Dale Q Rice Investment Management Ltd Diversified Active

Location: Vancouver, WA

CIK: 0002041427 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 15, 2025

Total Value: $142M (100.0% shares, 0.0% debt)

Holdings (67)

AAPL APPLE INC 19.5%
Value $27.58M Shares 108,572 Est. Cost $234.51 Unrealized -3.8%
USD PROSHARES ULTRA SEMICONDUCTORS ETF 17.8%
Value $25.17M Shares 230,848 Est. Cost $66.77 Unrealized
QLD PROSHARES ULTRA QQQ ETF 12.3%
Value $17.47M Shares 123,218 Est. Cost $110.09 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 6.2%
Value $8.781M Shares 14,379 Est. Cost $511.22 Unrealized
SPY SPDR S&P 500 ETF 5.0%
Value $7.054M Shares 10,509 Est. Cost $585.49 Unrealized
GOOGL ALPHABET INC CLASS A 2.6%
Value $3.614M Shares 14,962 Est. Cost $174.14 Unrealized +20.1%
TSLA TESLA INC 2.5%
Value $3.582M Shares 8,224 Est. Cost $322.06 Unrealized +7.7%
XSD SPDR S&P SEMICONDUCTOR ETF 2.3%
Value $3.276M Shares 9,662 Est. Cost $248.45 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 2.2%
Value $3.169M Shares 6,380 Est. Cost $461.73 Unrealized +4.9%
NVDA NVIDIA CORP 2.2%
Value $3.05M Shares 15,836 Est. Cost $137.79 Unrealized +26.5%
IYW ISHARES US TECHNOLOGY ETF 1.6%
Value $2.252M Shares 11,225 Est. Cost $159.52 Unrealized
IJH ISHARES CORE S&P MID CAPETF 1.5%
Value $2.1M Shares 32,266 Est. Cost $62.31 Unrealized
MSFT MICROSOFT CORP 1.5%
Value $2.095M Shares 4,011 Est. Cost $422.35 Unrealized +20.4%
IHI ISHARES US MEDICAL DEVICES ETF 1.4%
Value $1.939M Shares 32,297 Est. Cost $58.35 Unrealized
TMFC MOTLEY FOOL 100 INDEX ETF 1.2%
Value $1.754M Shares 24,679 Est. Cost $60.12 Unrealized
MA MASTERCARD INC CLASS A 1.1%
Value $1.616M Shares 2,862 Est. Cost $514.68 Unrealized +11.4%
ROM PROSHARES ULTRA TECHNOLOGY ETF 1.0%
Value $1.441M Shares 14,709 Est. Cost $69.73 Unrealized
AMZN AMAZON.COM INC 1.0%
Value $1.438M Shares 6,315 Est. Cost $204.58 Unrealized +10.6%
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.8%
Value $1.079M Shares 3,717 Est. Cost $232.51 Unrealized
LRCX LAM RESH CORP 0.7%
Value $934K Shares 6,627 Est. Cost $77.14 Unrealized +36.8%
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.6%
Value $919K Shares 4,955 Est. Cost $87.93 Unrealized +84.3%
XSW SPDR S&P SOFTWARE SERVICES ETF 0.6%
Value $905K Shares 4,484 Est. Cost $186.59 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value $887K Shares 6,307 Est. Cost $131.29 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF 0.6%
Value $848K Shares 4,476 Est. Cost $175.23 Unrealized
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR 0.6%
Value $841K Shares 840,771 Est. Cost $1.00 Unrealized
GOOG ALPHABET INC CLASS C 0.6%
Value $814K Shares 3,360 Est. Cost $175.67 Unrealized +19.5%
BX BLACKSTONE INC 0.5%
Value $769K Shares 4,787 Est. Cost $168.78 Unrealized +0.4%
FBT FIRST TRUST NYSE ARCA BIOTECH ID ETF 0.5%
Value $707K Shares 3,787 Est. Cost $166.21 Unrealized
SNSXX SCHWAB US TREASURY MONEY INVESTOR 0.5%
Value $705K Shares 705,136 Est. Cost $1.00 Unrealized
BOOT BOOT BARN HLDGS INC 0.5%
Value $670K Shares 3,991 Est. Cost $147.71 Unrealized +16.7%
RKLB ROCKET LAB CORP 0.4%
Value $630K Shares 9,490 Est. Cost $24.48 Unrealized +85.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.4%
