The Analysis of Elite Life Management LLC's Holdings
Currently, Elite Life Management LLC holds 53 types of securities in its portfolio with a total value $61.6M. In the most recent quarter, they have increased their positions in DFEM (+27.7K shares, valued at $1.0M), NVDA (+3.3K shares, valued at $603.7K), N/A (+795 shares, valued at $505.0K); decreased their positions in VCRB (-5.3K shares, valued at $412.6K), SCHX (-6.4K shares, valued at $173.5K), VONG (-150 shares, valued at $17.6K); initiated new positions in DFEM (+27.7K shares, valued at $1.0M), N/A (+795 shares, valued at $505.0K), N/A (+1.3K shares, valued at $449.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR477.1K shares-1.32%2025-12-312026-02-09
VEA VANGUARD TAX-MANAGED FDS162.0K shares1.76%2025-12-312026-02-09 DFVX DIMENSIONAL ETF TRUST78.9K shares3.54%2025-12-312026-02-09 VCRB VANGUARD MALVERN FDS47.0K shares-10.11%2025-12-312026-02-09 NVDA NVIDIA CORPORATION17.3K shares23.13%2025-12-312026-02-09 AAPL APPLE INC8.1K shares25.39%2025-12-312026-02-09 MSFT MICROSOFT CORP4.2K shares18.38%2025-12-312026-02-09 ALPHABET INC ALPHABET INC4.3K shares2.03%2025-12-312026-02-09 META META PLATFORMS INC1.8K shares58.33%2025-12-312026-02-09 AMZN AMAZON COM INC5.1K shares40.91%2025-12-312026-02-09 DFEM DIMENSIONAL ETF TRUST27.7K sharesnew addition2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.2.6K shares56.14%2025-12-312026-02-09 ALPHABET INC ALPHABET INC2.5K shares91.12%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR1.1K shares0.82%2025-12-312026-02-09 BROADCOM INC BROADCOM INC2.3K shares83.47%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW740 shares36.03%2025-12-312026-02-09 TSLA TESLA INC1.7K shares0.52%2025-12-312026-02-09 V VISA INC2.1K shares48.51%2025-12-312026-02-09 LLY ELI LILLY & CO616 shares92.50%2025-12-312026-02-09 WMT WALMART INC4.2K shares111.65%2025-12-312026-02-09 CENCORA INC CENCORA INC1.3K sharesnew addition2025-12-312026-02-09 VONG VANGUARD SCOTTSDALE FDS3.6K shares-3.98%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE1.2K sharesnew addition2025-12-312026-02-09 OMFL INVESCO EXCH TRD SLF IDX FD5.6K shares9.96%2025-12-312026-02-09 BLACKROCK INC BLACKROCK INC318 sharesnew addition2025-12-312026-02-09 PH PARKER-HANNIFIN CORP332 sharesnew addition2025-12-312026-02-09 ORCL ORACLE CORP2.2K shares76.45%2025-12-312026-02-09 LINDE PLC LINDE PLC714 sharesnew addition2025-12-312026-02-09 MCD MCDONALDS CORP971 sharesnew addition2025-12-312026-02-09 GEV GE VERNOVA INC384 sharesnew addition2025-12-312026-02-09 NEE NEXTERA ENERGY INC3.3K sharesnew addition2025-12-312026-02-09 EATON CORP PLC EATON CORP PLC738 sharesnew addition2025-12-312026-02-09 UBER UBER TECHNOLOGIES INC3.6K sharesnew addition2025-12-312026-02-09 CVX CHEVRON CORP NEW1.5K shares7.59%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO1.7K shares-5.27%2025-12-312026-02-09 DIA SPDR DOW JONES INDL AVERAGE500 shares0.00%2025-12-312026-02-09 BKNG BOOKING HOLDINGS INC55 sharesnew addition2025-12-312026-02-09 RTX RTX CORPORATION1.2K sharesnew addition2025-12-312026-02-09 VMBS VANGUARD SCOTTSDALE FDS5.0K shares0.00%2025-12-312026-02-09 APH AMPHENOL CORP NEW1.7K shares3.22%2025-12-312026-02-09 HD HOME DEPOT INC606 shares-6.48%2025-12-312026-02-09 IEFA ISHARES TR2.4K shares0.00%2025-12-312026-02-09 WELL WELLTOWER INC1.1K sharesnew addition2025-12-312026-02-09 TJX TJX COS INC NEW1.4K sharesnew addition2025-12-312026-02-09 MA MASTERCARD INCORPORATED390 sharesnew addition2025-12-312026-02-09 CRWD CROWDSTRIKE HLDGS INC539 sharesnew addition2025-12-312026-02-09 XOM EXXON MOBIL CORP1.4K sharesnew addition2025-12-312026-02-09 SPGI S&P GLOBAL INC467 sharesnew addition2025-12-312026-02-09 BAC BANK AMERICA CORP3.6K sharesnew addition2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available