Kondo Wealth Advisors

Kondo Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 60 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 17.4 $34M 266k 128.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 11.5 $23M 235k 96.53
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 9.8 $19M 333k 58.00
Ishares Tr Core Msci Intl (IDEV) 7.2 $14M 221k 64.47
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.2 $14M 218k 65.08
Dimensional Etf Trust Short Duration F (DFSD) 5.5 $11M 232k 46.88
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.9 $9.6M 366k 26.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.0 $7.8M 161k 48.42
Dimensional Etf Trust Us Equity Market (DFUS) 3.7 $7.3M 115k 63.75
Dimensional Etf Trust Internatnal Val (DFIV) 3.3 $6.5M 183k 35.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.1 $6.1M 149k 40.92
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.2 $4.4M 68k 65.08
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.9 $3.7M 151k 24.70
Apple (AAPL) 1.5 $2.9M 12k 250.46
Cathay General Ban (CATY) 1.3 $2.5M 53k 47.61
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 1.2 $2.3M 31k 73.34
Wisdomtree Tr Us Largecap Divd (DLN) 1.0 $2.1M 27k 77.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $1.5M 20k 77.28
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $1.4M 25k 55.66
NVIDIA Corporation (NVDA) 0.7 $1.3M 10k 134.29
United Parcel Service CL B (UPS) 0.7 $1.3M 9.9k 132.26
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.6 $1.2M 22k 55.17
Amazon (AMZN) 0.6 $1.1M 5.1k 219.39
Microsoft Corporation (MSFT) 0.5 $1.0M 2.5k 421.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.0M 43k 23.18
Wisdomtree Tr Intl Equity Fd (DWM) 0.5 $948k 18k 52.70
Marsh & McLennan Companies (MMC) 0.5 $923k 4.3k 212.41
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $898k 12k 74.73
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $866k 25k 34.35
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $802k 7.0k 115.22
Walt Disney Company (DIS) 0.4 $800k 7.2k 111.36
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $768k 9.5k 80.93
Ishares Tr Core S&p500 Etf (IVV) 0.4 $714k 1.2k 588.68
Ishares Core Msci Emkt (IEMG) 0.4 $706k 14k 52.22
Carvana Cl A (CVNA) 0.4 $702k 3.5k 203.36
Ishares Tr Russell 2000 Etf (IWM) 0.3 $535k 2.4k 220.97
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $517k 20k 25.83
Wisdomtree Tr Intl Qulty Div (IQDG) 0.2 $465k 14k 34.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $451k 769.00 586.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $443k 867.00 511.38
Meta Platforms Cl A (META) 0.2 $419k 715.00 585.51
Ishares Tr Core Msci Eafe (IEFA) 0.2 $387k 5.5k 70.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $383k 844.00 453.28
Alphabet Cap Stk Cl C (GOOG) 0.2 $374k 2.0k 190.44
Alphabet Cap Stk Cl A (GOOGL) 0.2 $368k 1.9k 189.30
Tesla Motors (TSLA) 0.2 $326k 807.00 403.84
Caterpillar (CAT) 0.2 $323k 891.00 362.76
JPMorgan Chase & Co. (JPM) 0.2 $316k 1.3k 239.78
Costco Wholesale Corporation (COST) 0.2 $298k 324.00 918.31
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $290k 9.4k 30.78
Broadcom (AVGO) 0.1 $279k 1.2k 231.84
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $275k 6.8k 40.49
Verizon Communications (VZ) 0.1 $268k 6.7k 39.99
Netflix (NFLX) 0.1 $256k 287.00 891.32
Bank of America Corporation (BAC) 0.1 $244k 5.5k 43.95
S&p Global (SPGI) 0.1 $235k 472.00 498.03
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $215k 5.0k 42.90
Mastercard Incorporated Cl A (MA) 0.1 $213k 405.00 526.57
Procter & Gamble Company (PG) 0.1 $211k 1.3k 167.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $210k 522.00 401.58