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CIK: 0002010262
Total reported value
$85.4M
$85.4M
27 檔
25.2%
During the Q1 2025 filing period, Elite Life Management LLC (CIK: 0002010262) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $85.4M across 27 reported positions.
During Q1 2025, 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 | 23.25% | -0.41% | +17.77% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.25% | -0.37% | +9.35% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 10.78% | -0.15% | +12.56% | |
| 4 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 8.89% | +0.36% | +14.54% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.90% | -0.46% | +3.77% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.06% | -0.01% | +1.16% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.66% | +0.30% | -3.97% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.24% | — | -16.26% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.99% | -0.34% | -1.57% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.89% | -0.02% | +2.75% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.87% | -0.23% | +3.28% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.17% | +1.45% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.58% | -0.15% | +1.71% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | +0.08% | +2.68% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.39% | -0.01% | — | |
| 16 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.35% | -0.03% | -9.00% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | +0.08% | +2.47% | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.19% | -0.05% | -10.78% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.04% | +2.05% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | — | -2.12% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | +0.02% | +7.13% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.77% | +0.01% | — | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.13% | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.29% | +6.12% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.73% | -0.03% | -93.17% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | +0.26% | NEW | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.03% | — |
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 Q1 2025.
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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, VCRB) accounted for 25.2% of total reported equity market value during Q1 2025.
During Q1 2025, Elite Life Management LLC's top holdings by market value included SCHX (23.3%)、VEA (19.3%)、VCRB (10.8%). The largest single position, SCHX, represented 23.3% of total portfolio value.
In Q1 2025, 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.
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