Mine & Arao Wealth Creation & Management

Mine & Arao Wealth Creation & Management as of June 30, 2025

Portfolio Holdings for Mine & Arao Wealth Creation & Management

Mine & Arao Wealth Creation & Management holds 74 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 18.8 $42M 77k 551.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.6 $35M 57k 617.85
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 10.4 $23M 53k 440.65
Apple (AAPL) 8.1 $18M 89k 205.17
NVIDIA Corporation (NVDA) 6.3 $14M 90k 157.99
Amazon (AMZN) 6.2 $14M 63k 219.39
JPMorgan Chase & Co. (JPM) 3.1 $7.0M 24k 289.91
Alphabet Cap Stk Cl C (GOOG) 2.9 $6.5M 37k 177.39
Visa Com Cl A (V) 2.3 $5.3M 15k 355.05
Spdr Series Trust S&p Divid Etf (SDY) 2.2 $5.0M 37k 135.73
Ishares Tr Select Divid Etf (DVY) 1.7 $3.8M 29k 132.81
Wells Fargo & Company (WFC) 1.1 $2.6M 32k 80.12
Microsoft Corporation (MSFT) 1.1 $2.5M 5.1k 497.37
Ishares Tr Us Hlthcare Etf (IYH) 1.1 $2.5M 44k 56.48
Ishares Tr Select Us Reit (ICF) 1.1 $2.4M 40k 61.16
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.2M 12k 176.22
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.2M 20k 109.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $2.1M 31k 67.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.8M 3.6k 485.77
Ishares Tr Dow Jones Us Etf (IYY) 0.7 $1.6M 11k 150.87
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.6M 26k 62.02
Mastercard Incorporated Cl A (MA) 0.6 $1.4M 2.5k 561.95
Netflix (NFLX) 0.6 $1.3M 985.00 1339.13
Meta Platforms Cl A (META) 0.6 $1.3M 1.7k 738.12
Oracle Corporation (ORCL) 0.5 $1.1M 5.2k 218.62
Procter & Gamble Company (PG) 0.5 $1.1M 6.9k 159.33
Ishares Tr U.s. Fin Svc Etf (IYG) 0.5 $1.0M 12k 85.60
Northrop Grumman Corporation (NOC) 0.4 $900k 1.8k 499.98
Waste Management (WM) 0.4 $873k 3.8k 228.85
Coca-Cola Company (KO) 0.4 $845k 12k 70.75
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.4 $798k 15k 52.34
Ishares Tr Msci Eafe Etf (EFA) 0.3 $700k 7.8k 89.39
Merck & Co (MRK) 0.3 $696k 8.8k 79.16
Caterpillar (CAT) 0.3 $689k 1.8k 388.12
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $684k 16k 43.58
Walt Disney Company (DIS) 0.3 $668k 5.4k 124.01
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $661k 14k 48.65
Norfolk Southern (NSC) 0.3 $624k 2.4k 255.98
Ishares Tr Tips Bd Etf (TIP) 0.3 $597k 5.4k 110.03
Select Sector Spdr Tr Technology (XLK) 0.3 $584k 2.3k 253.26
Bank of America Corporation (BAC) 0.3 $563k 12k 47.32
Ishares Tr Core S&p500 Etf (IVV) 0.2 $559k 900.00 620.68
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $552k 6.1k 90.97
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $545k 5.4k 100.70
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $521k 6.4k 80.97
Lam Research Corp Com New (LRCX) 0.2 $487k 5.0k 97.34
Tesla Motors (TSLA) 0.2 $462k 1.5k 317.66
American Tower Reit (AMT) 0.2 $443k 2.0k 220.98
International Business Machines (IBM) 0.2 $413k 1.4k 294.78
Eli Lilly & Co. (LLY) 0.2 $407k 522.00 779.53
Clorox Company (CLX) 0.2 $399k 3.3k 120.08
Cisco Systems (CSCO) 0.2 $383k 5.5k 69.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $368k 6.4k 57.01
Johnson & Johnson (JNJ) 0.2 $359k 2.4k 152.78
Verizon Communications (VZ) 0.2 $356k 8.2k 43.27
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $331k 3.2k 102.92
Goldman Sachs (GS) 0.1 $328k 463.00 707.25
American Express Company (AXP) 0.1 $322k 1.0k 319.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $319k 4.3k 73.63
Marriott Intl Cl A (MAR) 0.1 $300k 1.1k 273.28
salesforce (CRM) 0.1 $298k 1.1k 272.73
Kellogg Company (K) 0.1 $288k 3.6k 79.53
Palantir Technologies Cl A (PLTR) 0.1 $286k 2.1k 136.32
At&t (T) 0.1 $279k 9.7k 28.94
Ishares Tr Russell 2000 Etf (IWM) 0.1 $278k 1.3k 215.80
Starbucks Corporation (SBUX) 0.1 $275k 3.0k 91.62
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $273k 3.5k 77.34
Huntington Ingalls Inds (HII) 0.1 $248k 1.0k 241.46
Costco Wholesale Corporation (COST) 0.1 $237k 239.00 991.35
Lockheed Martin Corporation (LMT) 0.1 $222k 478.00 463.46
Crown Castle Intl (CCI) 0.1 $220k 2.1k 102.74
Pfizer (PFE) 0.1 $216k 8.9k 24.24
CSX Corporation (CSX) 0.1 $210k 6.4k 32.63
Lucid Group 0.0 $31k 15k 2.11