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Portfolio (Quarterly) Guide ↗

Mine & Arao Wealth Creation & Management, LLC.

· CIK 0001802994
13F Portfolio $276M AUM 78 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 20 Added 11 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INC Technology 799.0 $464K 0.17% NEW $580.91 -17.8%
2 UNP UNION PAC CORP Industrials 888.0 $241K 0.09% NEW $271.86 +6.5%
3 VNQ VANGUARD INDEX FDS 2,309.0 $223K 0.08% NEW $96.44 -0.4%
4 BE BLOOM ENERGY CORP Industrials 700.0 $212K 0.08% NEW $302.70 -16.5%
5 PEP PEPSICO INC Consumer Defensive 1,558.0 $211K 0.08% NEW $135.41 +1.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 62.1%
Technology 22.1%
Consumer Cyclical 7.4%
Communication Services 2.9%
Industrials 2.7%
Consumer Defensive 1.4%
Healthcare 1.2%
Real Estate 0.1%