David Kennon

David Kennon as of Sept. 30, 2025

Portfolio Holdings for David Kennon

David Kennon holds 36 positions in its portfolio as reported in the September 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) 25.2 $70M 114k 612.38
Vanguard Index Fds Total Stk Mkt (VTI) 12.2 $34M 103k 328.17
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 9.2 $25M 509k 49.99
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 7.6 $21M 238k 89.13
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.7 $16M 216k 73.46
Vanguard Index Fds Small Cp Etf (VB) 4.4 $12M 48k 254.28
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $11M 37k 293.74
Fidelity Covington Trust Int Hg Div Etf (FIDI) 3.2 $8.9M 366k 24.47
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 3.0 $8.2M 202k 40.69
Vanguard World Utilities Etf (VPU) 2.7 $7.5M 40k 189.41
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.7 $7.4M 158k 46.81
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $7.2M 79k 91.42
Vanguard World Health Car Etf (VHT) 2.1 $5.7M 22k 259.60
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.6 $4.4M 66k 66.90
Global X Fds Us Pfd Etf (PFFD) 1.5 $4.2M 219k 19.43
Ishares Tr Broad Usd High (USHY) 1.5 $4.0M 107k 37.78
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 1.4 $3.8M 92k 41.78
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.4 $3.8M 89k 43.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $3.4M 46k 74.37
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 1.1 $3.0M 60k 49.45
Vanguard World Mega Cap Index (MGC) 1.0 $2.9M 12k 244.09
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.9 $2.4M 19k 128.38
Apple (AAPL) 0.8 $2.3M 9.0k 254.64
Spdr Series Trust Portfolio Crport (SPBO) 0.6 $1.7M 57k 29.63
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.6M 7.7k 203.59
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.4 $1.1M 26k 44.27
Ishares Tr Core S&p500 Etf (IVV) 0.3 $812k 1.2k 669.45
Amazon (AMZN) 0.2 $620k 2.8k 219.57
Vanguard World Mega Grwth Ind (MGK) 0.2 $597k 1.5k 402.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $481k 721.00 666.60
RBB Us Trsry 6 Mnth (XBIL) 0.2 $470k 9.4k 50.20
Microsoft Corporation (MSFT) 0.2 $438k 845.00 517.80
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $362k 10k 35.43
Ishares Jp Mrg Em Crp Bd (CEMB) 0.1 $303k 6.6k 46.22
JPMorgan Chase & Co. (JPM) 0.1 $272k 861.00 315.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $211k 2.6k 79.92