Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ELITE LIFE MANAGEMENT LLC | 02-01-2024 | 12-31-2023 | 22 | 16,708,801 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $3,525,153 | 73,594 | 0.02 | 73,594 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $2,793,020 | 49,522 | 0.02 | 49,522 | +Inf | 12-31-2023 | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 3 | $1,418,616 | 30,600 | 0.01 | 30,600 | +Inf | 12-31-2023 | |
| MICROSOFT CORP | COM | 4 | $1,085,284 | 2,886 | 0.01 | 2,886 | +Inf | 12-31-2023 |
