Kondo Wealth Advisors, Inc.
75 holdingsFiling period: 2026-06-30Current AUM: $300.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 327.7K | $53.8M | $54.1M | 17.99% | +10.1K | 2026-06-30 |
| 2 | AVUV | AMERICAN CENTY ETF TR | 311.7K | $38.9M | $38.6M | 12.84% | +5.5K | 2026-06-30 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 496.5K | $29.3M | $28.4M | 9.45% | +31.1K | 2026-06-30 |
| 4 | AVDV | AMERICAN CENTY ETF TR | 252.6K | $26.0M | $27.9M | 9.27% | +3.1K | 2026-06-30 |
| 5 | IDEV | ISHARES TR | 289.0K | $25.7M | $26.3M | 8.73% | +11.7K | 2026-06-30 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 464.5K | $18.9M | $18.3M | 6.08% | +5.8K | 2026-06-30 |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 327.0K | $15.6M | $15.3M | 5.09% | +16.9K | 2026-06-30 |
| 8 | VTIP | VANGUARD MALVERN FDS | 218.9K | $11.0M | $10.8M | 3.60% | +9.5K | 2026-06-30 |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 106.7K | $8.7M | $8.8M | 2.93% | -461 | 2026-06-30 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 156.9K | $8.5M | $9.1M | 3.03% | -3,187 | 2026-06-30 |
| 11 | DFUV | DIMENSIONAL ETF TRUST | 140.5K | $7.7M | $8.0M | 2.65% | -2,495 | 2026-06-30 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | 65.6K | $5.4M | $5.2M | 1.74% | -292 | 2026-06-30 |
| 13 | AAPL | APPLE INC | 13.2K | $3.8M | $4.4M | 1.45% | +103 | 2026-06-30 |
| 14 | CATY | CATHAY GEN BANCORP | 50.5K | $3.1M | $3.2M | 1.05% | +1 | 2026-06-30 |
| 15 | CVNA | CARVANA CO | 45.0K | $3.0M | $3.0M | 1.00% | +41.3K | 2026-06-30 |
| 16 | DLN | WISDOMTREE TR | 22.0K | $2.1M | $2.2M | 0.73% | -401 | 2026-06-30 |
| 17 | NVDA | NVIDIA CORPORATION | 10.3K | $2.1M | $2.2M | 0.72% | +418 | 2026-06-30 |
| 18 | SUSB | ISHARES TR | 71.3K | $1.8M | $1.7M | 0.58% | -10,114 | 2026-06-30 |
| 19 | DFAT | DIMENSIONAL ETF TRUST | 22.2K | $1.6M | $1.6M | 0.52% | +103 | 2026-06-30 |
| 20 | BSV | VANGUARD BD INDEX FDS | 18.4K | $1.4M | $1.4M | 0.47% | +529 | 2026-06-30 |
| 21 | AMZN | AMAZON COM INC | 5.7K | $1.4M | $1.4M | 0.47% | +45 | 2026-06-30 |
| 22 | SCHX | SCHWAB STRATEGIC TR | 44.7K | $1.3M | $1.3M | 0.44% | -- | 2026-06-30 |
| 23 | IEMG | ISHARES INC | 14.6K | $1.2M | $1.2M | 0.39% | -111 | 2026-06-30 |
| 24 | DWM | WISDOMTREE TR | 15.4K | $1.1M | $1.2M | 0.38% | -243 | 2026-06-30 |
| 25 | IVV | ISHARES TR | 1.5K | $1.1M | $1.1M | 0.38% | +3 | 2026-06-30 |
← Scroll →
Page 1 of 3