Mine & Arao Wealth Creation & Management, LLC.
78 holdingsFiling period: 2026-06-30Current AUM: $281.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 69.5K | $51.2M | $49.5M | 17.56% | -2,210 | 2026-06-30 |
| 2 | SPY | State Str Spdr S&P 500 ETF T | 55.9K | $41.7M | $42.8M | 15.17% | -72 | 2026-06-30 |
| 3 | DIA | State Str Spdr Dow Jones Ind | 52.1K | $27.2M | $27.2M | 9.65% | -9 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 86.9K | $25.2M | $29.9M | 10.60% | -736 | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 84.0K | $16.8M | $18.1M | 6.44% | +973 | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 64.0K | $15.3M | $16.0M | 5.66% | +517 | 2026-06-30 |
| 7 | GOOG | Alphabet Inc | 35.5K | $12.5M | $11.2M | 3.96% | -94 | 2026-06-30 |
| 8 | JPM | JPMorgan Chase & Co | 25.9K | $8.5M | $8.7M | 3.07% | +624 | 2026-06-30 |
| 9 | SDY | Spdr Series Trust | 45.1K | $6.9M | $7.1M | 2.54% | +2.6K | 2026-06-30 |
| 10 | V | Visa Inc | 16.0K | $5.5M | $6.5M | 2.29% | +764 | 2026-06-30 |
| 11 | DVY | iShares TR | 29.2K | $4.6M | $4.7M | 1.67% | +229 | 2026-06-30 |
| 12 | GOOGL | Alphabet Inc | 11.3K | $4.0M | $3.6M | 1.27% | -156 | 2026-06-30 |
| 13 | IYH | iShares TR | 44.4K | $3.0M | $3.3M | 1.19% | +1.0K | 2026-06-30 |
| 14 | IJR | iShares TR | 20.0K | $3.0M | $2.8M | 0.98% | +169 | 2026-06-30 |
| 15 | WFC | Wells Fargo & Co | 33.0K | $2.7M | $2.7M | 0.97% | +662 | 2026-06-30 |
| 16 | ICF | iShares TR | 40.3K | $2.7M | $2.7M | 0.94% | +106 | 2026-06-30 |
| 17 | VEU | Vanguard Intl Equity Index F | 31.5K | $2.6M | $2.5M | 0.90% | +121 | 2026-06-30 |
| 18 | IJH | iShares TR | 26.3K | $2.0M | $1.9M | 0.68% | +264 | 2026-06-30 |
| 19 | IYY | iShares TR | 10.6K | $1.9M | $2.0M | 0.70% | -52 | 2026-06-30 |
| 20 | LRCX | Lam Research Corp | 4.4K | $1.9M | $1.0M | 0.37% | -350 | 2026-06-30 |
| 21 | MSFT | Microsoft Corp | 4.9K | $1.8M | $2.6M | 0.93% | +119 | 2026-06-30 |
| 22 | CAT | Caterpillar Inc | 1.7K | $1.8M | $1.1M | 0.41% | +2 | 2026-06-30 |
| 23 | BRK-B | Berkshire Hathaway Inc Del | 3.5K | $1.7M | $1.7M | 0.62% | -15 | 2026-06-30 |
| 24 | WM | Waste Mgmt Inc Del | 5.7K | $1.3M | $1.4M | 0.49% | +442 | 2026-06-30 |
| 25 | MA | Mastercard Incorporated | 2.5K | $1.3M | $1.5M | 0.54% | +4 | 2026-06-30 |
← Scroll →
Page 1 of 4