# CFO4Life, L.P.

> Institutional holdings reported to the SEC as of Q4 2022 on Form 13F. CIK 1632248. Source: https://holderbook.com/funds/1632248-cfo4life-l-p/

- Reported value: $470.5M
- Positions: 176
- Weight of the ten largest: 50.5%
- Filed: 2023-01-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $55.5M | 319,274 | 11.8% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $41.9M | 119,138 | 8.9% | 1 |
| DARLING INGREDIENTS INC | [DAR](https://holderbook.com/stocks/DAR/) | $29.2M | 466,421 | 6.2% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [UCON](https://holderbook.com/stocks/UCON/) | $26.0M | 1,076,901 | 5.5% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $18.1M | 139,007 | 3.8% | 1 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $16.3M | 142,887 | 3.5% | 1 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $15.7M | 107,257 | 3.3% | 1 |
| ISHARES TR | [VLUE](https://holderbook.com/stocks/VLUE/) | $12.8M | 140,291 | 2.7% | 1 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $11.4M | 244,893 | 2.4% | 1 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $10.9M | 57,219 | 2.3% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.7M | 40,253 | 2.1% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [FIXD](https://holderbook.com/stocks/FIXD/) | $9.1M | 207,266 | 1.9% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $8.7M | 222,745 | 1.8% | 1 |
| FIDELITY COVINGTON TRUST | [FVAL](https://holderbook.com/stocks/FVAL/) | $8.7M | 197,611 | 1.8% | 1 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $8.1M | 85,769 | 1.7% | 1 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $8.0M | 46,001 | 1.7% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $7.7M | 24,242 | 1.6% | 1 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $6.3M | 75,557 | 1.3% | 1 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $6.1M | 29,128 | 1.3% | 1 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $6.0M | 130,771 | 1.3% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $5.9M | 28,621 | 1.3% | 1 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $5.2M | 53,862 | 1.1% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.8M | 57,017 | 1.0% | 1 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $4.8M | 30,381 | 1.0% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $4.7M | 13,625 | 1.0% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $4.0M | 80,288 | 0.9% | 1 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $3.7M | 40,966 | 0.8% | 1 |
| FIDELITY COVINGTON TRUST | [FQAL](https://holderbook.com/stocks/FQAL/) | $3.4M | 76,347 | 0.7% | 1 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $3.2M | 102,474 | 0.7% | 1 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $3.1M | 40,184 | 0.7% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.0M | 19,788 | 0.6% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.0M | 20,841 | 0.6% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.8M | 25,180 | 0.6% | 1 |
| LENNOX INTL INC | [LII](https://holderbook.com/stocks/LII/) | $2.7M | 11,388 | 0.6% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $2.7M | 15,016 | 0.6% | 1 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $2.7M | 46,513 | 0.6% | 1 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $2.7M | 59,372 | 0.6% | 1 |
| ALTERYX INC | [AYX](https://holderbook.com/stocks/AYX/) | $2.7M | 52,483 | 0.6% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.6M | 28,870 | 0.5% | 1 |
| BLACKSTONE SECD LENDING FD | [BXSL](https://holderbook.com/stocks/BXSL/) | $2.5M | 113,145 | 0.5% | 1 |
| BLACKROCK INC | [BLKXXXX](https://holderbook.com/stocks/BLKXXXX/) | $2.5M | 3,547 | 0.5% | 1 |
| PROSPERITY BANCSHARES INC | [PB](https://holderbook.com/stocks/PB/) | $2.2M | 29,972 | 0.5% | 1 |
| GOLDMAN SACHS ETF TR | [GSIE](https://holderbook.com/stocks/GSIE/) | $2.2M | 74,915 | 0.5% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.1M | 12,112 | 0.5% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.1M | 23,723 | 0.4% | 1 |
| ISHARES TR | [ISCF](https://holderbook.com/stocks/ISCF/) | $2.1M | 69,665 | 0.4% | 1 |
| FIDELITY COVINGTON TRUST | [FDMO](https://holderbook.com/stocks/FDMO/) | $2.0M | 47,747 | 0.4% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.9M | 3,673 | 0.4% | 1 |
