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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 $79,976,661
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 482,444 $13,990,879 17.49%
2.
Vanguard Mun Bd Fds
 173,841 $13,164,979 16.46%
3.
Vanguard Tax-Managed Fds
 163,933 $11,611,374 14.52%
4.
Dimensional Etf Trust
 81,806 $6,606,653 8.26%
5.
Nvidia Corp
 NVDA 17,324 $3,728,151 4.66%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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