Value $621K Shares 22,983 Est. Cost $27.32 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.4%
Value $557K Shares 4,723 Est. Cost $115.21 Unrealized
DIG PROSHARES ULTRA ENERGY ETF 0.4%
Value $545K Shares 15,536 Est. Cost $36.04 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX ETF 0.4%
Value $520K Shares 3,025 Est. Cost $148.55 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value $506K Shares 537 Est. Cost $922.64 Unrealized +3.7%
RFG INVSC S P MIDCAP 400 PURE GROWTH ETF 0.4%
Value $504K Shares 9,909 Est. Cost $48.42 Unrealized
SCDGX DWS CORE EQUITY S 0.3%
Value $488K Shares 12,557 Est. Cost $34.20 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF 0.3%
Value $480K Shares 1,036 Est. Cost $425.50 Unrealized
VWNDX VANGUARD WINDSOR INVESTOR SHARES 0.3%
Value $475K Shares 21,308 Est. Cost $20.96 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.3%
Value $473K Shares 4,728 Est. Cost $96.90 Unrealized
CAT CATERPILLAR INC 0.3%
Value $472K Shares 944 Est. Cost $381.74 Unrealized +11.4%
PANW PALO ALTO NETWORKS INC 0.3%
Value $452K Shares 2,100 Est. Cost $188.91 Unrealized +1.3%
TQQQ PROSHARES ULTRAPRO QQQ ETF 0.3%
Value $448K Shares 4,133 Est. Cost $79.13 Unrealized
DE DEERE & CO 0.3%
Value $426K Shares 934 Est. Cost $413.99 Unrealized +18.3%
SWPPX SCHWAB S&P 500 INDEX 0.3%
Value $416K Shares 23,899 Est. Cost $29.22 Unrealized
RFV INVSC S P MIDCAP 400 PURE VALUE ETF 0.3%
Value $414K Shares 3,266 Est. Cost $121.28 Unrealized
BA BOEING CO 0.3%
Value $414K Shares 1,917 Est. Cost $156.93 Unrealized +43.7%
IBB ISHARES BIOTECHNOLOGY ETF 0.3%
Value $374K Shares 2,458 Est. Cost $132.21 Unrealized
MRK MERCK & CO. INC. 0.3%
Value $360K Shares 4,118 Est. Cost $98.70 Unrealized -17.9%
CVX CHEVRON CORP NEW 0.2%
Value $311K Shares 2,052 Est. Cost $145.50 Unrealized +4.7%
RPV INVSC S P 500 PURE VALUEETF 0.2%
Value $306K Shares 3,114 Est. Cost $90.21 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $303K Shares 993 Est. Cost $228.03 Unrealized +29.8%
SYK STRYKER CORP 0.2%
Value $302K Shares 815 Est. Cost $366.32 Unrealized +5.0%
FV FIRST TRST DORSEY WRIGHTFOCUS 5 ETF 0.2%
Value $299K Shares 4,804 Est. Cost $59.06 Unrealized
HLT HILTON WORLDWIDE HLDGS I 0.2%
Value $294K Shares 1,130 Est. Cost $244.13 Unrealized +10.6%
IYJ ISHARES US INDUSTRIALS ETF 0.2%
Value $293K Shares 2,008 Est. Cost $133.52 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value $291K Shares 1,003 Est. Cost $215.49 Unrealized
HIG HARTFORD INS GROUP INC 0.2%
Value $286K Shares 2,200 Est. Cost $113.69 Unrealized +12.0%
AVGO BROADCOM INC 0.2%
Value $278K Shares 807 Est. Cost $209.82 Unrealized +45.7%
SSO PROSHARES ULTRA S&P 500 ETF 0.2%
Value $266K Shares 2,341 Est. Cost $92.51 Unrealized
MGM MGM RESORTS INTL 0.2%
Value $265K Shares 8,162 Est. Cost $37.80 Unrealized -2.9%
CSCO CISCO SYS INC 0.2%
Value $254K Shares 3,629 Est. Cost $55.37 Unrealized +21.7%
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.2%
Value $226K Shares 443 Est. Cost $433.57 Unrealized +4.9%
ORCL ORACLE CORP 0.2%
Value $224K Shares 755 Est. Cost $254.17 Unrealized 0.0%
FDN FIRST TRUST INTERNET INDEX CF ETF 0.2%
Value $223K Shares 786 Est. Cost $222.15 Unrealized
QBTS D-WAVE QUANTUM INC 0.2%
Value $219K Shares 6,239 Est. Cost $18.22 Unrealized 0.0%