Sponsored

The Analysis of Elite Life Management LLC's Holdings & P&L

Currently, Elite Life Management LLC holds 56 types of securities in its portfolio with a total value $79.9M. In the most recent quarter, they have increased their positions in VCRM (+173.8K shares, valued at $13.2M), AMD (+914 shares, valued at $416.0K), DFEM (+8.8K shares, valued at $357.6K); decreased their positions in VCRB (-5.1K shares, valued at $396.2K), META (-52 shares, valued at $31.7K), LLY (-20 shares, valued at $19.0K); initiated new positions in VCRM (+173.8K shares, valued at $13.2M), AMD (+914 shares, valued at $416.0K), MU (+366 shares, valued at $273.3K).

1M P&L

+2.1M+3.66%

3M P&L

+2.8M+5.04%

HY P&L

+5.4M+10.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A37.0M

66.8%

2Semiconductors3.2M

5.8%

3Consumer Electronics2.3M

4.1%

Top Industries by Stock Count

1N/A11 stocks

26.8%

2Software - Infrastructure3 stocks

7.3%

3Banks - Diversified2 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR482.4K shares1.11%2026-03-312026-05-11

VCRM VANGUARD MUN BD FDS173.8K sharesnew addition2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS163.9K shares1.19%2026-03-312026-05-11

DFVX DIMENSIONAL ETF TRUST81.8K shares3.63%2026-03-312026-05-11

NVDA NVIDIA CORPORATION17.3K shares-0.05%2026-03-312026-05-11

VCRB VANGUARD MALVERN FDS41.9K shares-10.90%2026-03-312026-05-11

AAPL APPLE INC8.1K shares0.37%2026-03-312026-05-11

MSFT MICROSOFT CORP4.2K shares-0.05%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC4.3K shares1.95%2026-03-312026-05-11

AMZN AMAZON COM INC5.6K shares10.23%2026-03-312026-05-11

DFEM DIMENSIONAL ETF TRUST36.5K shares31.57%2026-03-312026-05-11

META META PLATFORMS INC1.8K shares-2.88%2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.6K shares4.33%2026-03-312026-05-11

BROADCOM INC BROADCOM INC2.4K shares6.67%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.18%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO2.7K shares2.16%2026-03-312026-05-11

Sponsored

COST COSTCO WHOLESALE CORPORATION777 shares5.00%2026-03-312026-05-11

TSLA TESLA INC1.7K shares0.06%2026-03-312026-05-11

V VISA INC2.1K shares0.62%2026-03-312026-05-11

LLY ELI LILLY & CO596 shares-3.25%2026-03-312026-05-11

WMT WALMART INC4.3K shares1.41%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS795 shares0.00%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS3.7K shares3.46%2026-03-312026-05-11

ORCL ORACLE CORP2.4K shares4.80%2026-03-312026-05-11

Sponsored

OMFL INVESCO EXCH TRD SLF IDX FD6.5K shares16.65%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC914 sharesnew addition2026-03-312026-05-11

GEV GE VERNOVA INC390 shares1.56%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC2.6K shares-1.42%2026-03-312026-05-11

LINDE PLC LINDE PLC745 shares4.34%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC325 shares2.20%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE1.2K shares-3.17%2026-03-312026-05-11

CENCORA INC CENCORA INC1.3K shares1.36%2026-03-312026-05-11

Sponsored

CRWD CROWDSTRIKE HLDGS INC598 shares10.95%2026-03-312026-05-11

NEE NEXTERA ENERGY INC3.3K shares1.60%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL637 shares-4.78%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC746 shares1.08%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP335 shares0.90%2026-03-312026-05-11

CVX CHEVRON CORPORATION1.5K shares4.03%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC3.7K shares0.86%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP790 shares0.89%2026-03-312026-05-11

Sponsored

MU MICRON TECHNOLOGY INC366 sharesnew addition2026-03-312026-05-11

MCD MCDONALDS CORP951 shares-2.06%2026-03-312026-05-11

PG PROCTER & GAMBLE CO1.7K shares2.51%2026-03-312026-05-11

WELL WELLTOWER INC1.2K shares2.93%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND500 shares0.00%2026-03-312026-05-11

