Kondo Wealth Advisors, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Kondo Wealth Advisors, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | ITOT | ISHARES TR | 17.03% | 45.246 M $ | 317668 | 2024/12/31 | -1.952 M $ | -4.21 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 12.73% | 33.822 M $ | 306161 | 2024/12/31 | 2.587 M $ | 8.33 % |
| 2026/03/31 | VGIT | VANGUARD SCOTTSDALE FDS | 10.43% | 27.715 M $ | 465404 | 2024/12/31 | -166.325 K $ | -0.63 % |
| 2026/03/31 | AVDV | AMERICAN CENTY ETF TR | 9.38% | 24.915 M $ | 249502 | 2024/12/31 | 1.513 M $ | 6.27 % |
| 2026/03/31 | IDEV | ISHARES TR | 8.72% | 23.174 M $ | 277303 | 2024/12/31 | 298.219 K $ | 1.32 % |
| 2026/03/31 | DFEM | DIMENSIONAL ETF TRUST | 5.97% | 15.850 M $ | 458758 | 2024/12/31 | 667.472 K $ | 4.44 % |
| 2026/03/31 | DFSD | DIMENSIONAL ETF TRUST | 5.59% | 14.848 M $ | 310103 | 2024/12/31 | -20.815 K $ | -0.15 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 3.94% | 10.461 M $ | 209421 | 2024/12/31 | 99.407 K $ | 0.99 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 3.18% | 8.450 M $ | 160104 | 2024/12/31 | 480.559 K $ | 5.77 % |
| 2026/03/31 | DFUS | DIMENSIONAL ETF TRUST | 2.86% | 7.596 M $ | 107113 | 2024/12/31 | -349.445 K $ | -4.39 % |
| 2026/03/31 | DFUV | DIMENSIONAL ETF TRUST | 2.61% | 6.927 M $ | 142951 | 2024/12/31 | 272.969 K $ | 4.01 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 1.77% | 4.690 M $ | 65940 | 2024/12/31 | 96.494 K $ | 2.09 % |
| 2026/03/31 | AAPL | APPLE INC | 1.25% | 3.317 M $ | 13068 | 2024/12/31 | -232.091 K $ | -6.65 % |
| 2026/03/31 | CATY | CATHAY GEN BANCORP | 0.95% | 2.517 M $ | 50481 | 2024/12/31 | 74.942 K $ | 3.04 % |
| 2026/03/31 | SUSB | ISHARES TR | 0.77% | 2.039 M $ | 81367 | 2024/12/31 | -14.002 K $ | -0.67 % |
| 2026/03/31 | DLN | WISDOMTREE TR | 0.75% | 2.004 M $ | 22431 | 2024/12/31 | 30.361 K $ | 1.42 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.65% | 1.718 M $ | 9849 | 2024/12/31 | -115.917 K $ | -6.49 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 0.53% | 1.399 M $ | 17841 | 2024/12/31 | -7.043 K $ | -0.51 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 0.52% | 1.380 M $ | 22095 | 2024/12/31 | 64.217 K $ | 4.89 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.45% | 1.183 M $ | 5682 | 2024/12/31 | -119.131 K $ | -9.77 % |
| 2026/03/31 | CVNA | CARVANA CO | 0.44% | 1.173 M $ | 3732 | 2024/12/31 | -412.584 K $ | -25.51 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.43% | 1.147 M $ | 44749 | 2024/12/31 | -56.831 K $ | -4.72 % |
| 2026/03/31 | DWM | WISDOMTREE TR | 0.41% | 1.094 M $ | 15655 | 2024/12/31 | 18.200 K $ | 1.64 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.39% | 1.045 M $ | 2822 | 2024/12/31 | -348.631 K $ | -23.44 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.39% | 1.026 M $ | 14716 | 2024/12/31 | 35.518 K $ | 3.76 % |
| 2026/03/31 | IVV | ISHARES TR | 0.37% | 977.202 K $ | 1496 | 2024/12/31 | -47.468 K $ | -4.63 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 0.34% | 902.347 K $ | 11691 | 2024/12/31 | -8.105 K $ | -0.90 % |
| 2026/03/31 | IJR | ISHARES TR | 0.34% | 894.535 K $ | 7196 | 2024/12/31 | 29.719 K $ | 3.44 % |
| 2026/03/31 | UPS | UNITED PARCEL SVCS INC | 0.31% | 834.597 K $ | 8483 | 2024/12/31 | -6.867 K $ | -0.82 % |
| 2026/03/31 | DES | WISDOMTREE TR | 0.31% | 814.943 K $ | 22674 | 2024/12/31 | 59.496 K $ | 7.44 % |
| 2026/03/31 | CVIE | MORGAN STANLEY ETF TRUST | 0.26% | 685.612 K $ | 9432 | 2024/12/31 | 14.243 K $ | 1.95 % |
| 2026/03/31 | MARSH & MCLENNAN COS INC | 0.25% | 675.761 K $ | 3896 | 2024/12/31 | -47.097 K $ | -6.51 % | |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.25% | 655.213 K $ | 6797 | 2024/12/31 | -127.190 K $ | -15.28 % |
| 2026/03/31 | CVLC | MORGAN STANLEY ETF TRUST | 0.24% | 644.483 K $ | 8050 | 2024/12/31 | -39.797 K $ | -4.96 % |
