Filling information for CFO4Life, L.P. as Treemap, investor disclosed 176 total holdings based on 2022-12-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1427415 | 19869 | |
| 25179M103 | 25179M103 | DEVON ENERGY CORP NEW | COM | 798054 | 12974 | |
| 92532F100 | 92532F100 | VERTEX PHARMACEUTICALS INC | COM | 542618 | 1879 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 1301776 | 11032 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 583608 | 11284 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 390080 | 4600 | |
| 281020107 | 281020107 | EDISON INTL | COM | 279374 | 4391 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 713450 | 4415 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 653982 | 4426 | |
| 464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 5999773 | 130771 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 686209 | 7962 | |
| 29250N105 | 29250N105 | ENBRIDGE INC | COM | 702464 | 17966 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 1463150 | 30713 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 6132027 | 29128 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 10939739 | 57219 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 2777396 | 25180 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 345405 | 9114 | |
| 46137V241 | 46137V241 | INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 270688 | 6152 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 8682611 | 222745 | |
| 72651A207 | 72651A207 | PLAINS GP HLDGS L P | LTD PARTNR INT A | 137482 | 11052 | |
| 682189105 | 682189105 | ON SEMICONDUCTOR CORP | COM | 748191 | 11996 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 2513776 | 3547 | |
| 539439109 | 539439109 | LLOYDS BANKING GROUP PLC | SPONSORED ADR | 78999 | 35909 | |
| 27829C105 | 27829C105 | EATON VANCE TAX-MANAGED GLOB | COM | 86089 | 11094 | |
| 037833100 | 037833100 | APPLE INC | COM | 18061226 | 139007 | |
| 89832Q109 | 89832Q109 | TRUIST FINL CORP | COM | 216171 | 5024 | |
| 302635206 | 302635206 | FS KKR CAP CORP | COM | 473019 | 27030 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 755376 | 17998 | |
| H1467J104 | H1467J104 | CHUBB LIMITED | COM | 808688 | 3666 | |
| 49456B101 | 49456B101 | KINDER MORGAN INC DEL | COM | 242290 | 13401 | |
| 032108409 | 032108409 | AMPLIFY ETF TR | CWP ENHANCED DIV | 859709 | 23974 | |
| G2717B108 | G2717B108 | CUSHMAN WAKEFIELD PLC | SHS | 128463 | 10310 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 8020734 | 46001 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1170113 | 3788 | |
| 316092790 | 316092790 | FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | 3389807 | 76347 | |
| 436893200 | 436893200 | HOME BANCSHARES INC | COM | 644866 | 28296 | |
| 33740F805 | 33740F805 | FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 9103132 | 207266 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 265996 | 1568 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 2561672 | 28870 | |
| 718546104 | 718546104 | PHILLIPS 66 | COM | 982739 | 9442 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 324331 | 2176 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 226088 | 6465 | |
| 009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 278667 | 904 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 791739 | 7136 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 248729 | 2507 | |
| 372460105 | 372460105 | GENUINE PARTS CO | COM | 205179 | 1183 | |
| 46434V266 | 46434V266 | ISHARES TR | MSCI INTL SML CP | 2089959 | 69665 | |
| 46138E354 | 46138E354 | INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 294988 | 4616 | |
| 67079K100 | 67079K100 | NUSCALE PWR CORP | CL A COM | 105062 | 10240 | |
| 45378A106 | 45378A106 | INDEPENDENCE RLTY TR INC | COM | 490007 | 29063 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 280178 | 6205 | |
| 00402L107 | 00402L107 | ACADEMY SPORTS & OUTDOORS IN | COM | 244854 | 4660 | |
| 66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 582558 | 6421 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 745035 | 7651 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 2692199 | 46513 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 16283387 | 142887 | |
| 458140100 | 458140100 | INTEL CORP | COM | 407595 | 15422 | |
| 46434V613 | 46434V613 | ISHARES TR | CORE TOTAL USD | 2667575 | 59372 | |
