Elite Financial, Inc.

Q1 2025 13F Holdings

  • Location
    lewiston, ID
  • Num holdings

    112

  • Value ($000)

    $189

  • Date Filed
    04/29/2025
  • Form type
    13F-HR
  • CIK
    0002059349
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHD
SCHD

SCHWAB US DIV EQUITY

COM
808524797
$20.45K
11 %

731,407

VONG
VONG

VANGUARD RUSSELL 1000 GROWTH

COM
92206C680
$18.37K
10 %

197,970

VTV
VTV

VANGUARD VALUE

COM
922908744
$17.27K
9 %

99,985

IWN
IWN

ISHARES RUSSELL 2000 VALUE

COM
464287630
$15.08K
8 %

99,908

IUSB
IUSB

ISHARES CORE TOTAL USD MARKET

COM
46434V613
$12.97K
7 %

281,553

SCHG
SCHG

SCHWAB U.S. LARGE-CAP GROWTH

COM
808524300
$11.15K
6 %

445,489

VGSH
VGSH

VANGUARD SHORT-TERM TREASURY

COM
92206C102
$11.09K
6 %

188,945

XLK
XLK

TECHNOLOGY SELECT SECTOR SPDR

COM
81369Y803
$9.71K
5 %

47,026

KRE
KRE

SPDR PORTFOLIO S&P 500 GROWTH

COM
78464A409
$9.31K
5 %

115,882

MINT
MINT

PIMCO ENHANCED SHORT MATURITY ACTI

COM
72201R833
$9.08K
5 %

90,203

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