Elite Life Management LLC
Q1 2025 13F Holdings
- Locationerie, PA
- Num holdings
27
- Value ($000)
$32,054
- Date Filed04/24/2025
- Form type13F-HR
- CIK0002010262
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $7.45M | 23 % | 337,590 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.17M | 19 % | 121,381 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $3.46M | 11 % | 44,630 | ||
DFVX DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 25434V641 | $2.85M | 9 % | 44,437 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.57M | 5 % | 14,498 | ||
AAPL APPLE INC | COM | 037833100 | $1.30M | 4 % | 5,855 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.17M | 4 % | 3,123 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $717.29K | 2 % | 17,054 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $638.20K | 2 % | 4,085 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $605.01K | 2 % | 1,082 |
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