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Roseann Higgins

Cfo4life Group, Llc

Assets Managed
$655.983M
Holdings
210
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-6.49%(2Q avg: -2.26%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cfo4life Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 210 positions.

Assets under management

The assets under management (AUM) of Cfo4life Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 655.983M in assets, with a quarterly growth rate of -6.49% and a 2-quarter average growth rate of -2.26%. The portfolio is managed by Roseann Higgins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.79%
13.17%
$86.346M
144,500 shares@ $597.56 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 0.31%
6.47%
$42.415M
729,026 shares@ $58.18 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -1.63%
5.24%
$34.329M
379,195 shares@ $90.53 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -0.53%
5.13%
$33.622M
175,287 shares@ $191.82 avg price
UPS
United Parcel Service-cl B
Recent Activity
Decreased -0.24%
4.67%
$30.597M
311,009 shares@ $98.39 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.28%
4.63%
$30.327M
119,496 shares@ $253.79 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
Increased 0.77%
2.49%
$16.28M
325,661 shares@ $49.99 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -8.06%
2.37%
$15.522M
41,932 shares@ $370.17 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -0.58%
2.23%
$14.607M
60,865 shares@ $240.0 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Decreased -1.05%
2.13%
$13.925M
352,701 shares@ $39.48 avg price

1-10 of 210