| 512816109 | 512816109 | LAMAR ADVERTISING CO NEW | CL A | 393816 | 4172 | |
| 46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 1639483 | 22739 | |
| 81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 634115 | 8995 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 292118 | 8820 | |
| 37954Y475 | 37954Y475 | GLOBAL X FDS | S&P 500 COVERED | 223503 | 5677 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 8117132 | 85769 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 1421231 | 7918 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 4766116 | 30381 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 425518 | 4204 | |
| 09261X102 | 09261X102 | BLACKSTONE SECD LENDING FD | COMMON STOCK | 2528788 | 113145 | |
| 29273V100 | 29273V100 | ENERGY TRANSFER L P | COM UT LTD PTN | 167369 | 14100 | |
| 031162100 | 031162100 | AMGEN INC | COM | 619696 | 2359 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 4737685 | 13625 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 456395 | 2130 | |
| 931142103 | 931142103 | WALMART INC | COM | 2955048 | 20841 | |
| 55336V100 | 55336V100 | MPLX LP | COM UNIT REP LTD | 623960 | 19000 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 699008 | 3376 | |
| 205650203 | 205650203 | COMSOVEREIGN HLDG CORP | COM NEW | 4724 | 66067 | |
| 81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 391740 | 10608 | |
| 46432F396 | 46432F396 | ISHARES TR | MSCI USA MMENTM | 15652066 | 107257 | |
| 46641Q654 | 46641Q654 | J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 302237 | 5981 | |
| 316092816 | 316092816 | FIDELITY COVINGTON TRUST | MOMENTUM FACTR | 2044527 | 47747 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 5946266 | 28621 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 668066 | 2509 | |
| 14448C104 | 14448C104 | CARRIER GLOBAL CORPORATION | COM | 471719 | 11436 | |
| 384802104 | 384802104 | GRAINGER W W INC | COM | 556806 | 1001 | |
| 126408103 | 126408103 | CSX CORP | COM | 3174645 | 102474 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 268025 | 3085 | |
| 526107107 | 526107107 | LENNOX INTL INC | COM | 2724355 | 11388 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 5224075 | 53862 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 9653467 | 40253 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 55502603 | 319274 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 354726 | 2427 | |
| 27828X100 | 27828X100 | EATON VANCE TAX MNGED BUY WR | COM | 679204 | 51650 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 713139 | 1466 | |
| 036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 687417 | 1340 | |
| 486606106 | 486606106 | KAYNE ANDERSON ENERGY INFRST | COM | 189561 | 22145 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1947396 | 3673 | |
| 233051200 | 233051200 | DBX ETF TR | XTRACK MSCI EAFE | 326003 | 10115 | |
| 45384B106 | 45384B106 | INDEPENDENT BANK GROUP INC | COM | 488189 | 8126 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 201485 | 2950 | |
| 26875P101 | 26875P101 | EOG RES INC | COM | 1072053 | 8277 | |
| 02376R102 | 02376R102 | AMERICAN AIRLS GROUP INC | COM | 219865 | 17285 | |
| 172967424 | 172967424 | CITIGROUP INC | COM NEW | 457653 | 10118 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 635645 | 5282 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 7657201 | 24242 | |
| 381430107 | 381430107 | GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 2156058 | 74915 | |
| 960413102 | 960413102 | WESTLAKE CORPORATION | COM | 665108 | 6486 | |
| 743606105 | 743606105 | PROSPERITY BANCSHARES INC | COM | 2178351 | 29972 | |
| 38147U107 | 38147U107 | GOLDMAN SACHS BDC INC | SHS | 157134 | 11453 | |
| 316188309 | 316188309 | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 1223775 | 27183 | |
| 09251A104 | 09251A104 | BLACKROCK ENHANCED EQUITY DI | COM | 234240 | 25998 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 2139551 | 12112 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 401466 | 3898 | |
| 05684B107 | 05684B107 | BAIN CAP SPECIALTY FIN INC | COM STK | 376587 | 31646 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1134445 | 8460 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 276090 | 3837 | |
| 464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 1089326 | 15423 | |
| 084423102 | 084423102 | BERKLEY W R CORP | COM | 684673 | 9435 | |
