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Home > Institutional Investor > Elite Life Management Llc > Profile

Instuitional Investor - Elite Life Management Llc

Fund Profile
Filing Period:
Fund Name: Elite Life Management Llc
Portfolio Value $38,857,518
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 386,853 $9,454,686 24.33%
2.
Vanguard Tax-Managed Fds
 138,819 $7,914,072 20.37%
3.
Dimensional Etf Trust
 51,988 $3,583,013 9.22%
4.
Vanguard Malvern Fds - CORE BD ETF
 45,173 $3,504,522 9.02%
5.
Nvidia Corp
 NVDA 13,355 $2,109,975 5.43%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)