Fund HoldingsRockingstone Advisors LLC

Total Portfolio Value
$180.91M
Total Bought
$13.37M
Total Sold
$2.70M
Net Transaction
+$10.68M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
272,225303,970+31,74513,64915,2538.43%+1,604
COUPANG INC(CPNG)044,845+44,84507620.42%+762
META PLATFORMS INC(META)6,0718,266+2,1951,7422,4821.37%+739
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
96,510108,885+12,3755,5726,2723.47%+700
SELECT SECTOR SPDR TR
ST STR INDL ETF
05,060+5,06005130.28%+513
TOWER SEMICONDUCTOR LTD(TSEM)020,798+20,79805110.28%+511
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
014,471+14,47103790.21%+379
ISHARES INC012,115+12,11503720.21%+372
ALPHABET INC(GOOG)27,12727,565+4383,2473,6071.99%+360
CANADIAN NAT RES LTD(CNQ)38,12838,698+5702,1452,5031.38%+358
SPDR SER TR
ST STR RATE ETF
64,35575,905+11,5501,9752,3321.29%+357
SPDR SER TR
SP O&G EXPL PRO
14,64914,954+3051,8872,2121.22%+325
ELI LILLY & CO(LLY)0475+47502550.14%+255
ISHARES TR57,44367,193+9,7501,7772,0261.12%+249
ISHARES INC
MSCI JAPAN ETF
12,28016,460+4,1807609920.55%+232
BOOKING HOLDINGS INC(BKNG)073+7302250.12%+225
CHEVRON CORP NEW(CVX)01,224+1,22402060.11%+206
BROADCOM INC(AVGO)0242+24202010.11%+201
WALMART INC(WMT)01,252+1,25202000.11%+200
BERKSHIRE HATHAWAY INC DEL10,20310,450+2473,4793,6612.02%+181
CONSTELLIUM SE(CSTM)161,696161,521-1752,7812,9401.62%+159
NVIDIA CORPORATION(NVDA)10,30610,337+314,3604,4962.49%+137
COSTCO WHSL CORP NEW(COST)3,7033,713+101,9942,0981.16%+104
GAMBLING COM GROUP LIMITED
ORDINARY SHARES
31,38730,320-1,0673213970.22%+75
ALPHABET INC(GOOG)2,8313,154+3233424160.23%+73
SPDR SER TR
ST STR SP REGBNK
27,19128,241+1,0501,1101,1800.65%+69
JPMORGAN CHASE & CO(JPM)13,73314,229+4961,9972,0631.14%+66
NEW MTN FIN CORP191,775189,285-2,4902,3862,4511.35%+66
UNITEDHEALTH GROUP INC(UNH)0571+57102880.16%+288
MASTERCARD INCORPORATED(MA)10,38010,452+724,0824,1382.29%+56
EOG RES INC(EOG)3,3263,414+883814330.24%+52
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
6,1706,140-304224710.26%+49
VANGUARD INDEX FDS14,43215,167+7353,1793,2221.78%+43
ISHARES TR7,2517,840+5899219590.53%+38
ISHARES TR
CORE MSCI EAFE
4,7915,591+8003233600.20%+36
CATERPILLAR INC(CAT)1,7031,651-524194510.25%+32
AMAZON COM INC(AMZN)23,07123,881+8103,0083,0361.68%+28
SPDR INDEX SHS FDS
ST MARKE CAP ETF
26,82026,695-1251,4081,4280.79%+19
ISHARES TR7,2257,373+1482,4992,5161.39%+17
SELECT SECTOR SPDR TR
ST STR SVC ETF
8,6658,785+1205645760.32%+12
ISHARES TR17,90919,029+1,1203,3543,3631.86%+9
ISHARES INC19,25819,538+2804985060.28%+8
VANGUARD INTL EQUITY INDEX F7,7868,161+3757557600.42%+5
PROCTER AND GAMBLE CO(PG)1,8101,918+1082752800.15%+5
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
5,4305,595+1658258250.46%-0
HOME DEPOT INC(HD)4,3384,458+1201,3481,3470.74%-1
VISA INC(V)5,3295,468+1391,2661,2580.70%-8
SALESFORCE INC(CRM)0993+99302010.11%+201
