Read this manager's filing book
Disclosed positions
Elite Life Management LLC: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHX
- Class
- US LRG CAP ETF
- Reported value
- $14,588,672
- Reported amount
- 480,523
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002010262-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $14,588,672 | 480,523 | SH | None |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $14,534,981 | 193,761 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $12,086,068 | 167,050 | SH | None |
| DIMENSIONAL ETF TRUST | DFVX | US LARG VECT ETF | $7,362,357 | 86,039 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,590,219 | 16,377 | SH | None |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $3,335,256 | 43,787 | SH | None |
| APPLE INC | AAPL | COM | $2,544,100 | 8,180 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,101,551 | 4,311 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $1,919,871 | 49,089 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,557,202 | 4,324 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,478,581 | 5,423 | SH | None |
| META PLATFORMS INC | META | CL A | $1,074,505 | 1,825 | SH | None |
| BROADCOM INC | AVGO | COM | $1,039,878 | 2,486 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $948,501 | 2,617 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $942,646 | 2,624 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $858,944 | 1,116 | SH | None |
| VISA INC | V | COM CL A | $786,045 | 2,133 | SH | None |
| ELI LILLY & CO | LLY | COM | $721,230 | 617 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $707,434 | 751 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $562,542 | 795 | SH | None |
| TESLA INC | TSLA | COM | $545,992 | 1,698 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $524,253 | 2,657 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $487,295 | 2,322 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $470,986 | 3,692 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $461,804 | 958 | SH | None |
| WALMART INC | WMT | COM | $456,325 | 4,062 | SH | None |
| GE AEROSPACE | GE | COM NEW | $451,746 | 1,185 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | OMFL | RUSL 1000 DYNM | $443,923 | 6,267 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $431,411 | 483 | SH | None |
| GE VERNOVA INC | GEV | COM | $392,933 | 386 | SH | None |
| CENCORA INC | COR | COM | $392,401 | 1,237 | SH | None |
| BLACKROCK INC | BLK | COM | $363,879 | 321 | SH | None |
| LINDE PLC | LIN | SHS | $360,922 | 735 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $344,516 | 664 | SH | None |
| EATON CORP PLC | ETN | SHS | $332,329 | 743 | SH | None |
| PARKER-HANNIFIN CORP | PH | COM | $327,980 | 329 | SH | None |
| ORACLE CORP | ORCL | COM | $308,561 | 2,137 | SH | None |
| GENERAL DYNAMICS CORP | GD | COM | $302,271 | 787 | SH | None |
| AMPHENOL CORP | APH | CL A | $291,430 | 1,692 | SH | None |
| ABBVIE INC | ABBV | COM | $284,853 | 1,157 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $276,446 | 1,483 | SH | None |
| WELLTOWER INC | WELL | COM | $274,261 | 1,156 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $271,405 | 500 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $262,774 | 7,162 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $259,039 | 3,015 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $249,198 | 3,655 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $238,495 | 2,384 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $234,613 | 1,598 | SH | None |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $232,898 | 5,040 | SH | None |
| RTX CORPORATION | RTX | COM | $230,980 | 1,039 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.