VMBS VANGUARD SCOTTSDALE FDS5.0K shares0.00%2026-03-312026-05-11

ABBV ABBVIE INC1.2K sharesnew addition2026-03-312026-05-11

IEFA ISHARES TR2.4K shares0.00%2026-03-312026-05-11

Sponsored

APH AMPHENOL CORP1.7K shares0.40%2026-03-312026-05-11

SCHE SCHWAB STRATEGIC TR6.0K sharesnew addition2026-03-312026-05-11

TJX TJX COS INC NEW1.4K shares3.25%2026-03-312026-05-11

RTX RTX CORPORATION1.2K shares1.41%2026-03-312026-05-11

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-05-11

SPGI S&P GLOBAL INC491 shares5.14%2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR7.2K sharesnew addition2026-03-312026-05-11

MA MASTERCARD INCORPORATED408 shares4.62%2026-03-312026-05-11

Sponsored

SCHX

SCHWAB STRATEGIC TR

1.11%

Shares482.4K

Event2026-03-31

Filed2026-05-11

VCRM

VANGUARD MUN BD FDS

New

Shares173.8K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

1.19%

Shares163.9K

Event2026-03-31

Filed2026-05-11

DFVX

DIMENSIONAL ETF TRUST

3.63%

Shares81.8K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-0.05%

Shares17.3K

Event2026-03-31

Filed2026-05-11

VCRB

VANGUARD MALVERN FDS

-10.90%

Shares41.9K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

0.37%

Shares8.1K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-0.05%

Shares4.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

1.95%

Shares4.3K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

10.23%

Shares5.6K

Event2026-03-31

Filed2026-05-11

DFEM

DIMENSIONAL ETF TRUST

31.57%

Shares36.5K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

-2.88%

Shares1.8K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

4.33%

Shares2.6K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

6.67%

Shares2.4K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

0.18%

Shares1.1K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

2.16%

Shares2.7K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

5.00%

Shares777

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-11

VISA INC

0.62%

Shares2.1K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

-3.25%

Shares596

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

1.41%

Shares4.3K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.00%

Shares795

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

3.46%

Shares3.7K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

4.80%

Shares2.4K

Event2026-03-31

Filed2026-05-11

OMFL

INVESCO EXCH TRD SLF IDX FD

16.65%

Shares6.5K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

New

Shares914

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC

1.56%

Shares390

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC

-1.42%

Shares2.6K

Event2026-03-31

Filed2026-05-11

LINDE PLC

4.34%

Shares745

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

2.20%

Shares325

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

-3.17%

Shares1.2K

Event2026-03-31

Filed2026-05-11

CENCORA INC

1.36%

Shares1.3K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC

10.95%

Shares598

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

1.60%

Shares3.3K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-4.78%

Shares637

Event2026-03-31

Filed2026-05-11

EATON CORP PLC

1.08%

Shares746

Event2026-03-31

Filed2026-05-11

PARKER-HANNIFIN CORP

0.90%

Shares335

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

4.03%

Shares1.5K

Event2026-03-31

Filed2026-05-11

UBER

UBER TECHNOLOGIES INC

0.86%

Shares3.7K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

0.89%

Shares790

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

New

Shares366

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-2.06%

Shares951

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

2.51%

Shares1.7K

Event2026-03-31

Filed2026-05-11

WELL

WELLTOWER INC

2.93%

Shares1.2K

Event2026-03-31

Filed2026-05-11

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares500

Event2026-03-31

Filed2026-05-11

VMBS

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-11

APH

AMPHENOL CORP

0.40%

Shares1.7K

Event2026-03-31

Filed2026-05-11

SCHE

SCHWAB STRATEGIC TR

New

Shares6.0K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

3.25%

Shares1.4K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

1.41%

Shares1.2K

Event2026-03-31

Filed2026-05-11

SHEL

SHELL PLC

New

Shares2.5K

Event2026-03-31

Filed2026-05-11

SPGI

S&P GLOBAL INC

5.14%

Shares491

Event2026-03-31

Filed2026-05-11

SCHB

SCHWAB STRATEGIC TR

New

Shares7.2K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

4.62%

Shares408

Event2026-03-31

Filed2026-05-11

Call Option Holdings

META Call CallMETA PLATFORMS INC200 sharesnew addition2026-03-312026-05-11

META Call

META PLATFORMS INC

New

Shares200

Event2026-03-31

Filed2026-05-11

Put Option Holdings

No put option holdings data available