Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CFO4LIFE LP | 01-11-2023 | 12-31-2022 | 176 | 470,503,453 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 1 | $55,502,603 | 319,274 | 0.01 | 319,274 | +Inf | 12-31-2022 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $41,858,046 | 119,138 | 0.01 | 119,138 | +Inf | 12-31-2022 | |
| DARLING INGREDIENTS INC | COM | 3 | $29,193,290 | 466,421 | 0.01 | 466,421 | +Inf | 12-31-2022 | |
| FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 4 | $25,964,073 | 1,076,901 | 0.01 | 1,076,901 | +Inf | 12-31-2022 |
