David Kennon

David Kennon as of March 31, 2025

Portfolio Holdings for David Kennon

David Kennon holds 36 positions in its portfolio as reported in the March 2025 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) 17.4 $44M 85k 513.91
Vanguard Index Fds Total Stk Mkt (VTI) 11.7 $30M 107k 274.84
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 10.3 $26M 521k 49.85
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.6 $17M 269k 62.10
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.3 $16M 233k 68.06
Vanguard Index Fds Small Cp Etf (VB) 4.3 $11M 49k 221.75
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $9.8M 38k 258.62
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 3.7 $9.2M 223k 41.22
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 3.4 $8.5M 209k 40.65
Fidelity Covington Trust Int Hg Div Etf (FIDI) 3.3 $8.2M 383k 21.44
Global X Fds Us Pfd Etf (PFFD) 3.2 $8.0M 421k 19.04
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $7.1M 79k 90.54
Vanguard World Utilities Etf (VPU) 2.7 $6.9M 40k 170.81
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.5 $6.4M 161k 39.37
Vanguard World Health Car Etf (VHT) 2.2 $5.5M 21k 264.73
Ishares Tr Broad Usd High (USHY) 2.1 $5.3M 143k 36.81
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.0 $5.0M 118k 42.52
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.7 $4.3M 67k 64.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.5 $3.8M 52k 73.45
Ishares Jp Mrg Em Crp Bd (CEMB) 1.3 $3.3M 74k 45.18
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 1.3 $3.2M 64k 50.23
Vanguard World Mega Cap Index (MGC) 1.0 $2.4M 12k 201.39
Apple (AAPL) 0.8 $2.0M 9.1k 222.13
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.8 $1.9M 18k 106.32
Spdr Ser Tr Portfolio Crport (SPBO) 0.7 $1.7M 59k 29.03
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.4M 7.3k 188.16
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $1.1M 26k 43.43
Ishares Tr Core S&p500 Etf (IVV) 0.3 $694k 1.2k 561.88
RBB Us Trsry 6 Mnth (XBIL) 0.3 $661k 13k 50.17
Amazon (AMZN) 0.2 $567k 3.0k 190.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $403k 721.00 559.53
Microsoft Corporation (MSFT) 0.1 $317k 845.00 375.23
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $291k 10k 28.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $242k 3.1k 78.94
Eli Lilly & Co. (LLY) 0.1 $226k 273.00 826.91
JPMorgan Chase & Co. (JPM) 0.1 $224k 911.00 245.30