Mine & Arao Wealth Creation & Management
Latest statistics and disclosures from Mine & Arao Wealth Creation & Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, DIA, AAPL, AMZN, and represent 58.82% of Mine & Arao Wealth Creation & Management's stock portfolio.
- Added to shares of these 10 stocks: IYH, IJH, QQQ, SPY, DIA, IYG, SDY, CSCO, IVV, TSLA.
- Started 76 new stock positions in MS, VRTX, SPGI, MTG, FWONK, HRB, ADSK, SNPS, AIG, MMC.
- Reduced shares in these 10 stocks: , ORCL, CLX, DOCU, LUV, EB, ABNB, CVX, DIS, ICF.
- Sold out of its positions in UHAL, BMBL, STZ, Etf Managers Tr purefunds ise cy, Etf Managers Tr tierra xp latin, EB, ImmunoGen, MKL, Orchard Therapeutics, VVV. IVZ.
- Mine & Arao Wealth Creation & Management was a net buyer of stock by $5.9M.
- Mine & Arao Wealth Creation & Management has $202M in assets under management (AUM), dropping by 9.30%.
- Central Index Key (CIK): 0001802994
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Portfolio Holdings for Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management holds 385 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 19.0 | $39M | 87k | 444.01 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 15.5 | $31M | 60k | 523.07 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 10.9 | $22M | +2% | 55k | 397.77 |
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| Apple (AAPL) | 7.7 | $16M | 91k | 171.48 |
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| Amazon (AMZN) | 5.7 | $12M | 64k | 180.38 |
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| NVIDIA Corporation (NVDA) | 3.4 | $6.9M | 7.6k | 903.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $5.6M | 37k | 152.26 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $4.1M | 21k | 200.30 |
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| Ishares Tr Select Divid Etf (DVY) | 1.9 | $3.8M | 31k | 123.18 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 1.8 | $3.6M | +4% | 28k | 131.24 |
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| Visa Com Cl A (V) | 1.7 | $3.4M | 12k | 279.07 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 1.4 | $2.8M | +366% | 45k | 61.90 |
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| Ishares Tr Cohen Steer Reit (ICF) | 1.2 | $2.4M | 42k | 57.70 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $2.2M | 20k | 110.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.0M | 14k | 150.93 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $1.9M | 32k | 58.65 |
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| Wells Fargo & Company (WFC) | 0.9 | $1.9M | 32k | 57.96 |
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| Microsoft Corporation (MSFT) | 0.9 | $1.8M | 4.4k | 420.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.7M | 4.0k | 420.52 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $1.6M | +377% | 26k | 60.74 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.7 | $1.4M | 11k | 128.09 |
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| Merck & Co (MRK) | 0.7 | $1.3M | 10k | 131.95 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $1.3M | 2.7k | 481.53 |
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| Procter & Gamble Company (PG) | 0.6 | $1.2M | 7.7k | 162.25 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $862k | 1.8k | 478.66 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $834k | 17k | 50.10 |
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| Meta Platforms Cl A (META) | 0.4 | $825k | 1.7k | 485.50 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.4 | $797k | +180% | 12k | 66.30 |
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| Caterpillar (CAT) | 0.4 | $797k | 2.2k | 366.51 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $762k | 16k | 47.44 |
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| Netflix (NFLX) | 0.4 | $747k | 1.2k | 607.33 |
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| Oracle Corporation (ORCL) | 0.4 | $727k | -7% | 5.8k | 125.60 |
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| Walt Disney Company (DIS) | 0.3 | $706k | -2% | 5.8k | 122.36 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $694k | 17k | 39.81 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $659k | 6.5k | 101.41 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $650k | 8.1k | 79.86 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $648k | 6.0k | 107.42 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $596k | 6.5k | 91.25 |
