David Kennon

David Kennon as of Dec. 31, 2024

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