Mine--Arao-Wealth-Creation--Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  null,
  "CCI",
  "META",
  "IJH",
  "LRCX",
  "ICF",
  null,
  "MA",
  "MSFT",
  null,
  "IJR",
  "ORCL",
  "NOC",
  "IJK",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMT",
  "IBM",
  "SBUX",
  "TMO",
  "BIV",
  "VNQ",
  null,
  "K",
  "SDY",
  "WM",
  null,
  "AMZN",
  "LCID",
  "HII",
  "VEU",
  "VEA",
  "BND",
  "V",
  "WFC",
  "DVY",
  "NSC",
  "CRM",
  null,
  "DIA",
  "SPYV",
  null,
  "BAC",
  "BRK-B",
  "CSCO",
  "CLX",
  "KO",
  "COST",
  "DOCU",
  "EFA",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 75
Total Value: 205055850
Accession Number: 0001667731-25-000575
Form Type: 13F-HR
CIK: mine--arao-wealth-creation--management
Manager Name: Mine--Arao-Wealth-Creation--Management

Data Enrichment

88% identified

66 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $205.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Walt Disney Co

DIS|254687106

Shares:5.5K

Value:$541.9K

% of Portfolio:0.3% ($541.9K/$205.1M)

81369Y308

Shares:6.5K

Value:$532.9K

% of Portfolio:0.3% ($532.9K/$205.1M)

464287200

IVV|464287200

Shares:927

Value:$520.6K

% of Portfolio:0.3% ($520.6K/$205.1M)

464287606

IJK|464287606

Shares:6.1K

Value:$504.6K

% of Portfolio:0.2% ($504.6K/$205.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:11.9K

Value:$495.5K

% of Portfolio:0.2% ($495.5K/$205.1M)

CLOROX CO /DE/

CLX|189054109

Shares:3.3K

Value:$485.5K

% of Portfolio:0.2% ($485.5K/$205.1M)

81369Y803

XLK|81369Y803

Shares:2.3K

Value:$475.8K

% of Portfolio:0.2% ($475.8K/$205.1M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.0K

Value:$433.9K

% of Portfolio:0.2% ($433.9K/$205.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.7K

Value:$415.0K

% of Portfolio:0.2% ($415.0K/$205.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.4K

Value:$397.0K

% of Portfolio:0.2% ($397.0K/$205.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:8.5K

Value:$383.6K

% of Portfolio:0.2% ($383.6K/$205.1M)

Tesla, Inc.

TSLA|88160R101

Shares:1.4K

Value:$363.9K

% of Portfolio:0.2% ($363.9K/$205.1M)

LAM RESEARCH CORP

LRCX|512807306

Shares:5.0K

Value:$363.5K

% of Portfolio:0.2% ($363.5K/$205.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.4K

Value:$348.1K

% of Portfolio:0.2% ($348.1K/$205.1M)

46429B747

Shares:3.2K

Value:$328.8K

% of Portfolio:0.2% ($328.8K/$205.1M)

921943858

VEA|921943858

Shares:6.4K

Value:$325.2K

% of Portfolio:0.2% ($325.2K/$205.1M)

921937835

BND|921937835

Shares:4.3K

Value:$318.0K

% of Portfolio:0.2% ($318.0K/$205.1M)

Salesforce, Inc.

CRM|79466L302

Shares:1.1K

Value:$307.0K

% of Portfolio:0.1% ($307.0K/$205.1M)

KELLANOVA

K|487836108

Shares:3.6K

Value:$297.5K

% of Portfolio:0.1% ($297.5K/$205.1M)

