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CIK: 0002070929
Total reported value
$299.2M
$299.2M
60 檔
35.0%
According to the latest 13F quarterly dataset, Kondo Wealth Advisors, Inc. managed an equity portfolio of $299.2M at the end of Q4 2024, spanning 60 distinct U.S. exchange-listed positions.
During Q4 2024, Kondo Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 17.37% | +0.97% | — | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 11.53% | +0.27% | — | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 9.81% | -0.64% | — | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 7.22% | -0.12% | — | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.19% | -0.68% | — | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 5.51% | -0.37% | — | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.86% | +0.34% | — | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.95% | -0.26% | — | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.71% | +0.06% | — | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.29% | -0.35% | — | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.10% | -0.03% | — | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.23% | +0.04% | — | |
| 13 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.89% | -0.17% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.02% | — | |
| 15 | CATY | Cathay General Bancorp | Stock-Other | 1.28% | +0.10% | — | |
| 16 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 1.17% | -0.07% | — | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.05% | -0.04% | — | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.77% | -0.05% | — | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 0.70% | — | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.04% | — | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.67% | — | — | |
| 22 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 0.61% | -0.03% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.01% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.02% | — | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.51% | +0.01% | — | |
| 26 | DWM | Wisdomtree International Equ | ETF-Other | 0.48% | -0.03% | — | |
| 27 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.47% | -0.03% | — | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.46% | -0.04% | — | |
| 29 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.44% | — | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | +0.02% | — | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.41% | -0.03% | — | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.39% | -0.01% | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.01% | — | |
| 35 | CVNA | Carvana Co | Stock-Consumer Disc | 0.36% | +0.55% | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | +0.02% | — | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.26% | -0.01% | — | |
| 38 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.24% | -0.01% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.04% | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.04% | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.20% | -0.01% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.02% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.03% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.04% | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | +0.01% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | +0.07% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | — | — | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | -0.03% | — | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.15% | -0.01% | — |
According to official SEC Form 13F filings, Kondo Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $299.2M across 60 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, AVUV, VGIT) accounted for 35.0% of total reported equity market value during Q4 2024.
During Q4 2024, Kondo Wealth Advisors, Inc.'s top holdings by market value included ITOT (17.4%)、AVUV (11.5%)、VGIT (9.8%). The largest single position, ITOT, represented 17.4% of total portfolio value.
In Q4 2024, Kondo Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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