$136 Million is the total value of Mine & Arao Wealth Creation & Management, LLC.'s 339 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 2.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TRcore s&p mcp etf | $1,176,000 | -3.1% | 5,364 | 0.0% | 0.87% | +1.6% | |
| IYG | ISHARES TRu.s. fin svc etf | $595,000 | -4.6% | 4,212 | 0.0% | 0.44% | 0.0% | |
| IJK | ISHARES TRs&p mc 400gr etf | $420,000 | -1.2% | 6,668 | 0.0% | 0.31% | +3.3% | |
| EFA | ISHARES TRmsci eafe etf | $382,000 | -10.3% | 6,824 | 0.0% | 0.28% | -6.0% | |
| LRCX | LAM RESEARCH CORP | $366,000 | -14.1% | 1,000 | 0.0% | 0.27% | -9.7% | |
| IWM | ISHARES TRrussell 2000 etf | $281,000 | -2.4% | 1,703 | 0.0% | 0.21% | +2.5% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $274,000 | -6.5% | 2,304 | 0.0% | 0.20% | -1.9% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $269,000 | -5.3% | 3,767 | 0.0% | 0.20% | -0.5% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $259,000 | -6.8% | 511 | 0.0% | 0.19% | -2.1% | |
| IWD | ISHARES TRrus 1000 val etf | $228,000 | -6.2% | 1,678 | 0.0% | 0.17% | -1.8% | |
| EL | LAUDER ESTEE COS INCcl a | $159,000 | -15.4% | 738 | 0.0% | 0.12% | -11.4% | |
| IVV | ISHARES TRcore s&p500 etf | $148,000 | -5.7% | 414 | 0.0% | 0.11% | -0.9% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $128,000 | +3.2% | 901 | 0.0% | 0.09% | +8.0% | |
| IVE | ISHARES TRs&p 500 val etf | $127,000 | -5.9% | 985 | 0.0% | 0.09% | -1.1% | |
| IBB | ISHARES TRishares biotech | $123,000 | -0.8% | 1,051 | 0.0% | 0.09% | +4.6% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $121,000 | -5.5% | 1,002 | 0.0% | 0.09% | -1.1% | |
| EWJ | ISHARES INCmsci jpn etf new | $112,000 | -7.4% | 2,296 | 0.0% | 0.08% | -3.5% | |
| IMGN | IMMUNOGEN INC | $106,000 | +6.0% | 22,250 | 0.0% | 0.08% | +11.4% | |
| MDLZ | MONDELEZ INTL INCcl a | $103,000 | -12.0% | 1,881 | 0.0% | 0.08% | -7.3% | |
| T | AT&T INC | $96,000 | -26.7% | 6,253 | 0.0% | 0.07% | -22.8% | |
| IWR | ISHARES TRrus mid cap etf | $97,000 | -4.0% | 1,564 | 0.0% | 0.07% | 0.0% | |
| IHE | ISHARES TRu.s. pharma etf | $94,000 | -11.3% | 553 | 0.0% | 0.07% | -6.8% | |
| HON | HONEYWELL INTL INC | $89,000 | -4.3% | 534 | 0.0% | 0.07% | +1.5% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $86,000 | -4.4% | 3,854 | 0.0% | 0.06% | 0.0% | |
| USMV | ISHARES TRmsci usa min vol | $80,000 | -5.9% | 1,204 | 0.0% | 0.06% | -1.7% | |
| BE | BLOOM ENERGY CORP | $80,000 | +21.2% | 4,000 | 0.0% | 0.06% | +28.3% | |
| DSI | ISHARES TRmsci kld400 soc | $73,000 | -7.6% | 1,097 | 0.0% | 0.05% | -1.8% | |
| IHAK | ISHARES TRcybersecurity | $73,000 | -2.7% | 2,150 | 0.0% | 0.05% | +1.9% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $65,000 | -3.0% | 1,656 | 0.0% | 0.05% | +2.1% | |
| MU | MICRON TECHNOLOGY INC | $65,000 | -9.7% | 1,301 | 0.0% | 0.05% | -5.9% | |
| LOW | LOWES COS INC | $65,000 | +8.3% | 345 | 0.0% | 0.05% | +14.3% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $64,000 | -24.7% | 233 | 0.0% | 0.05% | -21.7% | |
| WM | WASTE MGMT INC DEL | $59,000 | +5.4% | 366 | 0.0% | 0.04% | +10.3% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $59,000 | -6.3% | 436 | 0.0% | 0.04% | -2.3% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $57,000 | -5.0% | 319 | 0.0% | 0.04% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $56,000 | -6.7% | 378 | 0.0% | 0.04% | -2.4% | |
| IYM | ISHARES TRu.s. bas mtl etf | $55,000 | -8.3% | 508 | 0.0% | 0.04% | -2.4% | |
| SQ | BLOCK INCcl a | $56,000 | -9.7% | 1,013 | 0.0% | 0.04% | -6.8% | |
| HYS | PIMCO ETF TR0-5 high yield | $53,000 | -1.9% | 607 | 0.0% | 0.04% | +2.6% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $53,000 | -7.0% | 772 | 0.0% | 0.04% | -2.5% | |
