Kondo Wealth Advisors, Inc.
75 holdingsFiling period: 2026-06-30Current AUM: $297.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | iShares TR | 327.7K | $53.8M | $54.6M | 18.38% | +10.1K | 2026-06-30 |
| 2 | AVUV | American Centy ETF TR | 311.7K | $38.9M | $38.2M | 12.86% | +5.5K | 2026-06-30 |
| 3 | VGIT | Vanguard Scottsdale Fds | 496.5K | $29.3M | $28.5M | 9.59% | +31.1K | 2026-06-30 |
| 4 | AVDV | American Centy ETF TR | 252.6K | $26.0M | $26.7M | 8.99% | +3.1K | 2026-06-30 |
| 5 | IDEV | iShares TR | 289.0K | $25.7M | $25.7M | 8.64% | +11.7K | 2026-06-30 |
| 6 | DFEM | Dimensional ETF Trust | 464.5K | $18.9M | $17.2M | 5.78% | +5.8K | 2026-06-30 |
| 7 | DFSD | Dimensional ETF Trust | 327.0K | $15.6M | $15.3M | 5.14% | +16.9K | 2026-06-30 |
| 8 | VTIP | Vanguard Malvern Fds | 218.9K | $11.0M | $10.7M | 3.59% | +9.5K | 2026-06-30 |
| 9 | DFUS | Dimensional ETF Trust | 106.7K | $8.7M | $8.9M | 2.99% | -461 | 2026-06-30 |
| 10 | DFIV | Dimensional ETF Trust | 156.9K | $8.5M | $8.8M | 2.97% | -3,187 | 2026-06-30 |
| 11 | DFUV | Dimensional ETF Trust | 140.5K | $7.7M | $7.9M | 2.67% | -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 | $4.5M | 1.52% | +103 | 2026-06-30 |
| 14 | CATY | Cathay Gen Bancorp | 50.5K | $3.1M | $3.3M | 1.10% | +1 | 2026-06-30 |
| 15 | CVNA | Carvana Co | 45.0K | $3.0M | $2.5M | 0.86% | +41.3K | 2026-06-30 |
| 16 | DLN | WisdomTree TR | 22.0K | $2.1M | $2.2M | 0.74% | -401 | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation | 10.3K | $2.1M | $2.2M | 0.75% | +418 | 2026-06-30 |
| 18 | SUSB | iShares TR | 71.3K | $1.8M | $1.7M | 0.59% | -10,114 | 2026-06-30 |
| 19 | DFAT | Dimensional ETF Trust | 22.2K | $1.6M | $1.5M | 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 | 0.48% | +45 | 2026-06-30 |
| 22 | SCHX | Schwab Strategic TR | 44.7K | $1.3M | $1.3M | 0.45% | -- | 2026-06-30 |
| 23 | IEMG | iShares Inc | 14.6K | $1.2M | $1.1M | 0.37% | -111 | 2026-06-30 |
| 24 | DWM | WisdomTree TR | 15.4K | $1.1M | $1.1M | 0.38% | -243 | 2026-06-30 |
| 25 | IVV | iShares TR | 1.5K | $1.1M | $1.2M | 0.39% | +3 | 2026-06-30 |
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