Kondo Wealth Advisors, Inc.

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Joanie R. Morioka - COO/CCO
Location
Pasadena, CA
Holdings as of
December 31, 2024
Value $
$197M
Num holdings
60
Date filed
6/11/2025, 11:04 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included ITOT, AVUV, VGIT, IDEV, and AVDV.
Next filing
Q1 2025 - Jun 11, 2025
SEC
View on sec.gov
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Joanie R. Morioka COO/CCO Pasadena, California 6/11/2025