Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $85,420,419
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 480,523 $14,588,672 17.08%
2.
Vanguard Mun Bd Fds
 193,761 $14,534,981 17.02%
3.
Vanguard Tax-Managed Fds
 167,050 $12,086,068 14.15%
4.
Dimensional Etf Trust
 DFAC 86,039 $7,362,357 8.62%
5.
Nvidia Corp
 NVDA 16,377 $3,590,219 4.2%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.