Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CFO4LIFE GROUP LLC | 01-23-2024 | 12-31-2023 | 183 | 523,734,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 1 | $49,821,475 | 316,870 | 0.01 | 0.01 | -2,251 | -0.71 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $37,268,641 | 85,322 | 0.01 | 0.01 | 3,368 | 4.11 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 3 | $29,295,222 | 532,834 | 0.01 | 0.01 | 35,679 | 7.18 | 12-31-2023 |
| APPLE INC | COM | 4 | $25,985,002 | 134,966 | 0.00 | 0.01 | -3,841 | -2.77 | 12-31-2023 |