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
10,36510,445+805014900.27%-11
ISHARES TR12,50012,50003293180.18%-12
VANGUARD WHITEHALL FDS26,27026,630+3601,6601,6480.91%-12
VANGUARD INDEX FDS1,1601,16003283160.17%-12
ISHARES TR76176103393270.18%-12
VANGUARD WHITEHALL FDS11,47011,900+4308618490.47%-12
ISHARES TR2,0002,00004144010.22%-13
VANGUARD INTL EQUITY INDEX F7,2347,129-1052912780.15%-13
ISHARES TR24,65925,514+8551,4541,4410.80%-14
VANGUARD SPECIALIZED FUNDS5,9506,130+1809669530.53%-14
ISHARES TR5,2865,28604454300.24%-15
SPDR SER TR
ST STR SP500FF
10,24010,24003703560.20%-15
VANGUARD WHITEHALL FDS17,73918,054+3151,8821,8651.03%-16
SELECT SECTOR SPDR TR
ST STR FINL ETF
40,78640,901+1151,3751,3570.75%-18
LINDE PLC(LIN)8,2498,392+1433,1443,1251.73%-19
VANGUARD INDEX FDS2,2042,131-733132940.16%-19
VANGUARD WELLINGTON FD12,59012,330-2601,2551,2340.68%-21
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
10,42510,385-404234010.22%-21
WISDOMTREE TR(WT)11,10010,700-4004254010.22%-24
ISHARES TR5,1255,085-404444200.23%-24
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,9904,059+696786530.36%-24
VANGUARD STAR FDS9,4409,44005295050.28%-24
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
18,64918,700+511,0321,0020.55%-30
LIVE NATION ENTERTAINMENT IN(LYV)4,0564,085+293703390.19%-30
ISHARES INC9,0009,00004123800.21%-32
VANGUARD INTL EQUITY INDEX F16,63516,830+1951,1601,1260.62%-34
PAYPAL HLDGS INC(PYPL)03,657+3,65702140.12%+214
RED ROCK RESORTS INC(RRR)6,2806,290+102942580.14%-36
INVESCO QQQ TR2,2862,244-428448040.44%-41
ISHARES TR31,39030,555-8351,5361,4950.83%-41
INVESCO EXCH TRADED FD TR II8,4308,275-1555294860.27%-43
SELECT SECTOR SPDR TR
ST STR STAPL ETF
7,7907,755-355785340.29%-44
SELECT SECTOR SPDR TR
ST STR MATER ETF
10,65710,662+58838380.46%-46
JOHNSON & JOHNSON(JNJ)01,349+1,34902100.12%+210
PHILIP MORRIS INTL INC(PM)20,15220,741+5891,9671,9201.06%-47
LOCKHEED MARTIN CORP(LMT)1,9242,045+1218868360.46%-49
ISHARES TR05,195+5,19502250.12%+225
SELECT SECTOR SPDR TR
ST STR UTIL ETF
7,9257,840-855194620.26%-57
DISNEY WALT CO(DIS)10,68511,019+3349548930.49%-61
VANGUARD INTL EQUITY INDEX F38,05039,380+1,3302,3482,2811.26%-66
ISHARES TR4,3493,883-4664703960.22%-74
APPIAN CORP(APPN)45,33145,676+3452,1582,0831.15%-74
VANGUARD INDEX FDS9,0658,990-751,2541,1770.65%-77
VANGUARD INDEX FDS12,20812,524+3162,6882,6081.44%-80
STARBUCKS CORP(SBUX)15,52915,873+3441,5381,4490.80%-90
WYNN RESORTS LTD(WYNN)9,65110,036+3851,0199270.51%-92
VANGUARD INDEX FDS10,1539,903-2508487490.41%-99
BOEING CO(BA)7,3317,505+1741,5481,4390.80%-109
LAUDER ESTEE COS INC(EL)9,99112,801+2,8101,9621,8501.02%-112
SELECT SECTOR SPDR TR
ST STR CARE ETF
28,70428,717+133,8103,6972.04%-113
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
42,53042,835+3052,3982,2781.26%-120
VANGUARD TAX-MANAGED FDS92,12994,544+2,4154,2554,1332.28%-121
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