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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 $16,708,801
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 73,594 $3,525,153 21.09%
2.
Schwab Strategic Trust
 FNDF 49,522 $2,793,020 16.71%
3.
Vanguard Scottsdale Funds
 30,600 $1,418,616 8.49%
4.
Microsoft Corp
 MSFT 2,886 $1,085,284 6.49%
5.
Apple Inc.
 AAPL 5,000 $962,615 5.76%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)