COM
CMA
0.28%
COM
DXC
0.27%
COM
DHI
0.26%
COM
LH
0.24%
COM NEW
KSU
0.24%
COM NEW
SEP
0.22%
COM
FDC
0.21%
CL A
VEU
0.18%
ALLWRLD EX US
FOCS
0.17%
CL A
VEA
0.16%
FTSE DEV MKT ETF
DIA
0.16%
UT SER 1
PM
0.12%
COM
LMT
0.11%
COM
VOT
0.1%
MCAP GR IDXVIP
MGA
0.1%
COM
CMP
0.09%
COM
VBK
0.09%
SML CP GRW ETF
CC
0.09%
COM
GE
0.07%
COM