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David Kennon Inc13F | |
| David Kennon Inc | |
| Last update 2025-07-17 | 36 Stocks (1 new) |
| Value $268.00 Mil | Turnover 7 % |
David Kennon Inc Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 116,235 | 66,025.0 | +36.62% | 24.670 | +6.61% | 0.010 | +19.64% | +7.82% | 661,132.0 | ||
VTI | Vanguard Total Stock Market ETF | 105,684 | 32,120.4 | -1.58% | 12.000 | -0.19% | 0.010 | +19.88% | +7.41% | 476,877.3 | ||
VUSB | Vanguard Ultra-Short Bond ETF | 526,886 | 26,273.2 | +1.14% | 9.820 | +0.11% | 0.490 | +0.90% | +2.28% | 5,300.9 | ||
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 240,571 | 19,269.7 | +3.47% | 7.200 | +0.24% | 0.240 | +28.66% | +8.47% | 8,199.5 | ||
VXUS | Vanguard Total International Stock | 220,811 | 15,255.8 | -17.78% | 5.700 | -1.18% | 0.020 | +13.80% | +18.77% | 92,264.9 | ||
VB | Vanguard Small Cap ETF | 48,529 | 11,500.5 | +0.01% | 4.300 | 0% | 0.020 | +18.09% | +2.16% | 61,451.2 | ||
VO | Vanguard Mid-Cap ETF | 37,879 | 10,599.7 | -0.16% | 3.960 | -0.01% | 0.010 | +15.78% | +8.20% | 80,175.4 | ||
FIDI |
Fidelity International High Dividend ETF
Fidelity International High Dividend ETF
| 375,776 | 8,751.8 | -1.98% | 3.270 | -0.06% | 6.330 | +10.51% | +23.49% | 138.8 | ||
ULST | SPDR SSgA Ultra Short Term Bond ETF | 210,905 | 8,575.4 | +0.92% | 3.200 | +0.03% | 1.440 | +1.06% | +2.57% | 592.9 | ||
VPU | Vanguard Utilities ETF | 40,064 | 7,071.7 | -0.18% | 2.640 | 0% | 0.100 | +6.16% | +10.43% | 6,929.4 |
David Kennon Inc's Historical Top Holdings Breakdowns
David Kennon Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +6.61% | 456.74 ($525.37) 568.03 | $577.18 | 9.86% | Add 36.62% | 116,235 | 31,153 | |
GCOR |
Goldman Sachs Access U.S. Aggregate Bond ETF
Goldman Sachs Access U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -2.08% | 40.39 ($40.85) 41.46 | $40.82 | -0.07% | Reduce -56.73% | 96,636 | -126,713 | |
PFFD | Global X U.S. Preferred ETF | 2025-06-30 | Reduce Reduce | -1.45% | 18.11 ($18.64) 19.04 | $19.13 | 2.63% | Reduce -45.5% | 229,687 | -191,728 | |
CEMB |
iShares J.P. Morgan EM Corporate Bond ETF
iShares J.P. Morgan EM Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -1.18% | 43.64 ($44.65) 45.44 | $45.23 | 1.31% | Reduce -88.65% | 8,385 | -65,473 | |
VXUS | Vanguard Total International Stock | 2025-06-30 | Reduce Reduce | -1.18% | 55.54 ($64.89) 69.09 | $69.28 | 6.77% | Reduce -17.78% | 220,811 | -47,746 | |
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.47% | 35.3 ($36.67) 37.51 | $37.27 | 1.62% | Reduce -22.7% | 110,283 | -32,384 | |
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.44% | 40.82 ($42.31) 43.14 | $42.89 | 1.37% | Reduce -22.1% | 91,681 | -26,009 | |
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 2025-06-30 | Add Add | +0.24% | 60.22 ($72) 80.1 | $82.27 | 14.26% | Add 3.47% | 240,571 | 8,079 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Reduce Reduce | -0.19% | 243.75 ($281.15) 303.93 | $309.26 | 10.00% | Reduce -1.58% | 105,684 | -1,698 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2025-06-30 | Add Add | +0.11% | 49.49 ($49.68) 49.87 | $49.75 | 0.14% | Add 1.14% | 526,886 | 5,925 |
David Kennon Inc Total Holding History ($B)
David Kennon Inc's Asset Allocation
David Kennon Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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David Kennon Inc's Hypothetical Growth since 2025-06-30
David Kennon Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
David Kennon Inc's Holdings Heat Map
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David Kennon Inc's Holdings Bubble Chart
David Kennon Inc News
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