Elite Life Management as of March 31, 2025
Portfolio Holdings for Elite Life Management
Elite Life Management holds 27 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 23.3 | $7.5M | 338k | 22.08 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 19.2 | $6.2M | 121k | 50.83 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 10.8 | $3.5M | 45k | 77.43 | |
| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 8.9 | $2.8M | 44k | 64.13 | |
| NVIDIA Corporation (NVDA) | 4.9 | $1.6M | 15k | 108.38 | |
| Apple (AAPL) | 4.1 | $1.3M | 5.9k | 222.13 | |
| Microsoft Corporation (MSFT) | 3.7 | $1.2M | 3.1k | 375.40 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.2 | $717k | 17k | 42.06 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $638k | 4.1k | 156.23 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $605k | 1.1k | 559.16 | |
| Meta Platforms Cl A (META) | 1.9 | $599k | 1.0k | 576.36 | |
| Amazon (AMZN) | 1.8 | $572k | 3.0k | 190.26 | |
| Costco Wholesale Corporation (COST) | 1.6 | $505k | 534.00 | 945.78 | |
| Visa Com Cl A (V) | 1.6 | $497k | 1.4k | 350.53 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $445k | 5.9k | 75.65 | |
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.4 | $434k | 8.1k | 53.31 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $387k | 1.6k | 245.23 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 1.2 | $382k | 4.1k | 92.79 | |
| Procter & Gamble Company (PG) | 1.0 | $331k | 1.9k | 170.43 | |
| UnitedHealth (UNH) | 0.9 | $291k | 555.00 | 523.75 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $280k | 526.00 | 532.58 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.8 | $247k | 588.00 | 419.88 | |
| Eli Lilly & Co. (LLY) | 0.7 | $234k | 283.00 | 826.98 | |
| Tesla Motors (TSLA) | 0.7 | $234k | 902.00 | 259.16 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.7 | $233k | 5.0k | 46.31 | |
| Home Depot (HD) | 0.7 | $227k | 618.00 | 366.49 | |
| Chevron Corporation (CVX) | 0.7 | $223k | 1.3k | 167.29 |