| IYF | ISHARES TRu.s. finls etf | $50,000 | -3.8% | 742 | 0.0% | 0.04% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $47,000 | -13.0% | 229 | 0.0% | 0.04% | -7.9% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $47,000 | -4.1% | 841 | 0.0% | 0.04% | +2.9% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $47,000 | -4.1% | 327 | 0.0% | 0.04% | +2.9% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $46,000 | -4.2% | 1,084 | 0.0% | 0.03% | 0.0% | |
| ALK | ALASKA AIR GROUP INC | $44,000 | -2.2% | 1,120 | 0.0% | 0.03% | 0.0% | |
| ABNB | AIRBNB INC | $39,000 | +18.2% | 378 | 0.0% | 0.03% | +26.1% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $38,000 | +15.2% | 25 | 0.0% | 0.03% | +21.7% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $38,000 | -7.3% | 652 | 0.0% | 0.03% | -3.4% | |
| ESPO | VANECK ETF TRUSTvideo gmng esprt | $37,000 | -14.0% | 910 | 0.0% | 0.03% | -10.0% | |
| PH | PARKER-HANNIFIN CORP | $37,000 | -2.6% | 154 | 0.0% | 0.03% | 0.0% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $35,000 | -14.6% | 1,008 | 0.0% | 0.03% | -10.3% | |
| SPSB | SPDR SER TRportfolio short | $31,000 | 0.0% | 990 | 0.0% | 0.02% | +4.5% | |
| EWG | ISHARES INCmsci germany etf | $30,000 | -14.3% | 1,529 | 0.0% | 0.02% | -12.0% | |
| TRUP | TRUPANION INC | $30,000 | 0.0% | 500 | 0.0% | 0.02% | +4.8% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $30,000 | -11.8% | 1,563 | 0.0% | 0.02% | -8.3% | ||
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $28,000 | -3.4% | 167 | 0.0% | 0.02% | +5.0% | |
| IWX | ISHARES TRrus tp200 vl etf | $29,000 | -6.5% | 502 | 0.0% | 0.02% | -4.5% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $27,000 | -3.6% | 156 | 0.0% | 0.02% | 0.0% | |
| IWB | ISHARES TRrus 1000 etf | $27,000 | -3.6% | 137 | 0.0% | 0.02% | 0.0% | |
| WAT | WATERS CORP | $27,000 | -18.2% | 100 | 0.0% | 0.02% | -13.0% | |
| COUP | COUPA SOFTWARE INC | $26,000 | 0.0% | 450 | 0.0% | 0.02% | +5.6% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $26,000 | -3.7% | 310 | 0.0% | 0.02% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $24,000 | -17.2% | 383 | 0.0% | 0.02% | -10.0% | |
| UBS AG LONDON BRANCHen lg cp grwth | $25,000 | -7.4% | 69 | 0.0% | 0.02% | -5.3% | ||
| FSR | FISKER INC | $24,000 | -11.1% | 3,143 | 0.0% | 0.02% | -5.3% | |
| IWY | ISHARES TRrus tp200 gr etf | $24,000 | -4.0% | 200 | 0.0% | 0.02% | 0.0% | |
| TXT | TEXTRON INC | $23,000 | -4.2% | 400 | 0.0% | 0.02% | 0.0% | |
| SCL | STEPAN CO | $23,000 | -8.0% | 251 | 0.0% | 0.02% | -5.6% | |
| WDFC | WD 40 CO | $22,000 | -12.0% | 125 | 0.0% | 0.02% | -11.1% | |
| F | FORD MTR CO DEL | $21,000 | 0.0% | 1,888 | 0.0% | 0.02% | 0.0% | |
| KSS | KOHLS CORP | $20,000 | -31.0% | 806 | 0.0% | 0.02% | -25.0% | |
| FLO | FLOWERS FOODS INC | $19,000 | -5.0% | 750 | 0.0% | 0.01% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $19,000 | -5.0% | 450 | 0.0% | 0.01% | 0.0% | |
| TRINSEO PLC | $18,000 | -52.6% | 1,000 | 0.0% | 0.01% | -51.9% | ||
| PRU | PRUDENTIAL FINL INC | $17,000 | -10.5% | 200 | 0.0% | 0.01% | 0.0% | |
| DIMENSIONAL ETF TRUSTus mktwide value | $18,000 | -5.3% | 604 | 0.0% | 0.01% | 0.0% | ||
| ITW | ILLINOIS TOOL WKS INC | $18,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% | |
| SAM | BOSTON BEER INCcl a | $16,000 | +6.7% | 50 | 0.0% | 0.01% | +9.1% | |
| SYK | STRYKER CORPORATION | $15,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $15,000 | -11.8% | 200 | 0.0% | 0.01% | -8.3% | |
| BOH | BANK HAWAII CORP | $15,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| IEF | ISHARES TR7-10 yr trsy bd | $15,000 | -6.2% | 156 | 0.0% | 0.01% | 0.0% | |
| GLD | SPDR GOLD TR | $15,000 | -11.8% | 100 | 0.0% | 0.01% | -8.3% | |
| TM | TOYOTA MOTOR CORPads | $13,000 | -13.3% | 100 | 0.0% | 0.01% | -9.1% | |
