David Kennon

David Kennon as of March 31, 2026

Portfolio Holdings for David Kennon

David Kennon holds 41 positions in its portfolio as reported in the March 2026 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) 24.3 $68M 113k 597.55
Vanguard Index Fds Total Stk Mkt (VTI) 11.5 $32M 100k 320.81
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 7.1 $20M 235k 84.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.4 $18M 233k 77.11
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 6.4 $18M 360k 49.78
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 4.6 $13M 217k 59.74
Vanguard Index Fds Small Cp Etf (VB) 4.4 $12M 47k 261.92
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $11M 38k 287.18
Fidelity Covington Trust Int Hg Div Etf (FIDI) 3.4 $9.6M 348k 27.61
Vanguard World Utilities Etf (VPU) 3.1 $8.8M 44k 198.14
Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $7.5M 84k 88.70
Spdr Index Shs Fds State Street Spd (SPEM) 2.6 $7.2M 154k 46.91
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.5 $7.0M 119k 58.54
Vanguard World Health Car Etf (VHT) 1.9 $5.4M 20k 272.33
Ssga Active Etf Tr State Street Ult (ULST) 1.6 $4.4M 108k 40.50
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 1.4 $3.9M 94k 41.32
Vanguard World Mega Cap Index (MGC) 1.4 $3.9M 16k 236.35
Ishares Tr Ultra Short Dur (ICSH) 1.2 $3.4M 67k 50.62
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $3.4M 64k 52.56
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $3.4M 46k 73.64
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 1.0 $2.9M 58k 49.61
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.9 $2.5M 20k 124.81
Apple (AAPL) 0.8 $2.3M 9.0k 253.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.8M 8.4k 213.67
Spdr Series Trust State Street Spd (SPBO) 0.6 $1.6M 56k 29.03
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $1.3M 20k 65.69
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.4 $1.1M 26k 43.45
Global X Fds Us Pfd Etf (PFFD) 0.3 $801k 44k 18.40
Ishares Tr Broad Usd High (USHY) 0.2 $654k 18k 36.84
Amazon (AMZN) 0.2 $588k 2.8k 208.27
Vanguard World Mega Grwth Ind (MGK) 0.2 $585k 1.6k 367.44
Ishares Tr Core S&p500 Etf (IVV) 0.2 $558k 855.00 652.84
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $545k 13k 42.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $469k 722.00 650.09
RBB Us Trsry 6 Mnth (XBIL) 0.1 $365k 7.3k 50.03
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $340k 10k 33.22
Microsoft Corporation (MSFT) 0.1 $313k 845.00 370.13
Ishares Jp Mrg Em Crp Bd (CEMB) 0.1 $268k 5.9k 45.28
JPMorgan Chase & Co. (JPM) 0.1 $209k 712.00 294.16
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $207k 4.4k 47.15
Eli Lilly & Co. (LLY) 0.1 $206k 224.00 917.95