CFO4Life Group, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
735 PLAZA BLVD., SUITE 100 COPPELL, TX 75019
As of the latest 13F report, the guru’s equity portfolio contained 176 stocks valued at a total of $471.00Mil. The top holdings were UPS(11.80%), VOO(8.90%), and DAR(6.20%).
According to GuruFocus data, these were CFO4Life Group, LLC’s top five trades of the quarter.
First Trust TCW Unconstrained Plus Bond ETF
The guru established a new position worth 1,076,901 shares in ARCA:UCON, giving the stock a 5.52% weight in the equity portfolio. Shares traded for an average price of $23.81 during the quarter.
On 02/03/2023, First Trust TCW Unconstrained Plus Bond ETF traded for a price of $24.64 per share and a market cap of $1.49Bil. The stock has returned -2.80% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard FTSE Emerging Markets ETF
CFO4Life Group, LLC reduced their investment in ARCA:VWO by 292,563 shares. The trade had a 2.84% impact on the equity portfolio. During the quarter, the stock traded for an average price of $37.6.
On 02/03/2023, Vanguard FTSE Emerging Markets ETF traded for a price of $41.69 per share and a market cap of $73.64Bil. The stock has returned -12.25% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-earnings ratio of 10.91 and a price-book ratio of 1.63.
iShares Core MSCI Emerging Markets ETF
The guru established a new position worth 244,893 shares in ARCA:IEMG, giving the stock a 2.43% weight in the equity portfolio. Shares traded for an average price of $44.98 during the quarter.
On 02/03/2023, iShares Core MSCI Emerging Markets ETF traded for a price of $50.33 per share and a market cap of $71.72Bil. The stock has returned -12.83% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI Emerging Markets ETF has a price-earnings ratio of 10.60 and a price-book ratio of 1.54.
iShares MSCI USA Value Factor ETF
CFO4Life Group, LLC reduced their investment in BATS:VLUE by 92,017 shares. The trade had a 2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $91.03.
On 02/03/2023, iShares MSCI USA Value Factor ETF traded for a price of $98.34 per share and a market cap of $7.85Bil. The stock has returned -5.59% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI USA Value Factor ETF has a price-earnings ratio of 10.55 and a price-book ratio of 1.63.
Fidelity Value Factor ETF
The guru established a new position worth 197,611 shares in ARCA:FVAL, giving the stock a 1.84% weight in the equity portfolio. Shares traded for an average price of $43.84 during the quarter.
On 02/03/2023, Fidelity Value Factor ETF traded for a price of $47.48 per share and a market cap of $489.05Mil. The stock has returned -5.25% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Fidelity Value Factor ETF has a price-earnings ratio of 11.91 and a price-book ratio of 2.37.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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