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 |
|---|---|---|---|---|---|---|---|---|---|
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 51 | $1,747,064 | 71,135 | 0.00 | 0.00 | 2,347 | 3.41 | 12-31-2023 |
| ISHARES TR | RUSSELL 2000 ETF | 52 | $1,694,394 | 8,442 | 0.00 | 8,442 | +Inf | 12-31-2023 | |
| JOHNSON & JOHNSON | COM | 53 | $1,575,816 | 10,054 | 0.00 | 0.00 | -1,771 | -14.98 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 54 | $1,551,083 | 9,119 | 0.00 | 0.00 | -196 | -2.10 | 12-31-2023 |
