Top 50 Elite Life Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 17.52% | 482.4K | $14.0M | +1.11%(+5.29K) | $21.61(+36.08%) | 2026-03-31 | |
| VCRM | VANGUARD MUN BD FDS | 16.49% | 173.8K | $13.2M | new | $75.36(+1.18%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.54% | 163.9K | $11.6M | +1.19%(+1.92K) | $49.93(+41.81%) | 2026-03-31 | |
| DFVX | DIMENSIONAL ETF TRUST | 8.27% | 81.8K | $6.6M | +3.63%(+2.87K) | $65.48(+25.84%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.67% | 17.3K | $3.7M | -0.05%(-8) | $84.55(+130.44%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 4.05% | 41.9K | $3.2M | -10.90%(-5.12K) | $77.55(-0.89%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.99% | 8.1K | $2.4M | +0.37%(+30) | $203.58(+51.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.17% | 4.2K | $1.7M | -0.05%(-2) | $386.55(+1.02%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.16% | 4.3K | $1.7M | +1.95%(+83) | $144.91(+145.79%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.91% | 5.6K | $1.5M | +10.23%(+518) | $182.65(+32.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.01% | +52.14% |
| Top 20 Holdings Unweighted | +15.90% | +55.70% |
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