Elite Financial, Inc.

Q4 2024 13F Holdings

  • Location
    lewiston, ID
  • Num holdings

    50

  • Value ($000)

    $185

  • Date Filed
    03/06/2025
  • 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 Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHD
SCHD

SCHWAB US DIVIDEND EQUITY

COM
808524797
$22.54K
12 %

824,871

VTV
VTV

VANGUARD VALUE

COM
922908744
$20.20K
11 %

119,308

VONG
VONG

VANGUARD RUSSELL 1000 GROWTH

COM
92206C680
$18.69K
10 %

180,902

IVV
IVV

ISHARES CORE S AND P 500

COM
464287200
$17.17K
9 %

29,171

IUSB
IUSB

ISHARES CORE TOTAL USD BOND MARKET

COM
46434V613
$11.66K
6 %

258,017

XLK
XLK

TECHNOLOGY SELECT SECTOR SPDR FUND

COM
81369Y803
$10.98K
6 %

47,240

VGSH
VGSH

VANGUARD SHORT-TERM TREASURY

COM
92206C102
$10.60K
6 %

182,240

KRE
KRE

SPDR PORTFOLIO S AND P 500 GROWTH

COM
78464A409
$10.19K
6 %

115,955

SCHG
SCHG

SCHWAB U.S. LARGE-CAP GROWTH

COM
808524300
$9.68K
5 %

347,392

MINT
MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE

COM
72201R833
$8.33K
5 %

82,707

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