| NEW YORK LIFE INVTS ACTIVE E | [MMIN](https://holderbook.com/stocks/MMIN/) | $1.7M | 72,907 | 0.4% | 1 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $1.6M | 22,739 | 0.3% | 1 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $1.5M | 28,748 | 0.3% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.5M | 30,713 | 0.3% | 1 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.4M | 19,869 | 0.3% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.4M | 7,918 | 0.3% | 1 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $1.3M | 11,032 | 0.3% | 1 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $1.2M | 27,183 | 0.3% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.2M | 3,788 | 0.2% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.1M | 8,460 | 0.2% | 1 |
| ISHARES TR | [IUSV](https://holderbook.com/stocks/IUSV/) | $1.1M | 15,423 | 0.2% | 1 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $1.1M | 8,277 | 0.2% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.0M | 2,681 | 0.2% | 1 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $982.7K | 9,442 | 0.2% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $975.5K | 15,336 | 0.2% | 1 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $967.5K | 11,270 | 0.2% | 1 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $896.8K | 3,379 | 0.2% | 1 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $863.8K | 1,568 | 0.2% | 1 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $859.7K | 23,974 | 0.2% | 1 |
| VANECK ETF TRUST | [BIZD](https://holderbook.com/stocks/BIZD/) | $855.7K | 60,470 | 0.2% | 1 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $808.7K | 3,666 | 0.2% | 1 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $798.1K | 12,974 | 0.2% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $791.7K | 7,136 | 0.2% | 1 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $770.1K | 10,243 | 0.2% | 1 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $755.4K | 17,998 | 0.2% | 1 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $748.2K | 11,996 | 0.2% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $745.0K | 7,651 | 0.2% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $713.5K | 4,415 | 0.2% | 1 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $713.1K | 1,466 | 0.2% | 1 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $705.8K | 29,261 | 0.2% | 1 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $702.5K | 17,966 | 0.1% | 1 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $699.0K | 3,376 | 0.1% | 1 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $687.4K | 1,340 | 0.1% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $686.2K | 7,962 | 0.1% | 1 |
| BERKLEY W R CORP | [WRB](https://holderbook.com/stocks/WRB/) | $684.7K | 9,435 | 0.1% | 1 |
| EATON VANCE TAX MNGED BUY WR | [ETB](https://holderbook.com/stocks/ETB/) | $679.2K | 51,650 | 0.1% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $668.1K | 2,509 | 0.1% | 1 |
| WESTLAKE CORPORATION | [WLK](https://holderbook.com/stocks/WLK/) | $665.1K | 6,486 | 0.1% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $654.0K | 4,426 | 0.1% | 1 |
| HOME BANCSHARES INC | [HOMB](https://holderbook.com/stocks/HOMB/) | $644.9K | 28,296 | 0.1% | 1 |
| LAM RESEARCH CORP | [LRCXXXXX](https://holderbook.com/stocks/LRCXXXXX/) | $639.9K | 1,522 | 0.1% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $635.6K | 5,282 | 0.1% | 1 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $634.1K | 8,995 | 0.1% | 1 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $630.8K | 6,769 | 0.1% | 1 |
| MPLX LP | [MPLX](https://holderbook.com/stocks/MPLX/) | $624.0K | 19,000 | 0.1% | 1 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $619.7K | 2,359 | 0.1% | 1 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $583.6K | 11,284 | 0.1% | 1 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $582.6K | 6,421 | 0.1% | 1 |
| ULTA BEAUTY INC | [ULTA](https://holderbook.com/stocks/ULTA/) | $568.0K | 1,211 | 0.1% | 1 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $556.8K | 1,001 | 0.1% | 1 |
| CITIZENS FINL GROUP INC | [CFG](https://holderbook.com/stocks/CFG/) | $554.6K | 14,087 | 0.1% | 1 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $542.6K | 1,879 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2022 | $470.5M | 176 |