KW

Kondo Wealth Advisors, Inc.

13F
Kondo Wealth Advisors, Inc.
Last update 2025-06-11 61 Stocks (2 new)
Value $203.00 Mil Turnover 5 %
Countries:
Top Holdings: ITOT(16.78%)AVUV(10.88%)VGIT(10.67%)AVDV(8.16%)IDEV(8.15%)
Summary Stock Picks Current Portfolio
Kondo Wealth Advisors, Inc. Top Holdings of 2025-03-31 View Full List
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
+16.64%
+8.51%
72,996.2
 
AVUV
Avantis U.S. Small Cap Value ETF
253,207
22,072.1
+7.60%
10.880
+0.77%
0.150
+14.79%
-0.91%
16,968.9
 
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
+0.79%
+4.12%
31,579.5
 
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
+17.73%
+29.44%
10,095.2
 
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
+11.33%
+22.20%
20,737.6
 
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
+1.69%
+3.86%
4,891.3
 
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
+16.06%
+17.91%
5,795.3
 
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
+0.94%
+4.41%
14,971.4
 
DFIV
Dimensional International Value ETF
180,921
7,121.1
-1.14%
3.510
-0.04%
0.070
+13.45%
+27.52%
12,578.8
 
DFUS
Dimensional U.S. Equity Market ETF
112,644
6,812.7
-1.75%
3.360
-0.06%
0.050
+16.59%
+8.47%
15,964.3
 

Kondo Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Kondo Wealth Advisors, Inc.'s Top Stock Picks View Full List
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
$59.25
1.28%
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
$94.83
0.93%
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
$138.75
7.65%
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
$82.68
21.75%
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
$77.45
13.56%
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
$47.86
1.36%
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
$30.55
14.89%
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
$50.03
1.91%
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
$78.71
7.47%
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
$25.08
1.05%
Reduce -11.49%
133,310
-17,299

Kondo Wealth Advisors, Inc. Total Holding History ($B)

To

Kondo Wealth Advisors, Inc.'s Asset Allocation

To

Kondo Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kondo Wealth Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Kondo Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Kondo Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Kondo Wealth Advisors, Inc.'s Holdings Bubble Chart

Kondo Wealth Advisors, Inc. News

  • 1

Discussions on Kondo Wealth Advisors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.