Kondo Wealth Advisors, Inc.

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title: Joanie R. Morioka - COO/CCO
Location: Pasadena, CA
Holdings as of: March 31, 2025
Value $: $203M
Num holdings: 61
Date filed: 6/11/2025, 11:08 AM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included ITOT, AVUV, VGIT, AVDV, and IDEV.
Previous filing: Q4 2024 - Jun 11, 2025
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Value Change $	Value $	* Price $	Shares
ITOT	16.8%	+0.77%	Ishares Tr	CORE S&P TTL STK	+12.9K	+$1.57M	$34M	122.01	279K
AVUV	10.9%	+0.77%	American Centy Etf Tr	US SML CP VALU	+17.9K	+$1.56M	$22.1M	87.17	253K
VGIT	10.7%	+0.9%	Vanguard Scottsdale Fds	INTER TERM TREAS	+30.9K	+$1.84M	$21.6M	59.40	364K
AVDV	8.16%	+0.67%	American Centy Etf Tr	INTL SMCP VLU	+19.6K	+$1.37M	$16.6M	69.74	237K
IDEV	8.15%	+0.65%	Ishares Tr	CORE MSCI INTL	+19.1K	+$1.31M	$16.5M	68.89	240K
DFSD	5.86%	+0.44%	Dimensional Etf Trust	SHORT DURATION F	+18.6K	+$886K	$11.9M	47.52	250K
DFEM	5.15%	+0.39%	Dimensional Etf Trust	EMERGING MKTS CO	+29.7K	+$785K	$10.5M	26.46	395K
VTIP	4.28%	+0.32%	Vanguard Malvern Fds	STRM INFPROIDX	+13K	+$647K	$8.67M	49.90	174K
DFIV	3.51%	-0.04%	Dimensional Etf Trust	INTERNATNAL VAL	-2.09K	-$82.2K	$7.12M	39.36	181K
DFUS	3.36%	-0.06%	Dimensional Etf Trust	US EQUITY MARKET	-2K	-$121K	$6.81M	60.48	113K
DFUV	3.01%	-0.03%	Dimensional Etf Trust	US MKTWIDE VALUE	-1.24K	-$51.1K	$6.1M	41.21	148K
DFAS	1.98%	0%	Dimensional Etf Trust	US SMALL CAP ETF	-144	-$8.6K	$4.02M	59.75	67.3K
SUSB	1.64%	-0.21%	Ishares Tr	ESG AWRE 1 5 YR	-17.3K	-$432K	$3.33M	24.99	133K
AAPL	1.32%	+0.06%	Apple Inc	COM	+524	+$116K	$2.68M	222.17	12.1K
CATY	1.11%	-0.01%	Cathay Gen Bancorp	COM	-567	-$24.4K	$2.26M	43.03	52.5K
DLN	1.02%	-0.02%	Wisdomtree Tr	US LARGECAP DIVD	-579	-$46K	$2.06M	79.37	26K
CVLC	0.84%	-0.23%	Morgan Stanley Etf Trust	CALVERT US LARCP	-6.72K	-$463K	$1.7M	68.94	24.7K
BSV	0.72%	-0.03%	Vanguard Bd Index Fds	SHORT TRM BOND	-813	-$63.6K	$1.47M	78.28	18.7K
DFAT	0.6%	-0.03%	Dimensional Etf Trust	US TARGETED VLU	-1.36K	-$70.1K	$1.21M	51.49	23.5K
MSFT	0.54%	+0.08%	Microsoft Corp	COM	+428	+$161K	$1.09M	375.59	2.91K
DWM	0.52%	+0.01%	Wisdomtree Tr	INTL EQUITY FD	+176	+$10.2K	$1.06M	58.16	18.2K
NVDA	0.52%	-0.01%	Nvidia Corporation	COM	-249	-$27K	$1.05M	108.38	9.72K
