Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ELITE LIFE MANAGEMENT LLC | 05-09-2024 | 03-31-2024 | 24 | 20,429,168 |
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 | $3,983,197 | 79,394 | 0.02 | 0.02 | 5,800 | 7.88 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $3,448,904 | 55,574 | 0.02 | 0.02 | 6,052 | 12.22 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 3 | $1,623,716 | 35,600 | 0.01 | 0.01 | 5,000 | 16.34 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $1,278,605 | 3,039 | 0.01 | 0.01 | 153 | 5.30 | 03-31-2024 |
