Elite Life Management
Latest statistics and disclosures from Elite Life Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, SCHX, VMBS, NVDA, DFCF, and represent 59.73% of Elite Life Management's stock portfolio.
- Added to shares of these 10 stocks: VMBS, NVDA, VEA, DFCF, SCHX, DFVX, LLY, OMFL, MSFT, AAPL.
- Started 1 new stock position in LLY.
- Reduced shares in these 3 stocks: VST, VONG, CVX.
- Sold out of its position in VST.
- Elite Life Management was a net buyer of stock by $5.8M.
- Elite Life Management has $26M in assets under management (AUM), dropping by 26.20%.
- Central Index Key (CIK): 0002010262
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Portfolio Holdings for Elite Life Management
Elite Life Management holds 24 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 17.7 | $4.6M | +16% | 93k | 49.42 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 15.9 | $4.1M | +15% | 64k | 64.25 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 13.9 | $3.6M | +121% | 79k | 45.40 |
|
| NVIDIA Corporation (NVDA) | 6.5 | $1.7M | +957% | 14k | 123.54 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 5.6 | $1.4M | +66% | 35k | 41.54 |
|
| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 5.5 | $1.4M | +21% | 23k | 62.11 |
|
| Microsoft Corporation (MSFT) | 5.5 | $1.4M | +3% | 3.2k | 446.96 |
|
| Apple (AAPL) | 4.5 | $1.2M | +4% | 5.5k | 210.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $751k | 4.1k | 183.42 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 2.3 | $592k | +15% | 11k | 52.49 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $576k | 1.1k | 544.43 |
|
|
| Amazon (AMZN) | 2.1 | $546k | +6% | 2.8k | 193.25 |
|
| Meta Platforms Cl A (META) | 1.9 | $491k | +9% | 973.00 | 504.22 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 1.8 | $470k | -2% | 5.0k | 93.81 |
|
| Costco Wholesale Corporation (COST) | 1.7 | $445k | 523.00 | 849.99 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $427k | 5.9k | 72.64 |
|
|
| Visa Com Cl A (V) | 1.4 | $354k | 1.4k | 262.45 |
|
|
| Procter & Gamble Company (PG) | 1.2 | $311k | +2% | 1.9k | 164.91 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $295k | +3% | 1.5k | 202.20 |
|
| UnitedHealth (UNH) | 1.1 | $281k | +4% | 551.00 | 509.26 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $230k | 588.00 | 391.13 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $215k | NEW | 237.00 | 906.34 |
|
| Chevron Corporation (CVX) | 0.8 | $204k | 1.3k | 156.42 |
|
|
| Home Depot (HD) | 0.8 | $202k | +3% | 588.00 | 344.24 |
|
Past Filings by Elite Life Management
SEC 13F filings are viewable for Elite Life Management going back to 2023
- 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