Kondo Wealth Advisors, Inc. Q1 2025 Filing
Filed June 11, 2025
Portfolio Value
$202.8B
Holdings
61
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 279,009 | $34.0B | 16.78% | |
| 2 | AVUVAMERICAN CENTY ETF TR | 253,207 | $22.1B | 10.88% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 364,268 | $21.6B | 10.67% | |
| 4 | AVDVAMERICAN CENTY ETF TR | 237,339 | $16.6B | 8.16% | |
| 5 | IDEVISHARES TR | 239,897 | $16.5B | 8.15% | |
| 6 | DFSDDIMENSIONAL ETF TRUST | 250,243 | $11.9B | 5.86% | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 395,115 | $10.5B | 5.15% | |
| 8 | VTIPVANGUARD MALVERN FDS | 173,828 | $8.7B | 4.28% | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 180,921 | $7.1B | 3.51% | |
| 10 | DFUSDIMENSIONAL ETF TRUST | 112,644 | $6.8B | 3.36% | |
| 11 | DFUVDIMENSIONAL ETF TRUST | 148,084 | $6.1B | 3.01% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 67,322 | $4.0B | 1.98% | |
| 13 | SUSBISHARES TR | 133,310 | $3.3B | 1.64% | |
| 14 | AAPLAPPLE INC | 12,051 | $2.7B | 1.32% | |
| 15 | CATYCATHAY GEN BANCORP | 52,495 | $2.3B | 1.11% | |
| 16 | DLNWISDOMTREE TR | 26,012 | $2.1B | 1.02% | |
| 17 | CVLCMORGAN STANLEY ETF TRUST | 24,661 | $1.7B | 0.84% | |
| 18 | BSVVANGUARD BD INDEX FDS | 18,735 | $1.5B | 0.72% | |
| 19 | DFATDIMENSIONAL ETF TRUST | 23,531 | $1.2B | 0.60% | |
| 20 | MSFTMICROSOFT CORP | 2,914 | $1.1B | 0.54% | |
| 21 | DWMWISDOMTREE TR | 18,170 | $1.1B | 0.52% | |
| 22 | NVDANVIDIA CORPORATION | 9,719 | $1.1B | 0.52% | |
| 23 | CVIEMORGAN STANLEY ETF TRUST | 18,114 | $1.0B | 0.52% | |
| 24 | UPSUNITED PARCEL SERVICE INC | 9,409 | $1.0B | 0.51% | |
| 25 | AMZNAMAZON COM INC | 5,330 | $1.0B | 0.50% | |
| 26 | MRSHMARSH & MCLENNAN COS INC | 3,974 | $969.8M | 0.48% | |
| 27 | SCHXSCHWAB STRATEGIC TR | 43,449 | $959.4M | 0.47% | |
| 28 | BIVVANGUARD BD INDEX FDS | 12,338 | $944.7M | 0.47% | |
| 29 | DESWISDOMTREE TR | 24,515 | $783.5M | 0.39% | |
| 30 | IJRISHARES TR | 6,956 | $727.4M | 0.36% | |
| 31 | IEMGISHARES INC | 13,372 | $721.7M | 0.36% | |
| 32 | DISDISNEY WALT CO | 7,233 | $714.1M | 0.35% | |
| 33 | IVVISHARES TR | 1,210 | $679.9M | 0.34% | |
| 34 | CVNACARVANA CO | 3,176 | $664.0M | 0.33% | |
| 35 | DGRWWISDOMTREE TR | 8,088 | $645.9M | 0.32% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 880 | $468.7M | 0.23% | |
| 37 | IWMISHARES TR | 2,253 | $449.5M | 0.22% | |
| 38 | IQDGWISDOMTREE TR | 12,420 | $443.1M | 0.22% | |
| 39 | SCHPSCHWAB STRATEGIC TR | 16,132 | $433.8M | 0.21% | |
| 40 | METAMETA PLATFORMS INC | 738 | $425.4M | 0.21% | |
| 41 | SPYSPDR S&P 500 ETF TR | 748 | $418.6M | 0.21% | |
| 42 | AQLTISHARES TR | 5,504 | $416.4M | 0.21% | |
| 43 | NDQINVESCO QQQ TR | 787 | $369.2M | 0.18% | |
| 44 | JPMJPMORGAN CHASE & CO. | 1,351 | $331.5M | 0.16% | |
| 45 | GOOGLALPHABET INC | 2,024 | $313.0M | 0.15% | |
| 46 | COSTCOSTCO WHSL CORP NEW | 330 | $312.9M | 0.15% | |
| 47 | GOOGALPHABET INC | 1,988 | $310.6M | 0.15% | |
| 48 | BACVERIZON COMMUNICATIONS INC | 6,728 | $305.2M | 0.15% | |
| 49 | DEMWISDOMTREE TR | 6,888 | $289.9M | 0.14% | |
| 50 | NFLXNETFLIX INC | 304 | $283.5M | 0.14% | |
| 51 | DFSVDIMENSIONAL ETF TRUST | 9,436 | $265.6M | 0.13% | |
| 52 | TSLATESLA INC | 951 | $246.5M | 0.12% | |
| 53 | CATCATERPILLAR INC | 737 | $243.1M | 0.12% | |
| 54 | SPGIS&P GLOBAL INC | 475 | $241.3M | 0.12% | |
| 55 | BACBANK AMERICA CORP | 5,622 | $234.6M | 0.12% | |
| 56 | MAMASTERCARD INCORPORATED | 421 | $230.8M | 0.11% | |
| 57 | PGPROCTER AND GAMBLE CO | 1,324 | $225.7M | 0.11% | |
| 58 | RWOSPDR INDEX SHS FDS | 5,151 | $224.8M | 0.11% | |
| 59 | AVGOBROADCOM INC | 1,282 | $214.6M | 0.11% | |
| 60 | SPOTSPOTIFY TECHNOLOGY S A | 373 | $205.2M | 0.10% | |
| 61 | LLYELI LILLY & CO | 248 | $204.9M | 0.10% |