Elite Life Management LLC
56 holdingsFiling period: 2026-03-31Current AUM: $89.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 482.4K | $14.0M | $16.1M | 17.97% | +5.3K | 2026-03-31 |
| 2 | VCRM | VANGUARD MUN BD FDS | 173.8K | $13.2M | $13.1M | 14.70% | -- | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 163.9K | $11.6M | $12.8M | 14.32% | +1.9K | 2026-03-31 |
| 4 | DFVX | DIMENSIONAL ETF TRUST | 81.8K | $6.6M | $7.4M | 8.34% | +2.9K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 17.3K | $3.7M | $4.3M | 4.80% | -8 | 2026-03-31 |
| 6 | VCRB | VANGUARD MALVERN FDS | 41.9K | $3.2M | $3.2M | 3.55% | -5,123 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 8.1K | $2.4M | $2.9M | 3.25% | +30 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 4.2K | $1.7M | $2.2M | 2.43% | -2 | 2026-03-31 |
| 9 | GOOG | ALPHABET INC | 4.3K | $1.7M | $2.1M | 2.40% | +83 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 5.6K | $1.5M | $2.0M | 2.22% | +518 | 2026-03-31 |
| 11 | DFEM | DIMENSIONAL ETF TRUST | 36.5K | $1.5M | $1.6M | 1.82% | +8.8K | 2026-03-31 |
| 12 | META | META PLATFORMS INC | 2.0K | $1.2M | $1.2M | 1.29% | +148 | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 2.6K | $1.1M | $1.3M | 1.46% | +109 | 2026-03-31 |
| 14 | AVGO | BROADCOM INC | 2.4K | $1.0M | $1.3M | 1.46% | +151 | 2026-03-31 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 1.1K | $820K | $942K | 1.05% | +2 | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 2.7K | $812K | $971K | 1.09% | +57 | 2026-03-31 |
| 17 | COST | COSTCO WHOLESALE CORPORATION | 777 | $783K | $748K | 0.84% | +37 | 2026-03-31 |
| 18 | TSLA | TESLA INC | 1.7K | $747K | $625K | 0.70% | +1 | 2026-03-31 |
| 19 | V | VISA INC | 2.1K | $672K | $814K | 0.91% | +13 | 2026-03-31 |
| 20 | LLY | ELI LILLY & CO | 596 | $564K | $704K | 0.79% | -20 | 2026-03-31 |
| 21 | WMT | WALMART INC | 4.3K | $555K | $497K | 0.56% | +59 | 2026-03-31 |
| 22 | VOO | VANGUARD INDEX FDS | 795 | $539K | $619K | 0.69% | -- | 2026-03-31 |
| 23 | VONG | VANGUARD SCOTTSDALE FDS | 3.7K | $475K | $528K | 0.59% | +125 | 2026-03-31 |
| 24 | ORCL | ORACLE CORP | 2.4K | $461K | $407K | 0.46% | +108 | 2026-03-31 |
| 25 | OMFL | INVESCO EXCH TRD SLF IDX FD | 6.5K | $438K | $504K | 0.56% | +930 | 2026-03-31 |
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