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| Coca-Cola Company (KO) | 0.3 | $585k | +7% | 9.6k | 61.18 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $547k | 7.2k | 76.36 |
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| Norfolk Southern (NSC) | 0.3 | $547k | 2.1k | 254.93 |
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| Clorox Company (CLX) | 0.3 | $507k | -7% | 3.3k | 153.11 |
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| Bank of America Corporation (BAC) | 0.2 | $502k | 13k | 37.92 |
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| Lam Research Corporation (LRCX) | 0.2 | $487k | 501.00 | 971.57 |
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| American Tower Reit (AMT) | 0.2 | $480k | 2.4k | 197.61 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $480k | 2.3k | 208.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $472k | +31% | 898.00 | 525.55 |
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| Cisco Systems (CSCO) | 0.2 | $414k | +53% | 8.3k | 49.91 |
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| Johnson & Johnson (JNJ) | 0.2 | $414k | 2.6k | 158.21 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $408k | 4.1k | 99.42 |
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| Eli Lilly & Co. (LLY) | 0.2 | $404k | 519.00 | 777.96 |
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| Crown Castle Intl (CCI) | 0.2 | $389k | 3.7k | 105.82 |
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| Verizon Communications (VZ) | 0.2 | $376k | -2% | 9.0k | 41.96 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $370k | 7.4k | 50.17 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $369k | 4.9k | 75.40 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $357k | 614.00 | 581.49 |
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| Tesla Motors (TSLA) | 0.2 | $349k | +44% | 2.0k | 175.79 |
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| salesforce (CRM) | 0.2 | $342k | -2% | 1.1k | 301.18 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $329k | 1.6k | 210.28 |
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| Huntington Ingalls Inds (HII) | 0.1 | $299k | 1.0k | 291.47 |
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| International Business Machines (IBM) | 0.1 | $286k | 1.5k | 190.96 |
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| Marriott Intl Cl A (MAR) | 0.1 | $285k | 1.1k | 252.34 |
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| Starbucks Corporation (SBUX) | 0.1 | $281k | 3.1k | 91.39 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $274k | 3.8k | 72.63 |
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| CSX Corporation (CSX) | 0.1 | $266k | 7.2k | 37.07 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $266k | -3% | 3.1k | 86.48 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $230k | 505.00 | 455.17 |
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| American Express Company (AXP) | 0.1 | $229k | 1.0k | 227.69 |
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| Pfizer (PFE) | 0.1 | $224k | -4% | 8.1k | 27.75 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $220k | 6.8k | 32.23 |
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| Kellogg Company (K) | 0.1 | $213k | 3.7k | 57.29 |
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| Goldman Sachs (GS) | 0.1 | $194k | 464.00 | 417.70 |
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| Chevron Corporation (CVX) | 0.1 | $192k | -10% | 1.2k | 157.74 |
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| Cigna Corp (CI) | 0.1 | $188k | 517.00 | 363.19 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $186k | 996.00 | 186.86 |
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| FedEx Corporation (FDX) | 0.1 | $186k | 641.00 | 289.56 |
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| At&t (T) | 0.1 | $180k | 10k | 17.60 |
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| Smucker J M Com New (SJM) | 0.1 | $178k | 1.4k | 125.86 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $167k | 2.3k | 71.35 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $166k | 900.00 | 183.89 |
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| NetApp (NTAP) | 0.1 | $158k | 1.5k | 104.97 |
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| Las Vegas Sands (LVS) | 0.1 | $157k | 3.0k | 51.70 |
