Mine & Arao Wealth Creation & Management

Mine & Arao Wealth Creation & Management as of March 31, 2025

Portfolio Holdings for Mine & Arao Wealth Creation & Management

Mine & Arao Wealth Creation & Management holds 75 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.7 $36M 78k 468.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.6 $32M 57k 559.40
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 10.9 $22M 53k 419.88
Apple (AAPL) 9.7 $20M 89k 222.13
Amazon (AMZN) 5.9 $12M 63k 190.26
NVIDIA Corporation (NVDA) 4.9 $10M 93k 108.38
JPMorgan Chase & Co. (JPM) 2.9 $5.9M 24k 245.30
Alphabet Cap Stk Cl C (GOOG) 2.8 $5.8M 37k 156.23
Visa Com Cl A (V) 2.5 $5.2M 15k 350.45
Spdr Ser Tr S&p Divid Etf (SDY) 2.4 $5.0M 37k 135.68
Ishares Tr Select Divid Etf (DVY) 1.9 $3.8M 28k 134.29
Ishares Tr Us Hlthcare Etf (IYH) 1.3 $2.7M 44k 60.89
Ishares Tr Cohen Steer Reit (ICF) 1.2 $2.5M 40k 61.53
Wells Fargo & Company (WFC) 1.1 $2.3M 32k 71.79
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.1M 20k 104.57
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.9M 12k 154.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.9M 3.6k 532.58
Microsoft Corporation (MSFT) 0.9 $1.9M 5.0k 375.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $1.9M 31k 60.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.5M 26k 58.35
Ishares Tr Dow Jones Us Etf (IYY) 0.7 $1.5M 11k 136.10
Mastercard Incorporated Cl A (MA) 0.7 $1.4M 2.5k 548.15
Procter & Gamble Company (PG) 0.6 $1.2M 7.0k 170.42
Netflix (NFLX) 0.5 $1.0M 1.1k 932.53
Meta Platforms Cl A (META) 0.5 $1.0M 1.8k 576.20
Ishares Tr U.s. Fin Svc Etf (IYG) 0.5 $949k 12k 78.55
Northrop Grumman Corporation (NOC) 0.4 $922k 1.8k 512.01
Coca-Cola Company (KO) 0.4 $834k 12k 71.62
Waste Management (WM) 0.4 $817k 3.5k 231.53
Merck & Co (MRK) 0.4 $807k 9.0k 89.76
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $776k 15k 51.07
Oracle Corporation (ORCL) 0.4 $776k 5.6k 139.81
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $665k 14k 48.35
Ishares Tr Msci Eafe Etf (EFA) 0.3 $656k 8.0k 81.73
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $604k 16k 37.73
Ishares Tr Tips Bd Etf (TIP) 0.3 $600k 5.4k 111.09
Eli Lilly & Co. (LLY) 0.3 $596k 722.00 825.91
Caterpillar (CAT) 0.3 $584k 1.8k 329.81
Norfolk Southern (NSC) 0.3 $575k 2.4k 236.84
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $551k 5.4k 102.19
Walt Disney Company (DIS) 0.3 $542k 5.5k 98.70
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $533k 6.5k 81.67
Ishares Tr Core S&p500 Etf (IVV) 0.3 $521k 927.00 561.61
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $505k 6.1k 83.29
Bank of America Corporation (BAC) 0.2 $496k 12k 41.73
Clorox Company (CLX) 0.2 $486k 3.3k 147.26
Select Sector Spdr Tr Technology (XLK) 0.2 $476k 2.3k 206.51
American Tower Reit (AMT) 0.2 $434k 2.0k 217.58
Cisco Systems (CSCO) 0.2 $415k 6.7k 61.71
Johnson & Johnson (JNJ) 0.2 $397k 2.4k 165.82
Verizon Communications (VZ) 0.2 $384k 8.5k 45.36
Tesla Motors (TSLA) 0.2 $364k 1.4k 259.16
Lam Research Corp Com New (LRCX) 0.2 $364k 5.0k 72.70
International Business Machines (IBM) 0.2 $348k 1.4k 248.66
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $329k 3.2k 103.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $325k 6.4k 50.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $318k 4.3k 73.45
salesforce (CRM) 0.1 $307k 1.1k 268.39
Kellogg Company (K) 0.1 $298k 3.6k 82.50
Starbucks Corporation (SBUX) 0.1 $296k 3.0k 98.08
At&t (T) 0.1 $288k 10k 28.28
Ishares Tr Russell 2000 Etf (IWM) 0.1 $277k 1.4k 199.42
American Express Company (AXP) 0.1 $271k 1.0k 269.10
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $270k 3.5k 76.58
Marriott Intl Cl A (MAR) 0.1 $261k 1.1k 238.25
Goldman Sachs (GS) 0.1 $252k 462.00 545.95
Pfizer (PFE) 0.1 $227k 9.0k 25.34
Costco Wholesale Corporation (COST) 0.1 $226k 239.00 945.94
Crown Castle Intl (CCI) 0.1 $221k 2.1k 104.25
Lockheed Martin Corporation (LMT) 0.1 $214k 478.00 447.02
Huntington Ingalls Inds (HII) 0.1 $209k 1.0k 204.04
Thermo Fisher Scientific (TMO) 0.1 $206k 414.00 497.96
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $204k 2.2k 90.56
Docusign (DOCU) 0.1 $200k 2.5k 81.40
Lucid Group 0.0 $35k 15k 2.42