0001379995-24-000004.txt : 20240509 0001379995-24-000004.hdr.sgml : 20240509 20240509104128 ACCESSION NUMBER: 0001379995-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Elite Life Management LLC CENTRAL INDEX KEY: 0002010262 ORGANIZATION NAME: IRS NUMBER: 853260315 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23575 FILM NUMBER: 24929166 BUSINESS ADDRESS: STREET 1: 2170 MAIN STREET STREET 2: SUITE 401 CITY: SARASOTA STATE: FL ZIP: 34237 BUSINESS PHONE: 8148365776 MAIL ADDRESS: STREET 1: 5121 ZUCK ROAD CITY: ERIE STATE: PA ZIP: 16506 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002010262 XXXXXXXX 03-31-2024 03-31-2024 Elite Life Management LLC

5121 ZUCK ROAD ERIE PA 16506

13F HOLDINGS REPORT 028-23575 000310917 801-127003 N RENEE BRUNNER 8148365776 RENEE BRUNNER Erie PA 05-09-2024 0 24 20429168 false INFORMATION TABLE 2 13fFiling20240331.xml VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3983197 79394 SH SOLE 0 0 79394 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3448904 55574 SH SOLE 0 0 55574 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1623716 35600 SH SOLE 0 0 35600 MICROSOFT CORP COM 594918104 1278605 3039 SH SOLE 0 0 3039 DIMENSIONAL ETF TRUST US LARGE CAP VEC 25434V641 1177960 18804 SH SOLE 0 0 18804 NVIDIA CORPORATION COM 67066G104 1164790 1289 SH SOLE 0 0 1289 APPLE INC COM 037833100 906958 5289 SH SOLE 0 0 5289 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 880447 20988 SH SOLE 0 0 20988 ALPHABET INC CAP STK CL C 02079K107 611324 4015 SH SOLE 0 0 4015 SPDR S&P 500 ETF TR TR UNIT 78462F103 548361 1048 SH SOLE 0 0 1048 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 537123 9725 SH SOLE 0 0 9725 AMAZON COM INC COM 023135106 479992 2661 SH SOLE 0 0 2661 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 444106 5124 SH SOLE 0 0 5124 ISHARES TR CORE MSCI EAFE 46432F842 436711 5884 SH SOLE 0 0 5884 META PLATFORMS INC CL A 30303M102 430224 886 SH SOLE 0 0 886 COSTCO WHSL CORP NEW COM 22160K105 379503 518 SH SOLE 0 0 518 VISA INC COM CL A 92826C839 376131 1348 SH SOLE 0 0 1348 PROCTER AND GAMBLE CO COM 742718109 298828 1842 SH SOLE 0 0 1842 JPMORGAN CHASE & CO COM 46625H100 281329 1405 SH SOLE 0 0 1405 UNITEDHEALTH GROUP INC COM 91324P102 261202 528 SH SOLE 0 0 528 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 233883 588 SH SOLE 0 0 588 VISTRA CORP COM 92840M102 220582 3167 SH SOLE 0 0 3167 HOME DEPOT INC COM 437076102 218652 570 SH SOLE 0 0 570 CHEVRON CORP NEW COM 166764100 206640 1310 SH SOLE 0 0 1310