$135 Million is the total value of Mine & Arao Wealth Creation & Management, LLC.'s 321 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 12.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $21,126,582 | -7.8% | 79,340 | -7.5% | 15.64% | -7.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $20,794,811 | +2.2% | 54,375 | -4.6% | 15.39% | +2.7% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $16,517,289 | +9.9% | 49,851 | -4.7% | 12.23% | +10.5% |
| AAPL | Sell | APPLE INC | $10,191,259 | -18.5% | 78,437 | -13.3% | 7.54% | -18.0% |
| DVY | Buy | ISHARES TRselect divid etf | $4,712,826 | +14.8% | 39,078 | +2.0% | 3.49% | +15.4% |
| AMZN | Sell | AMAZON COM INC | $4,629,912 | -31.3% | 55,118 | -7.6% | 3.43% | -30.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,846,458 | -19.2% | 32,080 | -12.4% | 2.11% | -18.8% |
| IYH | Buy | ISHARES TRus hlthcare etf | $2,578,108 | +12.7% | 9,087 | +0.5% | 1.91% | +13.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,519,267 | +29.5% | 18,786 | +0.9% | 1.86% | +30.1% |
| SDY | Buy | SPDR SER TRs&p divid etf | $2,487,885 | +13.0% | 19,886 | +0.7% | 1.84% | +13.6% |
| V | Sell | VISA INC | $2,402,449 | +16.8% | 11,564 | -0.1% | 1.78% | +17.4% |
| ICF | Buy | ISHARES TRcohen steer reit | $2,336,385 | +3.9% | 42,604 | +1.7% | 1.73% | +4.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,983,205 | +9.1% | 20,955 | +0.5% | 1.47% | +9.6% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,550,798 | +10.7% | 30,929 | -2.1% | 1.15% | +11.2% |
| WFC | Sell | WELLS FARGO CO NEW | $1,426,213 | +1.2% | 34,541 | -1.4% | 1.06% | +1.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,287,815 | +9.5% | 5,324 | -0.7% | 0.95% | +10.0% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,272,359 | +15.7% | 4,119 | 0.0% | 0.94% | +16.3% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,218,897 | -7.6% | 13,815 | +0.2% | 0.90% | -7.1% |
| IYY | Sell | ISHARES TRdow jones us etf | $1,048,069 | +6.0% | 11,215 | -0.5% | 0.78% | +6.6% |
| MSFT | Sell | MICROSOFT CORP | $1,028,000 | +2.8% | 4,287 | -0.1% | 0.76% | +3.4% |
| MRK | Sell | MERCK & CO INC | $1,009,357 | -0.7% | 9,097 | -22.8% | 0.75% | -0.1% |
| NOC | NORTHROP GRUMMAN CORP | $989,326 | +16.0% | 1,813 | 0.0% | 0.73% | +16.6% | |
| PG | Sell | PROCTER AND GAMBLE CO | $938,398 | -3.8% | 6,192 | -19.8% | 0.70% | -3.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $927,757 | +22.4% | 2,668 | +0.1% | 0.69% | +23.1% |
| PFE | Sell | PFIZER INC | $866,579 | -16.3% | 16,912 | -28.5% | 0.64% | -15.9% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $751,354 | -3.5% | 16,179 | -4.2% | 0.56% | -3.1% |
| NVDA | Buy | NVIDIA CORPORATION | $675,407 | +21.7% | 4,622 | +1.1% | 0.50% | +22.2% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $669,821 | +12.6% | 4,252 | +0.9% | 0.50% | +13.2% |
| TIP | Buy | ISHARES TRtips bd etf | $661,057 | +1.5% | 6,211 | +0.1% | 0.49% | +2.1% |
| ORCL | Buy | ORACLE CORP | $620,638 | +34.3% | 7,593 | +0.3% | 0.46% | +35.0% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $616,057 | +11.0% | 15,841 | -1.6% | 0.46% | +11.5% |
| DIS | Sell | DISNEY WALT CO | $555,009 | -28.5% | 6,388 | -22.4% | 0.41% | -28.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $532,616 | +12.1% | 7,144 | +0.3% | 0.39% | +12.6% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $532,285 | +10.7% | 5,915 | -1.7% | 0.39% | +11.3% |
| NSC | Buy | NORFOLK SOUTHN CORP | $528,942 | +18.1% | 2,147 | +0.4% | 0.39% | +18.8% |
| BAC | Sell | BANK AMERICA CORP | $527,208 | +6.3% | 15,918 | -3.1% | 0.39% | +6.8% |
| CAT | Buy | CATERPILLAR INC | $523,165 | +46.1% | 2,184 | +0.2% | 0.39% | +46.6% |
| CCI | New | CROWN CASTLE INC | $491,801 | – | 3,626 | +100.0% | 0.36% | – |
