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, MSFT, DFVX, and represent 56.35% of Elite Life Management's stock portfolio.
- Added to shares of these 10 stocks: SCHX, DFVX, VEA, DFCF, VMBS, VST, HD, CVX, MSFT, AAPL.
- Started 3 new stock positions in CVX, VST, HD.
- Reduced shares in these 4 stocks: , PG, V, VONG.
- Sold out of its position in TSLA.
- Elite Life Management was a net buyer of stock by $2.2M.
- Elite Life Management has $20M in assets under management (AUM), dropping by 22.27%.
- 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 March 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) | 19.5 | $4.0M | +7% | 79k | 50.17 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 16.9 | $3.4M | +12% | 56k | 62.06 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.9 | $1.6M | +16% | 36k | 45.61 |
|
| Microsoft Corporation (MSFT) | 6.3 | $1.3M | +5% | 3.0k | 420.73 |
|
| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 5.8 | $1.2M | +34% | 19k | 62.64 |
|
| NVIDIA Corporation (NVDA) | 5.7 | $1.2M | +3% | 1.3k | 903.64 |
|
| Apple (AAPL) | 4.4 | $907k | +5% | 5.3k | 171.48 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 4.3 | $880k | +43% | 21k | 41.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $611k | +2% | 4.0k | 152.26 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $548k | 1.0k | 523.25 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 2.6 | $537k | +9% | 9.7k | 55.23 |
|
| Amazon (AMZN) | 2.3 | $480k | +10% | 2.7k | 180.38 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 2.2 | $444k | 5.1k | 86.67 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $437k | 5.9k | 74.22 |
|
|
| Meta Platforms Cl A (META) | 2.1 | $430k | +7% | 886.00 | 485.58 |
|
| Costco Wholesale Corporation (COST) | 1.9 | $380k | 518.00 | 732.63 |
|
|
| Visa Com Cl A (V) | 1.8 | $376k | -2% | 1.3k | 279.03 |
|
| Procter & Gamble Company (PG) | 1.5 | $299k | -3% | 1.8k | 162.23 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $281k | +4% | 1.4k | 200.23 |
|
| UnitedHealth (UNH) | 1.3 | $261k | 528.00 | 494.70 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.1 | $234k | 588.00 | 397.76 |
|
|
| Vistra Energy (VST) | 1.1 | $221k | NEW | 3.2k | 69.65 |
|
| Home Depot (HD) | 1.1 | $219k | NEW | 570.00 | 383.60 |
|
| Chevron Corporation (CVX) | 1.0 | $207k | NEW | 1.3k | 157.74 |
|
Past Filings by Elite Life Management
SEC 13F filings are viewable for Elite Life Management going back to 2023
- Elite Life Management 2024 Q1 filed May 9, 2024
- Elite Life Management 2023 Q4 filed Feb. 1, 2024