0002010262-24-000001.txt : 20240201 0002010262-24-000001.hdr.sgml : 20240201 20240201153311 ACCESSION NUMBER: 0002010262-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240201 DATE AS OF CHANGE: 20240201 EFFECTIVENESS DATE: 20240201 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: 24586614 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 12-31-2023 12-31-2023 Elite Life Management LLC
5121 ZUCK ROAD ERIE PA 16506
13F HOLDINGS REPORT 028-23575 000310917 801-127003 N
RENEE BRUNNER Compliance Supervisor 8148365776 RENEE BRUNNER Erie PA 02-01-2024 0 22 16708801 false
INFORMATION TABLE 2 13fFiling20231231.xml VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3525153 73594 SH SOLE 0 0 73594 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2793020 49522 SH SOLE 0 0 49522 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1418616 30600 SH SOLE 0 0 30600 MICROSOFT CORP COM 594918104 1085284 2886 SH SOLE 0 0 2886 APPLE INC COM 037833100 962615 5000 SH SOLE 0 0 5000 DIMENSIONAL ETF TRUST US LARGE CAP VEC 25434V641 787918 14032 SH SOLE 0 0 14032 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 618998 14599 SH SOLE 0 0 14599 NVIDIA CORPORATION COM 67066G104 615119 1242 SH SOLE 0 0 1242 ALPHABET INC CAP STK CL C 02079K107 549627 3900 SH SOLE 0 0 3900 SPDR S&P 500 ETF TR TR UNIT 78462F103 494897 1041 SH SOLE 0 0 1041 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 458639 8921 SH SOLE 0 0 8921 ISHARES TR CORE MSCI EAFE 46432F842 413940 5884 SH SOLE 0 0 5884 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 405322 5195 SH SOLE 0 0 5195 AMAZON COM INC COM 023135106 367391 2418 SH SOLE 0 0 2418 VISA INC COM CL A 92826C839 359444 1381 SH SOLE 0 0 1381 COSTCO WHSL CORP NEW COM 22160K105 340602 516 SH SOLE 0 0 516 META PLATFORMS INC CL A 30303M102 292371 826 SH SOLE 0 0 826 PROCTER AND GAMBLE CO COM 742718109 280728 1916 SH SOLE 0 0 1916 UNITEDHEALTH GROUP INC COM 91324P102 272712 518 SH SOLE 0 0 518 JPMORGAN CHASE & CO COM 46625H100 228875 1346 SH SOLE 0 0 1346 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 221600 588 SH SOLE 0 0 588 TESLA INC COM 88160R101 215930 869 SH SOLE 0 0 869