Kondo Wealth Advisors

Kondo Wealth Advisors as of March 31, 2025

Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 61 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 16.8 $34M 279k 122.01
American Centy Etf Tr Us Sml Cp Valu (AVUV) 10.9 $22M 253k 87.17
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 10.7 $22M 364k 59.40
American Centy Etf Tr Intl Smcp Vlu (AVDV) 8.2 $17M 237k 69.74
Ishares Tr Core Msci Intl (IDEV) 8.1 $17M 240k 68.89
Dimensional Etf Trust Short Duration F (DFSD) 5.9 $12M 250k 47.52
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.2 $11M 395k 26.46
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.3 $8.7M 174k 49.90
Dimensional Etf Trust Internatnal Val (DFIV) 3.5 $7.1M 181k 39.36
Dimensional Etf Trust Us Equity Market (DFUS) 3.4 $6.8M 113k 60.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.0 $6.1M 148k 41.21
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.0 $4.0M 67k 59.75
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.6 $3.3M 133k 24.99
Apple (AAPL) 1.3 $2.7M 12k 222.17
Cathay General Ban (CATY) 1.1 $2.3M 53k 43.03
Wisdomtree Tr Us Largecap Divd (DLN) 1.0 $2.1M 26k 79.37
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.8 $1.7M 25k 68.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $1.5M 19k 78.28
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $1.2M 24k 51.49
Microsoft Corporation (MSFT) 0.5 $1.1M 2.9k 375.59
Wisdomtree Tr Intl Equity Fd (DWM) 0.5 $1.1M 18k 58.16
NVIDIA Corporation (NVDA) 0.5 $1.1M 9.7k 108.38
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.5 $1.0M 18k 57.90
United Parcel Service CL B (UPS) 0.5 $1.0M 9.4k 110.00
Amazon (AMZN) 0.5 $1.0M 5.3k 190.26
Marsh & McLennan Companies (MMC) 0.5 $970k 4.0k 244.03
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $959k 43k 22.08
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $945k 12k 76.57
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $784k 25k 31.96
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $727k 7.0k 104.57
Ishares Core Msci Emkt (IEMG) 0.4 $722k 13k 53.97
Walt Disney Company (DIS) 0.4 $714k 7.2k 98.73
Ishares Tr Core S&p500 Etf (IVV) 0.3 $680k 1.2k 561.90
Carvana Cl A (CVNA) 0.3 $664k 3.2k 209.08
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $646k 8.1k 79.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $469k 880.00 532.58
Ishares Tr Russell 2000 Etf (IWM) 0.2 $450k 2.3k 199.52
Wisdomtree Tr Intl Qulty Div (IQDG) 0.2 $443k 12k 35.68
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $434k 16k 26.89
Meta Platforms Cl A (META) 0.2 $425k 738.00 576.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $419k 748.00 559.56
Ishares Tr Core Msci Eafe (IEFA) 0.2 $416k 5.5k 75.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $369k 787.00 469.07
JPMorgan Chase & Co. (JPM) 0.2 $332k 1.4k 245.37
Alphabet Cap Stk Cl A (GOOGL) 0.2 $313k 2.0k 154.64
Costco Wholesale Corporation (COST) 0.2 $313k 330.00 948.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $311k 2.0k 156.23
Verizon Communications (VZ) 0.2 $305k 6.7k 45.36
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $290k 6.9k 42.08
Netflix (NFLX) 0.1 $284k 304.00 932.53
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $266k 9.4k 28.15
Tesla Motors (TSLA) 0.1 $247k 951.00 259.16
Caterpillar (CAT) 0.1 $243k 737.00 329.80
S&p Global (SPGI) 0.1 $241k 475.00 508.10
Bank of America Corporation (BAC) 0.1 $235k 5.6k 41.73
Mastercard Incorporated Cl A (MA) 0.1 $231k 421.00 548.12
Procter & Gamble Company (PG) 0.1 $226k 1.3k 170.45
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $225k 5.2k 43.64
Broadcom (AVGO) 0.1 $215k 1.3k 167.43
Spotify Technology S A SHS (SPOT) 0.1 $205k 373.00 550.03
Eli Lilly & Co. (LLY) 0.1 $205k 248.00 826.32