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 |
|---|---|---|---|---|---|---|---|---|---|
| GILEAD SCIENCES INC | COM | 101 | $755,114 | 9,321 | 0.00 | 0.00 | -5,359 | -36.51 | 12-31-2023 |
| CHUBB LIMITED | COM | 102 | $749,911 | 3,318 | 0.00 | 0.00 | -44 | -1.31 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | Liquidated | $0 | 0 | 0.00 | 0.00 | -603 | -5.84 | 12-31-2023 |
| FISERV INC | COM | 104 | $721,188 | 5,429 | 0.00 | 0.00 | -45 | -0.82 | 12-31-2023 |
