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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 53.50% of David Kennon's stock portfolio.
Added to shares of these 10 stocks: VUSB, ULST, XBIL, GCOR, JPM, VXUS, MGK, PFFD, VHT, SHYG.
Started 2 new stock positions in JPM, MGK.
Reduced shares in these 8 stocks: VTI, ONEQ, VOO, SPHD, VDC, AGGY, SPBO, AAPL.
David Kennon was a net buyer of stock by $2.8M.
David Kennon has $254M in assets under management (AUM), dropping by -0.17%.
Central Index Key (CIK): 0001954126

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Positions held by David Kennon consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for David Kennon

David Kennon holds 36 positions in its portfolio as reported in the December 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)	18.4	$47M		87k	538.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	12.3	$31M		107k	289.81	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	9.1	$23M	+4%	467k	49.62	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	7.5	$19M		249k	76.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.2	$16M		266k	58.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.7	$12M		50k	240.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.0	$10M		39k	264.13	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	3.3	$8.3M	+4%	206k	40.41	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	3.2	$8.1M	+3%	200k	40.33	View chart
Global X Fds Us Pfd Etf (PFFD)	3.0	$7.7M	+2%	393k	19.51	View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI)	3.0	$7.5M		386k	19.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.7	$6.9M		78k	89.08	View chart
Vanguard World Utilities Etf (VPU)	2.5	$6.4M		39k	163.42	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.4	$6.2M		161k	38.37	View chart
Ishares Tr Broad Usd High (USHY)	2.1	$5.3M		143k	36.79	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.0	$5.0M	+3%	118k	42.61	View chart
Vanguard World Health Car Etf (VHT)	2.0	$5.0M	+3%	20k	253.69	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.7	$4.2M		67k	63.15	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$3.7M	+3%	52k	71.91	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	1.3	$3.4M		70k	48.31	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	1.3	$3.3M		74k	44.38	View chart
Vanguard World Mega Cap Index (MGC)	1.0	$2.6M		12k	212.66	View chart
Apple (AAPL)	0.9	$2.3M		9.0k	250.42	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.8	$2.0M		18k	112.06	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.7	$1.7M		60k	28.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.3M	+3%	6.9k	185.13	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.5	$1.2M		27k	42.92	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.4	$945k	+40%	19k	50.03	View chart
Amazon (AMZN)	0.3	$649k		3.0k	219.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$423k		721.00	586.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$408k		693.00	588.68	View chart
Microsoft Corporation (MSFT)	0.2	$394k		935.00	421.30	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$327k		10k	31.95	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$241k	-9%	1.1k	211.38	View chart
JPMorgan Chase & Co. (JPM)	0.1	$218k	NEW	911.00	239.71	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$203k	NEW	591.00	343.54	View chart

Past Filings by David Kennon

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

David Kennon 2024 Q4 filed Jan. 23, 2025
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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