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| BlackRock (BLK) | 0.1 | $153k | 183.00 | 833.70 |
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| Docusign (DOCU) | 0.1 | $151k | -21% | 2.5k | 59.55 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $148k | 1.0k | 147.73 |
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| Union Pacific Corporation (UNP) | 0.1 | $140k | +18% | 568.00 | 245.93 |
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| Costco Wholesale Corporation (COST) | 0.1 | $135k | 185.00 | 731.28 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $132k | 1.9k | 70.01 |
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| Micron Technology (MU) | 0.1 | $130k | 1.1k | 117.89 |
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| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.1 | $129k | -7% | 2.1k | 61.03 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $128k | 1.9k | 65.87 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $124k | 904.00 | 137.27 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $124k | 1.5k | 84.10 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $123k | 3.9k | 31.95 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $116k | +200% | 1.7k | 67.91 |
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| Wal-Mart Stores (WMT) | 0.1 | $116k | +200% | 1.9k | 60.16 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $114k | 738.00 | 154.15 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $113k | 2.6k | 43.35 |
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| Honeywell International (HON) | 0.1 | $110k | 534.00 | 205.25 |
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| UnitedHealth (UNH) | 0.1 | $107k | +2% | 217.00 | 494.70 |
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| United Parcel Service CL B (UPS) | 0.1 | $106k | 714.00 | 148.73 |
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| Intel Corporation (INTC) | 0.1 | $104k | -7% | 2.4k | 44.16 |
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| Nike CL B (NKE) | 0.1 | $103k | 1.1k | 94.01 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $101k | 201.00 | 504.60 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $101k | 1.2k | 83.58 |
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| Pepsi (PEP) | 0.0 | $101k | 574.00 | 175.03 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $99k | 1.2k | 79.80 |
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| Qualcomm (QCOM) | 0.0 | $93k | 550.00 | 169.30 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $90k | 1.7k | 54.42 |
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| Lowe's Companies (LOW) | 0.0 | $88k | 347.00 | 254.73 |
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| Ishares Tr Cybersecurity (IHAK) | 0.0 | $87k | 1.9k | 46.85 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $86k | 154.00 | 555.79 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $86k | 1.2k | 72.33 |
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| Block Cl A (SQ) | 0.0 | $85k | 1.0k | 84.58 |
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $84k | 8.5k | 9.96 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $83k | 826.00 | 100.83 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $83k | 319.00 | 260.18 |
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| Sempra Energy (SRE) | 0.0 | $82k | 1.1k | 71.82 |
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| Boeing Company (BA) | 0.0 | $80k | 415.00 | 192.99 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $80k | 2.2k | 36.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $80k | 436.00 | 182.67 |
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| Waste Management (WM) | 0.0 | $78k | 367.00 | 213.41 |
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| Anthem (ELV) | 0.0 | $78k | 150.00 | 518.54 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $78k | 3.2k | 24.07 |
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| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $77k | 7.0k | 11.01 |
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| Republic Services (RSG) | 0.0 | $74k | 385.00 | 191.55 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $73k | 25.00 | 2906.80 |
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| Home Depot (HD) | 0.0 | $72k | 187.00 | 384.58 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $71k | 767.00 | 92.89 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $70k | 728.00 | 95.60 |
