KONDO WEALTH ADVISORS, INC. 13F Portfolio
KONDO WEALTH ADVISORS, INC. runs KONDO WEALTH ADVISORS, INC. and currently holds 75 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $299.17M. Their top holdings are ITOT, AVUV, VGIT, AVDV, IDEV. The top five represent 58.1% of reported portfolio weight. KONDO WEALTH ADVISORS, INC. ranks #855 out of 1000 investors tracked by Alpha Score. In the most recent quarter, KONDO WEALTH ADVISORS, INC. initiated 9 new positions. They added to 38 existing positions. They trimmed 21 positions. Their current best-performing preview position is CSCO with returns of +51.39%.
Portfolio Value
$299.17M
Alpha Score
23.6
#855 of 1000
Holdings
75
KONDO WEALTH ADVISORS, INC. Current 13F Holdings
Reported holdings from KONDO WEALTH ADVISORS, INC.'s latest SEC 13F filing, ranked by portfolio weight.
75 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ITOT ISHARES TR | 18.00% | $131.07 | $169.61 | +29.40% | Added +3.17% |
 AVUV AMERICAN CENTY ETF TR | 13.00% | $96.70 | $119.63 | +23.71% | Added +1.80% |
 VGIT VANGUARD SCOTTSDALE FDS | 9.79% | $58.52 | $56.70 | -3.11% | Added +6.68% |
 AVDV AMERICAN CENTY ETF TR | 8.70% | $67.47 | $108.42 | +60.69% | Added +1.25% |
 IDEV ISHARES TR | 8.60% | $67.79 | $89.20 | +31.58% | Added +4.22% |
 DFEM DIMENSIONAL ETF TRUST | 6.31% | $27.15 | $40.01 | +47.37% | Added +1.25% |
 DFSD DIMENSIONAL ETF TRUST | 5.22% | $47.17 | $46.66 | -1.08% | Added +5.46% |
 VTIP VANGUARD MALVERN FDS | 3.68% | $48.85 | $48.46 | -0.80% | Added +4.53% |
 DFUS DIMENSIONAL ETF TRUST | 2.92% | $63.76 | $84.78 | +32.96% | Trimmed -0.43% |
 DFIV DIMENSIONAL ETF TRUST | 2.83% | $35.48 | $55.43 | +56.21% | Trimmed -1.99% |
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