HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD TAX MANAGED FDS (VEA) |
73,594 | +73,594 | $3,525 |
| VEA | 73,594 | +73,594 | $3,525 |
| SCHWAB STRATEGIC TR |
49,522 | +49,522 | $2,793 |
| SCHX | 49,522 | +49,522 | $2,793 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
30,600 | +30,600 | $1,419 |
| VMBS | 30,600 | +30,600 | $1,419 |
| MICROSOFT CORP |
2,886 | +2,886 | $1,085 |
| MSFT | 2,886 | +2,886 | $1,085 |
| APPLE INC |
5,000 | +5,000 | $963 |
| AAPL | 5,000 | +5,000 | $963 |
| DIMENSIONAL ETF TRUST (DFVX) |
14,032 | +14,032 | $788 |
| DFVX | 14,032 | +14,032 | $788 |
| DIMENSIONAL ETF TRUST (DFCF) |
14,599 | +14,599 | $619 |
| DFCF | 14,599 | +14,599 | $619 |
| NVIDIA CORPORATION |
1,242 | +1,242 | $615 |
| NVDA | 1,242 | +1,242 | $615 |
| ALPHABET INC |
3,900 | +3,900 | $550 |
| GOOG | 3,900 | +3,900 | $550 |
| SPDR S&P 500 ETF TR (SPY) |
1,041 | +1,041 | $495 |
| SPY | 1,041 | +1,041 | $495 |
| INVESCO EXCH TRD SLF IDX FD |
8,921 | +8,921 | $459 |
| OMFL | 8,921 | +8,921 | $459 |
| ISHARES TR (IEFA) |
5,884 | +5,884 | $414 |
| IEFA | 5,884 | +5,884 | $414 |
| VANGUARD SCOTTSDALE FDS (VONG) |
5,195 | +5,195 | $405 |
| VONG | 5,195 | +5,195 | $405 |
| AMAZON COM INC |
2,418 | +2,418 | $367 |
| AMZN | 2,418 | +2,418 | $367 |
| VISA INC |
1,381 | +1,381 | $359 |
| V | 1,381 | +1,381 | $359 |
| COSTCO WHSL CORP NEW |
516 | +516 | $341 |
| COST | 516 | +516 | $341 |
| META PLATFORMS INC |
826 | +826 | $292 |
| META | 826 | +826 | $292 |
| PROCTER AND GAMBLE CO |
1,916 | +1,916 | $281 |
| PG | 1,916 | +1,916 | $281 |
| UNITEDHEALTH GROUP INC |
518 | +518 | $273 |
| UNH | 518 | +518 | $273 |
| JPMORGAN CHASE & CO |
1,346 | +1,346 | $229 |
| JPM | 1,346 | +1,346 | $229 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
588 | +588 | $222 |
| DIA | 588 | +588 | $222 |
See Full List: All Stocks Held By Elite Life Management LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Elite Life Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $16,710 At 09/30/2023: $0 Elite Life Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Elite Life Management LLC 13F filings. Link to 13F filings: SEC filings |
