StockDriftsStockDriftsTop 50 Kondo Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 17.03% | 317.7K | $45.2M | +1.89%(+5.91K) | $128.47(+27.47%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 12.73% | 306.2K | $33.8M | +0.49%(+1.48K) | $95.81(+28.91%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 10.43% | 465.4K | $27.7M | +6.33%(+27.70K) | $59.31(-0.86%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 9.38% | 249.5K | $24.9M | -2.90%(-7.45K) | $68.89(+51.57%) | 2026-03-31 | |
| IDEV | ISHARES TR | 8.72% | 277.3K | $23.2M | +1.35%(+3.71K) | $69.01(+29.78%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.97% | 458.8K | $15.9M | +1.03%(+4.70K) | $27.60(+42.68%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.59% | 310.1K | $14.8M | +4.28%(+12.74K) | $47.43(+0.67%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.94% | 209.4K | $10.5M | +3.23%(+6.55K) | $49.09(+1.00%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.18% | 160.1K | $8.5M | -4.05%(-6.76K) | $36.78(+49.18%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.86% | 107.1K | $7.6M | -0.07%(-79) | $62.98(+29.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.02% | +44.38% |
| Top 20 Holdings Unweighted | +9.47% | +31.17% |
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