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The Analysis of Kondo Wealth Advisors, Inc.'s Holdings & P&L

Currently, Kondo Wealth Advisors, Inc. holds 69 types of securities in its portfolio with a total value $265.6M. In the most recent quarter, they have increased their positions in VGIT (+27.7K shares, valued at $1.6M), ITOT (+5.9K shares, valued at $841.3K), DFSD (+12.7K shares, valued at $610.0K); decreased their positions in AVDV (-7.4K shares, valued at $743.7K), DFIV (-6.8K shares, valued at $356.6K), DLN (-1.9K shares, valued at $166.0K); initiated new positions in N/A (+2.4K shares, valued at $463.9K), XOM (+1.4K shares, valued at $236.5K), CVX (+1.1K shares, valued at $230.1K).

1M P&L

-506.0K-0.18%

3M P&L

+1.7M+0.61%

HY P&L

+24.6M+9.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A238.0M

92.1%

2Consumer Electronics3.5M

1.4%

3Banks - Regional2.5M

1.0%

Top Industries by Stock Count

1N/A38 stocks

57.6%

2Drug Manufacturers - General3 stocks

4.5%

3Banks - Diversified3 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR317.7K shares1.89%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR306.2K shares0.49%2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS465.4K shares6.33%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR249.5K shares-2.90%2026-03-312026-05-11

IDEV ISHARES TR277.3K shares1.35%2026-03-312026-05-11

DFEM DIMENSIONAL ETF TRUST458.8K shares1.03%2026-03-312026-05-11

DFSD DIMENSIONAL ETF TRUST310.1K shares4.28%2026-03-312026-05-11

VTIP VANGUARD MALVERN FDS209.4K shares3.23%2026-03-312026-05-11

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DFIV DIMENSIONAL ETF TRUST160.1K shares-4.05%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST107.1K shares-0.07%2026-03-312026-05-11

DFUV DIMENSIONAL ETF TRUST143.0K shares-2.07%2026-03-312026-05-11

DFAS DIMENSIONAL ETF TRUST65.9K shares-0.23%2026-03-312026-05-11

AAPL APPLE INC13.1K shares1.74%2026-03-312026-05-11

CATY CATHAY GEN BANCORP50.5K shares-0.98%2026-03-312026-05-11

SUSB ISHARES TR81.4K shares-1.21%2026-03-312026-05-11

DLN WISDOMTREE TR22.4K shares-7.65%2026-03-312026-05-11

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NVDA NVIDIA CORPORATION9.8K shares2.81%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS17.8K shares1.32%2026-03-312026-05-11

DFAT DIMENSIONAL ETF TRUST22.1K shares0.12%2026-03-312026-05-11

AMZN AMAZON COM INC5.7K shares7.55%2026-03-312026-05-11

CVNA CARVANA CO3.7K shares-2.64%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR44.7K shares0.00%2026-03-312026-05-11

DWM WISDOMTREE TR15.7K shares-2.81%2026-03-312026-05-11

MSFT MICROSOFT CORP2.8K shares-8.17%2026-03-312026-05-11

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IEMG ISHARES INC14.7K shares4.82%2026-03-312026-05-11

IVV ISHARES TR1.5K shares0.00%2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS11.7K shares0.96%2026-03-312026-05-11

IJR ISHARES TR7.2K shares0.00%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC8.5K shares0.05%2026-03-312026-05-11

DES WISDOMTREE TR22.7K shares-5.11%2026-03-312026-05-11

CVIE MORGAN STANLEY ETF TRUST9.4K shares-7.95%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC3.9K shares-0.15%2026-03-312026-05-11

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DIS DISNEY WALT CO6.8K shares-7.07%2026-03-312026-05-11

CVLC MORGAN STANLEY ETF TRUST8.1K shares-15.45%2026-03-312026-05-11

IEFA ISHARES TR7.0K shares0.00%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares46.76%2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.1K shares6.12%2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.1K shares1.28%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO2.1K shares51.95%2026-03-312026-05-11

TSLA TESLA INC1.5K shares1.70%2026-03-312026-05-11

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META META PLATFORMS INC966 shares0.21%2026-03-312026-05-11

IWM ISHARES TR2.2K shares-0.91%2026-03-312026-05-11

CAT CATERPILLAR INC754 shares0.00%2026-03-312026-05-11

BROADCOM INC BROADCOM INC1.7K shares15.91%2026-03-312026-05-11

DGRW WISDOMTREE TR5.8K shares-21.14%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR874 shares0.00%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T737 shares0.41%2026-03-312026-05-11

