Kondo Wealth Advisors, Inc.
70 holdingsFiling period: 2026-03-31Current AUM: $289.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 317.7K | $45.2M | $52.0M | 17.96% | +5.9K | 2026-03-31 |
| 2 | AVUV | AMERICAN CENTY ETF TR | 306.2K | $33.8M | $38.4M | 13.25% | +1.5K | 2026-03-31 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 465.4K | $27.7M | $27.2M | 9.38% | +27.7K | 2026-03-31 |
| 4 | AVDV | AMERICAN CENTY ETF TR | 249.5K | $24.9M | $26.1M | 9.02% | -7,447 | 2026-03-31 |
| 5 | IDEV | ISHARES TR | 277.3K | $23.2M | $25.1M | 8.67% | +3.7K | 2026-03-31 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 458.8K | $15.8M | $17.3M | 5.98% | +4.7K | 2026-03-31 |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 310.1K | $14.8M | $14.7M | 5.07% | +12.7K | 2026-03-31 |
| 8 | VTIP | VANGUARD MALVERN FDS | 209.4K | $10.5M | $10.4M | 3.59% | +6.5K | 2026-03-31 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 160.1K | $8.4M | $9.2M | 3.17% | -6,757 | 2026-03-31 |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 107.1K | $7.6M | $8.7M | 3.02% | -79 | 2026-03-31 |
| 11 | DFUV | DIMENSIONAL ETF TRUST | 143.0K | $6.9M | $7.9M | 2.75% | -3,022 | 2026-03-31 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | 65.9K | $4.7M | $5.3M | 1.85% | -152 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 13.1K | $3.3M | $4.0M | 1.40% | +224 | 2026-03-31 |
| 14 | CATY | CATHAY GEN BANCORP | 50.5K | $2.5M | $3.2M | 1.10% | -500 | 2026-03-31 |
| 15 | SUSB | ISHARES TR | 81.4K | $2.0M | $2.0M | 0.70% | -998 | 2026-03-31 |
| 16 | DLN | WISDOMTREE TR | 22.4K | $2.0M | $2.2M | 0.76% | -1,858 | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 9.8K | $1.7M | $2.0M | 0.68% | +269 | 2026-03-31 |
| 18 | BSV | VANGUARD BD INDEX FDS | 17.8K | $1.4M | $1.4M | 0.48% | +232 | 2026-03-31 |
| 19 | DFAT | DIMENSIONAL ETF TRUST | 22.1K | $1.4M | $1.6M | 0.54% | +27 | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 5.7K | $1.2M | $1.5M | 0.53% | +399 | 2026-03-31 |
| 21 | CVNA | CARVANA CO | 3.7K | $1.2M | $1.2M | 0.40% | -101 | 2026-03-31 |
| 22 | SCHX | SCHWAB STRATEGIC TR | 44.7K | $1.1M | $1.3M | 0.46% | -- | 2026-03-31 |
| 23 | DWM | WISDOMTREE TR | 15.7K | $1.1M | $1.2M | 0.41% | -452 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 2.8K | $1.0M | $1.3M | 0.45% | -251 | 2026-03-31 |
| 25 | IEMG | ISHARES INC | 14.7K | $1.0M | $1.1M | 0.39% | +677 | 2026-03-31 |
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