The Analysis of Kondo Wealth Advisors, Inc.'s Holdings
Currently, Kondo Wealth Advisors, Inc. holds 68 types of securities in its portfolio with a total value $247.9M. In the most recent quarter, they have increased their positions in AVUV (+16.4K shares, valued at $1.6M), VGIT (+25.4K shares, valued at $1.5M), ITOT (+9.1K shares, valued at $1.3M); decreased their positions in DFIV (-7.6K shares, valued at $352.6K), DFUS (-4.3K shares, valued at $311.6K), DFUV (-3.1K shares, valued at $140.4K); initiated new positions in DISV (+5.9K shares, valued at $212.2K), JNJ (+1.1K shares, valued at $202.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR301.4K shares3.12%2025-09-302025-11-05
AVUV AMERICAN CENTY ETF TR287.7K shares6.03%2025-09-302025-11-05 VGIT VANGUARD SCOTTSDALE FDS406.9K shares6.65%2025-09-302025-11-05 AVDV AMERICAN CENTY ETF TR252.9K shares2.91%2025-09-302025-11-05 IDEV ISHARES TR262.4K shares5.34%2025-09-302025-11-05 DFEM DIMENSIONAL ETF TRUST437.0K shares5.14%2025-09-302025-11-05 DFSD DIMENSIONAL ETF TRUST278.3K shares5.26%2025-09-302025-11-05 VTIP VANGUARD MALVERN FDS191.3K shares4.94%2025-09-302025-11-05 DFUS DIMENSIONAL ETF TRUST108.6K shares-3.81%2025-09-302025-11-05 DFIV DIMENSIONAL ETF TRUST169.0K shares-4.33%2025-09-302025-11-05 DFUV DIMENSIONAL ETF TRUST146.3K shares-2.10%2025-09-302025-11-05 DFAS DIMENSIONAL ETF TRUST66.0K shares-2.80%2025-09-302025-11-05 AAPL APPLE INC12.7K shares1.57%2025-09-302025-11-05 SUSB ISHARES TR102.7K shares-3.40%2025-09-302025-11-05 CATY CATHAY GEN BANCORP51.0K shares-0.10%2025-09-302025-11-05 DLN WISDOMTREE TR25.3K shares-0.10%2025-09-302025-11-05 NVDA NVIDIA CORPORATION9.8K shares2.45%2025-09-302025-11-05 MSFT MICROSOFT CORP3.1K shares9.51%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS18.1K shares0.96%2025-09-302025-11-05 CVNA CARVANA CO3.7K shares-2.35%2025-09-302025-11-05 CVLC MORGAN STANLEY ETF TRUST16.9K shares-8.59%2025-09-302025-11-05 DFAT DIMENSIONAL ETF TRUST21.6K shares-0.64%2025-09-302025-11-05 SCHX SCHWAB STRATEGIC TR44.7K shares2.99%2025-09-302025-11-05 AMZN AMAZON COM INC5.3K shares-0.91%2025-09-302025-11-05 DWM WISDOMTREE TR17.3K shares0.11%2025-09-302025-11-05 IVV ISHARES TR1.5K shares-0.13%2025-09-302025-11-05 BIV VANGUARD BD INDEX FDS12.7K shares2.66%2025-09-302025-11-05 CVIE MORGAN STANLEY ETF TRUST13.9K shares-4.94%2025-09-302025-11-05 IEMG ISHARES INC13.4K shares-0.48%2025-09-302025-11-05 IJR ISHARES TR7.2K shares3.45%2025-09-302025-11-05 DIS DISNEY WALT CO7.4K shares0.59%2025-09-302025-11-05 DES WISDOMTREE TR24.9K shares-0.53%2025-09-302025-11-05 MMC MARSH & MCLENNAN COS INC3.9K shares-1.11%2025-09-302025-11-05 UPS UNITED PARCEL SERVICE INC8.4K shares0.10%2025-09-302025-11-05 DGRW WISDOMTREE TR7.6K shares-6.76%2025-09-302025-11-05 TSLA TESLA INC1.5K shares23.67%2025-09-302025-11-05 IEFA ISHARES TR7.0K shares0.00%2025-09-302025-11-05 META META PLATFORMS INC797 shares5.01%2025-09-302025-11-05 IWM ISHARES TR2.2K shares-0.14%2025-09-302025-11-05 QQQ INVESCO QQQ TR874 shares0.00%2025-09-302025-11-05 GOOG ALPHABET INC2.1K shares4.72%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR737 shares-1.47%2025-09-302025-11-05 GOOGL ALPHABET INC2.0K shares6.03%2025-09-302025-11-05 IQDG WISDOMTREE TR12.1K shares-3.85%2025-09-302025-11-05 AVGO BROADCOM INC1.4K shares6.32%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL883 shares1.96%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.1.4K shares2.38%2025-09-302025-11-05 SCHP SCHWAB STRATEGIC TR14.3K shares-7.56%2025-09-302025-11-05 IWF ISHARES TR816 shares0.00%2025-09-302025-11-05 NFLX NETFLIX INC300 shares-2.91%2025-09-302025-11-05 CAT CATERPILLAR INC752 shares1.90%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS7.0K shares0.00%2025-09-302025-11-05 IWD ISHARES TR1.6K shares0.25%2025-09-302025-11-05 DFSV DIMENSIONAL ETF TRUST9.9K shares0.00%2025-09-302025-11-05 DEM WISDOMTREE TR6.9K shares-0.48%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW338 shares2.42%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC6.8K shares0.92%2025-09-302025-11-05 BAC BANK AMERICA CORP5.6K shares2.53%2025-09-302025-11-05 MA MASTERCARD INCORPORATED433 shares2.36%2025-09-302025-11-05 RWO SPDR INDEX SHS FDS5.2K shares0.46%2025-09-302025-11-05 WMT WALMART INC2.3K shares2.97%2025-09-302025-11-05 SPOT SPOTIFY TECHNOLOGY S A326 shares-13.07%2025-09-302025-11-05 SPGI S&P GLOBAL INC453 shares-4.83%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS774 shares1.84%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO650 shares1.40%2025-09-302025-11-05 DISV DIMENSIONAL ETF TRUST5.9K sharesnew addition2025-09-302025-11-05 PG PROCTER AND GAMBLE CO1.3K shares1.67%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available