Elite Life Management LLC

Q2 2025 13F Holdings

  • Location
    erie, PA
  • Num holdings

    31

  • Value ($000)

    $38,858

  • Date Filed
    08/04/2025
  • Form type
    13F-HR
  • CIK
    0002010262
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$9.45M
24 %

386,853

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$7.91M
20 %

138,819

DFVX
DFVX

DIMENSIONAL ETF TRUST

US LARGE CAP VEC
25434V641
$3.58M
9 %

51,988

VCRB
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$3.50M
9 %

45,173

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$2.11M
5 %

13,355

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$1.70M
4 %

3,423

AAPL
AAPL

APPLE INC

COM
037833100
$1.27M
3 %

6,212

META
META

META PLATFORMS INC

CL A
30303M102
$811.90K
2 %

1,100

AMZN
AMZN

AMAZON COM INC

COM
023135106
$800.12K
2 %

3,647

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$732.98K
2 %

4,132

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