David Kennon

David Kennon as of June 30, 2023

Portfolio Holdings for David Kennon

David Kennon holds 27 positions in its portfolio as reported in the June 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) 16.7 $36M 88k 407.28
Vanguard Index Fds Total Stk Mkt (VTI) 12.8 $28M 125k 220.28
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 10.4 $22M 554k 40.25
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.8 $15M 268k 54.08
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.5 $14M 250k 56.08
Vanguard Index Fds Small Cp Etf (VB) 4.9 $10M 52k 198.89
Vanguard Index Fds Mid Cap Etf (VO) 4.3 $9.1M 42k 220.16
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.8 $8.2M 198k 41.45
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 3.7 $8.0M 193k 41.35
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 3.7 $7.9M 161k 49.16
Fidelity Covington Trust Int Hg Div Etf (FIDI) 3.4 $7.4M 385k 19.20
Global X Fds Us Pfd Etf (PFFD) 3.2 $6.9M 354k 19.39
Ishares Tr Broad Usd High (USHY) 2.8 $6.1M 173k 35.30
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $6.0M 72k 83.56
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $5.1M 150k 34.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $4.4M 61k 72.69
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.9 $4.1M 65k 62.27
Vanguard World Fds Consum Stp Etf (VDC) 1.9 $4.0M 21k 194.45
Vanguard World Mega Cap Index (MGC) 1.5 $3.1M 20k 156.46
Ishares Jp Mrg Em Crp Bd (CEMB) 1.4 $2.9M 68k 43.37
Spdr Ser Tr Portfolio Crport (SPBO) 0.9 $2.0M 69k 28.87
Apple (AAPL) 0.8 $1.7M 8.7k 193.97
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.7 $1.4M 33k 43.09
RBB Us Trsry 6 Mnth (XBIL) 0.3 $556k 11k 50.17
Amazon (AMZN) 0.2 $368k 2.8k 130.36
Ishares Tr Core S&p500 Etf (IVV) 0.1 $314k 704.00 445.71
Microsoft Corporation (MSFT) 0.1 $306k 899.00 340.54