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  Name: CFO4Life L.P.
  City: COPPELL
  State: TX
  Zip: 75019
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $470,504,000
  Total Value Change : $349,493,000
  Securities Held Change : 85
   
All Securities Held : 176
  New Positions : 135
  Closed Positions : 52
  Increased Positions : 26
  Unchanged Positions : 0
  Decreased Positions : 15

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Holdings Found : 15     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (LII)1 Year Chart         LII Lennox International Inc 34 - $467.14 $2,724,000 11,388 0.58% -841,000 -11,884 0.03    Appliances
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 50 - $0.00 $1,639,000 22,739 0.35% -2,550,000 -69,899 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 61 - $511.29 $1,025,000 2,681 0.22% -245,000 -2,999 0    Closed - End Fund - E...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 75 - $204.09 $745,000 7,651 0.16% 227,000 -8,409 0.001    Semiconductor Equipme...
   (ETB)1 Year Chart         ETB Eaton Vance Tax-Managed Buy... 84 - $13.41 $679,000 51,650 0.14% -972,000 -48,296 0.209    Closed - End Fund - E...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 89 - $908.53 $640,000 1,522 0.14% 11,000 -4,424 0.001    Semiconductor Equipme...
   (AMGN)1 Year Chart         AMGN Amgen Inc 94 - $311.29 $620,000 2,359 0.13% -162,000 -2,987 0    Biotechnology
   (CII)1 Year Chart         CII Blackrock Capital & Income ... 101 - $19.07 $529,000 30,905 0.11% -72,000 -12,920 0.07    Closed - End Fund - E...
   (DUK)1 Year Chart         DUK Duke Energy Corp 116 - $100.26 $401,000 3,898 0.09% 83,000 -204 0.001    Electric Utilities
   (DBEF)1 Year Chart         DBEF Xtrackers MSCI EAFE Hedged ... 125 - $40.70 $326,000 10,115 0.07% -8,618,000 -308,621 0.009    N/A
   (FDX)1 Year Chart         FDX Fedex Corp 127 - $260.65 $316,000 1,822 0.07% -204,000 -970 0.001    AirDelivery & Freight...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 155 - $38.69 $226,000 6,465 0.05% -309,000 -1,278 0    CATV Systems
   (WFC)1 Year Chart         WFC Wells Fargo & Co 157 - $59.94 $221,000 5,354 0.05% -685,000 -11,095 0    Domestic Money Center...
   (XHR)1 Year Chart         XHR Xenia Hotels & Resorts, Inc. 166 - $14.97 $167,000 12,680 0.04% -763,000 -35,214 0    N/A
   (ETW)1 Year Chart         ETW Eaton Vance Tax-Managed Glo... 174 - $8.04 $86,000 11,094 0.02% -535,000 -50,562 0.01    Closed - End Fund - E...
      15 Records Found
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