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| Prologis (PLD) | 0.0 | $69k | 529.00 | 130.32 |
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| Advanced Micro Devices (AMD) | 0.0 | $66k | 364.00 | 180.49 |
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| American Water Works (AWK) | 0.0 | $66k | 536.00 | 122.21 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $62k | 423.00 | 147.59 |
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| PNC Financial Services (PNC) | 0.0 | $61k | 378.00 | 161.56 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $59k | 1.4k | 42.12 |
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| Southwest Airlines (LUV) | 0.0 | $59k | -39% | 2.0k | 29.19 |
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| General Electric Com New (GE) | 0.0 | $58k | +5% | 332.00 | 175.53 |
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| Ubs Ag London Branch NT LKD 24 (FBGX) | 0.0 | $58k | 69.00 | 843.46 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $57k | 118.00 | 479.68 |
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| Reddit Cl A | 0.0 | $52k | NEW | 1.1k | 49.32 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $51k | 232.00 | 218.00 |
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| Metropcs Communications (TMUS) | 0.0 | $49k | 302.00 | 163.45 |
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| Broadcom (AVGO) | 0.0 | $49k | +2% | 37.00 | 1325.43 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $47k | +9% | 405.00 | 116.24 |
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| Deere & Company (DE) | 0.0 | $47k | 114.00 | 410.03 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $45k | 4.0k | 11.24 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $43k | 858.00 | 50.46 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $41k | 140.00 | 289.05 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $39k | 166.00 | 235.80 |
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| Granite Construction (GVA) | 0.0 | $39k | -12% | 682.00 | 57.16 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $39k | 309.00 | 125.96 |
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| Vaneck Etf Trust Video Gmng Esprt (ESPO) | 0.0 | $39k | 616.00 | 62.51 |
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| Textron (TXT) | 0.0 | $38k | 400.00 | 96.01 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $38k | 500.00 | 76.32 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $38k | 407.00 | 93.48 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $38k | 195.00 | 195.10 |
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| Simon Property (SPG) | 0.0 | $38k | +2% | 241.00 | 156.63 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $36k | 105.00 | 346.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $35k | 155.00 | 228.59 |
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| Waters Corporation (WAT) | 0.0 | $34k | 100.00 | 344.23 |
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| McDonald's Corporation (MCD) | 0.0 | $34k | 122.00 | 281.95 |
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| American Financial (AFG) | 0.0 | $32k | 234.00 | 136.20 |
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| WD-40 Company (WDFC) | 0.0 | $32k | 125.00 | 253.31 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $31k | 990.00 | 31.22 |
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| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $31k | 324.00 | 94.22 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $29k | 299.00 | 96.73 |
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| GSK Sponsored Adr (GSK) | 0.0 | $27k | 640.00 | 42.87 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $27k | 207.00 | 131.37 |
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| Stryker Corporation (SYK) | 0.0 | $27k | 75.00 | 357.88 |
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| Illinois Tool Works (ITW) | 0.0 | $27k | 100.00 | 268.33 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $27k | 100.00 | 265.12 |
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| MGM Resorts International. (MGM) | 0.0 | $26k | NEW | 554.00 | 47.21 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $25k | 100.00 | 251.68 |