STARBUCKS CORP

SBUX|855244109

Shares:3.0K

Value:$295.6K

% of Portfolio:0.1% ($295.6K/$205.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walt Disney Co(DIScusip254687106)	5.5K	QoQ +0.84% (-46) YoY -4.85% (-280)	All Managers (Combined)	$541.9K	0.3% ($541.9K/$205.1M)	QoQ -10.60% (-$64.3K) YoY -23.24% (-$164.1K)
(cusip81369Y308)✕	6.5K	QoQ -1.58% (-105) YoY -8.89% (-637)	All Managers (Combined)	$532.9K	0.3% ($532.9K/$205.1M)	QoQ +2.24% (-$11.7K) YoY -2.55% (-$14.0K)
(IVVcusip464287200)	927	QoQ +0.10% (-1) YoY +3.22% (+29)	All Managers (Combined)	$520.6K	0.3% ($520.6K/$205.1M)	QoQ -4.52% (-$24.7K) YoY +10.31% (+$48.7K)
(IJKcusip464287606)	6.1K	QoQ +0.06% (-4) YoY -7.28% (-476)	All Managers (Combined)	$504.6K	0.2% ($504.6K/$205.1M)	QoQ -8.34% (-$45.9K) YoY -15.37% (-$91.7K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	11.9K	QoQ -2.26% (-275) YoY -10.24% (-1.4K)	All Managers (Combined)	$495.5K	0.2% ($495.5K/$205.1M)	QoQ -7.19% (-$38.4K) YoY -1.21% (-$6.1K)
CLOROX CO /DE/(CLXcusip189054109)	3.3K	QoQ -0.90% (-30) YoY -0.36% (-12)	All Managers (Combined)	$485.5K	0.2% ($485.5K/$205.1M)	QoQ -10.13% (-$54.8K) YoY -4.17% (-$21.1K)
(XLKcusip81369Y803)	2.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$475.8K	0.2% ($475.8K/$205.1M)	QoQ -11.19% (-$60.0K) YoY -0.85% (-$4.1K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.0K	QoQ -1.57% (-32) YoY -17.90% (-435)	All Managers (Combined)	$433.9K	0.2% ($433.9K/$205.1M)	QoQ +16.73% (-$62.2K) YoY -9.60% (-$46.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.7K	QoQ -2.53% (-175) YoY -18.97% (-1.6K)	All Managers (Combined)	$415.0K	0.2% ($415.0K/$205.1M)	QoQ +1.59% (-$6.5K) YoY +0.18% (-$749)
JOHNSON & JOHNSON(JNJcusip478160104)	2.4K	QoQ +0.46% (+11) YoY -8.41% (-220)	All Managers (Combined)	$397.0K	0.2% ($397.0K/$205.1M)	QoQ +15.18% (+$52.3K) YoY -4.01% (-$16.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	8.5K	QoQ -0.41% (-35) YoY -5.57% (-499)	All Managers (Combined)	$383.6K	0.2% ($383.6K/$205.1M)	QoQ +12.97% (-$44.0K) YoY +2.07% (-$7.8K)
Tesla, Inc.(TSLAcusip88160R101)	1.4K	QoQ -21.07% (-375) YoY -29.26% (-581)	All Managers (Combined)	$363.9K	0.2% ($363.9K/$205.1M)	QoQ -49.35% (-$354.6K) YoY +4.27% (-$14.9K)
LAM RESEARCH CORP(LRCXcusip512807306)	5.0K	QoQ 0.00% (+0) YoY NEW(+5.0K)	All Managers (Combined)	$363.5K	0.2% ($363.5K/$205.1M)	QoQ +0.65% (+$2.4K) YoY NEW(+$363.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.4K	QoQ 0.00% (+0) YoY -6.66% (-100)	All Managers (Combined)	$348.1K	0.2% ($348.1K/$205.1M)	QoQ +13.11% (+$40.4K) YoY +21.53% (-$61.7K)
(cusip46429B747)✕	3.2K	QoQ -2.57% (-84) YoY -22.50% (-923)	All Managers (Combined)	$328.8K	0.2% ($328.8K/$205.1M)	QoQ +0.18% (-$603) YoY -19.36% (-$79.0K)
(VEAcusip921943858)	6.4K	QoQ +0.45% (+29) YoY -13.31% (-983)	All Managers (Combined)	$325.2K	0.2% ($325.2K/$205.1M)	QoQ +6.78% (+$20.7K) YoY -12.18% (-$45.1K)
(BNDcusip921937835)	4.3K	QoQ 0.00% (+0) YoY +14.91% (+562)	All Managers (Combined)	$318.0K	0.2% ($318.0K/$205.1M)	QoQ +2.14% (+$6.7K) YoY +16.21% (+$44.4K)
Salesforce, Inc.(CRMcusip79466L302)	1.1K	QoQ -0.43% (-5) YoY +0.88% (-10)	All Managers (Combined)	$307.0K	0.1% ($307.0K/$205.1M)	QoQ -20.07% (-$77.1K) YoY -10.10% (-$34.5K)
KELLANOVA(Kcusip487836108)	3.6K	QoQ +0.38% (+14) YoY -3.06% (-114)	All Managers (Combined)	$297.5K	0.1% ($297.5K/$205.1M)	QoQ +2.28% (+$6.6K) YoY +39.58% (-$84.4K)
STARBUCKS CORP(SBUXcusip855244109)	3.0K	QoQ +0.29% (+9) YoY -1.79% (-55)	All Managers (Combined)	$295.6K	0.1% ($295.6K/$205.1M)	QoQ +7.81% (+$21.4K) YoY +5.39% (-$15.1K)