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 59.55% of Elite Life Management's stock portfolio.
- Added to shares of these 10 stocks: VCRB, SCHX, VEA, DFVX, BRK.B, VST, OMFL, AAPL, MSFT, META.
- Started 3 new stock positions in VCRB, VST, BRK.B.
- Reduced shares in these 5 stocks: DFCF, VMBS, CVX, AMZN, GOOG.
- Sold out of its position in CVX.
- Elite Life Management was a net buyer of stock by $3.8M.
- Elite Life Management has $31M in assets under management (AUM), dropping by 18.75%.
- Central Index Key (CIK): 0002010262
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Portfolio Holdings for Elite Life Management
Elite Life Management holds 26 positions in its portfolio as reported in the September 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) | 17.2 | $5.3M | +21% | 78k | 67.85 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 17.2 | $5.3M | +7% | 100k | 52.81 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 11.3 | $3.4M | -7% | 73k | 47.21 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 8.3 | $2.5M | NEW | 32k | 79.19 |
|
| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 5.6 | $1.7M | +15% | 26k | 65.52 |
|
| NVIDIA Corporation (NVDA) | 5.5 | $1.7M | 14k | 121.44 |
|
|
| Microsoft Corporation (MSFT) | 4.5 | $1.4M | 3.2k | 430.31 |
|
|
| Apple (AAPL) | 4.3 | $1.3M | +3% | 5.7k | 233.00 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 3.4 | $1.0M | -31% | 24k | 43.19 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $683k | 4.1k | 167.19 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 2.2 | $674k | +12% | 13k | 52.99 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $607k | 1.1k | 574.00 |
|
|
| Meta Platforms Cl A (META) | 1.9 | $579k | +4% | 1.0k | 572.44 |
|
| Amazon (AMZN) | 1.7 | $507k | -3% | 2.7k | 186.33 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 1.6 | $484k | 5.0k | 96.52 |
|
|
| Costco Wholesale Corporation (COST) | 1.5 | $465k | 525.00 | 886.52 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $459k | 5.9k | 78.05 |
|
|
| Visa Com Cl A (V) | 1.2 | $381k | +2% | 1.4k | 274.96 |
|
| UnitedHealth (UNH) | 1.1 | $330k | +2% | 564.00 | 584.68 |
|
| Procter & Gamble Company (PG) | 1.1 | $326k | 1.9k | 173.17 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $320k | +3% | 1.5k | 210.80 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.8 | $249k | 588.00 | 423.12 |
|
|
| Home Depot (HD) | 0.8 | $248k | +3% | 611.00 | 405.20 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $222k | NEW | 483.00 | 460.26 |
|
| Vistra Energy (VST) | 0.7 | $219k | NEW | 1.8k | 118.54 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $215k | +2% | 242.00 | 886.98 |
|
Past Filings by Elite Life Management
SEC 13F filings are viewable for Elite Life Management going back to 2023
- 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