| CLX | Buy | CLOROX CO DEL | $465,848 | +9.9% | 3,320 | +0.6% | 0.34% | +10.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $463,332 | +8.5% | 2,623 | +0.3% | 0.34% | +9.2% |
| PAVE | GLOBAL X FDSus infr dev etf | $458,309 | +14.9% | 17,301 | 0.0% | 0.34% | +15.3% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $457,208 | +8.9% | 6,694 | +0.4% | 0.34% | +9.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $456,718 | -0.9% | 2,156 | +0.4% | 0.34% | -0.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $430,847 | +12.8% | 6,564 | -3.8% | 0.32% | +13.5% |
| LRCX | LAM RESEARCH CORP | $420,300 | +14.8% | 1,000 | 0.0% | 0.31% | +15.2% | |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $408,475 | -0.6% | 4,213 | -1.4% | 0.30% | -0.3% |
| KO | Buy | COCA COLA CO | $396,721 | +15.0% | 6,237 | +1.3% | 0.29% | +15.7% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $385,146 | -11.9% | 5,182 | -13.0% | 0.28% | -11.5% |
| K | Buy | KELLOGG CO | $337,919 | +3.0% | 4,743 | +0.7% | 0.25% | +3.3% |
| SBUX | Buy | STARBUCKS CORP | $305,497 | +18.0% | 3,080 | +0.2% | 0.23% | +18.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $302,852 | +19.7% | 7,216 | +3.9% | 0.22% | +20.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $299,047 | +6.4% | 1,715 | +0.7% | 0.22% | +6.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $289,746 | -35.0% | 7,354 | -37.5% | 0.21% | -34.8% |
| XLK | SELECT SECTOR SPDR TRtechnology | $286,696 | +4.6% | 2,304 | 0.0% | 0.21% | +5.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $281,565 | +8.7% | 511 | 0.0% | 0.21% | +8.9% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $270,621 | +0.6% | 3,767 | 0.0% | 0.20% | +1.0% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $269,620 | +4.1% | 3,269 | +1.1% | 0.20% | +4.7% |
| CVX | Buy | CHEVRON CORP NEW | $263,517 | +24.9% | 1,468 | +0.2% | 0.20% | +25.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $255,070 | +11.9% | 1,682 | +0.2% | 0.19% | +12.5% |
| NFLX | Sell | NETFLIX INC | $252,122 | -14.0% | 855 | -31.3% | 0.19% | -13.4% |
| CSCO | Buy | CISCO SYS INC | $248,063 | +19.3% | 5,207 | +0.1% | 0.18% | +20.3% |
| HII | HUNTINGTON INGALLS INDS INC | $238,989 | +4.4% | 1,036 | 0.0% | 0.18% | +4.7% | |
| LMT | LOCKHEED MARTIN CORP | $236,110 | +26.3% | 485 | 0.0% | 0.18% | +26.8% | |
| CSX | Buy | CSX CORP | $222,623 | +16.6% | 7,186 | +0.0% | 0.16% | +17.0% |
| FB | Sell | META PLATFORMS INCcl a | $221,426 | -41.7% | 1,840 | -34.3% | 0.16% | -41.4% |
| SJM | Buy | SMUCKER J M CO | $216,304 | +15.7% | 1,365 | +0.5% | 0.16% | +15.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $211,335 | -10.8% | 1,500 | -25.0% | 0.16% | -10.9% |
| PFF | Sell | ISHARES TRpfd and incm sec | $196,711 | -22.2% | 6,443 | -19.4% | 0.15% | -21.5% |
| LLY | LILLY ELI & CO | $189,139 | +13.3% | 517 | 0.0% | 0.14% | +13.8% | |
| EL | LAUDER ESTEE COS INCcl a | $183,105 | +15.2% | 738 | 0.0% | 0.14% | +16.2% | |
| CI | CIGNA CORP NEW | $171,652 | +19.2% | 518 | 0.0% | 0.13% | +19.8% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $166,091 | +6.5% | 1,116 | +0.2% | 0.12% | +7.0% |
| IVV | ISHARES TRcore s&p500 etf | $159,247 | +7.6% | 414 | 0.0% | 0.12% | +8.3% | |
| DOCU | Sell | DOCUSIGN INC | $156,949 | -15.6% | 2,832 | -18.7% | 0.12% | -15.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $156,533 | +17.7% | 456 | +0.2% | 0.12% | +18.4% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $143,540 | +13.0% | 989 | +0.4% | 0.11% | +12.8% |
| IBB | Buy | ISHARES TRishares biotech | $138,136 | +12.3% | 1,052 | +0.1% | 0.10% | +12.1% |
| BLK | BLACKROCK INC | $136,057 | +28.4% | 192 | 0.0% | 0.10% | +29.5% | |
| LVS | LAS VEGAS SANDS CORP | $136,375 | +28.7% | 2,837 | 0.0% | 0.10% | +29.5% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $136,114 | +12.5% | 1,002 | 0.0% | 0.10% | +13.5% | |