| 316092782 | 316092782 | FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 8665242 | 197611 | |
| 883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 863752 | 1568 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 770144 | 10243 | |
| 46432F388 | 46432F388 | ISHARES TR | MSCI USA VALUE | 12786164 | 140291 | |
| 45409F843 | 45409F843 | INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 1731533 | 72907 | |
| 375558103 | 375558103 | GILEAD SCIENCES INC | COM | 967542 | 11270 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 202031 | 1330 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 435197 | 2634 | |
| 53656F417 | 53656F417 | LISTED FD TR | ROUNDHILL BALL | 122060 | 17000 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 236731 | 988 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 975517 | 15336 | |
| 381430503 | 381430503 | GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 3059207 | 40184 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 41858046 | 119138 | |
| 92189F411 | 92189F411 | VANECK ETF TRUST | BDC INCOME ETF | 855654 | 60470 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 2999043 | 19788 | |
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 229901 | 1730 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 4024814 | 80288 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 265418 | 3415 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 11436503 | 244893 | |
| 717081103 | 717081103 | PFIZER INC | COM | 1473070 | 28748 | |
| 237266101 | 237266101 | DARLING INGREDIENTS INC | COM | 29193290 | 466421 | |
| 09256A109 | 09256A109 | BLACKROCK ENHANCD CAP & INM | COM | 529094 | 30905 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 4789428 | 57017 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 209458 | 2075 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 391064 | 8555 | |
| 984017103 | 984017103 | XENIA HOTELS & RESORTS INC | COM | 167121 | 12680 | |
| 559080106 | 559080106 | MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 493807 | 9835 | |
| 293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L | COM | 705776 | 29261 | |
| 097023105 | 097023105 | BOEING CO | COM | 253733 | 1332 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 2712731 | 15016 | |
| 33740F888 | 33740F888 | FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 25964073 | 1076901 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 2093080 | 23723 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 295139 | 2396 | |
| 464289875 | 464289875 | ISHARES TR | MODERT ALLOC ETF | 315065 | 8289 | |
| 174610105 | 174610105 | CITIZENS FINL GROUP INC | COM | 554595 | 14087 | |
| 90384S303 | 90384S303 | ULTA BEAUTY INC | COM | 568044 | 1211 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 287065 | 629 | |
| 02156B103 | 02156B103 | ALTERYX INC | COM CL A | 2659314 | 52483 | |
| 71424F105 | 71424F105 | PERMIAN RESOURCES CORP | CLASS A COM | 114305 | 12160 | |
| 512807108 | 512807108 | LAM RESEARCH CORP | COM | 639864 | 1522 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 496252 | 1883 | |
| 49803T300 | 49803T300 | KITE RLTY GROUP TR | COM NEW | 247901 | 11777 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 438685 | 23829 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 291260 | 1367 | |
| 69355M107 | 69355M107 | PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | 418677 | 32786 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 277380 | 2300 | |
| 464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 6328654 | 75557 | |
| 69121K104 | 69121K104 | OWL ROCK CAPITAL CORPORATION | COM | 123854 | 10723 | |
| 46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 491628 | 4716 | |
| 72201R775 | 72201R775 | PIMCO ETF TR | ACTIVE BD ETF | 3706604 | 40966 | |
| 31428X106 | 31428X106 | FEDEX CORP | COM | 315618 | 1822 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 630763 | 6769 | |
| 38173M102 | 38173M102 | GOLUB CAP BDC INC | COM | 235961 | 17930 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 896802 | 3379 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 256933 | 6521 | |
| 46435G342 | 46435G342 | ISHARES TR | MORTGE REL ETF | 292497 | 12891 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1025255 | 2681 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 221066 | 5354 | |
| 09857L108 | 09857L108 | BOOKING HOLDINGS INC | COM | 384918 | 191 |