Dale Q Rice Investment Management Ltd Diversified Active

Location: Vancouver, WA

CIK: 0002041427 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Jan 13, 2025

Total Value: $227M (100.0% shares, 0.0% debt)

Holdings (64)

AAPL APPLE INC 24.3%
Value $55.17M Shares 220,298 Est. Cost $234.51 Unrealized 0.0%
USD PROSHARES ULTRA SEMICONDUCTORS ETF 12.5%
Value $28.44M Shares 436,674 Est. Cost $65.14 Unrealized
QLD PROSHARES ULTRA QQQ ETF 10.8%
Value $24.53M Shares 226,668 Est. Cost $108.24 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 6.8%
Value $15.47M Shares 30,254 Est. Cost $511.22 Unrealized
SPY SPDR S&P 500 ETF TR 5.0%
Value $11.28M Shares 19,249 Est. Cost $586.09 Unrealized
TSLA TESLA INC 2.8%
Value $6.329M Shares 15,672 Est. Cost $321.74 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CLASS B 2.6%
Value $5.839M Shares 12,882 Est. Cost $461.73 Unrealized 0.0%
GOOGL ALPHABET INC 2.5%
Value $5.746M Shares 30,352 Est. Cost $174.14 Unrealized 0.0%
XSD SPDR SER TR 2.5%
Value $5.636M Shares 22,685 Est. Cost $248.45 Unrealized
IJH ISHARES TR 1.9%
Value $4.405M Shares 70,700 Est. Cost $62.31 Unrealized
NVDA NVIDIA CORP 1.9%
Value $4.311M Shares 32,100 Est. Cost $137.79 Unrealized 0.0%
IHI ISHARES US MEDICAL DEVICES ETF 1.9%
Value $4.247M Shares 72,784 Est. Cost $58.35 Unrealized
IYW ISHARES TR 1.6%
Value $3.57M Shares 22,380 Est. Cost $159.52 Unrealized
MSFT MICROSOFT CORP 1.5%
Value $3.375M Shares 8,008 Est. Cost $422.35 Unrealized 0.0%
MA MASTERCARD INCORPORATED 1.5%
Value $3.322M Shares 6,308 Est. Cost $514.68 Unrealized 0.0%
TMFC RBB FD INC 1.3%
Value $2.881M Shares 47,915 Est. Cost $60.12 Unrealized
AMZN AMAZON COM INC 1.2%
Value $2.799M Shares 12,760 Est. Cost $204.58 Unrealized 0.0%
ROM PROSHARES ULTRA TECHNOLOGY ETF 0.9%
Value $2.051M Shares 29,418 Est. Cost $69.73 Unrealized
XSW SPDR SER TR 0.7%
Value $1.652M Shares 8,741 Est. Cost $188.97 Unrealized
BX BLACKSTONE INC 0.7%
Value $1.651M Shares 9,574 Est. Cost $168.78 Unrealized 0.0%
DVY ISHARES TR 0.7%
Value $1.65M Shares 12,570 Est. Cost $131.29 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF IV 0.7%
Value $1.603M Shares 9,147 Est. Cost $175.23 Unrealized
BOOT BOOT BARN HLDGS INC 0.7%
Value $1.544M Shares 10,172 Est. Cost $147.71 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.7%
Value $1.495M Shares 6,432 Est. Cost $232.51 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.6%
Value $1.391M Shares 8,371 Est. Cost $166.21 Unrealized
GOOG ALPHABET INC CLASS C 0.6%
Value $1.308M Shares 6,868 Est. Cost $175.67 Unrealized 0.0%
IJR ISHARES TR 0.6%
Value $1.271M Shares 11,030 Est. Cost $115.21 Unrealized
SCHD SCHWAB STRATEGIC TR 0.5%
Value $1.23M Shares 45,006 Est. Cost $27.32 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.5%
Value $1.148M Shares 23,702 Est. Cost $48.42 Unrealized
DIG PROSHARES TR 0.5%
Value $1.12M Shares 31,072 Est. Cost $36.04 Unrealized
RFV INVSC S P MIDCAP 400 PURE VALUE ETF 0.5%