| UNH | UNITEDHEALTH GROUP INC | $135,871 | +5.3% | 256 | 0.0% | 0.10% | +6.3% | |
| NKE | Buy | NIKE INCcl b | $128,622 | +41.3% | 1,099 | +0.4% | 0.10% | +41.8% |
| MDLZ | MONDELEZ INTL INCcl a | $125,388 | +21.7% | 1,881 | 0.0% | 0.09% | +22.4% | |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $125,201 | +11.8% | 2,300 | +0.2% | 0.09% | +13.4% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $124,728 | +10.4% | 1,952 | 0.0% | 0.09% | +10.8% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $121,157 | +8.2% | 697 | +0.3% | 0.09% | +9.8% |
| KXI | Buy | ISHARES TRglb cnsm stp etf | $120,989 | +12.0% | 2,029 | +0.5% | 0.09% | +12.5% |
| TSLA | Sell | TESLA INC | $120,840 | -59.7% | 981 | -13.4% | 0.09% | -59.7% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $116,355 | -9.1% | 901 | 0.0% | 0.09% | -8.5% | |
| SRE | SEMPRA | $116,026 | +2.7% | 751 | 0.0% | 0.09% | +3.6% | |
| HON | HONEYWELL INTL INC | $114,436 | +28.6% | 534 | 0.0% | 0.08% | +28.8% | |
| T | Buy | AT&T INC | $115,129 | +19.9% | 6,254 | +0.0% | 0.08% | +19.7% |
| FDX | FEDEX CORP | $113,126 | +16.6% | 653 | 0.0% | 0.08% | +18.3% | |
| PEP | Sell | PEPSICO INC | $113,517 | +9.2% | 628 | -1.9% | 0.08% | +9.1% |
| IMGN | IMMUNOGEN INC | $110,360 | +4.1% | 22,250 | 0.0% | 0.08% | +5.1% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $105,580 | +8.8% | 1,565 | +0.1% | 0.08% | +9.9% |
| IHE | Buy | ISHARES TRu.s. pharma etf | $104,303 | +11.0% | 560 | +1.3% | 0.08% | +11.6% |
| CRM | Buy | SALESFORCE INC | $103,155 | -6.2% | 778 | +2.1% | 0.08% | -6.2% |
| NTAP | NETAPP INC | $102,102 | -2.8% | 1,700 | 0.0% | 0.08% | -1.3% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $100,842 | -13.8% | 2,995 | -21.1% | 0.08% | -12.8% |
| UNP | Buy | UNION PAC CORP | $94,565 | +7.5% | 457 | +1.3% | 0.07% | +7.7% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $93,583 | +8.8% | 3,854 | 0.0% | 0.07% | +9.5% | |
| ICVT | Buy | ISHARES TRconv bd etf | $93,249 | +1.4% | 1,342 | +0.2% | 0.07% | +1.5% |
| FXI | Sell | ISHARES TRchina lg-cap etf | $89,397 | -28.5% | 3,159 | -34.6% | 0.07% | -28.3% |
| USMV | ISHARES TRmsci usa min vol | $86,807 | +8.5% | 1,204 | 0.0% | 0.06% | +8.5% | |
| COST | COSTCO WHSL CORP NEW | $82,649 | -2.8% | 181 | 0.0% | 0.06% | -3.2% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $82,359 | +17.7% | 540 | 0.0% | 0.06% | +17.3% | |
| HD | HOME DEPOT INC | $80,758 | +13.7% | 256 | 0.0% | 0.06% | +15.4% | |
| CMCSA | COMCAST CORP NEWcl a | $81,605 | +20.0% | 2,334 | 0.0% | 0.06% | +20.0% | |
| BA | Sell | BOEING CO | $79,053 | -2.4% | 415 | -37.6% | 0.06% | -1.7% |
| VCV | INVESCO CALIF VALUE MUN INCO | $80,106 | +5.4% | 8,450 | 0.0% | 0.06% | +5.4% | |
| ANTM | ELEVANCE HEALTH INC | $77,377 | +12.1% | 151 | 0.0% | 0.06% | +11.8% | |
| INTC | Buy | INTEL CORP | $76,772 | +2.4% | 2,905 | +0.2% | 0.06% | +3.6% |
| BE | BLOOM ENERGY CORP | $76,480 | -4.4% | 4,000 | 0.0% | 0.06% | -3.4% | |
| MUC | New | BLACKROCK MUNIHLDNGS CALI QL | $75,180 | – | 7,000 | +100.0% | 0.06% | – |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $72,770 | +12.0% | 1,656 | 0.0% | 0.05% | +12.5% | |
| IHAK | ISHARES TRcybersecurity | $71,000 | -2.7% | 2,150 | 0.0% | 0.05% | -1.9% | |
| LOW | LOWES COS INC | $68,738 | +5.8% | 345 | 0.0% | 0.05% | +6.2% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $66,031 | +4.8% | 436 | 0.0% | 0.05% | +6.5% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $66,229 | +12.3% | 436 | 0.0% | 0.05% | +14.0% | |
| MU | MICRON TECHNOLOGY INC | $65,040 | +0.1% | 1,301 | 0.0% | 0.05% | 0.0% | |
| SQ | BLOCK INCcl a | $63,657 | +13.7% | 1,013 | 0.0% | 0.05% | +14.6% | |