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| Ford Motor Company (F) | 0.0 | $25k | 1.9k | 13.28 |
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| AFLAC Incorporated (AFL) | 0.0 | $24k | 280.00 | 85.98 |
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| Prudential Financial (PRU) | 0.0 | $24k | 200.00 | 117.40 |
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| Sight Sciences (SGHT) | 0.0 | $22k | 4.1k | 5.28 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $21k | 1.2k | 17.32 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $21k | 100.00 | 205.72 |
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| Ally Financial (ALLY) | 0.0 | $20k | 500.00 | 40.59 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $19k | 406.00 | 47.87 |
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| Citigroup Com New (C) | 0.0 | $19k | 303.00 | 63.21 |
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| Ishares Msci Germany Etf (EWG) | 0.0 | $18k | 552.00 | 31.73 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $16k | 125.00 | 125.34 |
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| Expedia Group Com New (EXPE) | 0.0 | $15k | 112.00 | 137.75 |
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| Cardinal Health (CAH) | 0.0 | $15k | 133.00 | 111.90 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $15k | -50% | 294.00 | 50.45 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $15k | 156.00 | 94.66 |
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| Flowers Foods (FLO) | 0.0 | $14k | -20% | 600.00 | 23.75 |
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| Marvell Technology (MRVL) | 0.0 | $14k | -33% | 200.00 | 70.88 |
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| Motorola Solutions Com New (MSI) | 0.0 | $14k | 39.00 | 355.00 |
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| Flex Ord (FLEX) | 0.0 | $14k | 482.00 | 28.61 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $14k | 200.00 | 67.75 |
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| Hldgs (UAL) | 0.0 | $14k | 282.00 | 47.88 |
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| IDEXX Laboratories (IDXX) | 0.0 | $14k | 25.00 | 539.96 |
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| Shell Spon Ads (SHEL) | 0.0 | $13k | 200.00 | 67.04 |
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| Emerson Electric (EMR) | 0.0 | $13k | 118.00 | 113.42 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $13k | +44% | 39.00 | 337.05 |
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| CVS Caremark Corporation (CVS) | 0.0 | $13k | 159.00 | 79.89 |
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| Bank of Hawaii Corporation (BOH) | 0.0 | $13k | 200.00 | 62.39 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $12k | 127.00 | 97.94 |
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| Baxter International (BAX) | 0.0 | $12k | 285.00 | 42.74 |
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| Kinder Morgan (KMI) | 0.0 | $12k | 663.00 | 18.34 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $12k | 160.00 | 74.22 |
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| Wk Kellogg Com Shs (KLG) | 0.0 | $11k | -19% | 608.00 | 18.80 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $11k | +100% | 50.00 | 219.32 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $11k | 118.00 | 91.81 |
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| Alcon Ord Shs (ALC) | 0.0 | $11k | 130.00 | 83.29 |
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| Philip Morris International (PM) | 0.0 | $11k | 118.00 | 91.40 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $11k | 160.00 | 66.99 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $11k | 34.00 | 312.71 |
|
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.0 | $11k | 221.00 | 47.48 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $11k | 500.00 | 20.93 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $10k | 196.00 | 51.27 |
|
|
| Ishares Msci France Etf (EWQ) | 0.0 | $10k | 241.00 | 41.34 |
|
|
| Public Storage (PSA) | 0.0 | $9.6k | 33.00 | 290.06 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $8.9k | 2.5k | 3.54 |
|
|
| Kohl's Corporation (KSS) | 0.0 | $8.7k | 300.00 | 29.15 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $8.7k | 150.00 | 58.13 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $8.7k | 168.00 | 51.60 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $8.6k | 229.00 | 37.68 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $8.6k | 100.00 | 85.74 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $8.5k | 600.00 | 14.11 |
