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Joanie R. Morioka

Kondo Wealth Advisors, Inc.

Assets Managed
$265.61M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
1mo 27d ago
Growth Rate
1.65%(2Q avg: 3.53%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kondo Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Kondo Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 265.61M in assets, with a quarterly growth rate of 1.65% and a 2-quarter average growth rate of 3.53%. The portfolio is managed by Joanie R. Morioka, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.9%
17.04%
$45.246M
317,668 shares@ $142.44 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.49%
12.74%
$33.822M
306,161 shares@ $110.48 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 6.33%
10.44%
$27.715M
465,404 shares@ $59.56 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -2.89%
9.39%
$24.915M
249,502 shares@ $99.87 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 1.36%
8.73%
$23.174M
277,303 shares@ $83.58 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 1.04%
5.97%
$15.85M
458,758 shares@ $34.56 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 4.29%
5.6%
$14.848M
310,103 shares@ $47.89 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 3.23%
3.94%
$10.461M
209,421 shares@ $49.96 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -4.04%
3.19%
$8.45M
160,104 shares@ $52.79 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -0.07%
2.86%
$7.596M
107,113 shares@ $70.92 avg price

1-10 of 69