| IYM | Buy | ISHARES TRu.s. bas mtl etf | $64,075 | +16.5% | 514 | +1.2% | 0.05% | +14.6% |
| WMT | Sell | WALMART INC | $62,042 | -25.3% | 438 | -31.7% | 0.05% | -24.6% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $61,055 | +7.1% | 319 | 0.0% | 0.04% | +7.1% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $59,984 | +13.2% | 772 | 0.0% | 0.04% | +12.8% | |
| PLD | New | PROLOGIS INC. | $59,679 | – | 529 | +100.0% | 0.04% | – |
| PNC | PNC FINL SVCS GROUP INC | $59,685 | +6.6% | 378 | 0.0% | 0.04% | +7.3% | |
| QCOM | Buy | QUALCOMM INC | $58,117 | -1.5% | 529 | +0.8% | 0.04% | 0.0% |
| WM | WASTE MGMT INC DEL | $57,447 | -2.6% | 366 | 0.0% | 0.04% | 0.0% | |
| DSI | Sell | ISHARES TRmsci kld400 soc | $58,399 | -20.0% | 813 | -25.9% | 0.04% | -20.4% |
| IYF | Buy | ISHARES TRu.s. finls etf | $56,564 | +13.1% | 749 | +0.9% | 0.04% | +13.5% |
| DE | DEERE & CO | $53,994 | +28.6% | 126 | 0.0% | 0.04% | +29.0% | |
| LH | Buy | LABORATORY CORP AMER HLDGS | $54,121 | +15.2% | 230 | +0.4% | 0.04% | +14.3% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $51,853 | +10.3% | 327 | 0.0% | 0.04% | +8.6% | |
| TGT | Buy | TARGET CORP | $49,630 | +892.6% | 333 | +909.1% | 0.04% | +825.0% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $48,584 | +5.6% | 1,084 | 0.0% | 0.04% | +5.9% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $48,124 | -24.8% | 143 | -38.6% | 0.04% | -23.4% |
| RSG | Buy | REPUBLIC SVCS INC | $48,821 | -4.3% | 378 | +0.3% | 0.04% | -5.3% |
| ALK | ALASKA AIR GROUP INC | $48,093 | +9.3% | 1,120 | 0.0% | 0.04% | +12.5% | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $47,686 | +13.5% | 1,394 | +0.1% | 0.04% | +12.9% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $46,730 | -0.6% | 841 | 0.0% | 0.04% | 0.0% | |
| PH | PARKER-HANNIFIN CORP | $44,814 | +21.1% | 154 | 0.0% | 0.03% | +22.2% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $43,039 | +13.3% | 652 | 0.0% | 0.03% | +14.3% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $42,200 | +20.6% | 1,008 | 0.0% | 0.03% | +19.2% | |
| GDV | New | GABELLI DIVID & INCOME TR | $41,652 | – | 2,021 | +100.0% | 0.03% | – |
| XOM | Sell | EXXON MOBIL CORP | $40,701 | +4.4% | 369 | -16.7% | 0.03% | +3.4% |
| ESPO | Buy | VANECK ETF TRUSTvideo gmng esprt | $39,128 | +5.8% | 913 | +0.3% | 0.03% | +7.4% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $37,398 | +33.6% | 318 | +1.9% | 0.03% | +33.3% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $36,329 | -31.5% | 407 | -32.9% | 0.03% | -30.8% |
| VOO | Buy | VANGUARD INDEX FDS | $36,918 | +8.6% | 105 | +1.0% | 0.03% | +8.0% |
| COUP | COUPA SOFTWARE INC | $35,626 | +37.0% | 450 | 0.0% | 0.03% | +36.8% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $34,687 | -8.7% | 25 | 0.0% | 0.03% | -7.1% | |
| WAT | WATERS CORP | $34,258 | +26.9% | 100 | 0.0% | 0.02% | +25.0% | |
| AFG | AMERICAN FINL GROUP INC OHIO | $32,058 | +10.5% | 234 | 0.0% | 0.02% | +14.3% | |
| IWX | ISHARES TRrus tp200 vl etf | $32,618 | +12.5% | 502 | 0.0% | 0.02% | +14.3% | |
| MCD | MCDONALDS CORP | $32,445 | +15.9% | 123 | 0.0% | 0.02% | +14.3% | |
| RWR | Buy | SPDR SER TRdj reit etf | $30,408 | +4.9% | 349 | +0.6% | 0.02% | +9.5% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $30,434 | +17.1% | 310 | 0.0% | 0.02% | +21.1% | |
| SPSB | SPDR SER TRportfolio short | $30,908 | -0.3% | 990 | 0.0% | 0.02% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $29,968 | +7.0% | 167 | 0.0% | 0.02% | +4.8% | |
| IWB | Buy | ISHARES TRrus 1000 etf | $29,067 | +7.7% | 138 | +0.7% | 0.02% | +10.0% |
| VB | VANGUARD INDEX FDSsmall cp etf | $28,699 | +6.3% | 156 | 0.0% | 0.02% | +5.0% | |
| EWG | Sell | ISHARES INCmsci germany etf | $27,928 | -6.9% | 1,129 | -26.2% | 0.02% | -4.5% |
