Kondo Wealth Advisors, Inc. Q1 2025 Filing
Filed June 11, 2025
Portfolio Value
$197.1B
Holdings
60
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 266,129 | $34.2B | 17.37% | |
| 2 | AVUVAMERICAN CENTY ETF TR | 235,326 | $22.7B | 11.53% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 333,373 | $19.3B | 9.81% | |
| 4 | IDEVISHARES TR | 220,821 | $14.2B | 7.22% | |
| 5 | AVDVAMERICAN CENTY ETF TR | 217,745 | $14.2B | 7.19% | |
| 6 | DFSDDIMENSIONAL ETF TRUST | 231,596 | $10.9B | 5.51% | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 365,463 | $9.6B | 4.86% | |
| 8 | VTIPVANGUARD MALVERN FDS | 160,868 | $7.8B | 3.95% | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 114,645 | $7.3B | 3.71% | |
| 10 | DFIVDIMENSIONAL ETF TRUST | 183,010 | $6.5B | 3.29% | |
| 11 | DFUVDIMENSIONAL ETF TRUST | 149,324 | $6.1B | 3.10% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 67,466 | $4.4B | 2.23% | |
| 13 | SUSBISHARES TR | 150,609 | $3.7B | 1.89% | |
| 14 | AAPLAPPLE INC | 11,527 | $2.9B | 1.46% | |
| 15 | CATYCATHAY GEN BANCORP | 53,062 | $2.5B | 1.28% | |
| 16 | CVLCMORGAN STANLEY ETF TRUST | 31,377 | $2.3B | 1.17% | |
| 17 | DLNWISDOMTREE TR | 26,591 | $2.1B | 1.05% | |
| 18 | BSVVANGUARD BD INDEX FDS | 19,548 | $1.5B | 0.77% | |
| 19 | DFATDIMENSIONAL ETF TRUST | 24,893 | $1.4B | 0.70% | |
| 20 | NVDANVIDIA CORPORATION | 9,968 | $1.3B | 0.68% | |
| 21 | UPSUNITED PARCEL SERVICE INC | 9,939 | $1.3B | 0.67% | |
| 22 | CVIEMORGAN STANLEY ETF TRUST | 21,660 | $1.2B | 0.61% | |
| 23 | AMZNAMAZON COM INC | 5,147 | $1.1B | 0.57% | |
| 24 | MSFTMICROSOFT CORP | 2,486 | $1.0B | 0.53% | |
| 25 | SCHXSCHWAB STRATEGIC TR | 43,449 | $1.0B | 0.51% | |
| 26 | DWMWISDOMTREE TR | 17,994 | $948.2M | 0.48% | |
| 27 | MRSHMARSH & MCLENNAN COS INC | 4,345 | $922.9M | 0.47% | |
| 28 | BIVVANGUARD BD INDEX FDS | 12,014 | $897.8M | 0.46% | |
| 29 | DESWISDOMTREE TR | 25,209 | $866.0M | 0.44% | |
| 30 | IJRISHARES TR | 6,956 | $801.5M | 0.41% | |
| 31 | DISDISNEY WALT CO | 7,186 | $800.2M | 0.41% | |
| 32 | DGRWWISDOMTREE TR | 9,495 | $768.4M | 0.39% | |
| 33 | IVVISHARES TR | 1,213 | $714.1M | 0.36% | |
| 34 | IEMGISHARES INC | 13,519 | $706.0M | 0.36% | |
| 35 | CVNACARVANA CO | 3,453 | $702.2M | 0.36% | |
| 36 | IWMISHARES TR | 2,422 | $535.2M | 0.27% | |
| 37 | SCHPSCHWAB STRATEGIC TR | 20,011 | $516.9M | 0.26% | |
| 38 | IQDGWISDOMTREE TR | 13,588 | $464.8M | 0.24% | |
| 39 | SPYSPDR S&P 500 ETF TR | 769 | $450.8M | 0.23% | |
| 40 | NDQINVESCO QQQ TR | 867 | $443.4M | 0.22% | |
| 41 | METAMETA PLATFORMS INC | 715 | $418.6M | 0.21% | |
| 42 | AQLTISHARES TR | 5,504 | $386.8M | 0.20% | |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 844 | $382.6M | 0.19% | |
| 44 | GOOGALPHABET INC | 1,961 | $373.5M | 0.19% | |
| 45 | GOOGLALPHABET INC | 1,942 | $367.6M | 0.19% | |
| 46 | TSLATESLA INC | 807 | $325.9M | 0.17% | |
| 47 | CATCATERPILLAR INC | 891 | $323.2M | 0.16% | |
| 48 | JPMJPMORGAN CHASE & CO. | 1,319 | $316.3M | 0.16% | |
| 49 | COSTCOSTCO WHSL CORP NEW | 324 | $297.5M | 0.15% | |
| 50 | DFSVDIMENSIONAL ETF TRUST | 9,436 | $290.4M | 0.15% | |
| 51 | AVGOBROADCOM INC | 1,204 | $279.1M | 0.14% | |
| 52 | DEMWISDOMTREE TR | 6,787 | $274.8M | 0.14% | |
| 53 | BACVERIZON COMMUNICATIONS INC | 6,703 | $268.1M | 0.14% | |
| 54 | NFLXNETFLIX INC | 287 | $255.8M | 0.13% | |
| 55 | BACBANK AMERICA CORP | 5,545 | $243.7M | 0.12% | |
| 56 | SPGIS&P GLOBAL INC | 472 | $235.1M | 0.12% | |
| 57 | RWOSPDR INDEX SHS FDS | 5,018 | $215.3M | 0.11% | |
| 58 | MAMASTERCARD INCORPORATED | 405 | $213.3M | 0.11% | |
| 59 | PGPROCTER AND GAMBLE CO | 1,259 | $211.1M | 0.11% | |
| 60 | IWFISHARES TR | 522 | $209.6M | 0.11% |