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 |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 51 | $1,473,070 | 28,748 | 0.00 | 28,748 | +Inf | 12-31-2022 | |
| CISCO SYS INC | COM | 52 | $1,463,150 | 30,713 | 0.00 | 30,713 | +Inf | 12-31-2022 | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 53 | $1,427,415 | 19,869 | 0.00 | 19,869 | +Inf | 12-31-2022 | |
| CHEVRON CORP NEW | COM | 54 | $1,421,231 | 7,918 | 0.00 | 7,918 | +Inf | 12-31-2022 |
