$156 Million is the total value of Mine & Arao Wealth Creation & Management, LLC.'s 326 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXP | New | AMERICAN EXPRESS CO | $165,489 | – | 1,003 | +100.0% | 0.11% | – |
| NMZ | New | NUVEEN MUN HIGH INCOME OPPOR | $65,578 | – | 6,072 | +100.0% | 0.04% | – |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $62,536 | – | 4,470 | +100.0% | 0.04% | – |
| New | SIGHT SCIENCES INC | $33,081 | – | 3,785 | +100.0% | 0.02% | – | |
| FSR | New | FISKER INC | $19,298 | – | 3,143 | +100.0% | 0.01% | – |
| IEFA | New | ISHARES TRcore msci eafe | $10,696 | – | 160 | +100.0% | 0.01% | – |
| HTZZ | New | HERTZ GLOBAL HLDGS INC | $4,952 | – | 304 | +100.0% | 0.00% | – |
| MCK | New | MCKESSON CORP | $5,341 | – | 15 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $3,425 | – | 70 | +100.0% | 0.00% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $2,495 | – | 10 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $1,834 | – | 50 | +100.0% | 0.00% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $1,723 | – | 21 | +100.0% | 0.00% | – | |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $1,071 | – | 14 | +100.0% | 0.00% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,303 | – | 57 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORP | $1,808 | – | 221 | +100.0% | 0.00% | – |
| New | ORCHARD THERAPEUTICS PLCspon ads new | $54 | – | 10 | +100.0% | 0.00% | – | |
| CFLT | New | CONFLUENT INC | $24 | – | 1 | +100.0% | 0.00% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $211 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 19 | Q2 2024 | 20.2% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 16.3% |
| SPDR Dow Jones Indl Avrg ETF | 19 | Q2 2024 | 14.6% |
| APPLE INC | 19 | Q2 2024 | 10.3% |
| AMAZON COM INC | 19 | Q2 2024 | 6.0% |
| ALPHABET INC | 19 | Q2 2024 | 3.3% |
| ISHARES TR | 19 | Q2 2024 | 3.5% |
| VANGUARD BD INDEX FDS | 19 | Q2 2024 | 5.5% |
| VISA INC | 19 | Q2 2024 | 1.9% |
| ISHARES TR | 19 | Q2 2024 | 2.1% |
View Mine & Arao Wealth Creation & Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-06 |
| 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 |
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.