| ACN | ACCENTURE PLC IRELAND | $28,018 | +3.8% | 105 | 0.0% | 0.02% | +5.0% | |
| TXT | TEXTRON INC | $28,342 | +23.2% | 400 | 0.0% | 0.02% | +23.5% | |
| SCL | STEPAN CO | $26,707 | +16.1% | 251 | 0.0% | 0.02% | +17.6% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $26,938 | +17.1% | 321 | 0.0% | 0.02% | +17.6% | |
| GENERAL ELECTRIC CO | $26,478 | +32.4% | 316 | 0.0% | 0.02% | +33.3% | ||
| GVA | Buy | GRANITE CONSTR INC | $27,016 | +42.2% | 770 | +0.4% | 0.02% | +42.9% |
| UBS AG LONDON BRANCHen lg cp grwth | $26,098 | +4.4% | 69 | 0.0% | 0.02% | +5.6% | ||
| IWY | ISHARES TRrus tp200 gr etf | $24,145 | +0.6% | 200 | 0.0% | 0.02% | 0.0% | |
| TRUP | TRUPANION INC | $23,765 | -20.8% | 500 | 0.0% | 0.02% | -18.2% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $23,576 | -1.8% | 364 | -5.0% | 0.02% | -5.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $22,504 | +25.0% | 102 | +1.0% | 0.02% | +30.8% |
| TRINSEO PLC | $22,710 | +26.2% | 1,000 | 0.0% | 0.02% | +30.8% | ||
| GSK PLCsponsored adr | $22,490 | +18.4% | 640 | 0.0% | 0.02% | +21.4% | ||
| FLO | FLOWERS FOODS INC | $21,555 | +13.4% | 750 | 0.0% | 0.02% | +14.3% | |
| F | FORD MTR CO DEL | $21,957 | +4.6% | 1,888 | 0.0% | 0.02% | +6.7% | |
| WDFC | WD 40 CO | $20,151 | -8.4% | 125 | 0.0% | 0.02% | -6.2% | |
| AVGO | BROADCOM INC | $20,129 | +25.8% | 36 | 0.0% | 0.02% | +25.0% | |
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $20,160 | +0.8% | 1,200 | 0.0% | 0.02% | 0.0% | |
| KSS | KOHLS CORP | $20,362 | +1.8% | 806 | 0.0% | 0.02% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $19,892 | +17.0% | 200 | 0.0% | 0.02% | +15.4% | |
| VICI | VICI PPTYS INC | $19,667 | +9.3% | 607 | 0.0% | 0.02% | +15.4% | |
| AFL | AFLAC INC | $20,217 | +26.4% | 281 | 0.0% | 0.02% | +25.0% | |
| SYK | STRYKER CORPORATION | $18,337 | +22.2% | 75 | 0.0% | 0.01% | +27.3% | |
| NVS | NOVARTIS AGsponsored adr | $18,144 | +21.0% | 200 | 0.0% | 0.01% | +18.2% | |
| GLD | SPDR GOLD TR | $16,964 | +13.1% | 100 | 0.0% | 0.01% | +18.2% | |
| ABNB | Sell | AIRBNB INC | $15,646 | -59.9% | 183 | -51.6% | 0.01% | -58.6% |
| ETR | ENTERGY CORP NEW | $16,650 | +11.0% | 148 | 0.0% | 0.01% | +9.1% | |
| TXN | TEXAS INSTRS INC | $16,262 | +8.4% | 98 | 0.0% | 0.01% | +9.1% | |
| MRVL | MARVELL TECHNOLOGY INC | $16,668 | -12.3% | 450 | 0.0% | 0.01% | -14.3% | |
| PYPL | Sell | PAYPAL HLDGS INC | $16,737 | -85.4% | 235 | -82.4% | 0.01% | -85.9% |
| BAX | BAXTER INTL INC | $16,313 | -4.0% | 320 | 0.0% | 0.01% | -7.7% | |
| BX | New | BLACKSTONE INC | $15,357 | – | 207 | +100.0% | 0.01% | – |
| BOH | BANK HAWAII CORP | $15,512 | +3.4% | 200 | 0.0% | 0.01% | 0.0% | |
| C | CITIGROUP INC | $14,552 | +11.9% | 322 | 0.0% | 0.01% | +10.0% | |
| IEF | ISHARES TR7-10 yr trsy bd | $14,942 | -0.4% | 156 | 0.0% | 0.01% | 0.0% | |
| AAXJ | ISHARES TRmsci ac asia etf | $12,958 | +8.0% | 200 | 0.0% | 0.01% | +11.1% | |
| FITB | FIFTH THIRD BANCORP | $12,927 | -0.6% | 394 | 0.0% | 0.01% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $13,341 | +21.3% | 406 | 0.0% | 0.01% | +25.0% | |
| TM | TOYOTA MOTOR CORPads | $13,658 | +5.1% | 100 | 0.0% | 0.01% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $12,240 | +11.3% | 1,000 | 0.0% | 0.01% | +12.5% | |
| NOK | NOKIA CORPsponsored adr | $11,600 | +5.5% | 2,500 | 0.0% | 0.01% | +12.5% | |
| ALLY | Sell | ALLY FINL INC | $12,326 | -31.5% | 504 | -22.9% | 0.01% | -30.8% |
| KMI | KINDER MORGAN INC DEL | $11,987 | +9.0% | 663 | 0.0% | 0.01% | +12.5% | |
| PM | PHILIP MORRIS INTL INC | $11,913 | +19.1% | 118 | 0.0% | 0.01% | +28.6% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $12,519 | +4.3% | 174 | 0.0% | 0.01% | 0.0% | |
| QLTA | ISHARES TRa rate cp bd etf | $10,238 | +2.4% | 221 | 0.0% | 0.01% | +14.3% | |
