account_balance
Investment manager · 13F filer · SEC CIK 2010262
Elite Life Management LLC
Reported value$86.8Mas of Sep 30, 2026
Positions57 3 new, 7 sold out
Top 10 weight74.4%VCRM alone is 18%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCRMVanguard Mun Bd FDS
18.0%Added +8%
SCHXSchwab Strategic Tr
16.2%
VEAVanguard Tax-Managed FDS
13.3%
DFVXDimensional ETF Trust
8.7%Added +5%
VCRBVanguard Malvern FDS
4.2%Added +11%
NVDANVIDIA Corp
3.5%Added +2%
AAPLApple Inc.
3.3%Added +2%
MSFTMicrosoft Corp
2.8%Added +5%
DFEMDimensional ETF Trust
2.5%
IBITiShares Bitcoin Trust ETF
2.0%
AMZNAmazon.com Inc
1.7%
GOOGAlphabet Inc.
1.5%
VCRMVanguard Mun Bd FDS
18.0%Added +8%
SCHXSchwab Strategic Tr
16.2%
VEAVanguard Tax-Managed FDS
13.3%
DFVXDimensional ETF Trust
8.7%Added +5%
VCRBVanguard Malvern FDS
4.2%
DFEM2.5%
GOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VCRM Vanguard Mun Bd FDS 18.0% Added +8%
SCHX Schwab Strategic Tr 16.2% Held
VEA Vanguard Tax-Managed FDS 13.3% Held
DFVX Dimensional ETF Trust 8.7% Added +5%
VCRB Vanguard Malvern FDS 4.2% Added +11%
NVDA NVIDIA Corp 3.5% Added +2%AAPL Apple Inc. 3.3% Added +2%MSFT Microsoft Corp 2.8% Added +5%DFEM Dimensional ETF Trust 2.5% Added +25%
IBIT iShares Bitcoin Trust ETF 2.0% NewAMZN Amazon.com Inc 1.7% Added +3%GOOG Alphabet Inc. 1.5% Added +3%What changed
Biggest moves since Jun 30, 2026
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