The Analysis of Elite Life Management LLC's Holdings


Currently, Elite Life Management LLC holds 36 types of securities in its portfolio with a total value $49.0M. In the most recent quarter, they have increased their positions in SCHX (+96.7K shares, valued at $2.5M), DFVX (+24.2K shares, valued at $1.8M), VEA (+20.4K shares, valued at $1.2M); decreased their positions in IEFA (-3.5K shares, valued at $306.6K), LLY (-58 shares, valued at $48.0K), VONG (-130 shares, valued at $15.6K); initiated new positions in UNH (+609 shares, valued at $219.9K), WMT (+2.0K shares, valued at $216.2K), AMD (+902 shares, valued at $215.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR483.5K shares24.99%2025-09-302025-10-16history
VEA VANGUARD TAX-MANAGED FDS159.2K shares14.69%2025-09-302025-10-16history
DFVX DIMENSIONAL ETF TRUST76.2K shares46.64%2025-09-302025-10-16history
VCRB VANGUARD MALVERN FDS52.3K shares15.69%2025-09-302025-10-16history
NVDA NVIDIA CORPORATION14.1K shares5.40%2025-09-302025-10-16history
MSFT MICROSOFT CORP3.5K shares2.86%2025-09-302025-10-16history
AAPL APPLE INC6.5K shares4.10%2025-09-302025-10-16history
GOOG ALPHABET INC4.2K shares1.19%2025-09-302025-10-16history
Sponsored
META META PLATFORMS INC1.1K shares3.64%2025-09-302025-10-16history
AMZN AMAZON COM INC3.6K shares-1.48%2025-09-302025-10-16history
TSLA TESLA INC1.7K shares10.44%2025-09-302025-10-16history
SPY SPDR S&P 500 ETF TR1.1K shares0.82%2025-09-302025-10-16history
COST COSTCO WHSL CORP NEW544 shares0.18%2025-09-302025-10-16history
JPM JPMORGAN CHASE & CO.1.7K shares2.93%2025-09-302025-10-16history
V VISA INC1.4K shares1.07%2025-09-302025-10-16history
VONG VANGUARD SCOTTSDALE FDS3.8K shares-3.34%2025-09-302025-10-16history
Sponsored
AVGO BROADCOM INC1.2K shares3.70%2025-09-302025-10-16history
ORCL ORACLE CORP1.3K shares3.41%2025-09-302025-10-16history
SCHE SCHWAB STRATEGIC TR10.7K shares19.65%2025-09-302025-10-16history
GOOGL ALPHABET INC1.3K shares11.80%2025-09-302025-10-16history
OMFL INVESCO EXCH TRD SLF IDX FD5.1K shares-3.53%2025-09-302025-10-16history
BRK.B BERKSHIRE HATHAWAY INC DEL589 shares13.05%2025-09-302025-10-16history
LLY ELI LILLY & CO320 shares-15.34%2025-09-302025-10-16history
PG PROCTER AND GAMBLE CO1.8K shares-5.06%2025-09-302025-10-16history
Sponsored
HD HOME DEPOT INC648 shares-0.46%2025-09-302025-10-16history
VMBS VANGUARD SCOTTSDALE FDS5.0K shares0.00%2025-09-302025-10-16history
DIA SPDR DOW JONES INDL AVERAGE500 shares0.00%2025-09-302025-10-16history
UNH UNITEDHEALTH GROUP INC609 sharesnew addition2025-09-302025-10-16history
WMT WALMART INC2.0K sharesnew addition2025-09-302025-10-16history
AMD ADVANCED MICRO DEVICES INC902 sharesnew addition2025-09-302025-10-16history
VST VISTRA CORP1.0K shares-2.88%2025-09-302025-10-16history
APH AMPHENOL CORP NEW1.7K sharesnew addition2025-09-302025-10-16history
Sponsored
CVX CHEVRON CORP NEW1.4K sharesnew addition2025-09-302025-10-16history
IEFA ISHARES TR2.4K shares-59.48%2025-09-302025-10-16history
QSI QUANTUM SI INC20.6K sharesnew addition2025-09-302025-10-16history
SENS SENSEONICS HLDGS INC80.3K shares6.64%2025-09-302025-10-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available