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Size ($ in 1000's)
At 12/31/2023: $16,710 At 09/30/2023: $0
Elite Life Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Elite Life Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Elite Life Management LLC top holdings by largest position size, as per the latest 13f filing made by Elite Life Management LLC.
In the Elite Life Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Elite Life Management LLC in that top holding, then the share count change between reporting periods, and finally the Elite Life Management LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
VANGUARD TAX MANAGED FDS (VEA) |
73,594 |
+73,594 |
$3,525 | VEA | 73,594 | +73,594 | $3,525 | SCHWAB STRATEGIC TR |
49,522 |
+49,522 |
$2,793 | SCHX | 49,522 | +49,522 | $2,793 | VANGUARD SCOTTSDALE FDS (VMBS) |
30,600 |
+30,600 |
$1,419 | VMBS | 30,600 | +30,600 | $1,419 | MICROSOFT CORP |
2,886 |
+2,886 |
$1,085 | MSFT | 2,886 | +2,886 | $1,085 | APPLE INC |
5,000 |
+5,000 |
$963 | AAPL | 5,000 | +5,000 | $963 | DIMENSIONAL ETF TRUST (DFVX) |
14,032 |
+14,032 |
$788 | DFVX | 14,032 | +14,032 | $788 | DIMENSIONAL ETF TRUST (DFCF) |
14,599 |
+14,599 |
$619 | DFCF | 14,599 | +14,599 | $619 | NVIDIA CORPORATION |
1,242 |
+1,242 |
$615 | NVDA | 1,242 | +1,242 | $615 | ALPHABET INC |
3,900 |
+3,900 |
$550 | GOOG | 3,900 | +3,900 | $550 | SPDR S&P 500 ETF TR (SPY) |
1,041 |
+1,041 |
$495 | SPY | 1,041 | +1,041 | $495 | INVESCO EXCH TRD SLF IDX FD |
8,921 |
+8,921 |
$459 | OMFL | 8,921 | +8,921 | $459 | ISHARES TR (IEFA) |
5,884 |
+5,884 |
$414 | IEFA | 5,884 | +5,884 | $414 | VANGUARD SCOTTSDALE FDS (VONG) |
5,195 |
+5,195 |
$405 | VONG | 5,195 | +5,195 | $405 | AMAZON COM INC |
2,418 |
+2,418 |
$367 | AMZN | 2,418 | +2,418 | $367 | VISA INC |
1,381 |
+1,381 |
$359 | V | 1,381 | +1,381 | $359 | COSTCO WHSL CORP NEW |
516 |
+516 |
$341 | COST | 516 | +516 | $341 | META PLATFORMS INC |
826 |
+826 |
$292 | META | 826 | +826 | $292 | PROCTER AND GAMBLE CO |
1,916 |
+1,916 |
$281 | PG | 1,916 | +1,916 | $281 | UNITEDHEALTH GROUP INC |
518 |
+518 |
$273 | UNH | 518 | +518 | $273 | JPMORGAN CHASE & CO |
1,346 |
+1,346 |
$229 | JPM | 1,346 | +1,346 | $229 | SPDR DOW JONES INDL AVERAGE (DIA) |
588 |
+588 |
$222 | DIA | 588 | +588 | $222 |
See Full List: All Stocks Held By Elite Life Management LLC
— Including: Biggest new positions Biggest exits
See Details: Top 10 Stocks Held By Elite Life Management LLC
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