| 2026/03/31 | IEFA | ISHARES TR | 0.24% | 636.879 K $ | 7035 | 2024/12/31 | 7.527 K $ | 1.20 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.23% | 618.168 K $ | 1290 | 2024/12/31 | -20.612 K $ | -4.67 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.23% | 613.078 K $ | 2132 | 2024/12/31 | -51.108 K $ | -8.13 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.23% | 611.873 K $ | 2133 | 2024/12/31 | -56.735 K $ | -8.59 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.23% | 606.933 K $ | 2062 | 2024/12/31 | -38.077 K $ | -8.71 % |
| 2026/03/31 | TSLA | TESLA INC | 0.21% | 557.254 K $ | 1499 | 2024/12/31 | -114.927 K $ | -17.34 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.21% | 552.678 K $ | 966 | 2024/12/31 | -84.793 K $ | -13.33 % |
| 2026/03/31 | IWM | ISHARES TR | 0.20% | 540.048 K $ | 2177 | 2024/12/31 | 4.042 K $ | 0.75 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.20% | 534.179 K $ | 754 | 2024/12/31 | 102.234 K $ | 23.67 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.20% | 529.881 K $ | 1712 | 2024/12/31 | -54.043 K $ | -10.57 % |
| 2026/03/31 | DGRW | WISDOMTREE TR | 0.19% | 512.195 K $ | 5831 | 2024/12/31 | -11.756 K $ | -1.78 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.19% | 504.603 K $ | 874 | 2024/12/31 | -32.451 K $ | -6.04 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.18% | 479.300 K $ | 737 | 2024/12/31 | -23.179 K $ | -4.63 % |
| 2026/03/31 | AZN | ASTRAZENECA PLC | 0.17% | 463.861 K $ | 2352 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.16% | 428.839 K $ | 430 | 2024/12/31 | 44.651 K $ | 15.54 % |
| 2026/03/31 | SCHP | SCHWAB STRATEGIC TR | 0.15% | 387.601 K $ | 14566 | 2024/12/31 | 1.730 K $ | 0.45 % |
| 2026/03/31 | IQDG | WISDOMTREE TR | 0.14% | 374.185 K $ | 9322 | 2024/12/31 | -15.968 K $ | -3.23 % |
| 2026/03/31 | IWF | ISHARES TR | 0.13% | 347.942 K $ | 816 | 2024/12/31 | -38.270 K $ | -9.91 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.13% | 347.494 K $ | 7128 | 2024/12/31 | -35.056 K $ | -11.36 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.13% | 345.826 K $ | 4344 | 2025/12/31 | -59.306 K $ | -14.58 % |
| 2026/03/31 | IWD | ISHARES TR | 0.13% | 345.588 K $ | 1617 | 2025/06/30 | 5.371 K $ | 1.58 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.13% | 333.511 K $ | 9518 | 2024/12/31 | 20.463 K $ | 6.54 % |
| 2026/03/31 | DEM | WISDOMTREE TR | 0.12% | 317.688 K $ | 6392 | 2024/12/31 | 19.155 K $ | 6.38 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.12% | 316.762 K $ | 6310 | 2024/12/31 | 64.433 K $ | 23.25 % |
| 2026/03/31 | WMT | WALMART INC | 0.10% | 276.744 K $ | 2226 | 2025/06/30 | 28.764 K $ | 11.55 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.09% | 237.443 K $ | 258 | 2025/12/31 | -39.037 K $ | -14.41 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.09% | 236.506 K $ | 1394 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.09% | 230.072 K $ | 1112 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RWO | SPDR INDEX SHS FDS | 0.09% | 225.907 K $ | 4935 | 2024/12/31 | 3.686 K $ | 1.67 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.08% | 224.872 K $ | 919 | 2025/09/30 | 40.676 K $ | 18.10 % |
| 2026/03/31 | DISV | DIMENSIONAL ETF TRUST | 0.08% | 223.428 K $ | 5665 | 2025/09/30 | 8.157 K $ | 3.79 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.08% | 213.854 K $ | 428 | 2024/12/31 | -30.553 K $ | -12.48 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.08% | 207.628 K $ | 878 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.08% | 204.377 K $ | 621 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.08% | 200.104 K $ | 2579 | 2025/12/31 | 1.578 K $ | 0.73 % |
| 2026/03/31 | AZN | ASTRAZENECA PLC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPGI | S&P GLOBAL INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NFLX | NETFLIX INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | VTEB | VANGUARD MUN BD FDS | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |