$25.8 Million is the total value of Elite Life Management LLC's 24 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $470,364 | +5.9% | 5,014 | -2.1% | 1.82% | -16.1% |
| CVX | Sell | CHEVRON CORP NEW | $203,972 | -1.3% | 1,304 | -0.5% | 0.79% | -21.8% |
| VST | Exit | VISTRA CORP | $0 | – | -3,167 | -100.0% | -1.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 21.1% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 16.9% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 13.9% |
| MICROSOFT CORP | 3 | Q2 2024 | 6.5% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 5.8% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 6.5% |
| APPLE INC | 3 | Q2 2024 | 5.8% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 5.6% |
| ALPHABET INC | 3 | Q2 2024 | 3.3% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 3.0% |
View Elite Life Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-08-08 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-01 |
View Elite Life Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.