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David Kennon

Latest statistics and disclosures from David Kennon's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VTI, VUSB, ONEQ, VXUS, and represent 52.80% of David Kennon's stock portfolio.
Added to shares of these 10 stocks: VUSB, VXUS, GCOR, ULST, PFFD, VB, VHT, USHY, VNQ, SHYG.
Reduced shares in these 8 stocks: VTI, BND, XBIL, SPHD, MGC, SPBO, AGGY, VDC.
David Kennon was a net buyer of stock by $2.0M.
David Kennon has $254M in assets under management (AUM), dropping by 6.66%.
Central Index Key (CIK): 0001954126

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Portfolio Holdings for David Kennon

David Kennon holds 34 positions in its portfolio as reported in the September 2024 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)	18.1	$46M		87k	527.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	12.2	$31M		110k	283.16	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	8.8	$22M	+2%	447k	49.94	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	7.1	$18M		250k	71.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.7	$17M		262k	64.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.6	$12M		50k	237.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.0	$10M		39k	263.83	View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI)	3.3	$8.3M		381k	21.76	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	3.2	$8.2M	+2%	194k	42.50	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	3.2	$8.0M	+2%	197k	40.78	View chart
Global X Fds Us Pfd Etf (PFFD)	3.1	$8.0M	+2%	385k	20.78	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.0	$7.5M		77k	97.42	View chart
Vanguard World Utilities Etf (VPU)	2.7	$6.8M		39k	174.05	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.6	$6.6M		159k	41.28	View chart
Vanguard World Health Car Etf (VHT)	2.1	$5.4M	+2%	19k	282.20	View chart
Ishares Tr Broad Usd High (USHY)	2.1	$5.3M		140k	37.65	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.0	$5.0M	+2%	114k	43.42	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.7	$4.4M		66k	66.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$3.8M	-2%	51k	75.11	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	1.4	$3.6M		71k	50.57	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	1.3	$3.3M		73k	46.00	View chart
Vanguard World Mega Cap Index (MGC)	1.0	$2.5M		12k	206.64	View chart
Apple (AAPL)	0.8	$2.1M		9.0k	233.00	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.7	$1.9M	+3%	17k	109.56	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.7	$1.8M		61k	30.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.3M	+2%	6.6k	189.80	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.5	$1.2M		27k	44.71	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.3	$676k	-7%	14k	50.20	View chart
Amazon (AMZN)	0.2	$552k		3.0k	186.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$414k		721.00	573.66	View chart
Microsoft Corporation (MSFT)	0.2	$402k		935.00	430.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$400k		693.00	576.82	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$329k		10k	32.15	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$276k		1.3k	218.48	View chart

Past Filings by David Kennon

SEC 13F filings are viewable for David Kennon going back to 2022

David Kennon 2024 Q3 filed Oct. 22, 2024
David Kennon 2024 Q2 filed July 25, 2024
David Kennon 2024 Q1 filed May 6, 2024
David Kennon 2023 Q4 filed Jan. 23, 2024
David Kennon 2023 Q3 filed Nov. 7, 2023
David Kennon 2023 Q2 filed July 31, 2023
David Kennon 2023 Q1 filed May 10, 2023
David Kennon 2022 Q4 filed Feb. 14, 2023
David Kennon 2022 Q3 filed Nov. 14, 2022

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