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
+20.01%
+7.44%
72,171.6
 
AVUV
Avantis U.S. Small Cap Value ETF
253,207
22,072.1
+7.60%
10.880
+0.77%
0.150
+17.12%
-2.02%
16,539.2
 
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
+0.86%
+4.09%
31,611.5
 
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
+16.67%
+25.49%
9,787.5
 
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
+11.90%
+19.06%
20,205.4
 
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
+1.91%
+3.85%
4,858.6
 
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
+19.37%
+16.72%
5,736.5
 
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
+1.28%
+4.50%
15,031.4
 
DFIV
Dimensional International Value ETF
180,921
7,121.1
-1.14%
3.510
-0.04%
0.070
+12.55%
+22.98%
12,179.3
 
DFUS
Dimensional U.S. Equity Market ETF
112,644
6,812.7
-1.75%
3.360
-0.06%
0.050
+20.05%
+7.40%
15,782.0
 

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
$59.23
1.25%
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
$93.77
-0.20%
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
$137.38
6.59%
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
$80.16
18.04%
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
$75.46
10.65%
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
$48.01
1.67%
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
$30.24
13.73%
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
$50.07
2.00%
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
$77.72
6.11%
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
$25.07
1.03%
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

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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 %

Kondo Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Kondo Wealth Advisors, Inc.'s Holdings Bubble Chart

Kondo Wealth Advisors, Inc. News

  • 1

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