Q4 2024 · 13F-HR
Kondo Wealth Advisors, Inc.holdings as filed
Filed 2025-06-11 · accession 0001172661-25-002440
$197.1M
Reported value
60
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287150 | ITOT | ISHARES TR | $34.2M | 17.4% | 266,129 | Common | SOLE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $22.7M | 11.5% | 235,326 | Common | SOLE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $19.3M | 9.81% | 333,373 | Common | SOLE |
| 46435G326 | IDEV | ISHARES TR | $14.2M | 7.22% | 220,821 | Common | SOLE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $14.2M | 7.19% | 217,745 | Common | SOLE |
| 25434V864 | DFSD | DIMENSIONAL ETF TRUST | $10.9M | 5.51% | 231,596 | Common | SOLE |
| 25434V732 | DFEM | DIMENSIONAL ETF TRUST | $9.6M | 4.86% | 365,463 | Common | SOLE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $7.8M | 3.95% | 160,868 | Common | SOLE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $7.3M | 3.71% | 114,645 | Common | SOLE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $6.5M | 3.29% | 183,010 | Common | SOLE |
| 25434V724 | DFUV | DIMENSIONAL ETF TRUST | $6.1M | 3.10% | 149,324 | Common | SOLE |
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $4.4M | 2.23% | 67,466 | Common | SOLE |
| 46435G243 | SUSB | ISHARES TR | $3.7M | 1.89% | 150,609 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $2.9M | 1.46% | 11,527 | Common | SOLE |
| 149150104 | CATY | CATHAY GEN BANCORP | $2.5M | 1.28% | 53,062 | Common | SOLE |
| 61774R205 | CVLC | MORGAN STANLEY ETF TRUST | $2.3M | 1.17% | 31,377 | Common | SOLE |
| 97717W307 | DLN | WISDOMTREE TR | $2.1M | 1.05% | 26,591 | Common | SOLE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $1.5M | 0.77% | 19,548 | Common | SOLE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $1.4M | 0.70% | 24,893 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.3M | 0.68% | 9,968 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $1.3M | 0.67% | 9,939 | Common | SOLE |
| 61774R106 | CVIE | MORGAN STANLEY ETF TRUST | $1.2M | 0.61% | 21,660 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.1M | 0.57% | 5,147 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.0M | 0.53% | 2,486 | Common | SOLE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $1.0M | 0.51% | 43,449 | Common | SOLE |
| 97717W703 | DWM | WISDOMTREE TR | $948,211 | 0.48% | 17,994 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $922,922 | 0.47% | 4,345 | Common | SOLE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $897,807 | 0.46% | 12,014 | Common | SOLE |
| 97717W604 | DES | WISDOMTREE TR | $865,978 | 0.44% | 25,209 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $801,471 | 0.41% | 6,956 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $800,236 | 0.41% | 7,186 | Common | SOLE |
| 97717X669 | DGRW | WISDOMTREE TR | $768,430 | 0.39% | 9,495 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $714,069 | 0.36% | 1,213 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $705,962 | 0.36% | 13,519 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $702,202 | 0.36% | 3,453 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $535,189 | 0.27% | 2,422 | Common | SOLE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $516,884 | 0.26% | 20,011 | Common | SOLE |
| 97717X131 | IQDG | WISDOMTREE TR | $464,846 | 0.24% | 13,588 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $450,827 | 0.23% | 769 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $443,367 | 0.22% | 867 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $418,640 | 0.21% | 715 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $386,821 | 0.20% | 5,504 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $382,568 | 0.19% | 844 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $373,452 | 0.19% | 1,961 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $367,621 | 0.19% | 1,942 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $325,899 | 0.17% | 807 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $323,219 | 0.16% | 891 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $316,273 | 0.16% | 1,319 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $297,531 | 0.15% | 324 | Common | SOLE |
| 25434V815 | DFSV | DIMENSIONAL ETF TRUST | $290,440 | 0.15% | 9,436 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $279,135 | 0.14% | 1,204 | Common | SOLE |
| 97717W315 | DEM | WISDOMTREE TR | $274,812 | 0.14% | 6,787 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $268,053 | 0.14% | 6,703 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $255,809 | 0.13% | 287 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $243,703 | 0.12% | 5,545 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $235,070 | 0.12% | 472 | Common | SOLE |
| 78463X749 | RWO | SPDR INDEX SHS FDS | $215,263 | 0.11% | 5,018 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $213,260 | 0.11% | 405 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $211,107 | 0.11% | 1,259 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $209,625 | 0.11% | 522 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.