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Disclosed positions
Kondo Wealth Advisors, Inc.: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- ITOT
- Class
- CORE S&P TTL STK
- Reported value
- $53,837,381
- Reported amount
- 327,735
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002722Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | ITOT | CORE S&P TTL STK | $53,837,381 | 327,735 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $38,885,824 | 311,684 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $29,282,403 | 496,479 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $26,033,193 | 252,626 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $25,723,508 | 288,994 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $18,877,767 | 464,509 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $15,616,065 | 327,035 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $10,996,090 | 218,914 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $8,739,193 | 106,652 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $8,476,755 | 156,917 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $7,726,586 | 140,456 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $5,405,595 | 65,648 | SH | None |
| APPLE INC | AAPL | COM | $3,811,799 | 13,171 | SH | None |
| CATHAY GEN BANCORP | CATY | COM | $3,129,379 | 50,482 | SH | None |
| CARVANA CO | CVNA | CL A | $2,961,439 | 44,993 | SH | None |
| WISDOMTREE TR | DLN | US LARGECAP DIVD | $2,122,097 | 22,030 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,054,324 | 10,267 | SH | None |
| ISHARES TR | SUSB | ESG AWRE 1 5 YR | $1,780,613 | 71,253 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $1,551,662 | 22,198 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $1,431,353 | 18,370 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,364,974 | 5,727 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $1,316,963 | 44,749 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $1,209,897 | 14,605 | SH | None |
| WISDOMTREE TR | DWM | INTL EQUITY FD | $1,128,440 | 15,412 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,122,865 | 1,499 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,119,107 | 2,999 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,067,239 | 7,196 | SH | None |
| WISDOMTREE TR | DES | US SMALLCAP DIVD | $920,353 | 22,622 | SH | None |
| UNITED PARCEL SVCS INC | UPS | CL B | $914,248 | 8,504 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $899,367 | 11,725 | SH | None |
| CATERPILLAR INC | CAT | COM | $810,389 | 761 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $805,869 | 2,255 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $771,672 | 2,184 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $695,350 | 944 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $684,537 | 2,090 | SH | None |
| MORGAN STANLEY ETF TRUST | CVIE | CALVE INDEX ETF | $683,487 | 8,039 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $679,440 | 7,035 | SH | None |
| BROADCOM INC | AVGO | COM | $669,751 | 1,773 | SH | None |
| TESLA INC | TSLA | COM | $659,080 | 1,567 | SH | None |
| DISNEY WALT CO | DIS | COM | $649,594 | 6,748 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $647,235 | 2,154 | SH | None |
| MARSH & MCLENNAN COS INC | MRSH | COM | $643,846 | 3,863 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $629,490 | 1,258 | SH | None |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $551,941 | 5,772 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $550,369 | 737 | SH | None |
| MORGAN STANLEY ETF TRUST | CVLC | CALVERT US LARCP | $519,762 | 5,501 | SH | None |
| META PLATFORMS INC | META | CL A | $494,006 | 877 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $446,710 | 387 | SH | None |
| ASTRAZENECA PLC | AZN | ORD | $445,796 | 2,351 | SH | None |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $406,959 | 15,356 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.