Dale Q Rice Investment Management Ltd Diversified Active

Location: Vancouver, WA

CIK: 0002041427 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 30, 2026

Total Value: $140M (100.0% shares, 0.0% debt)

Holdings (65)

AAPL APPLE INC 20.5%
Value $28.69M Shares 105,521 Est. Cost $234.51 Unrealized +14.4%
USD PROSHARES ULTRA SEMICONDUCTORS ETF 16.5%
Value $23.01M Shares 438,563 Est. Cost $59.99 Unrealized
QLD PROSHARES ULTRA QQQ ETF 12.1%
Value $16.85M Shares 239,454 Est. Cost $90.81 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 6.2%
Value $8.684M Shares 14,136 Est. Cost $511.22 Unrealized
SPY SPDR S&P 500 ETF 5.0%
Value $6.997M Shares 10,260 Est. Cost $585.49 Unrealized
GOOGL ALPHABET INC CLASS CLASS A 3.3%
Value $4.67M Shares 14,919 Est. Cost $174.14 Unrealized +64.0%
TSLA TESLA INC 2.6%
Value $3.694M Shares 8,215 Est. Cost $322.06 Unrealized +37.6%
BRK/B BERKSHIRE HATHAWAY CLASS CLASS B 2.2%
Value $3.112M Shares 6,192 Est. Cost $461.73 Unrealized +7.8%
XSD STATE SRT SPDR S&P SMCNDCTR ETF 2.2%
Value $3.045M Shares 9,469 Est. Cost $248.45 Unrealized
NVDA NVIDIA CORP 2.1%
Value $2.954M Shares 15,838 Est. Cost $137.79 Unrealized +35.1%
IYW ISHARES US TECHNOLOGY ETF 1.6%
Value $2.236M Shares 11,199 Est. Cost $159.52 Unrealized
IJH ISHARES CORE S&P MID CAPETF 1.4%
Value $1.991M Shares 30,167 Est. Cost $62.31 Unrealized
MSFT MICROSOFT CORP 1.4%
Value $1.933M Shares 3,998 Est. Cost $422.35 Unrealized +18.5%
IHI ISHARES US MEDICAL DEVICES ETF 1.2%
Value $1.739M Shares 27,987 Est. Cost $58.35 Unrealized
TMFC MOTLEY FOOL 100 INDEX ETF 1.2%
Value $1.724M Shares 24,026 Est. Cost $60.12 Unrealized
MA MASTERCARD INC CLASS CLASS A 1.2%
Value $1.634M Shares 2,862 Est. Cost $514.68 Unrealized +8.6%
AMZN AMAZON.COM INC 1.0%
Value $1.448M Shares 6,275 Est. Cost $204.58 Unrealized +11.8%
ROM PROSHARES ULTRA TECHNOLOGY ETF 1.0%
Value $1.367M Shares 14,500 Est. Cost $69.73 Unrealized
LRCX LAM RESH CORP 0.8%
Value $1.134M Shares 6,627 Est. Cost $77.14 Unrealized +101.4%
GOOG ALPHABET INC CLASS CLASS C 0.8%
Value $1.049M Shares 3,342 Est. Cost $175.67 Unrealized +63.0%
XLK STATE STRET TEC SELECT SEC SPDR ETF 0.7%
Value $952K Shares 6,616 Est. Cost $193.71 Unrealized
PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A 0.6%
Value $888K Shares 4,994 Est. Cost $87.93 Unrealized +105.9%
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value $887K Shares 6,284 Est. Cost $131.29 Unrealized
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR 0.6%
Value $817K Shares 816,834 Est. Cost $1.00 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF 0.6%
Value $777K Shares 4,055 Est. Cost $175.23 Unrealized
XSW ST SRT SPDR S&P SFTWR AND SRVCS ETF 0.6%
Value $768K Shares 4,104 Est. Cost $186.59 Unrealized
BX BLACKSTONE INC 0.5%
Value $738K Shares 4,787 Est. Cost $168.78 Unrealized -10.3%
SNSXX SCHWAB US TREASURY MONEY INVESTOR 0.5%
Value $683K Shares 683,477 Est. Cost $1.00 Unrealized
RKLB ROCKET LAB CORP CLASS CLASS A 0.5%
Value $683K Shares 9,791 Est. Cost $25.49 Unrealized +124.9%
FBT FIRST TRUST NYSE ARCA BIOTECH ID ETF 0.5%
Value $655K Shares 3,170 Est. Cost $166.21 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value $630K Shares 22,983 Est. Cost $27.32 Unrealized
