Fund HoldingsSolstein Capital, LLC

Total Portfolio Value
$188.81M
Total Bought
$39.19M
Total Sold
$8.93M
Net Transaction
+$30.25M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR
CORE MSCI INTL
276135,283+135,007189,5825.07%+9,564
ISHARES TR015,798+15,79809,1134.83%+9,113
VANECK MERK GOLD ETF(OUNZ)0232,608+232,60805,9063.13%+5,906
PROSHARES TR
SHRT HGH YIELD
0313,354+313,35405,0732.69%+5,073
SPDR S&P 500 ETF TR(SPY)26,97529,466+2,49114,68016,9068.95%+2,226
ISHARES TR013,797+13,79701,6140.85%+1,614
APPLE INC(AAPL)70,56170,561014,86216,4418.71%+1,579
ISHARES BITCOIN TRUST ETF(IBIT)032,363+32,36301,1690.62%+1,169
VANGUARD INTL EQUITY INDEX F2,30319,609+17,3061351,2350.65%+1,100
ISHARES TR063,288+63,28802,9021.54%+2,902
VANGUARD INDEX FDS8493,008+2,1593181,1550.61%+837
ISHARES INC
CORE MSCI EMKT
014,580+14,58008370.44%+837
SEA LTD(SE)19,90019,90001,4211,8760.99%+455
HOME DEPOT INC(HD)06,089+6,08902,4671.31%+2,467
TRIP COM GROUP LTD(TCOM)28,40028,40001,3351,6880.89%+353
JD.COM INC(JD)07,704+7,70403080.16%+308
SPDR GOLD TR(GLD)10,40210,40202,2372,5281.34%+292
THERMO FISHER SCIENTIFIC INC(TMO)04,581+4,58102,8341.50%+2,834
ISHARES TR48,00348,00303,7604,0142.13%+254
CATERPILLAR INC(CAT)04,214+4,21401,6480.87%+1,648
ISHARES INC
MSCI JAPAN ETF
070,077+70,07705,0132.66%+5,013
CYBERARK SOFTWARE LTD10,30610,30602,8183,0051.59%+187
WALMART INC(WMT)14,27114,27109661,1520.61%+186
VISA INC(V)013,418+13,41803,6891.95%+3,689
VANECK ETF TRUST
RARE EAR STR ETF
03,525+3,52501630.09%+163
TIM S A(TIMB)047,400+47,40008160.43%+816
KE HLDGS INC(BEKE)21,10021,10002994200.22%+122
MASTERCARD INCORPORATED(MA)01,859+1,85909180.49%+918
ISHARES TR
MSCI SAUDI ARBIA
046,795+46,79501,9981.06%+1,998
ITAU UNIBANCO HLDG S A(ITUB)0108,200+108,20007200.38%+720
MATCH GROUP INC NEW(MTCH)02,300+2,3000870.05%+87
COSTCO WHSL CORP NEW(COST)2,2362,23601,9011,9821.05%+82
KB FINL GROUP INC(KB)14,98714,98708489250.49%+77
CITIGROUP INC(C)01,225+1,2250770.04%+77
ISHARES INC017,072+17,07207090.38%+709
ISHARES TR
MSCI INDIA ETF
026,137+26,13701,5300.81%+1,530
INTERCONTINENTAL EXCHANGE IN(ICE)02,950+2,95004740.25%+474
T-MOBILE US INC(TMUS)2,3212,32104094790.25%+70
INTUITIVE MACHINES INC(LUNR)037,500+37,5000940.05%+94
ISHARES TR3,8193,81905045710.30%+67
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
08,963+8,96307610.40%+761
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,030+4,03005460.29%+546
JPMORGAN CHASE & CO.(JPM)6,2436,24301,2631,3160.70%+54
MAPLEBEAR INC(CART)06,252+6,25202550.13%+255
INVESCO DB MULTI-SECTOR COMM(DBA)20,52320,52304885350.28%+47
