David Kennon

David Kennon as of March 31, 2023

Portfolio Holdings for David Kennon

David Kennon holds 32 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.6 $32M 85k 376.07
Vanguard Index Fds Total Stk Mkt (VTI) 12.8 $26M 128k 204.10
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 10.8 $22M 551k 40.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.5 $13M 243k 55.21
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.2 $13M 264k 47.95
Vanguard Index Fds Small Cp Etf (VB) 4.8 $9.8M 52k 189.56
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $8.6M 41k 210.92
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.1 $8.3M 200k 41.68
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 3.9 $8.1M 191k 42.21
Fidelity Covington Trust Int Hg Div Etf (FIDI) 3.5 $7.3M 383k 18.95
Global X Fds Us Pfd Etf (PFFD) 3.4 $6.9M 347k 19.86
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 3.2 $6.5M 132k 49.24
Ishares Tr Broad Usd High (USHY) 2.9 $6.0M 169k 35.55
Vanguard Index Fds Real Estate Etf (VNQ) 2.9 $5.8M 70k 83.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.4 $5.0M 68k 73.83
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $5.0M 146k 34.13
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.0 $4.0M 64k 62.31
Vanguard World Fds Consum Stp Etf (VDC) 1.9 $3.9M 20k 193.52
Ishares Jp Mrg Em Crp Bd (CEMB) 1.4 $2.8M 65k 43.56
Vanguard World Mega Cap Index (MGC) 1.4 $2.8M 19k 143.14
Spdr Ser Tr Portfolio Crport (SPBO) 1.1 $2.2M 74k 29.25
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.8 $1.6M 36k 43.69
Apple (AAPL) 0.7 $1.4M 8.7k 164.90
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $486k 6.4k 76.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $402k 6.9k 58.54
Amazon (AMZN) 0.1 $286k 2.8k 103.29
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $272k 8.9k 30.43
Microsoft Corporation (MSFT) 0.1 $249k 865.00 288.30
Ishares Tr Core S&p500 Etf (IVV) 0.1 $237k 576.00 411.08
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.1 $209k 7.8k 26.88
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $203k 3.2k 62.70
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.1 $202k 8.5k 23.84