Elite Life Management LLC
Q4 2024 13F Holdings
- Locationerie, PA
- Num holdings
27
- Value ($000)
$33,770
- Date Filed02/10/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $6.64M | 20 % | 286,661 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.31M | 16 % | 111,002 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $3.34M | 10 % | 73,760 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $3.01M | 9 % | 39,651 | ||
DFVX DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 25434V641 | $2.53M | 8 % | 38,795 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.88M | 6 % | 13,971 | ||
AAPL APPLE INC | COM | 037833100 | $1.45M | 4 % | 5,788 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.37M | 4 % | 3,252 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $840.46K | 3 % | 20,365 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $790.33K | 2 % | 4,150 |
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