ASTRAZENECA PLC ASTRAZENECA PLC2.4K sharesnew addition2026-03-312026-05-11

Sponsored

COST COSTCO WHOLESALE CORPORATION430 shares29.13%2026-03-312026-05-11

SCHP SCHWAB STRATEGIC TR14.6K shares0.99%2026-03-312026-05-11

IQDG WISDOMTREE TR9.3K shares-21.78%2026-03-312026-05-11

IWF ISHARES TR816 shares0.00%2026-03-312026-05-11

BAC BANK AMERICA CORP7.1K shares27.08%2026-03-312026-05-11

WFC WELLS FARGO & CO4.3K shares-0.46%2026-03-312026-05-11

IWD ISHARES TR1.6K shares0.25%2026-03-312026-05-11

DFSV DIMENSIONAL ETF TRUST9.5K shares0.00%2026-03-312026-05-11

Sponsored

DEM WISDOMTREE TR6.4K shares-0.56%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC6.3K shares-7.26%2026-03-312026-05-11

WMT WALMART INC2.2K shares-0.40%2026-03-312026-05-11

LLY ELI LILLY & CO258 shares2.38%2026-03-312026-05-11

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-05-11

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-05-11

RWO SPDR INDEX SHS FDS4.9K shares0.41%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON919 shares-15.30%2026-03-312026-05-11

Sponsored

DISV DIMENSIONAL ETF TRUST5.7K shares0.00%2026-03-312026-05-11

MA MASTERCARD INCORPORATED428 shares-0.23%2026-03-312026-05-11

LOW LOWES COS INC878 sharesnew addition2026-03-312026-05-11

HD HOME DEPOT INC621 sharesnew addition2026-03-312026-05-11

CSCO CISCO SYS INC2.6K shares-8.51%2026-03-312026-05-11

ITOT

ISHARES TR

1.89%

Shares317.7K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

0.49%

Shares306.2K

Event2026-03-31

Filed2026-05-11

VGIT

VANGUARD SCOTTSDALE FDS

6.33%

Shares465.4K

Event2026-03-31

Filed2026-05-11

AVDV

AMERICAN CENTY ETF TR

-2.90%

Shares249.5K

Event2026-03-31

Filed2026-05-11

IDEV

ISHARES TR

1.35%

Shares277.3K

Event2026-03-31

Filed2026-05-11

DFEM

DIMENSIONAL ETF TRUST

1.03%

Shares458.8K

Event2026-03-31

Filed2026-05-11

DFSD

DIMENSIONAL ETF TRUST

4.28%

Shares310.1K

Event2026-03-31

Filed2026-05-11

VTIP

VANGUARD MALVERN FDS

3.23%

Shares209.4K

Event2026-03-31

Filed2026-05-11

DFIV

DIMENSIONAL ETF TRUST

-4.05%

Shares160.1K

Event2026-03-31

Filed2026-05-11

DFUS

DIMENSIONAL ETF TRUST

-0.07%

Shares107.1K

Event2026-03-31

Filed2026-05-11

DFUV

DIMENSIONAL ETF TRUST

-2.07%

Shares143.0K

Event2026-03-31

Filed2026-05-11

DFAS

DIMENSIONAL ETF TRUST

-0.23%

Shares65.9K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

1.74%

Shares13.1K

Event2026-03-31

Filed2026-05-11

CATY

CATHAY GEN BANCORP

-0.98%

Shares50.5K

Event2026-03-31

Filed2026-05-11

SUSB

ISHARES TR

-1.21%

Shares81.4K

Event2026-03-31

Filed2026-05-11

DLN

WISDOMTREE TR

-7.65%

Shares22.4K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

2.81%

Shares9.8K

Event2026-03-31

Filed2026-05-11

BSV

VANGUARD BD INDEX FDS

1.32%

Shares17.8K

Event2026-03-31

Filed2026-05-11

DFAT

DIMENSIONAL ETF TRUST

0.12%

Shares22.1K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

7.55%

Shares5.7K

Event2026-03-31

Filed2026-05-11

CVNA

CARVANA CO

-2.64%

Shares3.7K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares44.7K

Event2026-03-31

Filed2026-05-11

DWM

WISDOMTREE TR

-2.81%

Shares15.7K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-8.17%

Shares2.8K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

4.82%

Shares14.7K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

BIV

VANGUARD BD INDEX FDS

0.96%

Shares11.7K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SVCS INC

0.05%

Shares8.5K

Event2026-03-31

Filed2026-05-11

DES

WISDOMTREE TR

-5.11%

Shares22.7K

Event2026-03-31

Filed2026-05-11

CVIE

MORGAN STANLEY ETF TRUST

-7.95%

Shares9.4K

Event2026-03-31

Filed2026-05-11

MMC

MARSH & MCLENNAN COS INC

-0.15%

Shares3.9K

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO

-7.07%

Shares6.8K

Event2026-03-31

Filed2026-05-11

CVLC

MORGAN STANLEY ETF TRUST

-15.45%

Shares8.1K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

46.76%

Shares1.3K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

6.12%

Shares2.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

1.28%

Shares2.1K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

51.95%

Shares2.1K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

1.70%

Shares1.5K

Event2026-03-31

Filed2026-05-11