Elite Life Management
Latest statistics and disclosures from Elite Life Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, VEA, VMBS, VCRB, DFVX, and represent 61.70% of Elite Life Management's stock portfolio.
- Added to shares of these 10 stocks: SCHX, DFVX, VCRB, VEA, TSLA, AVGO, AMZN, VMBS, NVDA, AAPL.
- Started 2 new stock positions in AVGO, TSLA.
- Reduced shares in these 8 stocks: LLY, OMFL, DFCF, VONG, VST, META, SPY, V.
- Sold out of its position in LLY.
- Elite Life Management was a net buyer of stock by $6.9M.
- Elite Life Management has $34M in assets under management (AUM), dropping by 10.30%.
- Central Index Key (CIK): 0002010262
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Portfolio Holdings for Elite Life Management
Elite Life Management holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 19.7 | $6.6M | +269% | 287k | 23.18 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 15.7 | $5.3M | +11% | 111k | 47.82 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 9.9 | $3.3M | 74k | 45.34 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 8.9 | $3.0M | +23% | 40k | 75.81 |
|
| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 7.5 | $2.5M | +47% | 39k | 65.29 |
|
| NVIDIA Corporation (NVDA) | 5.6 | $1.9M | 14k | 134.29 |
|
|
| Apple (AAPL) | 4.3 | $1.4M | 5.8k | 250.42 |
|
|
| Microsoft Corporation (MSFT) | 4.1 | $1.4M | 3.3k | 421.51 |
|
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.5 | $841k | -14% | 20k | 41.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $790k | 4.2k | 190.44 |
|
|
| Amazon (AMZN) | 1.9 | $650k | +8% | 3.0k | 219.39 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $617k | 1.1k | 586.36 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $589k | 1.0k | 585.51 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.4 | $485k | -29% | 8.9k | 54.23 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $481k | 525.00 | 916.27 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 1.4 | $476k | -8% | 4.6k | 103.30 |
|
| Visa Com Cl A (V) | 1.3 | $437k | 1.4k | 316.08 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $414k | 5.9k | 70.28 |
|
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| JPMorgan Chase & Co. (JPM) | 1.1 | $369k | 1.5k | 239.64 |
|
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| Tesla Motors (TSLA) | 1.0 | $343k | NEW | 850.00 | 403.84 |
|
| Procter & Gamble Company (PG) | 0.9 | $319k | 1.9k | 167.68 |
|
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| UnitedHealth (UNH) | 0.8 | $287k | 567.00 | 505.86 |
|
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $250k | 588.00 | 425.50 |
|
|
| Home Depot (HD) | 0.7 | $240k | 616.00 | 388.99 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $223k | 491.00 | 453.28 |
|
|
| Vistra Energy (VST) | 0.6 | $216k | -14% | 1.6k | 137.87 |
|
| Broadcom (AVGO) | 0.6 | $212k | NEW | 915.00 | 231.84 |
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Past Filings by Elite Life Management
SEC 13F filings are viewable for Elite Life Management going back to 2023
- Elite Life Management 2024 Q4 filed Feb. 10, 2025
- Elite Life Management 2024 Q3 filed Nov. 12, 2024
- Elite Life Management 2024 Q2 filed Aug. 8, 2024
- Elite Life Management 2024 Q1 filed May 9, 2024
- Elite Life Management 2023 Q4 filed Feb. 1, 2024