|
|
| Universal Display Corporation (OLED) | 0.0 | $8.4k | 50.00 | 168.46 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $8.2k | 97.00 | 84.13 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $7.9k | 188.00 | 42.14 |
|
|
| Ishares Msci Hong Kg Etf (EWH) | 0.0 | $7.8k | 500.00 | 15.55 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $7.4k | 75.00 | 99.28 |
|
|
| Synaptics, Incorporated (SYNA) | 0.0 | $7.3k | 75.00 | 97.56 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $7.2k | 74.00 | 97.54 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $6.9k | +100% | 20.00 | 344.20 |
|
| Haleon Spon Ads (HLN) | 0.0 | $6.9k | 807.00 | 8.49 |
|
|
| Fortinet (FTNT) | 0.0 | $6.8k | 100.00 | 68.31 |
|
|
| Nortonlifelock (GEN) | 0.0 | $6.8k | 302.00 | 22.40 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $6.5k | 74.00 | 88.18 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $6.4k | 125.00 | 51.21 |
|
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $6.4k | 149.00 | 42.93 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $6.3k | 150.00 | 42.01 |
|
|
| Amgen (AMGN) | 0.0 | $6.3k | 22.00 | 284.36 |
|
|
| Tcw Transform Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $5.9k | 96.00 | 61.24 |
|
|
| Target Corporation (TGT) | 0.0 | $5.8k | 33.00 | 177.21 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $5.4k | 50.00 | 108.32 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $5.2k | 21.00 | 247.48 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $5.1k | 81.00 | 63.33 |
|
|
| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $4.8k | 30.00 | 159.63 |
|
|
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.0 | $4.8k | 202.00 | 23.65 |
|
|
| Nextracker Class A Com (NXT) | 0.0 | $4.7k | NEW | 83.00 | 56.28 |
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $4.6k | 75.00 | 61.96 |
|
|
| American Airls (AAL) | 0.0 | $4.6k | 300.00 | 15.35 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $4.6k | 100.00 | 45.61 |
|
|
| Under Armour CL C (UA) | 0.0 | $4.5k | 625.00 | 7.14 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $4.5k | -85% | 27.00 | 164.96 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $4.3k | 397.00 | 10.95 |
|
|
| Essential Utils (WTRG) | 0.0 | $4.2k | 113.00 | 37.04 |
|
|
| Hp (HPQ) | 0.0 | $3.9k | -45% | 128.00 | 30.27 |
|
| Trinseo SHS (TSE) | 0.0 | $3.8k | 1.0k | 3.78 |
|
|
| TJX Companies (TJX) | 0.0 | $3.8k | 37.00 | 101.41 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $3.4k | 70.00 | 49.20 |
|
|
| Dupont De Nemours (DD) | 0.0 | $3.3k | 43.00 | 76.16 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $3.2k | 100.00 | 31.62 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $3.1k | 34.00 | 90.68 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $3.0k | 26.00 | 115.85 |
|
|
| Doximity Cl A (DOCS) | 0.0 | $2.7k | 100.00 | 26.91 |
|
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $2.6k | 61.00 | 43.16 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $2.6k | -18% | 18.00 | 145.72 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.6k | +25% | 15.00 | 172.80 |
|
| Uber Technologies (UBER) | 0.0 | $2.5k | +65% | 33.00 | 77.00 |
|
| Dow (DOW) | 0.0 | $2.5k | 44.00 | 57.50 |
|
|
| Electronic Arts (EA) | 0.0 | $2.5k | 19.00 | 132.68 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.4k | 45.00 | 54.24 |
|
|
| Corteva (CTVA) | 0.0 | $2.4k | 42.00 | 57.98 |
|
|
| PG&E Corporation (PCG) | 0.0 | $2.4k | +66% | 143.00 | 16.77 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $2.4k | 57.00 | 41.77 |
|
|
| Hertz Global Hldgs Com New (HTZ) | 0.0 | $2.4k | 304.00 | 7.83 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $2.4k | 60.00 | 39.53 |
|
|
| Rbc Cad (RY) | 0.0 | $2.3k | 23.00 | 100.91 |
|
|
| Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B) | 0.0 | $2.3k | 247.00 | 9.31 |
|
|
| Penn National Gaming (PENN) | 0.0 | $2.3k | 125.00 | 18.22 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $2.3k | -45% | 128.00 | 17.79 |
|
| General Motors Company (GM) | 0.0 | $2.3k | 50.00 | 45.36 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $2.2k | +14% | 24.00 | 90.92 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $2.1k | NEW | 18.00 | 118.33 |
|
| Rxsight (RXST) | 0.0 | $2.1k | 40.00 | 51.58 |
