Iwamoto, Kong & Co., Inc. 13F Holdings

CIK 02812756 · IRVINE, CA

As of Sep 30, 2022, Iwamoto, Kong & Co., Inc. reported 142 positions worth $554.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US LARGE-CAP ETFSCHXEquity1,344,493$56.9K10.27%
APPLE INCAAPLTechnology269,537$37.3K6.72%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—504,703$29.2K5.26%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—1,032,635$29.0K5.24%
SCHWAB US AGGREGATE BOND ETFSCHZEquity572,796$26.0K4.68%
REGENERON PHARMACEUTICALS INCREGNHealthcare32,248$22.2K4.01%
SNAP-ON INCSNAIndustrials98,802 9.9K3.59%
PIONEER NAT RES COMPANY——78,688 7.0K3.07%
AMERICAN TOWER CORPAMTReal Estate78,130 6.8K3.02%
VANGUARD TAX-MANAGED FUNDSVEA—387,957 4.1K2.54%
AUTOMATIC DATA PROCESSING INCADPIndustrials62,011 4.0K2.53%
CINTAS CORPCTASIndustrials36,066 4.0K2.52%
ALPHABET INCGOOGLEquity145,749 3.9K2.51%
TESLA INCTSLAConsumer Cyclical52,147 3.8K2.49%
META PLATFORMS INCMETACommunication Services89,666 2.2K2.19%
ZEBRA TECHNOLOGIES CORPZBRATechnology44,111 1.6K2.08%
LOCKHEED MARTIN CORPLMTIndustrials28,897 1.2K2.01%
AMAZON.COM INCAMZNEquity95,084 0.7K1.94%
INTEL CORPINTCTechnology388,906 0.0K1.81%
MEDTRONIC PLCMDTHealthcare123,933 0.0K1.80%
EXXON MOBIL CORPXOMEnergy108,616$9.5K1.71%
SCHWAB EMERGING MARKETS EQUITY ETFSCHE—384,583$8.6K1.55%
STRYKER CORPSYKHealthcare40,493$8.2K1.48%
VANECK MORNINGSTAR WIDE MOAT ETFMOAT—134,768$8.1K1.46%
PRICE T ROWE GROUP INCTROWFinancial Services70,800$7.4K1.34%