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Home > Institutional Investor > Kondo Wealth Advisors, Inc. > Profile

Instuitional Investor - Kondo Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Kondo Wealth Advisors, Inc.
Portfolio Value $299,167,955
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 327,735 $53,837,381 18%
2.
American Centy Etf Tr
 311,684 $38,885,824 13%
3.
Vanguard Scottsdale Funds
 VCIT 496,479 $29,282,403 9.79%
4.
American Centy Etf Tr
 252,626 $26,033,193 8.7%
5.
Ishares Tr - CORE MSCI INTL
 288,994 $25,723,508 8.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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