| PBA | PEMBINA PIPELINE CORP | $13,000 | -13.3% | 425 | 0.0% | 0.01% | -9.1% | |
| MRNA | MODERNA INC | $12,000 | -14.3% | 100 | 0.0% | 0.01% | -10.0% | |
| CGC | CANOPY GROWTH CORP | $12,000 | -7.7% | 4,500 | 0.0% | 0.01% | 0.0% | |
| AAXJ | ISHARES TRmsci ac asia etf | $12,000 | -14.3% | 200 | 0.0% | 0.01% | -10.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $11,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $11,000 | -8.3% | 406 | 0.0% | 0.01% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $11,000 | -8.3% | 2,500 | 0.0% | 0.01% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $9,000 | 0.0% | 710 | 0.0% | 0.01% | +16.7% | |
| PM | PHILIP MORRIS INTL INC | $10,000 | -16.7% | 118 | 0.0% | 0.01% | -12.5% | |
| ALGN | ALIGN TECHNOLOGY INC | $10,000 | -16.7% | 50 | 0.0% | 0.01% | -12.5% | |
| EWH | ISHARES INCmsci hong kg etf | $9,000 | -18.2% | 500 | 0.0% | 0.01% | -12.5% | |
| QLTA | ISHARES TRa rate cp bd etf | $10,000 | -9.1% | 221 | 0.0% | 0.01% | -12.5% | |
| PSA | PUBLIC STORAGE | $10,000 | 0.0% | 33 | 0.0% | 0.01% | 0.0% | |
| TWTR | TWITTER INC | $9,000 | +28.6% | 200 | 0.0% | 0.01% | +40.0% | |
| RNG | RINGCENTRAL INCcl a | $9,000 | -25.0% | 225 | 0.0% | 0.01% | -12.5% | |
| UAL | UNITED AIRLS HLDGS INC | $9,000 | -10.0% | 282 | 0.0% | 0.01% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $9,000 | +28.6% | 133 | 0.0% | 0.01% | +40.0% | |
| SHELL PLCspon ads | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | ||
| MSI | MOTOROLA SOLUTIONS INC | $9,000 | +12.5% | 39 | 0.0% | 0.01% | +16.7% | |
| EXPE | EXPEDIA GROUP INC | $10,000 | -9.1% | 112 | 0.0% | 0.01% | -12.5% | |
| ALC | ALCON AG | $8,000 | -11.1% | 130 | 0.0% | 0.01% | 0.0% | |
| FLEX | FLEX LTDord | $8,000 | +14.3% | 482 | 0.0% | 0.01% | +20.0% | |
| NEE | NEXTERA ENERGY INC | $8,000 | 0.0% | 97 | 0.0% | 0.01% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP | $8,000 | +14.3% | 114 | 0.0% | 0.01% | +20.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $8,000 | -27.3% | 100 | 0.0% | 0.01% | -25.0% | |
| IVZ | INVESCO LTD | $8,000 | -20.0% | 600 | 0.0% | 0.01% | -14.3% | |
| BP | BP PLCsponsored adr | $7,000 | +16.7% | 229 | 0.0% | 0.01% | +25.0% | |
| SYNA | SYNAPTICS INC | $7,000 | -22.2% | 75 | 0.0% | 0.01% | -16.7% | |
| IDU | ISHARES TRu.s. utilits etf | $7,000 | -12.5% | 92 | 0.0% | 0.01% | -16.7% | |
| IEMG | ISHARES INCcore msci emkt | $7,000 | -12.5% | 168 | 0.0% | 0.01% | -16.7% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $7,000 | -12.5% | 188 | 0.0% | 0.01% | -16.7% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $6,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| LITE | LUMENTUM HLDGS INC | $6,000 | -14.3% | 88 | 0.0% | 0.00% | -20.0% | |
| NLOK | NORTONLIFELOCK INC | $6,000 | -14.3% | 302 | 0.0% | 0.00% | -20.0% | |
| EWQ | ISHARES INCmsci france etf | $6,000 | -14.3% | 233 | 0.0% | 0.00% | -20.0% | |
| OTIS | OTIS WORLDWIDE CORP | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| IAU | ISHARES GOLD TRishares new | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,000 | -16.7% | 60 | 0.0% | 0.00% | 0.0% | |
| HXL | HEXCEL CORP NEW | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| HTZZ | HERTZ GLOBAL HLDGS INC | $5,000 | 0.0% | 304 | 0.0% | 0.00% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $6,000 | -14.3% | 74 | 0.0% | 0.00% | -20.0% | |
| ROK | ROCKWELL AUTOMATION INC | $6,000 | +20.0% | 26 | 0.0% | 0.00% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $5,000 | -16.7% | 18 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| SIVB | SVB FINANCIAL GROUP | $5,000 | -16.7% | 16 | 0.0% | 0.00% | 0.0% | |
| TDTF | FLEXSHARES TRiboxx 5yr trgt | $5,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% | |
