Holdings
Kondo Wealth Advisors, Inc.
As of Sep 30, 2026, Kondo Wealth Advisors, Inc. reported 69 positions worth US$293M. Largest: iShares Core S&P Total U.S. Stock Market ETF, Avantis U.S. Small Cap Value ETF and Vanguard Intermediate-Term Treasury ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF | 329K | US$54.8M | new | Sep 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 309K | US$36.4M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Treasury ETF | 518K | US$29.3M | new | Sep 30, 2026 |
| Avantis International Small Cap Value ETF | 254K | US$27.7M | new | Sep 30, 2026 |
| iShares Core MSCI International Developed Markets ETF | 293K | US$26.2M | new | Sep 30, 2026 |
| Dimensional Emerging Markets Core Equity 2 ETF | 467K | US$18.5M | new | Sep 30, 2026 |
| Dimensional Short-Duration Fixed Income ETF | 339K | US$15.7M | new | Sep 30, 2026 |
| Vanguard Short-Term Inflation-Protected Securities ETF | 224K | US$11M | new | Sep 30, 2026 |
| Dimensional U.S. Equity Market ETF | 106K | US$8.8M | new | Sep 30, 2026 |
| Dimensional International Value ETF | 153K | US$8.55M | new | Sep 30, 2026 |