Elite Life Management as of March 31, 2024
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 | 79k | 50.17 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 16.9 | $3.4M | 56k | 62.06 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.9 | $1.6M | 36k | 45.61 | |
| Microsoft Corporation (MSFT) | 6.3 | $1.3M | 3.0k | 420.73 | |
| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 5.8 | $1.2M | 19k | 62.64 | |
| NVIDIA Corporation (NVDA) | 5.7 | $1.2M | 1.3k | 903.64 | |
| Apple (AAPL) | 4.4 | $907k | 5.3k | 171.48 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 4.3 | $880k | 21k | 41.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $611k | 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 | 9.7k | 55.23 | |
| Amazon (AMZN) | 2.3 | $480k | 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 | 886.00 | 485.58 | |
| Costco Wholesale Corporation (COST) | 1.9 | $380k | 518.00 | 732.63 | |
| Visa Com Cl A (V) | 1.8 | $376k | 1.3k | 279.03 | |
| Procter & Gamble Company (PG) | 1.5 | $299k | 1.8k | 162.23 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $281k | 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 | 3.2k | 69.65 | |
| Home Depot (HD) | 1.1 | $219k | 570.00 | 383.60 | |
| Chevron Corporation (CVX) | 1.0 | $207k | 1.3k | 157.74 |
