David Kennon

David Kennon as of Dec. 31, 2023

Portfolio Holdings for David Kennon

David Kennon holds 27 positions in its portfolio as reported in the December 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) 17.5 $39M 89k 436.80
Vanguard Index Fds Total Stk Mkt (VTI) 12.2 $27M 115k 237.22
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 9.4 $21M 423k 49.44
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.6 $15M 249k 59.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.5 $15M 250k 57.96
Vanguard Index Fds Small Cp Etf (VB) 5.0 $11M 53k 213.33
Vanguard Index Fds Mid Cap Etf (VO) 4.4 $9.8M 42k 232.64
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 3.7 $8.3M 195k 42.41
RBB Us Trsry 6 Mnth (XBIL) 3.7 $8.3M 165k 49.97
Fidelity Covington Trust Int Hg Div Etf (FIDI) 3.5 $7.9M 382k 20.60
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 3.5 $7.8M 192k 40.38
Global X Fds Us Pfd Etf (PFFD) 3.2 $7.1M 366k 19.40
Vanguard Index Fds Real Estate Etf (VNQ) 2.9 $6.6M 74k 88.36
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $5.4M 152k 35.41
Ishares Tr Broad Usd High (USHY) 2.3 $5.1M 140k 36.35
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.1 $4.6M 110k 42.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.9 $4.2M 57k 73.55
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.9 $4.2M 65k 63.75
Vanguard World Fds Consum Stp Etf (VDC) 1.8 $4.1M 21k 190.96
Vanguard World Mega Cap Index (MGC) 1.6 $3.5M 21k 169.28
Ishares Jp Mrg Em Crp Bd (CEMB) 1.4 $3.1M 70k 44.13
Spdr Ser Tr Portfolio Crport (SPBO) 0.9 $1.9M 66k 29.41
Apple (AAPL) 0.7 $1.7M 8.6k 192.53
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.6 $1.3M 29k 44.02
Amazon (AMZN) 0.2 $419k 2.8k 151.94
Microsoft Corporation (MSFT) 0.1 $319k 848.00 375.82
Ishares Tr Core S&p500 Etf (IVV) 0.1 $267k 559.00 477.63