Titelia

Portfolio von CFO4Life Group, LLC

194 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 51 % des Aktienteils

Aufteilung nach Branche

  • Fonds 25,2 %
  • Technologie 11,3 %
  • Industrie 7,7 %
  • Finanzen 5,1 %
  • Zyklischer Konsum 4,0 %
  • Kommunikation 3,8 %
  • Basiskonsum 2,4 %
  • Gesundheit 1,5 %
  • Energie 1,2 %
  • Versorger 0,1 %
  • Nicht zugeordnet 37,7 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 99,9 %
  • TW 0,1 %
  • GB 0,0 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US192616,5 Mio. $99,88 %
2TW1619.800 $0,10 %
3GB1114.823 $0,02 %

Positionen

RangGesellschaftStückeWertGewicht
101Uber Technologies Inc 8.617619.821 $
102Taiwan Semiconductor Manufacturing Co Ltd 1.834619.800 $
103iShares Trust 13.418619.771 $
104Vanguard Total International S 7.849605.251 $
105iShares National Muni Bond ETF 5.587593.060 $
106Fidelity Wise Origin Bitcoin Fund 9.788577.772 $
107iShares Russell 1000 Growth ETF 1.349575.182 $
108Lam Research Corp 2.661568.630 $
109Cigna Group/The 2.111563.109 $
110FedEx Corp 1.513538.909 $
111iShares Trust 23.479537.904 $
112UnitedHealth Group Inc 1.943525.756 $
113ResMed Inc 2.324521.794 $
114SOUTHSTATE BANK CORP 5.509509.726 $
115Invesco S&P 500 Low Volatility 6.900504.685 $
116Core Scientific Inc 33.078494.847 $
117Verizon Communications Inc 9.709487.396 $
118Kinder Morgan, Inc. 14.261478.171 $
119SPDR Gold Shares 1.111478.052 $
120McDonald's Corp. 1.537477.577 $
121AbbVie Inc 2.150467.604 $
122Amgen Inc 1.306459.406 $
123VanEck Morningstar Wide Moat ETF 4.714455.848 $
124Carrier Global Corp 8.044452.961 $
125Advanced Micro Devices Inc 2.205448.563 $
126EQT Corp 6.922440.535 $
127Gilead Sciences Inc 3.154439.586 $
128Dell Technologies Inc 2.667437.677 $
129Phillips 66 2.388435.033 $
130Bain Capital Specialty Finance Inc 33.895420.299 $
131iShares Core MSCI Emerging Markets ETF 6.009419.151 $
132Valero Energy Corp 1.680415.075 $
133Cencora Inc 1.308410.820 $
134Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 5.325400.387 $
135General Dynamics Corp 1.147393.673 $
136Veeva Systems Inc 2.190384.695 $
137Lowe's Cos Inc 1.571371.196 $
138iShares Silver Trust 5.390367.275 $
139Oracle Corp 2.496367.187 $
140Invesco S&P 500 Equal Weight ETF 1.879360.675 $
141VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1.675360.200 $
142Schwab U.S. Large-Cap ETF 13.931357.199 $
143Goldman Sachs Group Inc/The 413349.803 $
144Caterpillar Inc 483342.186 $
145International Business Machines Corp. 1.398338.743 $
146GE Vernova Inc 386336.939 $
147Duke Energy Corp 2.573336.900 $
148Xtrackers MSCI EAFE Hedged Equ 6.815336.649 $
149Kite Realty Group Trust 13.683335.926 $
150Boeing Co/The 1.653328.997 $
151Lamar Advertising Co 2.582327.031 $
152Goldman Sachs ETF Trust 6.366318.555 $
153GLOBAL X FUNDS 16.888310.743 $
154Charles Schwab Corp/The 3.182299.028 $
155Schwab Fundamental International Equity Etf 6.084297.690 $
156Netflix Inc 3.048293.065 $
157Capital One Financial Corp 1.595291.030 $
158Merck & Co Inc 2.411290.019 $
159General Electric Co 1.005285.053 $
160Huntington Bancshares Inc/OH 17.528274.320 $
161iShares Preferred and Income S 8.862268.701 $
162Vanguard Total Bond Market ETF 3.506258.185 $
163iShares Bitcoin Trust ETF 6.682256.722 $
164UGI Corp 7.046256.600 $
165First Trust Exchange-Traded Fund III 5.375255.528 $
166Home BancShares Inc/AR 9.462254.812 $
167Vanguard Large-Cap ETF 845252.528 $
168Vistra Corp 1.672251.398 $
169RTX Corp 1.291249.018 $
170Independence Realty Trust Inc 16.289242.541 $
171Starbucks Corp 2.688240.801 $
172iShares Trust 3.231240.225 $
173GameStop Corp 10.300237.312 $
174PTC Inc 1.655235.821 $
175Republic Services Inc 1.048229.533 $
176BlackRock Enhanced Equity Dividend Trust 26.459228.075 $
177Plains GP Holdings LP 9.339226.742 $
178FS KKR Capital Corp 22.185225.841 $
179Global X Funds 6.753224.337 $
180Newmont Corp 2.048221.696 $
181Mattel Inc 14.696213.533 $
182Vanguard Index Funds 952206.813 $
183Morgan Stanley Direct Lending Fund 14.813206.789 $
184Morgan Stanley 1.238203.738 $
185J P Morgan Exchange Traded Fund Trust 3.622201.068 $
186American Airlines Group Inc 17.767190.818 $
187GOLUB CAPITAL BDC INC 13.443170.189 $
188Carlyle Secured Lending Inc 12.084132.199 $
189Eaton Vance T/M Gl 14.852130.403 $
190Lloyds Banking Group PLC 22.828114.823 $
191Blue Owl Capital Inc 10.66597.371 $
192Venu Holding Corp 10.00033.100 $
193MUSTANG BIO INC 20.46114.896 $
194WM Technology Inc 12.5398256 $