Value $1.105M Shares 9,114 Est. Cost $121.28 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value $984K Shares 1,074 Est. Cost $922.64 Unrealized 0.0%
FXL FIRST TR EXCHANGE TRADED FD 0.4%
Value $978K Shares 6,584 Est. Cost $148.55 Unrealized
AGG ISHARES TR 0.4%
Value $964K Shares 9,947 Est. Cost $96.90 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value $919K Shares 2,160 Est. Cost $425.50 Unrealized
MRK MERCK & CO INC 0.4%
Value $861K Shares 8,658 Est. Cost $98.70 Unrealized 0.0%
SWVXX SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES 0.4%
Value $817K Shares 816,575 Est. Cost $1.00 Unrealized
DE DEERE & CO 0.3%
Value $791K Shares 1,868 Est. Cost $413.99 Unrealized 0.0%
IBB ISHARES TR 0.3%
Value $780K Shares 5,899 Est. Cost $132.21 Unrealized
BA BOEING CO 0.3%
Value $745K Shares 4,207 Est. Cost $156.93 Unrealized 0.0%
CAT CATERPILLAR INC 0.3%
Value $685K Shares 1,888 Est. Cost $381.74 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value $655K Shares 3,600 Est. Cost $188.91 Unrealized 0.0%
TQQQ PROSHARES ULTRAPRO QQQ ETF 0.3%
Value $638K Shares 8,057 Est. Cost $79.13 Unrealized
IJK ISHARES TR 0.3%
Value $627K Shares 6,890 Est. Cost $90.93 Unrealized
SNSXX SCHWAB US TREASURY MONEY INVESTOR 0.3%
Value $623K Shares 623,104 Est. Cost $1.00 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value $594K Shares 4,104 Est. Cost $145.50 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.3%
Value $593K Shares 2,398 Est. Cost $244.13 Unrealized 0.0%
SYK STRYKER CORP 0.3%
Value $587K Shares 1,630 Est. Cost $366.32 Unrealized 0.0%
FV FIRST TR EXCHANGE-TRADED FD 0.3%
Value $571K Shares 9,662 Est. Cost $59.06 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.2%
Value $566K Shares 6,278 Est. Cost $90.21 Unrealized
IYJ ISHARES TR 0.2%
Value $551K Shares 4,130 Est. Cost $133.52 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.2%
Value $535K Shares 15,428 Est. Cost $37.80 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.2%
Value $498K Shares 2,076 Est. Cost $228.03 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value $481K Shares 4,400 Est. Cost $113.69 Unrealized 0.0%
LRCX LAM RESH CORP CLASS EQUITY 0.2%
Value $469K Shares 6,490 Est. Cost $74.98 Unrealized 0.0%
SOXX ISHARES TR 0.2%
Value $459K Shares 2,131 Est. Cost $215.49 Unrealized
VWNDX VANGUARD WINDSOR INVESTOR SHARES 0.2%
Value $442K Shares 21,072 Est. Cost $20.96 Unrealized
SSO PROSHARES TR 0.2%
Value $433K Shares 4,682 Est. Cost $92.51 Unrealized
CSCO CISCO SYS INC 0.2%
Value $430K Shares 7,258 Est. Cost $55.37 Unrealized 0.0%
SCDGX DWS CORE EQUITY S 0.2%
Value $427K Shares 12,485 Est. Cost $34.20 Unrealized
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.2%
Value $420K Shares 5,552 Est. Cost $58.25 Unrealized 0.0%
SWPPX SCHWAB S&P 500 INDEX 0.2%
Value $360K Shares 3,983 Est. Cost $90.27 Unrealized
WMT WALMART INC 0.1%
Value $202K Shares 2,235 Est. Cost $85.80 Unrealized 0.0%
VWAGY VOLKSWAGEN A G FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.1%
Value $123K Shares 13,166 Est. Cost $9.31 Unrealized