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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 201 | $317,397 | 5,989 | 0.00 | 0.00 | 1,384 | 30.05 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 202 | $313,911 | 5,010 | 0.00 | 0.00 | -660 | -11.64 | 12-31-2023 |
| WISDOMTREE TR | ALTRNTVE INCM FD | 203 | $305,567 | 16,187 | 0.00 | 16,187 | +Inf | 12-31-2023 | |
| MERCK & CO INC | COM | 204 | $304,166 | 2,790 | 0.00 | 0.00 | -5,667 | -67.01 | 12-31-2023 |