|
|
| Coherent Corp (COHR) | 0.0 | $2.1k | 34.00 | 60.65 |
|
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $2.0k | 50.00 | 40.14 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $2.0k | 15.00 | 133.07 |
|
|
| Ecolab (ECL) | 0.0 | $1.9k | 8.00 | 242.38 |
|
|
| Wallbox Nv Shs Cl A (WBX) | 0.0 | $1.8k | 1.3k | 1.42 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $1.8k | 26.00 | 69.08 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $1.7k | NEW | 29.00 | 58.55 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $1.7k | 18.00 | 92.17 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $1.4k | NEW | 8.00 | 169.25 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $1.3k | NEW | 21.00 | 62.71 |
|
| Constellation Energy (CEG) | 0.0 | $1.3k | NEW | 7.00 | 184.86 |
|
| Insulet Corporation (PODD) | 0.0 | $1.2k | 7.00 | 171.43 |
|
|
| Viatris (VTRS) | 0.0 | $1.2k | -29% | 99.00 | 12.00 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $1.2k | 133.00 | 8.90 |
|
|
| Vir Biotechnology (VIR) | 0.0 | $1.2k | 115.00 | 10.13 |
|
|
| Travelers Companies (TRV) | 0.0 | $1.2k | NEW | 5.00 | 230.20 |
|
| McKesson Corporation (MCK) | 0.0 | $1.1k | NEW | 2.00 | 537.00 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.1k | 14.00 | 76.71 |
|
|
| Copart (CPRT) | 0.0 | $1.0k | NEW | 18.00 | 57.94 |
|
| Autodesk (ADSK) | 0.0 | $1.0k | NEW | 4.00 | 260.50 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $1.0k | NEW | 22.00 | 47.05 |
|
| W.W. Grainger (GWW) | 0.0 | $1.0k | NEW | 1.00 | 1018.00 |
|
| Beyond Meat (BYND) | 0.0 | $943.999800 | 114.00 | 8.28 |
|
|
| Pentair SHS (PNR) | 0.0 | $939.999500 | NEW | 11.00 | 85.45 |
|
| Hess (HES) | 0.0 | $916.000200 | NEW | 6.00 | 152.67 |
|
| Alaska Air (ALK) | 0.0 | $860.000000 | -90% | 20.00 | 43.00 |
|
| American Intl Group Com New (AIG) | 0.0 | $859.999800 | NEW | 11.00 | 78.18 |
|
| Monster Beverage Corp (MNST) | 0.0 | $829.999800 | NEW | 14.00 | 59.29 |
|
| Chubb (CB) | 0.0 | $777.999900 | NEW | 3.00 | 259.33 |
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $755.004000 | 120.00 | 6.29 |
|
|
| Affiliated Managers (AMG) | 0.0 | $670.000000 | NEW | 4.00 | 167.50 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $654.000000 | 6.00 | 109.00 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $654.000000 | NEW | 8.00 | 81.75 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $639.999900 | NEW | 3.00 | 213.33 |
|
| L3harris Technologies (LHX) | 0.0 | $639.999900 | NEW | 3.00 | 213.33 |
|
| Cadence Design Systems (CDNS) | 0.0 | $623.000000 | NEW | 2.00 | 311.50 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $618.000000 | NEW | 3.00 | 206.00 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $610.000200 | NEW | 9.00 | 67.78 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $587.999700 | NEW | 9.00 | 65.33 |
|
| Synopsys (SNPS) | 0.0 | $572.000000 | NEW | 1.00 | 572.00 |
|
| Kroger (KR) | 0.0 | $572.000000 | NEW | 10.00 | 57.20 |
|
| Exscientia Ads (EXAI) | 0.0 | $572.000000 | 100.00 | 5.72 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $564.000000 | -33% | 30.00 | 18.80 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $523.000000 | NEW | 1.00 | 523.00 |
|
| Kenvue (KVUE) | 0.0 | $516.000000 | NEW | 24.00 | 21.50 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $489.000000 | NEW | 3.00 | 163.00 |
|
| Linde SHS (LIN) | 0.0 | $465.000000 | NEW | 1.00 | 465.00 |
|
| Cenovus Energy (CVE) | 0.0 | $460.000000 | NEW | 23.00 | 20.00 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $457.000000 | NEW | 4.00 | 114.25 |
|
| Spectrum Brands Holding (SPB) | 0.0 | $446.000000 | NEW | 5.00 | 89.20 |
|
| Canopy Growth Corp Com New (CGC) | 0.0 | $432.000000 | 50.00 | 8.64 |
|
|
| S&p Global (SPGI) | 0.0 | $426.000000 | NEW | 1.00 | 426.00 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $420.000000 | NEW | 6.00 | 70.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $419.000000 | NEW | 1.00 | 419.00 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $415.000000 | NEW | 5.00 | 83.00 |
|
| Moody's Corporation (MCO) | 0.0 | $394.000000 | NEW | 1.00 | 394.00 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $394.000200 | NEW | 6.00 | 65.67 |
|
| H&R Block (HRB) | 0.0 | $393.000000 | NEW | 8.00 | 49.12 |
|
| Centene Corporation (CNC) | 0.0 | $393.000000 | NEW | 5.00 | 78.60 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $391.000000 | NEW | 2.00 | 195.50 |
|
| Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $380.000000 | 200.00 | 1.90 |
|
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $378.999600 | NEW | 14.00 | 27.07 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $341.000400 | 39.00 | 8.74 |
|
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $336.000000 | NEW | 4.00 | 84.00 |
|
| Akamai Technologies (AKAM) | 0.0 | $327.000000 | NEW | 3.00 | 109.00 |
|
| Roku Com Cl A (ROKU) | 0.0 | $326.000000 | 5.00 | 65.20 |
|
|
| Arista Networks (ANET) | 0.0 | $290.000000 | NEW | 1.00 | 290.00 |
|
| Crocs (CROX) | 0.0 | $288.000000 | NEW | 2.00 | 144.00 |
|
| Palo Alto Networks (PANW) | 0.0 | $285.000000 | NEW | 1.00 | 285.00 |
|
| Acv Auctions Com Cl A (ACVA) | 0.0 | $262.999800 | NEW | 14.00 | 18.79 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $251.000000 | NEW | 1.00 | 251.00 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $251.000000 | 5.00 | 50.20 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $250.000000 | NEW | 1.00 | 250.00 |
|
| Verisk Analytics (VRSK) | 0.0 | $236.000000 | NEW | 1.00 | 236.00 |
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $209.000000 | NEW | 2.00 | 104.50 |
|
| Radian (RDN) | 0.0 | $201.000000 | NEW | 6.00 | 33.50 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $196.000200 | NEW | 6.00 | 32.67 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $187.000000 | NEW | 2.00 | 93.50 |
|
| Abbvie (ABBV) | 0.0 | $183.000000 | NEW | 1.00 | 183.00 |
|
| Valero Energy Corporation (VLO) | 0.0 | $171.000000 | NEW | 1.00 | 171.00 |
|
| Douglas Elliman (DOUG) | 0.0 | $166.005000 | 105.00 | 1.58 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $162.000000 | NEW | 3.00 | 54.00 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $146.000100 | NEW | 3.00 | 48.67 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $137.000000 | NEW | 2.00 | 68.50 |
|
| Raymond James Financial (RJF) | 0.0 | $129.000000 | NEW | 1.00 | 129.00 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $117.000000 | NEW | 1.00 | 117.00 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $116.000000 | NEW | 1.00 | 116.00 |
|
| BorgWarner (BWA) | 0.0 | $105.000000 | NEW | 3.00 | 35.00 |
|
| Plug Power Com New (PLUG) | 0.0 | $104.001000 | 30.00 | 3.47 |
|
|
| Gamestop Corp Cl A (GME) | 0.0 | $101.000000 | 8.00 | 12.62 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $95.000000 | NEW | 1.00 | 95.00 |
|
| Fisker Cl A Com Stk (FSRN) | 0.0 | $93.059200 | 4.5k | 0.02 |
|
|
| MGIC Investment (MTG) | 0.0 | $90.000000 | NEW | 4.00 | 22.50 |
|
| Exelon Corporation (EXC) | 0.0 | $76.000000 | NEW | 2.00 | 38.00 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $71.000000 | NEW | 1.00 | 71.00 |
|
| Warner Music Group Corp Com Cl A (WMG) | 0.0 | $67.000000 | NEW | 2.00 | 33.50 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $59.000000 | NEW | 1.00 | 59.00 |
|
| Realty Income (O) | 0.0 | $55.000000 | NEW | 1.00 | 55.00 |
|
| Confluent Class A Com (CFLT) | 0.0 | $31.000000 | 1.00 | 31.00 |
|
|
| Pliant Therapeutics (PLRX) | 0.0 | $30.000000 | NEW | 2.00 | 15.00 |
|
| Ampio Pharmaceuticals (AMPE) | 0.0 | $3.000000 | 3.00 | 1.00 |
|
Past Filings by Mine & Arao Wealth Creation & Management
SEC 13F filings are viewable for Mine & Arao Wealth Creation & Management going back to 2019
- Mine & Arao Wealth Creation & Management 2024 Q1 filed May 9, 2024
- Mine & Arao Wealth Creation & Management 2023 Q4 filed Feb. 6, 2024
- Mine & Arao Wealth Creation & Management 2023 Q3 filed Nov. 16, 2023
- Mine & Arao Wealth Creation & Management 2023 Q2 filed Aug. 8, 2023
- Mine & Arao Wealth Creation & Management 2023 Q1 filed May 10, 2023
- Mine & Arao Wealth Creation & Management 2022 Q4 filed Feb. 6, 2023
- Mine & Arao Wealth Creation & Management 2022 Q3 filed Oct. 21, 2022
- Mine & Arao Wealth Creation & Management 2022 Q2 filed Aug. 16, 2022
- Mine & Arao Wealth Creation & Management 2022 Q1 filed May 13, 2022
- Mine & Arao Wealth Creation & Management 2021 Q4 filed Feb. 7, 2022
- Mine & Arao Wealth Creation & Management 2021 Q3 filed Nov. 12, 2021
- Mine & Arao Wealth Creation & Management 2021 Q2 filed Aug. 9, 2021
- Mine & Arao Wealth Creation & Management 2021 Q1 filed May 14, 2021
- Mine & Arao Wealth Creation & Management 2020 Q4 filed Feb. 8, 2021
- Mine & Arao Wealth Creation & Management 2020 Q3 filed Nov. 13, 2020
- Mine & Arao Wealth Creation & Management 2020 Q2 filed Aug. 4, 2020