Elite Life Management LLC Top Holdings and 13F Report (2024) → Nvidia’s Quiet $1 Trillion Pivot (From Weiss Ratings) (Ad) About Elite Life Management LLCInvestment ActivityElite Life Management LLC has $20.43 million in total holdings as of December 31, 2023.Elite Life Management LLC owns shares of 24 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 11.85% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Elite Life Management LLC has purchased 22 new stocks and bought additional shares in 16 stocks.Elite Life Management LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $3,983,197Schwab US Large-Cap ETF $3,448,904Vanguard Mortgage-Backed Securities ETF $1,623,716Microsoft $1,278,605DIMENSIONAL ETF TRUST $1,177,960 Largest New Holdings this Quarter Vistra $220,582 HoldingHome Depot $218,652 HoldingChevron $206,640 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 6,052 shares (about $375.59K)DIMENSIONAL ETF TRUST 4,772 shares (about $298.94K)Vanguard FTSE Developed Markets ETF 5,800 shares (about $290.99K)Dimensional Core Fixed Income ETF 6,389 shares (about $268.02K)Vanguard Mortgage-Backed Securities ETF 5,000 shares (about $228.05K) Largest Sales this Quarter Procter & Gamble 74 shares (about $12.01K)Visa 33 shares (about $9.21K)Vanguard Russell 1000 Growth ETF 71 shares (about $6.15K) 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 PortfolioSectorVEAVanguard FTSE Developed Markets ETF$3,983,197$290,986 ▲7.9%79,39419.5%ETFSCHXSchwab US Large-Cap ETF$3,448,904$375,585 ▲12.2%55,57416.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$1,623,716$228,050 ▲16.3%35,6007.9%ETFMSFTMicrosoft$1,278,605$64,372 ▲5.3%3,0396.3%Computer and TechnologyDIMENSIONAL ETF TRUST$1,177,960$298,938 ▲34.0%18,8045.8%US LARGE CAP VECNVDANVIDIA$1,164,790$42,471 ▲3.8%1,2895.7%Computer and TechnologyAAPLApple$906,958$49,558 ▲5.8%5,2894.4%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$880,447$268,019 ▲43.8%20,9884.3%ETFGOOGAlphabet$611,324$17,510 ▲2.9%4,0153.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$548,361$3,663 ▲0.7%1,0482.7%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$537,123$44,406 ▲9.0%9,7252.6%ETFAMZNAmazon.com$479,992$43,832 ▲10.0%2,6612.3%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$444,106$6,154 ▼-1.4%5,1242.2%ETFIEFAiShares Core MSCI EAFE ETF$436,7110.0%5,8842.1%ETFMETAMeta Platforms$430,224$29,135 ▲7.3%8862.1%Computer and TechnologyCOSTCostco Wholesale$379,503$1,465 ▲0.4%5181.9%Retail/WholesaleVVisa$376,131$9,208 ▼-2.4%1,3481.8%Business ServicesPGProcter & Gamble$298,828$12,005 ▼-3.9%1,8421.5%Consumer StaplesJPMJPMorgan Chase & Co.$281,329$11,814 ▲4.4%1,4051.4%FinanceUNHUnitedHealth Group$261,202$4,947 ▲1.9%5281.3%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$233,8830.0%5881.1%FinanceVSTVistra$220,582$220,582 ▲New Holding3,1671.1%UtilitiesHDHome Depot$218,652$218,652 ▲New Holding5701.1%Retail/WholesaleCVXChevron$206,640$206,640 ▲New Holding1,3101.0%Oils/EnergyTSLATesla$0$215,930 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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