KW
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Kondo Wealth Advisors, Inc.13F | |
Kondo Wealth Advisors, Inc. | |
Last update 2025-06-11 | 61 Stocks (2 new) |
Value $203.00 Mil | Turnover 5 % |
Kondo Wealth Advisors, Inc. Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 279,009 | 34,042.1 | +4.84% | 16.780 | +0.77% | 0.050 | +19.19% | +8.56% | 73,027.8 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 253,207 | 22,072.1 | +7.60% | 10.880 | +0.77% | 0.150 | +19.00% | +0.93% | 17,283.8 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 364,268 | 21,637.6 | +9.27% | 10.670 | +0.90% | 0.070 | +1.30% | +4.24% | 31,616.8 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 237,339 | 16,552.1 | +9.00% | 8.160 | +0.67% | 0.200 | +19.88% | +30.27% | 10,159.9 | ||
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 239,897 | 16,526.5 | +8.64% | 8.150 | +0.65% | 0.090 | +13.51% | +22.98% | 20,871.5 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 250,243 | 11,891.6 | +8.05% | 5.860 | +0.44% | 0.260 | +2.14% | +3.95% | 4,895.4 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 395,115 | 10,454.8 | +8.11% | 5.150 | +0.39% | 0.210 | +18.49% | +18.53% | 5,825.7 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 173,828 | 8,674.1 | +8.06% | 4.280 | +0.32% | 0.060 | +1.20% | +4.39% | 14,968.4 | ||
DFIV | Dimensional International Value ETF | 180,921 | 7,121.1 | -1.14% | 3.510 | -0.04% | 0.070 | +15.49% | +28.47% | 12,672.5 | ||
DFUS | Dimensional U.S. Equity Market ETF | 112,644 | 6,812.7 | -1.75% | 3.360 | -0.06% | 0.050 | +19.14% | +8.51% | 15,968.9 |
Kondo Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns
Kondo Wealth Advisors, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.90% | 57.44 ($58.5) 59.4 | $59.32 | 1.40% | Add 9.27% | 364,268 | 30,895 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +0.77% | 84.96 ($93.96) 100.71 | $96.59 | 2.80% | Add 7.6% | 253,207 | 17,881 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +0.77% | 120.29 ($128.89) 134.6 | $138.81 | 7.70% | Add 4.84% | 279,009 | 12,880 | |
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2025-03-31 | Add Add | +0.67% | 63.74 ($67.91) 71.96 | $83.21 | 22.53% | Add 9% | 237,339 | 19,594 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-03-31 | Add Add | +0.65% | 63.77 ($68.2) 71.36 | $77.95 | 14.30% | Add 8.64% | 239,897 | 19,076 | |
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2025-03-31 | Add Add | +0.44% | 46.74 ($47.22) 47.57 | $47.90 | 1.44% | Add 8.05% | 250,243 | 18,647 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.39% | 25.35 ($26.59) 27.46 | $30.71 | 15.49% | Add 8.11% | 395,115 | 29,652 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2025-03-31 | Add Add | +0.32% | 48.43 ($49.09) 49.9 | $50.02 | 1.89% | Add 8.06% | 173,828 | 12,960 | |
CVLC |
Calvert US Large-Cap Core Responsible Index ETF
Calvert US Large-Cap Core Responsible Index ETF
| 2025-03-31 | Reduce Reduce | -0.25% | 68.06 ($73.24) 76.49 | $78.54 | 7.23% | Reduce -21.4% | 24,661 | -6,716 | |
SUSB |
iShares ESG 1-5 Year USD Corporate Bond ETF
iShares ESG 1-5 Year USD Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.22% | 24.6 ($24.82) 24.99 | $25.11 | 1.17% | Reduce -11.49% | 133,310 | -17,299 |
Kondo Wealth Advisors, Inc. Total Holding History ($B)
Kondo Wealth Advisors, Inc.'s Asset Allocation
Kondo Wealth Advisors, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Kondo Wealth Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Kondo Wealth Advisors, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Kondo Wealth Advisors, Inc.'s Holdings Heat Map
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Kondo Wealth Advisors, Inc.'s Holdings Bubble Chart
Kondo Wealth Advisors, Inc. News
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