$171 Million is the total value of Mine & Arao Wealth Creation & Management, LLC.'s 330 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -12 | -100.0% | -0.00% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -200 | -100.0% | -0.00% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -30 | -100.0% | -0.00% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -153 | -100.0% | -0.01% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -279 | -100.0% | -0.01% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -122 | -100.0% | -0.01% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -394 | -100.0% | -0.01% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -148 | -100.0% | -0.01% | – |
| TRUP | Exit | TRUPANION INC | $0 | – | -500 | -100.0% | -0.01% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -321 | -100.0% | -0.02% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -652 | -100.0% | -0.03% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -327 | -100.0% | -0.03% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -1,084 | -100.0% | -0.03% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -841 | -100.0% | -0.04% | – |
| FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -4,470 | -100.0% | -0.04% | – |
| NMZ | Exit | NUVEEN MUN HIGH INCOME OPPOR | $0 | – | -6,072 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-08
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.