| EMR | EMERSON ELEC CO | $11,335 | +25.9% | 118 | 0.0% | 0.01% | +14.3% | |
| IVZ | INVESCO LTD | $10,794 | +34.9% | 600 | 0.0% | 0.01% | +33.3% | |
| CAH | CARDINAL HEALTH INC | $10,224 | +13.6% | 133 | 0.0% | 0.01% | +14.3% | |
| FLEX | FLEX LTDord | $10,344 | +29.3% | 482 | 0.0% | 0.01% | +33.3% | |
| ALGN | ALIGN TECHNOLOGY INC | $10,545 | +5.4% | 50 | 0.0% | 0.01% | +14.3% | |
| EWH | ISHARES INCmsci hong kg etf | $10,505 | +16.7% | 500 | 0.0% | 0.01% | +14.3% | |
| UAL | UNITED AIRLS HLDGS INC | $10,631 | +18.1% | 282 | 0.0% | 0.01% | +14.3% | |
| SHELL PLCspon ads | $11,390 | +13.9% | 200 | 0.0% | 0.01% | +14.3% | ||
| ALC | ALCON AG | $8,912 | +11.4% | 130 | 0.0% | 0.01% | +16.7% | |
| EXPE | EXPEDIA GROUP INC | $9,811 | -1.9% | 112 | 0.0% | 0.01% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $8,809 | +10.1% | 100 | 0.0% | 0.01% | +16.7% | |
| WMB | WILLIAMS COS INC | $9,179 | +14.7% | 279 | 0.0% | 0.01% | +16.7% | |
| NTR | NUTRIEN LTD | $8,910 | -10.9% | 122 | 0.0% | 0.01% | 0.0% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $9,547 | +19.3% | 115 | +0.9% | 0.01% | +16.7% |
| PSA | PUBLIC STORAGE | $9,246 | -7.5% | 33 | 0.0% | 0.01% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $10,051 | +11.7% | 39 | 0.0% | 0.01% | 0.0% | |
| IGSB | Buy | ISHARES TR | $9,386 | +4.3% | 188 | +0.5% | 0.01% | 0.0% |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $7,772 | +11.0% | 188 | 0.0% | 0.01% | +20.0% | |
| NEE | NEXTERA ENERGY INC | $8,109 | +1.4% | 97 | 0.0% | 0.01% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $7,468 | +24.5% | 74 | 0.0% | 0.01% | +50.0% | |
| EWQ | Buy | ISHARES INCmsci france etf | $7,751 | +29.2% | 234 | +0.4% | 0.01% | +50.0% |
| BP | BP PLCsponsored adr | $7,999 | +14.3% | 229 | 0.0% | 0.01% | +20.0% | |
| IEMG | ISHARES INCcore msci emkt | $7,846 | +12.1% | 168 | 0.0% | 0.01% | +20.0% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $7,628 | +27.1% | 100 | 0.0% | 0.01% | +50.0% | |
| TFC | TRUIST FINL CORP | $8,649 | -3.9% | 201 | 0.0% | 0.01% | -14.3% | |
| IDU | Buy | ISHARES TRu.s. utilits etf | $8,076 | +15.4% | 93 | +1.1% | 0.01% | +20.0% |
| UA | UNDER ARMOUR INCcl c | $7,359 | +47.2% | 825 | 0.0% | 0.01% | +25.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $6,188 | +23.8% | 150 | 0.0% | 0.01% | +25.0% | |
| SYNA | SYNAPTICS INC | $7,137 | +2.0% | 75 | 0.0% | 0.01% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC | $6,697 | +11.6% | 26 | 0.0% | 0.01% | +25.0% | |
| Buy | SL GREEN RLTY CORP | $7,175 | -10.3% | 213 | +2.4% | 0.01% | -16.7% | |
| HALEON PLCspon ads | $6,400 | +28.0% | 800 | 0.0% | 0.01% | +25.0% | ||
| HPQ | Buy | HP INC | $6,373 | +112.4% | 237 | +86.6% | 0.01% | +150.0% |
| NLOK | GEN DIGITAL INC | $6,472 | +7.9% | 302 | 0.0% | 0.01% | +25.0% | |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $6,360 | -29.3% | 500 | -29.6% | 0.01% | -28.6% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6,155 | +23.1% | 60 | 0.0% | 0.01% | +25.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $6,968 | -0.5% | 153 | 0.0% | 0.01% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $5,340 | +6.8% | 21 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $6,023 | +0.4% | 30 | 0.0% | 0.00% | 0.0% | |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $5,904 | -1.6% | 117 | +0.9% | 0.00% | 0.0% |
| AMGN | AMGEN INC | $5,778 | +15.6% | 22 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $5,873 | +17.5% | 75 | 0.0% | 0.00% | 0.0% | |
| MTCH | Sell | MATCH GROUP INC NEW | $5,062 | -80.5% | 122 | -77.7% | 0.00% | -78.9% |
| IWF | ISHARES TRrus 1000 grw etf | $5,784 | -3.6% | 27 | 0.0% | 0.00% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $5,373 | +7.5% | 34 | 0.0% | 0.00% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $5,046 | +0.9% | 18 | 0.0% | 0.00% | 0.0% | |
