David Kennon

David Kennon as of Dec. 31, 2025

Portfolio Holdings for David Kennon

David Kennon holds 38 positions in its portfolio as reported in the December 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) 24.9 $70M 112k 627.13
Vanguard Index Fds Total Stk Mkt (VTI) 12.2 $34M 102k 335.27
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 7.5 $21M 231k 91.40
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 6.9 $20M 392k 49.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.7 $16M 211k 75.44
Vanguard Index Fds Small Cp Etf (VB) 4.3 $12M 47k 257.95
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 4.2 $12M 206k 57.14
Vanguard Index Fds Mid Cap Etf (VO) 3.8 $11M 37k 290.22
Fidelity Covington Trust Int Hg Div Etf (FIDI) 3.4 $9.4M 364k 25.91
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $7.3M 82k 88.49
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $7.2M 155k 46.81
Vanguard World Utilities Etf (VPU) 2.5 $7.1M 38k 185.04
Vanguard World Health Car Etf (VHT) 2.3 $6.5M 23k 287.85
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.6 $4.5M 67k 67.43
Ssga Active Etf Tr State Street Ult (ULST) 1.5 $4.3M 106k 40.51
Global X Fds Us Pfd Etf (PFFD) 1.5 $4.2M 220k 18.91
Ishares Tr Broad Usd High (USHY) 1.4 $4.0M 107k 37.40
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 1.4 $3.9M 93k 41.52
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.4 $3.8M 90k 42.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $3.4M 46k 74.07
Vanguard World Mega Cap Index (MGC) 1.1 $3.0M 12k 251.18
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 1.0 $2.8M 58k 48.00
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.9 $2.5M 19k 130.80
Apple (AAPL) 0.9 $2.4M 9.0k 271.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.7M 8.0k 210.34
Spdr Series Trust State Street Spd (SPBO) 0.6 $1.7M 56k 29.34
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.4 $1.1M 26k 44.05
Ishares Tr Core S&p500 Etf (IVV) 0.3 $832k 1.2k 685.06
Vanguard World Mega Grwth Ind (MGK) 0.2 $662k 1.6k 412.77
Amazon (AMZN) 0.2 $651k 2.8k 230.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $492k 722.00 681.53
RBB Us Trsry 6 Mnth (XBIL) 0.2 $491k 9.8k 50.07
Microsoft Corporation (MSFT) 0.1 $409k 845.00 483.52
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $371k 10k 36.23
Ishares Jp Mrg Em Crp Bd (CEMB) 0.1 $286k 6.2k 45.87
JPMorgan Chase & Co. (JPM) 0.1 $268k 831.00 322.22
Eli Lilly & Co. (LLY) 0.1 $240k 224.00 1072.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $222k 2.8k 79.73