13F Filings for Kondo Wealth Advisors, Inc. (CIK: 2070929)
View the most recent portfolio holdings disclosed by Kondo Wealth Advisors, Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| ITOT - ISHARES TR(Class: CORE SP TTL STK) | 279.01K | $34.04M | 16.78% | Increased | 12.88K (4.0%, $187.58K) |
| AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU) | 253.21K | $22.07M | 10.88% | Increased | 17.88K (7.0%, $644.04K) |
| VGIT - VANGUARD SCOTTSDALE FDS(Class: INTER TERM TREAS) | 364.27K | $21.64M | 10.67% | Increased | 30.89K (9.0%, $2.30M) |
| AVDV - AMERICAN CENTY ETF TR(Class: INTL SMCP VLU) | 237.34K | $16.55M | 8.16% | Increased | 19.59K (8.0%, $2.38M) |
| IDEV - ISHARES TR(Class: CORE MSCI INTL) | 239.90K | $16.53M | 8.15% | Increased | 19.08K (8.0%, $2.29M) |
| DFSD - DIMENSIONAL ETF TRUST(Class: SHORT DURATION F) | 250.24K | $11.89M | 5.86% | Increased | 18.65K (8.0%, $1.03M) |
| DFEM - DIMENSIONAL ETF TRUST(Class: EMERGING MKTS CO) | 395.12K | $10.45M | 5.15% | Increased | 29.65K (8.0%, $883.28K) |
| VTIP - VANGUARD MALVERN FDS(Class: STRM INFPROIDX) | 173.83K | $8.67M | 4.28% | Increased | 12.96K (8.0%, $884.79K) |
| DFIV - DIMENSIONAL ETF TRUST(Class: INTERNATNAL VAL) | 180.92K | $7.12M | 3.51% | Decreased | 2.09K (1.0%, $627.87K) |
| DFUS - DIMENSIONAL ETF TRUST(Class: US EQUITY MARKET) | 112.64K | $6.81M | 3.36% | Decreased | 2K (1.0%, $495.90K) |
| DFUV - DIMENSIONAL ETF TRUST(Class: US MKTWIDE VALUE) | 148.08K | $6.10M | 3.01% | Decreased | 1.24K (0.0%, $7.77K) |
| DFAS - DIMENSIONAL ETF TRUST(Class: US SMALL CAP ETF) | 67.32K | $4.02M | 1.98% | Decreased | 144 (0.0%, $368.26K) |
| SUSB - ISHARES TR(Class: ESG AWRE 1 5 YR) | 133.31K | $3.33M | 1.64% | Decreased | 17.30K (11.0%, $388.63K) |
| AAPL - APPLE INC(Class: COM) | 12.05K | $2.68M | 1.32% | Increased | 524 (4.0%, $209.67K) |
| CATY - CATHAY GEN BANCORP(Class: COM) | 52.49K | $2.26M | 1.11% | Decreased | 567 (1.0%, $267.42K) |
| DLN - WISDOMTREE TR(Class: US LARGECAP DIVD) | 26.01K | $2.06M | 1.02% | Decreased | 579 (2.0%, $3.91K) |
| CVLC - MORGAN STANLEY ETF TRUST(Class: CALVERT US LARCP) | 24.66K | $1.70M | 0.84% | Decreased | 6.72K (21.0%, $601.09K) |
| BSV - VANGUARD BD INDEX FDS(Class: SHORT TRM BOND) | 18.73K | $1.47M | 0.72% | Decreased | 813 (4.0%, $43.99K) |
| DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU) | 23.53K | $1.21M | 0.60% | Decreased | 1.36K (5.0%, $173.97K) |
| MSFT - MICROSOFT CORP(Class: COM) | 2.91K | $1.09M | 0.54% | Increased | 428 (17.0%, $46.02K) |
| DWM - WISDOMTREE TR(Class: INTL EQUITY FD) | 18.17K | $1.06M | 0.52% | Increased | 176 (0.0%, $108.52K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 9.72K | $1.05M | 0.52% | Decreased | 249 (2.0%, $285.26K) |
| CVIE - MORGAN STANLEY ETF TRUST(Class: CALVERT INTERNAT) | 18.11K | $1.05M | 0.52% | Decreased | 3.55K (16.0%, $146.34K) |
| UPS - UNITED PARCEL SERVICE INC(Class: CL B) | 9.41K | $1.03M | 0.51% | Decreased | 530 (5.0%, $279.57K) |
| AMZN - AMAZON COM INC(Class: COM) | 5.33K | $1.01M | 0.50% | Increased | 183 (3.0%, $115.11K) |