| IAU | ISHARES GOLD TRishares new | $5,188 | +3.8% | 150 | 0.0% | 0.00% | 0.0% | |
| HXL | HEXCEL CORP NEW | $6,003 | +20.1% | 102 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $4,889 | -2.2% | 100 | 0.0% | 0.00% | 0.0% | |
| TDTF | FLEXSHARES TRiboxx 5yr trgt | $4,771 | -4.6% | 202 | 0.0% | 0.00% | 0.0% | |
| WTRG | Buy | ESSENTIAL UTILS INC | $5,392 | +7.8% | 113 | +0.9% | 0.00% | 0.0% |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $5,472 | +9.4% | 600 | 0.0% | 0.00% | 0.0% | |
| ETN | EATON CORP PLC | $5,336 | +6.7% | 34 | 0.0% | 0.00% | 0.0% | |
| BIO | BIO RAD LABS INCcl a | $5,046 | +0.9% | 12 | 0.0% | 0.00% | 0.0% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $4,580 | +14.5% | 49 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $3,539 | -41.0% | 100 | 0.0% | 0.00% | -25.0% | |
| SCZ | ISHARES TReafe sml cp etf | $4,575 | +14.4% | 81 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN ENTERTAINMENT INC | $4,010 | +0.2% | 135 | 0.0% | 0.00% | 0.0% | |
| LITE | LUMENTUM HLDGS INC | $4,591 | -23.5% | 88 | 0.0% | 0.00% | -25.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $3,789 | +89.4% | 237 | +86.6% | 0.00% | +200.0% |
| VOTE | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $4,244 | +6.1% | 96 | 0.0% | 0.00% | 0.0% | |
| SIVB | SVB FINANCIAL GROUP | $3,682 | -26.4% | 16 | 0.0% | 0.00% | -25.0% | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $4,552 | -9.0% | 100 | 0.0% | 0.00% | -25.0% | |
| LUCID GROUP INC | $4,269 | -52.6% | 625 | 0.0% | 0.00% | -57.1% | ||
| TQQQ | PROSHARES TRultrapro qqq | $3,460 | -13.5% | 200 | 0.0% | 0.00% | 0.0% | |
| GDX | VANECK ETF TRUSTgold miners etf | $2,866 | +43.3% | 100 | 0.0% | 0.00% | +100.0% | |
| BOND | Buy | PIMCO ETF TRactive bd etf | $2,863 | -4.6% | 32 | +3.2% | 0.00% | 0.0% |
| IEI | ISHARES TR3 7 yr treas bd | $2,987 | -0.4% | 26 | 0.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO | $2,718 | -69.8% | 97 | -73.9% | 0.00% | -71.4% |
| WAB | Sell | WABTEC | $2,196 | +9.8% | 22 | -8.3% | 0.00% | +100.0% |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $2,350 | -83.2% | 552 | -82.2% | 0.00% | -80.0% |
| DD | DUPONT DE NEMOURS INC | $2,931 | +46.6% | 43 | 0.0% | 0.00% | +100.0% | |
| KMB | KIMBERLY-CLARK CORP | $2,036 | +1.8% | 15 | 0.0% | 0.00% | +100.0% | |
| DOW | Buy | DOW INC | $2,201 | +10.0% | 44 | +2.3% | 0.00% | +100.0% |
| EA | ELECTRONIC ARTS INC | $2,321 | +16.0% | 19 | 0.0% | 0.00% | +100.0% | |
| TJX | TJX COS INC NEW | $2,890 | +44.5% | 36 | 0.0% | 0.00% | +100.0% | |
| IMTB | ISHARES TRcr 5 10 yr etf | $2,498 | +24.9% | 58 | 0.0% | 0.00% | +100.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $2,216 | +10.8% | 60 | 0.0% | 0.00% | +100.0% | |
| VIR | VIR BIOTECHNOLOGY INC | $2,911 | +45.6% | 115 | 0.0% | 0.00% | +100.0% | |
| CTVA | CORTEVA INC | $2,481 | +24.0% | 42 | 0.0% | 0.00% | +100.0% | |
| CL | COLGATE PALMOLIVE CO | $2,616 | +30.8% | 33 | 0.0% | 0.00% | +100.0% | |
| H | HYATT HOTELS CORP | $2,714 | +35.7% | 30 | 0.0% | 0.00% | +100.0% | |
| PODD | INSULET CORP | $2,061 | +3.0% | 7 | 0.0% | 0.00% | +100.0% | |
| RY | ROYAL BK CDA SUSTAINABL | $2,162 | +8.1% | 23 | 0.0% | 0.00% | +100.0% | |
| CVS | New | CVS HEALTH CORP | $1,864 | – | 20 | +100.0% | 0.00% | – |
| LGFB | LIONS GATE ENTMNT CORPcl b non vtg | $1,341 | -33.0% | 247 | 0.0% | 0.00% | 0.0% | |
| PCG | PG&E CORP | $1,398 | +39.8% | 86 | 0.0% | 0.00% | 0.0% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,961 | -67.3% | 20 | -69.2% | 0.00% | -75.0% |
| RIVIAN AUTOMOTIVE INC | $1,014 | -49.3% | 55 | 0.0% | 0.00% | 0.0% | ||
| EXAS | EXACT SCIENCES CORP | $1,287 | +28.7% | 26 | 0.0% | 0.00% | 0.0% | |
