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Elite Life Management LLC

Portfolio Manager
Elite Life Management LLC
Performance
-3.53% (2026 Q1)
AUM (13F)
$79.98M
# of Holdings
56
Performance Rank
Allocation (Top 20)
86.12%

Elite Life Management LLC Holdings Map

Top 50 Elite Life Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
17.52%482.4K$14.0M
+1.11%(+5.29K)
2025-Q1: 337.6K shares2025-Q2: 386.9K shares2025-Q3: 483.5K shares2025-Q4: 477.1K shares2026-Q1: 482.4K shares
$21.61(+36.08%)
2026-03-31
VCRM
VANGUARD MUN BD FDS
16.49%173.8K$13.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 173.8K shares
$75.36(+1.18%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
14.54%163.9K$11.6M
+1.19%(+1.92K)
2025-Q1: 121.4K shares2025-Q2: 138.8K shares2025-Q3: 159.2K shares2025-Q4: 162.0K shares2026-Q1: 163.9K shares
$49.93(+41.81%)
2026-03-31
DFVX
DIMENSIONAL ETF TRUST
8.27%81.8K$6.6M
+3.63%(+2.87K)
2025-Q1: 44.4K shares2025-Q2: 52.0K shares2025-Q3: 76.2K shares2025-Q4: 78.9K shares2026-Q1: 81.8K shares
$65.48(+25.84%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.67%17.3K$3.7M
-0.05%(-8)
2025-Q1: 14.5K shares2025-Q2: 13.4K shares2025-Q3: 14.1K shares2025-Q4: 17.3K shares2026-Q1: 17.3K shares
$84.55(+130.44%)
2026-03-31
VCRB
VANGUARD MALVERN FDS
4.05%41.9K$3.2M
-10.90%(-5.12K)
2025-Q1: 44.6K shares2025-Q2: 45.2K shares2025-Q3: 52.3K shares2025-Q4: 47.0K shares2026-Q1: 41.9K shares
$77.55(-0.89%)
2026-03-31
AAPL
APPLE INC
2.99%8.1K$2.4M
+0.37%(+30)
2025-Q1: 5.9K shares2025-Q2: 6.2K shares2025-Q3: 6.5K shares2025-Q4: 8.1K shares2026-Q1: 8.1K shares
$203.58(+51.60%)
2026-03-31
MSFT
MICROSOFT CORP
2.17%4.2K$1.7M
-0.05%(-2)
2025-Q1: 3.1K shares2025-Q2: 3.4K shares2025-Q3: 3.5K shares2025-Q4: 4.2K shares2026-Q1: 4.2K shares
$386.55(+1.02%)
2026-03-31
GOOG
ALPHABET INC
2.16%4.3K$1.7M
+1.95%(+83)
2025-Q1: 4.1K shares2025-Q2: 4.1K shares2025-Q3: 4.2K shares2025-Q4: 4.3K shares2026-Q1: 4.3K shares
$144.91(+145.79%)
2026-03-31
AMZN
AMAZON COM INC
1.91%5.6K$1.5M
+10.23%(+518)
2025-Q1: 3.0K shares2025-Q2: 3.6K shares2025-Q3: 3.6K shares2025-Q4: 5.1K shares2026-Q1: 5.6K shares
$182.65(+32.86%)
2026-03-31

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