Elite Life Management LLC: 13F holdings
CIK 20102622026Q2
| Positions | 61 |
|---|---|
| Reported value | $85.4m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHX SCHWAB STRATEGIC TR | 480,523 | $14.6m | 17.1% |
| VANGUARD MUN BD FDS | 193,761 | $14.5m | 17.0% |
| VEA VANGUARD TAX-MANAGED FDS | 167,050 | $12.1m | 14.1% |
| DIMENSIONAL ETF TRUST | 86,039 | $7.4m | 8.6% |
| NVDA NVIDIA CORPORATION | 16,377 | $3.6m | 4.2% |
| VANGUARD MALVERN FDS | 43,787 | $3.3m | 3.9% |
| AAPL APPLE INC | 8,180 | $2.5m | 3.0% |
| MSFT MICROSOFT CORP | 4,311 | $2.1m | 2.5% |
| DFEM DIMENSIONAL ETF TRUST | 49,089 | $1.9m | 2.2% |
| GOOG ALPHABET INC | 4,324 | $1.6m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010262")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.