| ECL | ECOLAB INC | $1,203 | +20.3% | 8 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $901 | -9.9% | 20 | 0.0% | 0.00% | 0.0% | |
| Buy | DIGITAL WORLD ACQUISITION CO | $1,125 | – | 75 | +200.0% | 0.00% | – | |
| COHERENT CORP | $1,193 | +19.3% | 34 | 0.0% | 0.00% | 0.0% | ||
| CHPT | CHARGEPOINT HOLDINGS INC | $1,906 | -36.5% | 200 | 0.0% | 0.00% | -50.0% | |
| CGC | Sell | CANOPY GROWTH CORP | $1,155 | -90.4% | 500 | -88.9% | 0.00% | -88.9% |
| VTRS | Sell | VIATRIS INC | $1,548 | -48.4% | 139 | -65.7% | 0.00% | -50.0% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,912 | -4.4% | 12 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABS | $1,954 | -2.3% | 18 | 0.0% | 0.00% | 0.0% | |
| CFLT | Exit | CONFLUENT INC | $0 | – | -1 | -100.0% | 0.00% | – |
| UBER | UBER TECHNOLOGIES INC | $495 | -50.5% | 20 | 0.0% | 0.00% | -100.0% | |
| DXC | New | DXC TECHNOLOGY CO | $238 | – | 9 | +100.0% | 0.00% | – |
| SNAP | SNAP INCcl a | $268 | – | 30 | 0.0% | 0.00% | – | |
| New | MICRO FOCUS INTL PLCspon adr new | $69 | – | 11 | +100.0% | 0.00% | – | |
| GME | GAMESTOP CORP NEWcl a | $148 | – | 8 | 0.0% | 0.00% | – | |
| ORTX | ORCHARD THERAPEUTICS PLCspon ads | $37 | – | 100 | 0.0% | 0.00% | – | |
| ROKU | ROKU INC | $204 | – | 5 | 0.0% | 0.00% | – | |
| WARNER BROS DISCOVERY INC | $322 | – | 34 | 0.0% | 0.00% | – | ||
| LQD | ISHARES TRiboxx inv cp etf | $633 | -36.7% | 6 | 0.0% | 0.00% | -100.0% | |
| New | AMPIO PHARMACEUTICALS INC | $9 | – | 41 | +100.0% | 0.00% | – | |
| PLUG | PLUG POWER INC | $371 | -62.9% | 30 | 0.0% | 0.00% | -100.0% | |
| AMPE | Exit | AMPIO PHARMACEUTICALS INC | $0 | – | -600 | -100.0% | 0.00% | – |
| BYND | Sell | BEYOND MEAT INC | $172 | -98.8% | 14 | -98.6% | 0.00% | -100.0% |
| ELAN | Exit | ELANCO ANIMAL HEALTH INC | $0 | – | -148 | -100.0% | -0.00% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -41 | -100.0% | -0.00% | – |
| AI | Exit | C3 AI INCcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -50 | -100.0% | -0.00% | – |
| QS | Exit | QUANTUMSCAPE CORP | $0 | – | -221 | -100.0% | -0.00% | – |
| INTU | Exit | INTUIT | $0 | – | -10 | -100.0% | -0.00% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -10 | -100.0% | -0.00% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -25 | -100.0% | -0.00% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| HTZZ | Exit | HERTZ GLOBAL HLDGS INC | $0 | – | -304 | -100.0% | -0.00% | – |
| TECK | Exit | TECK RESOURCES LTDcl b | $0 | – | -202 | -100.0% | -0.00% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -200 | -100.0% | -0.01% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -225 | -100.0% | -0.01% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -100 | -100.0% | -0.01% | – |
| Exit | SIGHT SCIENCES INC | $0 | – | -1,970 | -100.0% | -0.01% | – | |
| PBA | Exit | PEMBINA PIPELINE CORP | $0 | – | -425 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -223 | -100.0% | -0.01% | – |
| SAM | Exit | BOSTON BEER INCcl a | $0 | – | -50 | -100.0% | -0.01% | – |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -604 | -100.0% | -0.01% | – | |
| NAC | Exit | NUVEEN CA QUALTY MUN INCOME | $0 | – | -2,033 | -100.0% | -0.02% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -350 | -100.0% | -0.02% | – |
| FSR | Exit | FISKER INC | $0 | – | -3,143 | -100.0% | -0.02% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -1,563 | -100.0% | -0.02% | – | |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -518 | -100.0% | -0.03% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,003 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
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 | 2024-02-06 |
| 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 |
| 13F-HR | 2021-11-12 |
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.