The Analysis of Kondo Wealth Advisors, Inc.'s Holdings
Currently, Kondo Wealth Advisors, Inc. holds 71 types of securities in its portfolio with a total value $261.3M. In the most recent quarter, they have increased their positions in VGIT (+30.8K shares, valued at $1.8M), AVUV (+17.0K shares, valued at $1.7M), ITOT (+10.4K shares, valued at $1.5M); decreased their positions in CVLC (-7.3K shares, valued at $617.9K), SUSB (-20.3K shares, valued at $512.9K), CVIE (-3.6K shares, valued at $259.5K); initiated new positions in WFC (+4.4K shares, valued at $406.7K), LLY (+252 shares, valued at $271.0K), AZN (+2.4K shares, valued at $221.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR311.8K shares3.45%2025-12-312026-01-30
AVUV AMERICAN CENTY ETF TR304.7K shares5.92%2025-12-312026-01-30 VGIT VANGUARD SCOTTSDALE FDS437.7K shares7.57%2025-12-312026-01-30 AVDV AMERICAN CENTY ETF TR256.9K shares1.59%2025-12-312026-01-30 IDEV ISHARES TR273.6K shares4.27%2025-12-312026-01-30 DFEM DIMENSIONAL ETF TRUST454.1K shares3.90%2025-12-312026-01-30 DFSD DIMENSIONAL ETF TRUST297.4K shares6.84%2025-12-312026-01-30 VTIP VANGUARD MALVERN FDS202.9K shares6.06%2025-12-312026-01-30 DFIV DIMENSIONAL ETF TRUST166.9K shares-1.29%2025-12-312026-01-30 DFUS DIMENSIONAL ETF TRUST107.2K shares-1.34%2025-12-312026-01-30 DFUV DIMENSIONAL ETF TRUST146.0K shares-0.21%2025-12-312026-01-30 DFAS DIMENSIONAL ETF TRUST66.1K shares0.14%2025-12-312026-01-30 AAPL APPLE INC12.8K shares0.90%2025-12-312026-01-30 CATY CATHAY GEN BANCORP51.0K shares0.00%2025-12-312026-01-30 DLN WISDOMTREE TR24.3K shares-4.17%2025-12-312026-01-30 SUSB ISHARES TR82.4K shares-19.79%2025-12-312026-01-30 NVDA NVIDIA CORPORATION9.6K shares-2.63%2025-12-312026-01-30 CVNA CARVANA CO3.8K shares2.49%2025-12-312026-01-30 MSFT MICROSOFT CORP3.1K shares-0.10%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS17.6K shares-2.92%2025-12-312026-01-30 DFAT DIMENSIONAL ETF TRUST22.1K shares2.21%2025-12-312026-01-30 AMZN AMAZON COM INC5.3K shares-0.45%2025-12-312026-01-30 SCHX SCHWAB STRATEGIC TR44.7K shares0.00%2025-12-312026-01-30 DWM WISDOMTREE TR16.1K shares-7.02%2025-12-312026-01-30 IVV ISHARES TR1.5K shares0.00%2025-12-312026-01-30 IEMG ISHARES INC14.0K shares4.73%2025-12-312026-01-30 BIV VANGUARD BD INDEX FDS11.6K shares-8.99%2025-12-312026-01-30 IJR ISHARES TR7.2K shares0.00%2025-12-312026-01-30 UPS UNITED PARCEL SERVICE INC8.5K shares0.66%2025-12-312026-01-30 DIS DISNEY WALT CO7.3K shares-0.63%2025-12-312026-01-30 CVLC MORGAN STANLEY ETF TRUST9.5K shares-43.52%2025-12-312026-01-30 DES WISDOMTREE TR23.9K shares-3.92%2025-12-312026-01-30 CVIE MORGAN STANLEY ETF TRUST10.2K shares-26.21%2025-12-312026-01-30 MMC MARSH & MCLENNAN COS INC3.9K shares-0.74%2025-12-312026-01-30 TSLA TESLA INC1.5K shares0.41%2025-12-312026-01-30 DGRW WISDOMTREE TR7.4K shares-2.14%2025-12-312026-01-30 ALPHABET INC ALPHABET INC2.1K shares-0.09%2025-12-312026-01-30 META META PLATFORMS INC964 shares20.95%2025-12-312026-01-30 IEFA ISHARES TR7.0K shares0.00%2025-12-312026-01-30 ALPHABET INC ALPHABET INC2.0K shares0.25%2025-12-312026-01-30 IWM ISHARES TR2.2K shares-0.05%2025-12-312026-01-30 BROADCOM INC BROADCOM INC1.5K shares3.21%2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR734 shares-0.41%2025-12-312026-01-30 IQDG WISDOMTREE TR11.9K shares-1.26%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.1.4K shares-1.31%2025-12-312026-01-30 CAT CATERPILLAR INC754 shares0.27%2025-12-312026-01-30 WFC WELLS FARGO CO NEW4.4K sharesnew addition2025-12-312026-01-30 IWF ISHARES TR816 shares0.00%2025-12-312026-01-30 SCHP SCHWAB STRATEGIC TR14.4K shares0.87%2025-12-312026-01-30 VTEB VANGUARD MUN BD FDS7.0K shares0.00%2025-12-312026-01-30 IWD ISHARES TR1.6K shares0.25%2025-12-312026-01-30 DFSV DIMENSIONAL ETF TRUST9.5K shares-4.11%2025-12-312026-01-30 BAC BANK AMERICA CORP5.6K shares-0.34%2025-12-312026-01-30 DEM WISDOMTREE TR6.4K shares-6.38%2025-12-312026-01-30 COST COSTCO WHSL CORP NEW333 shares-1.48%2025-12-312026-01-30 VZ VERIZON COMMUNICATIONS INC6.8K shares-0.35%2025-12-312026-01-30 NFLX NETFLIX INC2.9K shares881.00%2025-12-312026-01-30 LLY ELI LILLY & CO252 sharesnew addition2025-12-312026-01-30 WMT WALMART INC2.2K shares-0.67%2025-12-312026-01-30 MA MASTERCARD INCORPORATED429 shares-0.92%2025-12-312026-01-30 AXP AMERICAN EXPRESS CO647 shares-0.46%2025-12-312026-01-30 SPGI S&P GLOBAL INC454 shares0.22%2025-12-312026-01-30 IBM INTERNATIONAL BUSINESS MACHS771 shares-0.39%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON1.1K shares-0.55%2025-12-312026-01-30 RWO SPDR INDEX SHS FDS4.9K shares-5.66%2025-12-312026-01-30 AZN ASTRAZENECA PLC2.4K sharesnew addition2025-12-312026-01-30 CSCO CISCO SYS INC2.8K sharesnew addition2025-12-312026-01-30 DISV DIMENSIONAL ETF TRUST5.7K shares-4.74%2025-12-312026-01-30 GS GOLDMAN SACHS GROUP INC232 sharesnew addition2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available