Sponsored

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

Currently, Elite Life Management LLC holds 61 types of securities in its portfolio with a total value $85.4M. In the most recent quarter, they have increased their positions in VCRM (+19.9K shares, valued at $1.5M), DFEM (+12.6K shares, valued at $492.6K), DFVX (+4.2K shares, valued at $362.2K); decreased their positions in NVDA (-947 shares, valued at $207.6K), SCHX (-1.9K shares, valued at $58.3K), MCD (-159 shares, valued at $43.6K); initiated new positions in BAC (+3.6K shares, valued at $229.9K), HD (+637 shares, valued at $224.9K), TSM (+543 shares, valued at $224.8K).

1M P&L

+2.4M+3.14%

3M P&L

+1.2M+1.51%

HY P&L

+5.7M+7.92%

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/A56.3M

72.4%

2Semiconductors4.7M

6.1%

3Consumer Electronics2.5M

3.3%

Top Industries by Stock Count

1N/A13 stocks

27.7%

2Semiconductors4 stocks

8.5%

3Aerospace & Defense3 stocks

6.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR480.5K shares-0.40%2026-06-302026-08-06

VCRM VANGUARD MUN BD FDS193.8K shares11.46%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS167.1K shares1.90%2026-06-302026-08-06

DFVX DIMENSIONAL ETF TRUST86.0K shares5.17%2026-06-302026-08-06

NVDA NVIDIA CORPORATION16.4K shares-5.47%2026-06-302026-08-06

VCRB VANGUARD MALVERN FDS43.8K shares4.61%2026-06-302026-08-06

AAPL APPLE INC8.2K shares0.50%2026-06-302026-08-06

MSFT MICROSOFT CORP4.3K shares3.48%2026-06-302026-08-06

Sponsored

DFEM DIMENSIONAL ETF TRUST49.1K shares34.52%2026-06-302026-08-06

GOOG ALPHABET INC4.3K shares-0.57%2026-06-302026-08-06

AMZN AMAZON COM INC5.4K shares-2.83%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC1.8K shares4.11%2026-06-302026-08-06

BROADCOM INC BROADCOM INC2.5K shares2.94%2026-06-302026-08-06

GOOGL ALPHABET INC2.6K shares-0.34%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.6K shares-2.49%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares0.36%2026-06-302026-08-06

Sponsored

VISA INC VISA INC2.1K shares1.09%2026-06-302026-08-06

LLY ELI LILLY & CO617 shares3.52%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION751 shares-3.35%2026-06-302026-08-06

VOO VANGUARD INDEX FDS795 shares0.00%2026-06-302026-08-06

TSLA TESLA INC1.7K shares-2.69%2026-06-302026-08-06

ANET ARISTA NETWORKS INC2.7K shares0.42%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.3K shares288.29%2026-06-302026-08-06

VONG VANGUARD SCOTTSDALE FDS3.7K shares-1.34%2026-06-302026-08-06

Sponsored

AMD ADVANCED MICRO DEVICES INC958 shares4.81%2026-06-302026-08-06

WMT WALMART INC4.1K shares-4.56%2026-06-302026-08-06

GE GE AEROSPACE1.2K shares2.16%2026-06-302026-08-06

OMFL INVESCO EXCH TRD SLF IDX FD6.3K shares-3.84%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC483 shares31.97%2026-06-302026-08-06

GEV GE VERNOVA INC386 shares-1.03%2026-06-302026-08-06

COR CENCORA INC1.2K shares-2.44%2026-06-302026-08-06

BLK BLACKROCK INC321 shares-1.23%2026-06-302026-08-06

Sponsored

LIN LINDE PLC735 shares-1.34%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL664 shares4.24%2026-06-302026-08-06

ETN EATON CORP PLC743 shares-0.40%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP329 shares-1.79%2026-06-302026-08-06

ORACLE CORP ORACLE CORP2.1K shares-9.30%2026-06-302026-08-06

GD GENERAL DYNAMICS CORP787 shares-0.38%2026-06-302026-08-06

APH AMPHENOL CORP1.7K shares-2.70%2026-06-302026-08-06

ABBVIE INC ABBVIE INC1.2K shares0.35%2026-06-302026-08-06

Sponsored

CVX CHEVRON CORPORATION1.5K shares-4.26%2026-06-302026-08-06

WELL WELLTOWER INC1.2K shares-0.43%2026-06-302026-08-06

DIA STATE STR SPDR DOW JONES IND500 shares0.00%2026-06-302026-08-06

SCHE SCHWAB STRATEGIC TR7.2K shares18.87%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC3.0K shares-8.94%2026-06-302026-08-06

