13F-HR filed by Kondo Wealth Advisors, Inc.
Kondo Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-06-11, with 61 holding rows worth $202,841,489.
- Accession
- 0001172661-25-002441
- Filer
- CIK 2070929
- Filed
- 2025-06-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 61 entries on the cover page, a total value of $202,841,489 stated on the cover page (in dollars after the unit check, H1), rows summing to $202,841,489 with VALUE read as dollars as filed, 13F file number 028-25636. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 279,009 | $34,042,074 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 253,207 | $22,072,133 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 364,268 | $21,637,587 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 237,339 | $16,552,123 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 239,897 | $16,526,543 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 250,243 | $11,891,606 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 395,115 | $10,454,778 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 173,828 | $8,674,068 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 180,921 | $7,121,106 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 112,644 | $6,812,740 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 148,084 | $6,102,613 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 67,322 | $4,022,571 | dollars as filed | |
| ISHARES TR | 46435G243 | COM | 133,310 | $3,331,417 | dollars as filed | |
| Apple Inc | 037833100 | COM | 12,051 | $2,677,366 | dollars as filed | |
| CATHAY GEN BANCORP | 149150104 | COM | 52,495 | $2,258,860 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 26,012 | $2,064,695 | dollars as filed | |
| MORGAN STANLEY ETF TRUST | 61774R205 | CALVERT US LARCP | 24,661 | $1,700,130 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 18,735 | $1,466,626 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 23,531 | $1,211,611 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,914 | $1,094,463 | dollars as filed | |
| WISDOMTREE TR | 97717W703 | INTL EQUITY FD | 18,170 | $1,056,728 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 9,719 | $1,053,345 | dollars as filed | |
| MORGAN STANLEY ETF TRUST | 61774R106 | CALVE INDEX ETF | 18,114 | $1,048,727 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 9,409 | $1,034,971 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,330 | $1,014,085 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 3,974 | $969,775 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 43,449 | $959,354 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 12,338 | $944,721 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 24,515 | $783,523 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 6,956 | $727,389 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 13,372 | $721,687 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 7,233 | $714,079 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,210 | $679,899 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 3,176 | $664,038 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 8,088 | $645,908 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 880 | $468,671 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 2,253 | $449,509 | dollars as filed | |
| WISDOMTREE TR | 97717X131 | INTL QULTY DIV | 12,420 | $443,146 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 16,132 | $433,790 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 738 | $425,354 | dollars as filed | |
| SPY | 78462F103 | SHS | 748 | $418,553 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 5,504 | $416,378 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 787 | $369,159 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,351 | $331,499 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,024 | $312,991 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 330 | $312,897 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,988 | $310,585 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 6,728 | $305,182 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 6,888 | $289,876 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 304 | $283,490 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 9,436 | $265,623 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 951 | $246,461 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 737 | $243,062 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 475 | $241,348 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5,622 | $234,606 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 421 | $230,759 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,324 | $225,672 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 5,151 | $224,806 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,282 | $214,645 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 373 | $205,160 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 248 | $204,928 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-002441 | this filing | 2025-06-11 | acceptance time not in the bulk data set |