Elite Life Management LLC Top Holdings and 13F Report (2024) About Elite Life Management LLCInvestment ActivityElite Life Management LLC has $33.77 million in total holdings as of December 31, 2023.Elite Life Management LLC owns shares of 27 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 22.27% of the portfolio was purchased this quarter.About 1.93% of the portfolio was sold this quarter.This quarter, Elite Life Management LLC has purchased 26 new stocks and bought additional shares in 15 stocks.Elite Life Management LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $6,644,811Vanguard FTSE Developed Markets ETF $5,308,116Vanguard Mortgage-Backed Securities ETF $3,344,279VANGUARD MALVERN FDS $3,005,943DIMENSIONAL ETF TRUST $2,532,922 Largest New Holdings this Quarter Tesla $343,264 HoldingBroadcom $212,134 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 209,012 shares (about $4.84M)DIMENSIONAL ETF TRUST 12,451 shares (about $812.92K)VANGUARD MALVERN FDS 7,575 shares (about $574.26K)Vanguard FTSE Developed Markets ETF 11,547 shares (about $552.18K)Tesla 850 shares (about $343.26K) Largest Sales this Quarter Invesco Russell 1000 Dynamic Multifactor ETF 3,776 shares (about $204.77K)Dimensional Core Fixed Income ETF 3,519 shares (about $145.23K)Vanguard Russell 1000 Growth ETF 403 shares (about $41.63K)Vistra 275 shares (about $37.91K)Meta Platforms 6 shares (about $3.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElite Life Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$6,644,811$4,844,905 ▲269.2%286,66119.7%ETFVEAVanguard FTSE Developed Markets ETF$5,308,116$552,178 ▲11.6%111,00215.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$3,344,279$36,272 ▲1.1%73,7609.9%ETFVANGUARD MALVERN FDS$3,005,943$574,261 ▲23.6%39,6518.9%CORE BD ETFDIMENSIONAL ETF TRUST$2,532,922$812,925 ▲47.3%38,7957.5%US LARGE CAP VECNVDANVIDIA$1,876,181$29,275 ▲1.6%13,9715.6%Computer and TechnologyAAPLApple$1,449,431$20,284 ▲1.4%5,7884.3%Computer and TechnologyMSFTMicrosoft$1,370,755$14,331 ▲1.1%3,2524.1%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$840,464$145,229 ▼-14.7%20,3652.5%ETFGOOGAlphabet$790,326$12,379 ▲1.6%4,1502.3%Computer and TechnologyAMZNAmazon.com$649,834$52,873 ▲8.9%2,9621.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$617,433$2,932 ▼-0.5%1,0531.8%FinanceMETAMeta Platforms$589,024$3,513 ▼-0.6%1,0061.7%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$484,910$204,766 ▼-29.7%8,9421.4%ETFCOSTCostco Wholesale$481,0420.0%5251.4%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$476,317$41,630 ▼-8.0%4,6111.4%ETFVVisa$436,820$948 ▼-0.2%1,3821.3%Business ServicesIEFAiShares Core MSCI EAFE ETF$413,5280.0%5,8841.2%ETFJPMJPMorgan Chase & Co.$368,570$4,553 ▲1.3%1,5381.1%FinanceTSLATesla$343,264$343,264 ▲New Holding8501.0%Auto/Tires/TrucksPGProcter & Gamble$318,934$2,851 ▲0.9%1,9020.9%Consumer StaplesUNHUnitedHealth Group$286,823$1,518 ▲0.5%5670.8%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$250,1940.0%5880.7%FinanceHDHome Depot$239,618$1,945 ▲0.8%6160.7%Retail/WholesaleBRK.BBerkshire Hathaway$222,561$3,626 ▲1.7%4910.7%FinanceVSTVistra$216,181$37,914 ▼-14.9%1,5680.6%UtilitiesAVGOBroadcom$212,134$212,134 ▲New Holding9150.6%Computer and TechnologyLLYEli Lilly and Company$0$214,650 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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