BOOT BOOT BARN HLDGS INC 0.4%
Value $623K Shares 3,531 Est. Cost $147.71 Unrealized +26.3%
DIG PROSHARES ULTRA ENERGY ETF 0.4%
Value $561K Shares 15,536 Est. Cost $36.04 Unrealized
CAT CATERPILLAR INC 0.4%
Value $541K Shares 944 Est. Cost $381.74 Unrealized +45.5%
RFG INVSC S P MIDCAP 400 PURE GROWTH ETF 0.4%
Value $520K Shares 9,909 Est. Cost $48.42 Unrealized
VWNDX VANGUARD WINDSOR INVESTOR SHARES 0.4%
Value $500K Shares 22,748 Est. Cost $21.03 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.4%
Value $499K Shares 4,148 Est. Cost $115.21 Unrealized
SCDGX DWS CORE EQUITY S 0.4%
Value $498K Shares 13,833 Est. Cost $34.36 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.3%
Value $472K Shares 4,728 Est. Cost $96.90 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value $463K Shares 537 Est. Cost $922.64 Unrealized -1.8%
FXL FIRST TRUST TECHNOLOGY ALPHADEX ETF 0.3%
Value $459K Shares 2,725 Est. Cost $148.55 Unrealized
DE DEERE & CO 0.3%
Value $435K Shares 934 Est. Cost $413.99 Unrealized +13.0%
MRK MERCK & CO. INC. 0.3%
Value $433K Shares 4,118 Est. Cost $98.70 Unrealized -5.5%
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF 0.3%
Value $432K Shares 898 Est. Cost $425.50 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ ETF 0.3%
Value $428K Shares 8,118 Est. Cost $66.17 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.3%
Value $424K Shares 24,165 Est. Cost $29.09 Unrealized
BA BOEING CO 0.3%
Value $413K Shares 1,904 Est. Cost $156.93 Unrealized +31.1%
IBB ISHARES BIOTECHNOLOGY ETF 0.3%
Value $400K Shares 2,370 Est. Cost $132.21 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value $383K Shares 2,080 Est. Cost $188.91 Unrealized +6.8%
RFV INVSC S P MIDCAP 400 PURE VALUE ETF 0.3%
Value $368K Shares 2,882 Est. Cost $121.28 Unrealized
HLT HILTON WORLDWIDE HLDGS I 0.2%
Value $321K Shares 1,119 Est. Cost $244.13 Unrealized +11.5%
JPM JPMORGAN CHASE & CO 0.2%
Value $320K Shares 993 Est. Cost $228.03 Unrealized +35.7%
RPV INVSC S P 500 PURE VALUEETF 0.2%
Value $320K Shares 3,093 Est. Cost $90.21 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value $311K Shares 2,038 Est. Cost $145.50 Unrealized +4.1%
HIG HARTFORD INS GROUP INC 0.2%
Value $303K Shares 2,200 Est. Cost $113.69 Unrealized +15.7%
FV FIRST TRST DORSEY WRIGHTFOCUS 5 ETF 0.2%
Value $302K Shares 4,804 Est. Cost $59.06 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value $302K Shares 1,003 Est. Cost $215.49 Unrealized
IYJ ISHARES US INDUSTRIALS ETF 0.2%
Value $298K Shares 2,008 Est. Cost $133.52 Unrealized
MGM MGM RESORTS INTL 0.2%
Value $296K Shares 8,122 Est. Cost $37.80 Unrealized -10.2%
SYK STRYKER CORP 0.2%
Value $286K Shares 815 Est. Cost $366.32 Unrealized -0.8%
CSCO CISCO SYS INC 0.2%
Value $280K Shares 3,629 Est. Cost $55.37 Unrealized +33.3%
AVGO BROADCOM INC 0.2%
Value $279K Shares 807 Est. Cost $209.82 Unrealized +70.1%
SSO PROSHARES ULTRA S&P 500 ETF 0.2%
Value $271K Shares 4,682 Est. Cost $75.21 Unrealized
FDN FIRST TRUST INTERNET INDEX CF ETF 0.2%
Value $212K Shares 786 Est. Cost $222.15 Unrealized
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.1%
Value $207K Shares 442 Est. Cost $433.57 Unrealized +17.4%