David Kennon

David Kennon as of Sept. 30, 2023

Portfolio Holdings for David Kennon

David Kennon holds 27 positions in its portfolio as reported in the September 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 $35M 89k 392.93
Vanguard Index Fds Total Stk Mkt (VTI) 12.6 $26M 124k 212.41
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 10.3 $22M 536k 40.27
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.8 $14M 271k 52.01
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.5 $14M 253k 53.54
Vanguard Index Fds Small Cp Etf (VB) 4.8 $10M 53k 189.19
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $8.8M 42k 208.30
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 4.1 $8.6M 174k 49.19
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.9 $8.2M 199k 41.03
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 3.7 $7.6M 195k 39.20
Fidelity Covington Trust Int Hg Div Etf (FIDI) 3.4 $7.1M 385k 18.55
Global X Fds Us Pfd Etf (PFFD) 3.2 $6.7M 357k 18.81
Ishares Tr Broad Usd High (USHY) 2.9 $6.0M 173k 34.72
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $5.5M 73k 75.71
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $5.1M 152k 33.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $4.2M 61k 69.78
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.8 $3.9M 65k 59.17
Vanguard World Fds Consum Stp Etf (VDC) 1.8 $3.8M 21k 182.76
Vanguard World Mega Cap Index (MGC) 1.5 $3.2M 21k 151.87
Ishares Jp Mrg Em Crp Bd (CEMB) 1.4 $2.9M 68k 42.29
Spdr Ser Tr Portfolio Crport (SPBO) 0.9 $1.9M 69k 27.58
Apple (AAPL) 0.7 $1.5M 8.6k 171.21
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.6 $1.4M 33k 41.51
RBB Us Trsry 6 Mnth (XBIL) 0.4 $835k 17k 50.15
Amazon (AMZN) 0.2 $351k 2.8k 127.12
Ishares Tr Core S&p500 Etf (IVV) 0.1 $302k 704.00 429.43
Microsoft Corporation (MSFT) 0.1 $268k 848.00 315.56