UBER UBER TECHNOLOGIES INC3.7K shares0.08%2026-06-302026-08-06

ISHARES TR ISHARES TR2.4K shares0.00%2026-06-302026-08-06

PG PROCTER & GAMBLE CO1.6K shares-6.77%2026-06-302026-08-06

Sponsored

VMBS VANGUARD SCOTTSDALE FDS5.0K shares0.00%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION1.0K shares-15.11%2026-06-302026-08-06

BAC BANK OF AMER CORP3.6K sharesnew addition2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR7.7K shares6.56%2026-06-302026-08-06

HD HOME DEPOT INC637 sharesnew addition2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC543 sharesnew addition2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED383 shares-6.13%2026-06-302026-08-06

MCD MCDONALDS CORP792 shares-16.72%2026-06-302026-08-06

Sponsored

SHEL SHELL PLC2.5K shares0.00%2026-06-302026-08-06

TJX TJX COS INC NEW1.3K shares-10.15%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC193 sharesnew addition2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP1.3K sharesnew addition2026-06-302026-08-06

GPUS HYPERSCALE DATA INC10.0K sharesnew addition2026-06-302026-08-06

SCHX

SCHWAB STRATEGIC TR

-0.40%

Shares480.5K

Event2026-06-30

Filed2026-08-06

VCRM

VANGUARD MUN BD FDS

11.46%

Shares193.8K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

1.90%

Shares167.1K

Event2026-06-30

Filed2026-08-06

DFVX

DIMENSIONAL ETF TRUST

5.17%

Shares86.0K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-5.47%

Shares16.4K

Event2026-06-30

Filed2026-08-06

VCRB

VANGUARD MALVERN FDS

4.61%

Shares43.8K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

0.50%

Shares8.2K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

3.48%

Shares4.3K

Event2026-06-30

Filed2026-08-06

DFEM

DIMENSIONAL ETF TRUST

34.52%

Shares49.1K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-0.57%

Shares4.3K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-2.83%

Shares5.4K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

4.11%

Shares1.8K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

2.94%

Shares2.5K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-0.34%

Shares2.6K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-2.49%

Shares2.6K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

0.36%

Shares1.1K

Event2026-06-30

Filed2026-08-06

VISA INC

1.09%

Shares2.1K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

3.52%

Shares617

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-3.35%

Shares751

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

0.00%

Shares795

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

-2.69%

Shares1.7K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

0.42%

Shares2.7K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

288.29%

Shares2.3K

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

-1.34%

Shares3.7K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

4.81%

Shares958

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-4.56%

Shares4.1K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

2.16%

Shares1.2K

Event2026-06-30

Filed2026-08-06

OMFL

INVESCO EXCH TRD SLF IDX FD

-3.84%

Shares6.3K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

31.97%

Shares483

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

-1.03%

Shares386

Event2026-06-30

Filed2026-08-06

COR

CENCORA INC

-2.44%

Shares1.2K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

-1.23%

Shares321

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

-1.34%

Shares735

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.24%

Shares664

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

-0.40%

Shares743

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

-1.79%

Shares329

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-9.30%

Shares2.1K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

-0.38%

Shares787

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

-2.70%

Shares1.7K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

0.35%

Shares1.2K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-4.26%

Shares1.5K

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

-0.43%

Shares1.2K

Event2026-06-30

Filed2026-08-06

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

SCHE

SCHWAB STRATEGIC TR

18.87%

Shares7.2K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-8.94%

Shares3.0K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

0.08%

Shares3.7K

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-6.77%

Shares1.6K

Event2026-06-30

Filed2026-08-06

VMBS

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

-15.11%

Shares1.0K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

New

Shares3.6K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

6.56%

Shares7.7K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

New

Shares637

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares543

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

-6.13%

Shares383

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

-16.72%

Shares792

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

-10.15%

Shares1.3K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

New

Shares193

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

GPUS

HYPERSCALE DATA INC

New

Shares10.0K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available