| WTRG | ESSENTIAL UTILS INC | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $6,000 | -14.3% | 25 | 0.0% | 0.00% | -20.0% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $6,000 | -25.0% | 100 | 0.0% | 0.00% | -33.3% | |
| TECK | TECK RESOURCES LTDcl b | $6,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $5,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $5,000 | -16.7% | 825 | 0.0% | 0.00% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BIO | BIO RAD LABS INCcl a | $5,000 | -16.7% | 12 | 0.0% | 0.00% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $5,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $5,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| TQQQ | PROSHARES TRultrapro qqq | $4,000 | -20.0% | 200 | 0.0% | 0.00% | -25.0% | |
| VOTE | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $4,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES TReafe sml cp etf | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| ASML | ASML HOLDING N V | $4,000 | -20.0% | 10 | 0.0% | 0.00% | -25.0% | |
| INTU | INTUIT | $4,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $4,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN ENTERTAINMENT INC | $4,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| CHPT | CHARGEPOINT HOLDINGS INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IEI | ISHARES TR3 7 yr treas bd | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| BOND | PIMCO ETF TRactive bd etf | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| EXAS | EXACT SCIENCES CORP | $1,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $2,000 | -33.3% | 33 | 0.0% | 0.00% | -50.0% | |
| UBER | UBER TECHNOLOGIES INC | $1,000 | – | 20 | 0.0% | 0.00% | – | |
| GM | GENERAL MTRS CO | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GDX | VANECK ETF TRUSTgold miners etf | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| AI | C3 AI INCcl a | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC | $2,000 | +100.0% | 55 | 0.0% | 0.00% | 0.0% | ||
| LGFB | LIONS GATE ENTMNT CORPcl b non vtg | $2,000 | 0.0% | 247 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $1,000 | – | 30 | 0.0% | 0.00% | – | |
| H | HYATT HOTELS CORP | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PODD | INSULET CORP | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| VIR | VIR BIOTECHNOLOGY INC | $2,000 | -33.3% | 115 | 0.0% | 0.00% | -50.0% | |
| WAB | WABTEC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| PCG | PG&E CORP | $1,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABS | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| ECL | ECOLAB INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $2,000 | -33.3% | 148 | 0.0% | 0.00% | -50.0% | |
| TJX | TJX COS INC NEW | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| AMPE | AMPIO PHARMACEUTICALS INC | $0 | – | 600 | 0.0% | 0.00% | – | |
| ORTX | ORCHARD THERAPEUTICS PLCspon ads | $0 | – | 100 | 0.0% | 0.00% | – | |
| DIGITAL WORLD ACQUISITION CO | $0 | -100.0% | 25 | 0.0% | 0.00% | -100.0% | ||
| SNAP | SNAP INCcl a | $0 | – | 30 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 16 | Q3 2023 | 20.2% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 16.3% |
| SPDR Dow Jones Indl Avrg ETF | 16 | Q3 2023 | 14.6% |
| APPLE INC | 16 | Q3 2023 | 10.3% |
| AMAZON COM INC | 16 | Q3 2023 | 6.0% |
| ISHARES TR | 16 | Q3 2023 | 3.5% |
| ALPHABET INC | 16 | Q3 2023 | 2.9% |
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 5.5% |
| ISHARES TR | 16 | Q3 2023 | 2.1% |
| VISA INC | 16 | Q3 2023 | 1.9% |
View Mine & Arao Wealth Creation & Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-07 |
View Mine & Arao Wealth Creation & Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.