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Kondo Wealth Advisors, Inc.

All holdings · as of Dec 31, 2025

71 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$382.1K14,4230.1%
VANGUARD MUN BD FDS$351.8K6,9960.1%
ISHARES TR$339.4K1,6130.1%
DIMENSIONAL ETF TRUST$313.0K9,5180.1%
BANK OF AMERICA CORP /DE$308.6K5,6090.1%
WISDOMTREE TR$300.3K6,4280.1%
COSTCO WHOLESALE CORP /NEW$287.4K3330.1%
VERIZON COMMUNICATIONS INC$277.1K6,8040.1%
Netflix Inc$275.9K2,9430.1%
ELI LILLY & Co$271.0K2520.1%
Walmart Inc.$249.1K2,2350.1%
Mastercard Inc$244.9K4290.1%
AMERICAN EXPRESS CO$239.4K6470.1%
S&P Global Inc.$237.3K4540.1%
INTERNATIONAL BUSINESS MACHINES CORP$228.4K7710.1%
JOHNSON & JOHNSON$224.7K1,0850.1%
SPDR INDEX SHS FDS$221.4K4,9150.1%
ASTRAZENECA PLC$221.1K2,4050.1%
CISCO SYSTEMS, INC.$217.1K2,8190.1%
DIMENSIONAL ETF TRUST$215.3K5,6650.1%
THE GOLDMAN SACHS GROUP, INC.$203.9K2320.1%
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