Titelia

Holdings of Kondo Wealth Advisors, Inc.

62 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 83.6 % of the equity sleeve

Sector breakdown

  • Technology 3.0 %
  • Consumer discretionary 1.4 %
  • Financials 1.2 %
  • Funds 1.2 %
  • Communication 1.2 %
  • Industrials 0.6 %
  • Consumer staples 0.3 %
  • Health care 0.2 %
  • Energy 0.1 %
  • Unattributed 90.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US62230.7M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P Total U.S. Stock Market ETF 317,66845.2M $
2American Century ETF Trust 306,16133.8M $
3Vanguard Scottsdale Funds 465,40427.7M $
4Avantis International Small Cap Value ETF 249,50224.9M $
5iShares Core MSCI International Developed Markets ETF 277,30323.2M $
6Vanguard Malvern Funds 209,42110.5M $
7Dimensional International Value ETF 160,1048.5M $
8Dimensional ETF Trust 107,1137.6M $
9DFA Dimensional US Marketwide Value ETF 142,9516.9M $
10Dimensional U S Small Cap ETF 65,9404.7M $
11Apple Inc 13,0683.3M $
12Cathay General Bancorp 50,4812.5M $
13Wisdomtree Trust 22,4312M $
14NVIDIA Corp 9,8491.7M $
15Vanguard Short-term Bond Etf 17,8411.4M $
16Dimensional U S Targeted Value ETF 22,0951.4M $
17Amazon.com Inc 5,6821.2M $
18Carvana Co 3,7321.2M $
19Schwab U.S. Large-Cap ETF 44,7491.1M $
20WisdomTree Trust 15,6551.1M $
21Microsoft Corp 2,8221M $
22iShares Core MSCI Emerging Markets ETF 14,7161M $
23iShares Core S&P 500 ETF 1,496977.2K $
24Vanguard Bond Index Funds 11,691902.3K $
25iShares Core S&P Small-Cap ETF 7,196894.5K $
26United Parcel Service Inc 8,483834.6K $
27WisdomTree US SmallCap Dividen 22,674814.9K $
28Marsh & McLennan Cos Inc 3,896675.8K $
29Walt Disney Co/The 6,797655.2K $
30iShares Core MSCI EAFE ETF 7,035636.9K $
31Berkshire Hathaway Inc 1,290618.2K $
32Alphabet Inc 2,132613.1K $
33Alphabet Inc 2,133611.9K $
34JPMorgan Chase & Co 2,062606.9K $
35Tesla Inc 1,499557.3K $
36Meta Platforms Inc 966552.7K $
37iShares Russell 2000 ETF 2,177540K $
38Caterpillar Inc 754534.2K $
39Broadcom Inc 1,712529.9K $
40WisdomTree Trust 5,831512.2K $
41Invesco QQQ Trust Series 1 874504.6K $
42State Street SPDR S&P 500 ETF Trust 737479.3K $
43Costco Wholesale Corp 430428.8K $
44Schwab US TIPS ETF 14,566387.6K $
45WisdomTree Trust 9,322374.2K $
46iShares Russell 1000 Growth ETF 816347.9K $
47Bank of America Corp 7,128347.5K $
48Wells Fargo & Co 4,344345.8K $
49iShares Trust 1,617345.6K $
50WisdomTree Trust 6,392317.7K $
51Verizon Communications Inc 6,310316.8K $
52Walmart Inc 2,226276.7K $
53Eli Lilly & Co 258237.4K $
54Exxon Mobil Corp 1,394236.5K $
55Chevron Corp 1,112230.1K $
56State Street SPDR Dow Jones Global Real Estate ETF 4,935225.9K $
57Johnson & Johnson 919224.9K $
58Dimensional International Smal 5,665223.4K $
59Mastercard Inc 428213.9K $
60Lowe's Cos Inc 878207.6K $
61Home Depot Inc/The 621204.4K $
62Cisco Systems, Inc. 2,579200.1K $