Elite-Life-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VONG",
  null,
  "HD",
  "META",
  null,
  "MSFT",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "IEFA",
  "SCHX",
  null,
  "AMZN",
  "VEA",
  "V",
  null,
  "DIA",
  "BRK-B",
  "CVX",
  "COST",
  "GOOG",
  "LLY",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 27
Total Value: 32053669
Accession Number: 0002010262-25-000001
Form Type: 13F-HR
CIK: elite-life-management
Manager Name: Elite-Life-Management

Data Enrichment

81% identified

22 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

27 positions • $32.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:526

Value:$280.1K

% of Portfolio:0.9% ($280.1K/$32.1M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:588

Value:$246.9K

% of Portfolio:0.8% ($246.9K/$32.1M)

ELI LILLY & Co

LLY|532457108

Shares:283

Value:$234.0K

% of Portfolio:0.7% ($234.0K/$32.1M)

Tesla, Inc.

TSLA|88160R101

Shares:902

Value:$233.8K

% of Portfolio:0.7% ($233.8K/$32.1M)

92206C771

Shares:5.0K

Value:$233.4K

% of Portfolio:0.7% ($233.4K/$32.1M)

HOME DEPOT, INC.

HD|437076102

Shares:618

Value:$226.5K

% of Portfolio:0.7% ($226.5K/$32.1M)

CHEVRON CORP

CVX|166764100

Shares:1.3K

Value:$223.3K

% of Portfolio:0.7% ($223.3K/$32.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	526	QoQ +7.12% (+35) YoY NEW(+526)	All Managers (Combined)	$280.1K	0.9% ($280.1K/$32.1M)	QoQ +25.87% (+$57.6K) YoY NEW(+$280.1K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	588	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$246.9K	0.8% ($246.9K/$32.1M)	QoQ -1.32% (-$3.3K) YoY +5.56% (+$13.0K)
ELI LILLY & Co(LLYcusip532457108)	283	QoQ NEW(+283) YoY NEW(+283)	All Managers (Combined)	$234.0K	0.7% ($234.0K/$32.1M)	QoQ NEW(+$234.0K) YoY NEW(+$234.0K)
Tesla, Inc.(TSLAcusip88160R101)	902	QoQ +6.11% (-52) YoY NEW(+902)	All Managers (Combined)	$233.8K	0.7% ($233.8K/$32.1M)	QoQ -31.89% (-$109.5K) YoY NEW(+$233.8K)
(cusip92206C771)✕	5.0K	QoQ -93.16% (-68.7K) YoY -85.84% (-30.6K)	All Managers (Combined)	$233.4K	0.7% ($233.4K/$32.1M)	QoQ -93.02% (-$3.1M) YoY -85.62% (-$1.4M)
HOME DEPOT, INC.(HDcusip437076102)	618	QoQ +0.32% (-2) YoY +8.42% (+48)	All Managers (Combined)	$226.5K	0.7% ($226.5K/$32.1M)	QoQ -5.47% (-$13.1K) YoY +3.58% (+$7.8K)
CHEVRON CORP(CVXcusip166764100)	1.3K	QoQ NEW(+1.3K) YoY +1.90% (+25)	All Managers (Combined)	$223.3K	0.7% ($223.3K/$32.1M)	QoQ NEW(+$223.3K) YoY +8.07% (+$16.7K)