CVIE	0.52%	-0.1%	Morgan Stanley Etf Trust	CALVERT INTERNAT	-3.55K	-$205K	$1.05M	57.90	18.1K
UPS	0.51%	-0.03%	United Parcel Service Inc	CL B	-530	-$58.3K	$1.03M	110.00	9.41K
AMZN	0.5%	+0.02%	Amazon Com Inc	COM	+183	+$34.8K	$1.01M	190.26	5.33K
MMC	0.48%	-0.04%	Marsh & Mclennan Cos Inc	COM	-371	-$90.5K	$970K	244.03	3.97K
SCHX	0.47%		Schwab Strategic Tr	US LRG CAP ETF			$959K	22.08	43.4K
BIV	0.47%	+0.01%	Vanguard Bd Index Fds	INTERMED TERM	+324	+$24.8K	$945K	76.57	12.3K
DES	0.39%	-0.01%	Wisdomtree Tr	US SMALLCAP DIVD	-694	-$22.2K	$784K	31.96	24.5K
IJR	0.36%		Ishares Tr	CORE S&P SCP ETF			$727K	104.57	6.96K
IEMG	0.36%	0%	Ishares Inc	CORE MSCI EMKT	-147	-$7.93K	$722K	53.97	13.4K
DIS	0.35%	+0%	Disney Walt Co	COM	+47	+$4.64K	$714K	98.73	7.23K
IVV	0.34%	0%	Ishares Tr	CORE S&P500 ETF	-3	-$1.69K	$680K	561.90	1.21K
CVNA	0.33%	-0.03%	Carvana Co	CL A	-277	-$57.9K	$664K	209.08	3.18K
DGRW	0.32%	-0.06%	Wisdomtree Tr	US QTLY DIV GRT	-1.41K	-$112K	$646K	79.86	8.09K
BRKB	0.23%	+0.01%	Berkshire Hathaway Inc Del	CL B NEW	+36	+$19.2K	$469K	532.58	880
IWM	0.22%	-0.02%	Ishares Tr	RUSSELL 2000 ETF	-169	-$33.7K	$450K	199.52	2.25K
IQDG	0.22%	-0.02%	Wisdomtree Tr	INTL QULTY DIV	-1.17K	-$41.7K	$443K	35.68	12.4K
SCHP	0.21%	-0.05%	Schwab Strategic Tr	US TIPS ETF	-3.88K	-$104K	$434K	26.89	16.1K
META	0.21%	+0.01%	Meta Platforms Inc	CL A	+23	+$13.3K	$425K	576.36	738
SPY	0.21%	-0.01%	Spdr S&P 500 Etf Tr	TR UNIT	-21	-$11.8K	$419K	559.56	748
IEFA	0.21%		Ishares Tr	CORE MSCI EAFE			$416K	75.65	5.5K
QQQ	0.18%	-0.02%	Invesco Qqq Tr	UNIT SER 1	-80	-$37.5K	$369K	469.07	787
JPM	0.16%	+0%	Jpmorgan Chase & Co.	COM	+32	+$7.85K	$331K	245.37	1.35K
GOOGL	0.15%	+0.01%	Alphabet Inc	CAP STK CL A	+82	+$12.7K	$313K	154.64	2.02K
COST	0.15%	+0%	Costco Whsl Corp New	COM	+6	+$5.69K	$313K	948.17	330
GOOG	0.15%	+0%	Alphabet Inc	CAP STK CL C	+27	+$4.22K	$311K	156.23	1.99K
VZ	0.15%	+0%	Verizon Communications Inc	COM	+25	+$1.13K	$305K	45.36	6.73K
DEM	0.14%	+0%	Wisdomtree Tr	EMER MKT HIGH FD	+101	+$4.25K	$290K	42.08	6.89K
NFLX	0.14%	+0.01%	Netflix Inc	COM	+17	+$15.9K	$283K	932.53	304

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Filing 2025 Q1 compared to 2024 Q4 by default.

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* 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