David Kennon

David Kennon as of June 30, 2025

Portfolio Holdings for David Kennon

David Kennon holds 36 positions in its portfolio as reported in the June 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) 24.7 $66M 116k 568.03
Vanguard Index Fds Total Stk Mkt (VTI) 12.0 $32M 106k 303.93
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 9.8 $26M 527k 49.87
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 7.2 $19M 241k 80.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.7 $15M 221k 69.09
Vanguard Index Fds Small Cp Etf (VB) 4.3 $12M 49k 236.98
Vanguard Index Fds Mid Cap Etf (VO) 4.0 $11M 38k 279.83
Fidelity Covington Trust Int Hg Div Etf (FIDI) 3.3 $8.8M 376k 23.29
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 3.2 $8.6M 211k 40.66
Vanguard World Utilities Etf (VPU) 2.6 $7.1M 40k 176.51
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $7.1M 79k 89.06
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $6.9M 161k 42.74
Vanguard World Health Car Etf (VHT) 2.0 $5.4M 22k 248.34
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.6 $4.4M 67k 65.35
Global X Fds Us Pfd Etf (PFFD) 1.6 $4.3M 230k 18.83
Ishares Tr Broad Usd High (USHY) 1.5 $4.1M 110k 37.51
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 1.5 $4.0M 97k 41.34
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.5 $4.0M 92k 43.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $3.7M 50k 73.63
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 1.1 $3.0M 63k 47.56
Vanguard World Mega Cap Index (MGC) 1.0 $2.7M 12k 224.93
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.8 $2.2M 19k 118.43
Apple (AAPL) 0.7 $1.9M 9.0k 205.17
Spdr Series Trust Portfolio Crport (SPBO) 0.6 $1.7M 59k 29.22
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.5M 7.6k 194.23
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.4 $1.1M 26k 43.63
Ishares Tr Core S&p500 Etf (IVV) 0.3 $752k 1.2k 620.72
Amazon (AMZN) 0.2 $654k 3.0k 219.39
RBB Us Trsry 6 Mnth (XBIL) 0.2 $639k 13k 50.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $446k 721.00 618.13
Microsoft Corporation (MSFT) 0.2 $420k 845.00 497.23
Ishares Jp Mrg Em Crp Bd (CEMB) 0.1 $381k 8.4k 45.44
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $334k 10k 32.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $255k 3.2k 79.51
JPMorgan Chase & Co. (JPM) 0.1 $250k 861.00 289.91
Vanguard World Mega Grwth Ind (MGK) 0.1 $217k 592.00 366.10