David Kennon Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

David Kennon Inc

CIK Number: 0001954126

267.65M
Market Value
36
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 23, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
593.01
-0.59% 85.08K -1.95% 43.72M 377.78 17.41% Share
2 VTI Vanguard Total ...
318.18
-0.6% 107.38K -0.06% 29.51M 179.47 11.75% Share
3 VUSB Vanguard Ultra-...
49.95
+0.05% 520.96K +11.48% 25.97M 49.42 10.34% Share
4 VXUS Vanguard Total ...
71.37
-0.45% 268.56K +1.11% 16.68M 48.57 6.64% Share
5 ONEQ Fidelity Nasdaq...
84.50
-1.17% 232.49K -6.52% 15.82M 42.11 6.30% Share
6 VB Vanguard Small ...
252.54
-0.39% 48.53K -2.43% 10.76M 172.81 4.28% Share
7 VO Vanguard Mid Ca...
290.02
-0.32% 37.94K -1.92% 9.81M 190.36 3.91% Share
8 GCOR Goldman Sachs A...
41.42
-0.07% 223.35K +11.59% 9.21M 40.8 3.66% Share
9 ULST SPDR SSgA Ultra...
40.71
+0.09% 208.98K +1.59% 8.49M 40.27 3.38% Share
10 FIDI Fidelity Intern...
24.35
-0.05% 383.37K -0.62% 8.22M 15.89 3.27% Share
11 PFFD Global X U.S. P...
19.35
-0.57% 421.42K +7.22% 8.02M 19.98 3.19% Share
12 VNQ Vanguard Real E...
92.23
+0.53% 78.68K +0.99% 7.12M 80.92 2.84% Share
13 VPU Vanguard Utilit...
182.81
-0.39% 40.13K +2.32% 6.86M 143.03 2.73% Share
14 SPEM SPDR Portfolio ...
44.39
-0.47% 161.34K +0.02% 6.35M 31.6 2.53% Share
15 VHT Vanguard Health...
255.07
+0.60% 20.88K +6.53% 5.53M 267.72 2.20% Share
16 USHY iShares Broad U...
37.64
-0.08% 142.67K -0.1% 5.25M 35.6 2.09% Share
17 SHYG iShares 0-5 Yea...
43.20
-0.16% 117.69K -0.08% 5M 41.74 1.99% Share
18 VWOB Vanguard Emergi...
66.24
-0.15% 66.75K -0.21% 4.29M 57.81 1.71% Share
19 BND Vanguard Total ...
73.80
-0.12% 52K -0.07% 3.82M 71.35 1.52% Share
20 CEMB iShares J.P. Mo...
45.94
-0.09% 73.86K +0.16% 3.34M 43.63 1.33% Share
21 SPHD Invesco S&P 500...
49.50
+0.77% 64.41K -7.63% 3.24M 39.15 1.29% Share
22 MGC Vanguard Mega C...
234.94
-0.79% 11.85K -2.27% 2.39M 129.22 0.95% Share
23 AAPL Apple Inc.
232.14
-0.18% 9.06K +0.30% 2.01M 142.05 0.80% Share
24 BKLC BNY Mellon US L...
123.72
-0.59% 18.24K +4.24% 1.94M 100.55 0.77% Share
25 SPBO SPDR Portfolio ...
29.27
-0.25% 59.39K -1.24% 1.72M 27.79 0.69% Share
26 IWD iShares Russell...
201.65
+0.02% 7.28K +5.77% 1.37M 178.84 0.55% Share
27 AGGY WisdomTree Yiel...
43.69
-0.18% 26.27K -2.09% 1.14M 42.23 0.45% Share
28 IVV iShares Core S&...
648.30
-0.59% 1.24K +78.21% 693.92K 492.46 0.28% Share
29 XBIL The RBB Fund, I...
50.19
+0.06% 13.18K -30.2% 660.99K 50 0.26% Share
30 AMZN Amazon.com, Inc...
229.00
-1.12% 2.98K +0.74% 567.36K 118.18 0.23% Share
31 SPY SPDR S&P 500 ET...
645.07
-0.59% 721 0.00% 403.42K 522.16 0.16% Share
32 MSFT Microsoft Corpo...
506.69
-0.58% 845 -9.63% 317.07K 302.77 0.13% Share
33 BOTZ Global X Roboti...
33.55
-1.53% 10.23K 0.00% 291.15K 31.63 0.12% Share
34 VCSH Vanguard Short-...
79.87
+0.05% 3.06K +100.00% 241.88K 78.94 0.10% Share
35 LLY Eli Lilly and C...
732.52
+0.08% 273 +100.00% 225.75K 825.91 0.09% Share
36 JPM JPMorgan Chase ...
301.45
+0.13% 911 0.00% 223.47K 239.71 0.09% Share