ISHARES INC025,605+25,60507550.40%+755
EQUINIX INC(EQIX)0350+35003110.16%+311
SALESFORCE INC(CRM)02,487+2,48706810.36%+681
AMERICAN TOWER CORP NEW(AMT)01,069+1,06902490.13%+249
UNION PAC CORP(UNP)02,007+2,00704950.26%+495
ORACLE CORP(ORCL)1,2561,25601772140.11%+37
RTX CORPORATION(RTX)1,6581,65801662010.11%+34
INTUITIVE MACHINES INC(LUNR)07,094+7,0940570.03%+57
COCA COLA CO(KO)3,9533,95302522840.15%+32
BLACKROCK INC(BLK)0195+19501850.10%+185
AURORA INNOVATION INC010,000+10,0000590.03%+59
SELECT SECTOR SPDR TR
ST STR REAL ETF
05,325+5,32502380.13%+238
ISHARES TR05,165+5,16505840.31%+584
BHP GROUP LTD5,9925,99203423720.20%+30
TESLA INC(TSLA)4594590911200.06%+29
ABBVIE INC(ABBV)01,110+1,11002190.12%+219
BOYD GAMING CORP(BYD)02,927+2,92701890.10%+189
BETTER HOME & FINANCE HOLDIN01,553+1,5530280.01%+28
RIO TINTO PLC(RIO)5,1305,13003383650.19%+27
PROCTER AND GAMBLE CO(PG)3,0403,04005015270.28%+25
COMCAST CORP NEW(CCZ)018,529+18,52907740.41%+774
META PLATFORMS INC(META)34834801751990.11%+24
INVESCO QQQ TR2,6212,62101,2561,2790.68%+24
NU HLDGS LTD(NU)30,40030,40003924150.22%+23
ISHARES TR05,165+5,16505070.27%+507
PEPSICO INC(PEP)04,406+4,40607490.40%+749
ISHARES TR8,9027,951-9512312530.13%+21
PRUDENTIAL FINL INC(PFH)88,57088,57008048250.44%+21
CME GROUP INC(CME)0821+82101810.10%+181
BARRICK GOLD CORP6,0616,06101011210.06%+19
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,319+2,31903570.19%+357
LOCKHEED MARTIN CORP(LMT)159159074930.05%+19
NEXTERA ENERGY INC(NEE)1,2761,2760901080.06%+18
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0885+88501770.09%+177
GILEAD SCIENCES INC(GILD)01,036+1,0360870.05%+87
INTERNATIONAL FLAVORS&FRAGRA(IFF)1,5701,57001491650.09%+15
ISHARES TR
MSCI USA QLT FCT
1,7021,70202913050.16%+15
BROADCOM INC(AVGO)1121,120+1,0081801930.10%+13
EXXON MOBIL CORP5,7335,73306606720.36%+12
NETFLIX INC(NFLX)34834802352470.13%+12
ISHARES TR02,309+2,30902160.11%+216
VANGUARD INDEX FDS0537+53701420.08%+142
GOLDMAN SACHS GROUP INC(GS)23723701071170.06%+10
TE CONNECTIVITY PLC(TEL)064+640100.01%+10
TARGET CORP(TGT)01,224+1,22401910.10%+191
TJX COS INC NEW(TJX)1,2681,26801401490.08%+9
ALLSTATE CORP(ALL)0306+3060580.03%+58
ISHARES TR1,2811,28101441530.08%+9
VANGUARD INDEX FDS66566501661750.09%+9
CHENIERE ENERGY INC(LNG)01,812+1,81203260.17%+326
FAIR ISAAC CORP(FICO)1818027350.02%+8
UNITEDHEALTH GROUP INC(UNH)104104053610.03%+8
YUM BRANDS INC(YUM)01,069+1,06901490.08%+149
SELECT SECTOR SPDR TR
ST STR STAPL ETF
01,198+1,1980990.05%+99
EDISON INTL(EIX)0500+5000440.02%+44
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