13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002010262
Total reported value
$85.4M
$85.4M
27 檔
24.4%
At the close of Q4 2024, Elite Life Management LLC disclosed equity holdings valued at approximately $85.4M, spread across 27 reported holdings.
During Q4 2024, Elite Life Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 19.68% | -0.41% | +269.18% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.72% | -0.37% | +11.61% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 9.90% | -0.03% | +1.10% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 8.90% | -0.15% | +23.62% | |
| 5 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 7.50% | +0.36% | +47.26% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 5.56% | -0.46% | +1.59% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.29% | -0.01% | +1.42% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | +0.30% | +1.06% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.49% | — | -14.73% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | -0.34% | +1.59% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | -0.17% | +8.86% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.83% | -0.02% | -0.47% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -0.23% | -0.59% | |
| 14 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.44% | -0.03% | -29.69% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.42% | -0.15% | — | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.41% | -0.05% | -8.04% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | +0.08% | -0.22% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.22% | -0.01% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.08% | +1.25% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.29% | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.04% | +0.90% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | — | +0.53% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.74% | +0.01% | — | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | +0.26% | NEW | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | +0.02% | +1.66% | |
| 26 | VST | Vistra CORP | Stock-Utilities | 0.64% | — | -14.92% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | -0.08% | — |
According to official SEC Form 13F filings, Elite Life Management LLC reported a total U.S. public equity portfolio value of $85.4M across 27 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, VEA, VMBS) accounted for 24.4% of total reported equity market value during Q4 2024.
During Q4 2024, Elite Life Management LLC's top holdings by market value included SCHX (19.7%)、VEA (15.7%)、VMBS (9.9%). The largest single position, SCHX, represented 19.7% of total portfolio value.
In Q4 2024, Elite Life Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.