Mine & Arao Wealth Creation & Management

Mine & Arao Wealth Creation & Management as of Dec. 31, 2024

Portfolio Holdings for Mine & Arao Wealth Creation & Management

Mine & Arao Wealth Creation & Management holds 76 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 18.5 $40M 79k 511.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.5 $34M 58k 586.09
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 10.5 $23M 54k 425.50
Apple (AAPL) 10.4 $23M 90k 250.42
Amazon (AMZN) 6.5 $14M 64k 219.39
NVIDIA Corporation (NVDA) 4.5 $9.8M 73k 134.29
Alphabet Cap Stk Cl C (GOOG) 3.3 $7.2M 38k 190.44
JPMorgan Chase & Co. (JPM) 2.6 $5.8M 24k 239.71
Spdr Ser Tr S&p Divid Etf (SDY) 2.2 $4.8M 36k 132.10
Visa Com Cl A (V) 2.1 $4.7M 15k 316.05
Ishares Tr Select Divid Etf (DVY) 1.7 $3.7M 28k 131.29
Ishares Tr Us Hlthcare Etf (IYH) 1.2 $2.6M 45k 58.27
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.5M 13k 189.30
Ishares Tr Cohen Steer Reit (ICF) 1.1 $2.4M 40k 60.26
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.3M 20k 115.22
Wells Fargo & Company (WFC) 1.0 $2.3M 32k 70.24
Microsoft Corporation (MSFT) 1.0 $2.1M 5.0k 421.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.8M 31k 57.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.7M 3.8k 453.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.6M 26k 62.31
Ishares Tr Dow Jones Us Etf (IYY) 0.7 $1.6M 11k 143.09
Mastercard Incorporated Cl A (MA) 0.6 $1.3M 2.5k 526.61
Procter & Gamble Company (PG) 0.6 $1.2M 7.3k 167.64
Meta Platforms Cl A (META) 0.5 $1.0M 1.8k 585.46
Netflix (NFLX) 0.5 $991k 1.1k 891.32
Merck & Co (MRK) 0.4 $959k 9.6k 99.48
Ishares Tr U.s. Fin Svc Etf (IYG) 0.4 $938k 12k 77.81
Oracle Corporation (ORCL) 0.4 $924k 5.5k 166.65
Northrop Grumman Corporation (NOC) 0.4 $845k 1.8k 469.29
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $781k 15k 51.14
Waste Management (WM) 0.4 $773k 3.8k 201.78
Caterpillar (CAT) 0.3 $732k 2.0k 362.85
Coca-Cola Company (KO) 0.3 $725k 12k 62.26
Tesla Motors (TSLA) 0.3 $718k 1.8k 403.84
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $655k 14k 47.77
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $654k 16k 40.41
Ishares Tr Msci Eafe Etf (EFA) 0.3 $611k 8.1k 75.61
Walt Disney Company (DIS) 0.3 $606k 5.4k 111.35
Ishares Tr Tips Bd Etf (TIP) 0.3 $592k 5.6k 106.55
Norfolk Southern (NSC) 0.3 $568k 2.4k 234.69
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $557k 5.6k 99.55
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $551k 6.1k 90.93
Ishares Tr Core S&p500 Etf (IVV) 0.2 $545k 926.00 588.88
Clorox Company (CLX) 0.2 $540k 3.3k 162.40
Select Sector Spdr Tr Technology (XLK) 0.2 $536k 2.3k 232.55
Bank of America Corporation (BAC) 0.2 $534k 12k 43.95
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $521k 6.6k 78.61
Cisco Systems (CSCO) 0.2 $408k 6.9k 59.20
Eli Lilly & Co. (LLY) 0.2 $403k 522.00 772.00
salesforce (CRM) 0.2 $384k 1.1k 334.36
American Tower Reit (AMT) 0.2 $372k 2.0k 183.45
Lam Research Corp Com New (LRCX) 0.2 $361k 5.0k 72.23
Johnson & Johnson (JNJ) 0.2 $345k 2.4k 144.63
Verizon Communications (VZ) 0.2 $340k 8.5k 39.99
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $328k 3.3k 100.61
Marriott Intl Cl A (MAR) 0.1 $319k 1.1k 278.93
Ishares Tr Russell 2000 Etf (IWM) 0.1 $317k 1.4k 220.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $311k 4.3k 71.91
International Business Machines (IBM) 0.1 $308k 1.4k 219.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $305k 6.4k 47.82
American Express Company (AXP) 0.1 $298k 1.0k 296.79
Kellogg Company (K) 0.1 $291k 3.6k 80.97
Starbucks Corporation (SBUX) 0.1 $274k 3.0k 91.24
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $270k 3.6k 74.74
Goldman Sachs (GS) 0.1 $268k 468.00 572.51
Lockheed Martin Corporation (LMT) 0.1 $236k 485.00 486.27
Pfizer (PFE) 0.1 $235k 8.9k 26.53
At&t (T) 0.1 $232k 10k 22.77
Docusign (DOCU) 0.1 $221k 2.5k 89.94
Costco Wholesale Corporation (COST) 0.1 $219k 239.00 915.40
Thermo Fisher Scientific (TMO) 0.1 $216k 414.00 520.60
CSX Corporation (CSX) 0.1 $215k 6.7k 32.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $212k 2.4k 89.08
Crown Castle Intl (CCI) 0.1 $209k 2.3k 90.75
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $202k 900.00 224.35
Lucid Group 0.0 $44k 15k 3.02