0001172661-25-002441.txt : 20250611 0001172661-25-002441.hdr.sgml : 20250611 20250611110857 ACCESSION NUMBER: 0001172661-25-002441 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250611 DATE AS OF CHANGE: 20250611 EFFECTIVENESS DATE: 20250611 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kondo Wealth Advisors, Inc. CENTRAL INDEX KEY: 0002070929 ORGANIZATION NAME: EIN: 472800936 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25636 FILM NUMBER: 251039259 BUSINESS ADDRESS: STREET 1: 921 EAST GREEN STREET CITY: PASADENA STATE: CA ZIP: 91106 BUSINESS PHONE: 6264497783 MAIL ADDRESS: STREET 1: 921 EAST GREEN STREET CITY: PASADENA STATE: CA ZIP: 91106 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002070929 XXXXXXXX 03-31-2025 03-31-2025 false Kondo Wealth Advisors, Inc.

921 EAST GREEN STREET PASADENA CA 91106

13F HOLDINGS REPORT 028-25636 000175347 801-96308 N Joanie R. Morioka 626-449-7783 /s/ Joanie R. Morioka PASADENA CA 06-11-2025 0 61 202841489 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 310585 1988 SH SOLE 0 0 1988 ALPHABET INC CAP STK CL A 02079K305 312991 2024 SH SOLE 0 0 2024 AMAZON COM INC COM 023135106 1014085 5330 SH SOLE 0 0 5330 AMERICAN CENTY ETF TR US SML CP VALU 025072877 22072133 253207 SH SOLE 0 0 253207 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 16552123 237339 SH SOLE 0 0 237339 APPLE INC COM 037833100 2677366 12051 SH SOLE 0 0 12051 BANK AMERICA CORP COM 060505104 234606 5622 SH SOLE 0 0 5622 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 468671 880 SH SOLE 0 0 880 BROADCOM INC COM 11135F101 214645 1282 SH SOLE 0 0 1282 CARVANA CO CL A 146869102 664038 3176 SH SOLE 0 0 3176 CATERPILLAR INC COM 149123101 243062 737 SH SOLE 0 0 737 CATHAY GEN BANCORP COM 149150104 2258860 52495 SH SOLE 0 0 52495 COSTCO WHSL CORP NEW COM 22160K105 312897 330 SH SOLE 0 0 330 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 4022571 67322 SH SOLE 0 0 67322 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 10454778 395115 SH SOLE 0 0 395115 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 6102613 148084 SH SOLE 0 0 148084 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 11891606 250243 SH SOLE 0 0 250243 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1211611 23531 SH SOLE 0 0 23531 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 265623 9436 SH SOLE 0 0 9436 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 7121106 180921 SH SOLE 0 0 180921 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 6812740 112644 SH SOLE 0 0 112644 DISNEY WALT CO COM 254687106 714079 7233 SH SOLE 0 0 7233 ELI LILLY & CO COM 532457108 204928 248 SH SOLE 0 0 248 INVESCO QQQ TR UNIT SER 1 46090E103 369159 787 SH SOLE 0 0 787 ISHARES INC CORE MSCI EMKT 46434G103 721687 13372 SH SOLE 0 0 13372 ISHARES TR CORE S&P SCP ETF 464287804 727389 6956 SH SOLE 0 0 6956 ISHARES TR CORE S&P TTL STK 464287150 34042074 279009 SH SOLE 0 0 279009 ISHARES TR CORE MSCI EAFE 46432F842 416378 5504 SH SOLE 0 0 5504 ISHARES TR RUSSELL 2000 ETF 464287655 449509 2253 SH SOLE 0 0 2253 ISHARES TR CORE MSCI INTL 46435G326 16526543 239897 SH SOLE 0 0 239897 ISHARES TR CORE S&P500 ETF 464287200 679899 1210 SH SOLE 0 0 1210 ISHARES TR ESG AWRE 1 5 YR 46435G243 3331417 133310 SH SOLE 0 0 133310 JPMORGAN CHASE & CO. COM 46625H100 331499 1351 SH SOLE 0 0 1351 MARSH & MCLENNAN COS INC COM 571748102 969775 3974 SH SOLE 0 0 3974 MASTERCARD INCORPORATED CL A 57636Q104 230759 421 SH SOLE 0 0 421 META PLATFORMS INC CL A 30303M102 425354 738 SH SOLE 0 0 738 MICROSOFT CORP COM 594918104 1094463 2914 SH SOLE 0 0 2914 MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205 1700130 24661 SH SOLE 0 0 24661 MORGAN STANLEY ETF TRUST CALVERT INTERNAT 61774R106 1048727 18114 SH SOLE 0 0 18114 NETFLIX INC COM 64110L106 283490 304 SH SOLE 0 0 304 NVIDIA CORPORATION COM 67066G104 1053345 9719 SH SOLE 0 0 9719 PROCTER AND GAMBLE CO COM 742718109 225672 1324 SH SOLE 0 0 1324 S&P GLOBAL INC COM 78409V104 241348 475 SH SOLE 0 0 475 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 959354 43449 SH SOLE 0 0 43449 SCHWAB STRATEGIC TR US TIPS ETF 808524870 433790 16132 SH SOLE 0 0 16132 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 224806 5151 SH SOLE 0 0 5151 SPDR S&P 500 ETF TR TR UNIT 78462F103 418553 748 SH SOLE 0 0 748 SPOTIFY TECHNOLOGY S A SHS L8681T102 205160 373 SH SOLE 0 0 373 TESLA INC COM 88160R101 246461 951 SH SOLE 0 0 951 UNITED PARCEL SERVICE INC CL B 911312106 1034971 9409 SH SOLE 0 0 9409 VANGUARD BD INDEX FDS INTERMED TERM 921937819 944721 12338 SH SOLE 0 0 12338 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1466626 18735 SH SOLE 0 0 18735 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8674068 173828 SH SOLE 0 0 173828 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 21637587 364268 SH SOLE 0 0 364268 VERIZON COMMUNICATIONS INC COM 92343V104 305182 6728 SH SOLE 0 0 6728 WISDOMTREE TR INTL QULTY DIV 97717X131 443146 12420 SH SOLE 0 0 12420 WISDOMTREE TR US QTLY DIV GRT 97717X669 645908 8088 SH SOLE 0 0 8088 WISDOMTREE TR US SMALLCAP DIVD 97717W604 783523 24515 SH SOLE 0 0 24515 WISDOMTREE TR EMER MKT HIGH FD 97717W315 289876 6888 SH SOLE 0 0 6888 WISDOMTREE TR US LARGECAP DIVD 97717W307 2064695 26012 SH SOLE 0 0 26012 WISDOMTREE TR INTL EQUITY FD 97717W703 1056728 18170 SH SOLE 0 0 18170