Kondo Wealth Advisors

Kondo Wealth Advisors as of June 30, 2025

Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 67 positions in its portfolio as reported in the June 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) 17.4 $40M 292k 135.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 11.1 $25M 271k 92.99
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 10.0 $23M 382k 59.49
American Centy Etf Tr Intl Smcp Vlu (AVDV) 8.6 $20M 246k 79.34
Ishares Tr Core Msci Intl (IDEV) 8.3 $19M 249k 75.90
Dimensional Etf Trust Short Duration F (DFSD) 5.6 $13M 264k 47.97
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.5 $12M 416k 29.76
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.0 $9.1M 182k 49.82
Dimensional Etf Trust Internatnal Val (DFIV) 3.3 $7.6M 177k 42.88
Dimensional Etf Trust Us Equity Market (DFUS) 3.3 $7.6M 113k 67.01
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.8 $6.4M 149k 42.80
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.9 $4.4M 68k 64.70
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.2 $2.7M 106k 25.06
Apple (AAPL) 1.2 $2.6M 13k 207.85
Cathay General Ban (CATY) 1.1 $2.4M 51k 46.96
Wisdomtree Tr Us Largecap Divd (DLN) 0.9 $2.1M 25k 82.75
NVIDIA Corporation (NVDA) 0.7 $1.5M 9.6k 153.30
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.6 $1.4M 18k 76.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $1.4M 18k 78.35
Microsoft Corporation (MSFT) 0.6 $1.4M 2.8k 492.34
Carvana Cl A (CVNA) 0.6 $1.3M 3.8k 338.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.2M 22k 55.25
Amazon (AMZN) 0.5 $1.2M 5.4k 220.46
Wisdomtree Tr Intl Equity Fd (DWM) 0.5 $1.1M 17k 63.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.1M 43k 24.46
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $955k 12k 77.01
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.4 $948k 15k 64.91
Ishares Tr Core S&p500 Etf (IVV) 0.4 $930k 1.5k 620.67
Walt Disney Company (DIS) 0.4 $904k 7.3k 123.52
United Parcel Service CL B (UPS) 0.4 $879k 8.4k 104.47
Marsh & McLennan Companies (MMC) 0.4 $866k 4.0k 217.83
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $813k 25k 32.53
Ishares Core Msci Emkt (IEMG) 0.4 $809k 14k 60.09
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $772k 7.0k 110.96
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $684k 8.1k 84.37
Ishares Tr Core Msci Eafe (IEFA) 0.3 $586k 7.0k 83.31
Meta Platforms Cl A (META) 0.2 $546k 759.00 719.22
Wisdomtree Tr Intl Qulty Div (IQDG) 0.2 $494k 13k 39.37
Ishares Tr Russell 2000 Etf (IWM) 0.2 $480k 2.2k 218.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $478k 874.00 547.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $462k 748.00 617.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $424k 866.00 489.61
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $411k 16k 26.57
Netflix (NFLX) 0.2 $400k 309.00 1293.60
JPMorgan Chase & Co. (JPM) 0.2 $390k 1.3k 290.50
Tesla Motors (TSLA) 0.2 $357k 1.2k 300.71
Broadcom (AVGO) 0.2 $356k 1.3k 264.74
Alphabet Cap Stk Cl C (GOOG) 0.2 $356k 2.0k 176.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $343k 816.00 420.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $342k 7.0k 48.93
Alphabet Cap Stk Cl A (GOOGL) 0.1 $332k 1.9k 175.84
Costco Wholesale Corporation (COST) 0.1 $326k 330.00 988.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $315k 1.6k 196.04
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $314k 6.9k 45.45
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $300k 9.9k 30.19
Verizon Communications (VZ) 0.1 $296k 6.8k 43.68
Caterpillar (CAT) 0.1 $289k 738.00 390.92
Spotify Technology S A SHS (SPOT) 0.1 $271k 375.00 722.35
Bank of America Corporation (BAC) 0.1 $264k 5.5k 48.15
S&p Global (SPGI) 0.1 $252k 476.00 529.32
Mastercard Incorporated Cl A (MA) 0.1 $239k 423.00 564.61
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $231k 5.2k 44.53
International Business Machines (IBM) 0.1 $222k 760.00 291.49
Wal-Mart Stores (WMT) 0.1 $215k 2.2k 98.28
Procter & Gamble Company (PG) 0.1 $213k 1.3k 161.25
American Express Company (AXP) 0.1 $207k 641.00 322.53
Pimco CA Muni. Income Fund II (PCK) 0.0 $60k 11k 5.42