David Kennon Inc
CIK Number: 0001954126
251.22M
Market Value
36
# of Holdings
8 months
Avg. Holding Period
30.56%
Win Rate
32.69%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 86.77K | -0.16% | 46.75M | 377.78 | 18.44% |
| 2 | VTI | Vanguard Total ... | 293.93 | -0.86% | 107.45K | -1.92% | 31.14M | 179.47 | 12.28% |
| 3 | VUSB | Vanguard Ultra-... | 49.73 | +0.02% | 467.32K | +4.46% | 23.19M | 49.37 | 9.15% |
| 4 | ONEQ | Fidelity Nasdaq... | 76.81 | -0.85% | 248.7K | -0.61% | 18.92M | 42.11 | 7.46% |
| 5 | VXUS | Vanguard Total ... | 67.54 | -1.24% | 265.61K | +1.41% | 15.65M | 48.42 | 6.17% |
| 6 | VB | Vanguard Small ... | 230.11 | -0.97% | 49.73K | +0.23% | 11.95M | 172.81 | 4.71% |
| 7 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 38.68K | +0.51% | 10.22M | 190.36 | 4.03% |
| 8 | ULST | SPDR SSgA Ultra... | 40.55 | +0.01% | 205.72K | +4.30% | 8.31M | 40.27 | 3.28% |
| 9 | GCOR | Goldman Sachs A... | 40.91 | +0.41% | 200.14K | +3.13% | 8.07M | 40.75 | 3.18% |
| 10 | PFFD | Global X U.S. P... | 18.56 | +0.03% | 393.05K | +2.17% | 7.67M | 20.04 | 3.02% |
| 11 | FIDI | Fidelity Intern... | 23.29 | -1.25% | 385.77K | +1.21% | 7.52M | 15.89 | 2.97% |
| 12 | VNQ | Vanguard Real E... | 89.56 | -0.38% | 77.91K | +1.13% | 6.94M | 80.82 | 2.74% |
| 13 | VPU | Vanguard Utilit... | 173.95 | -0.72% | 39.22K | +0.88% | 6.41M | 142.38 | 2.53% |
| 14 | SPEM | SPDR Portfolio ... | 41.95 | -1.2% | 161.31K | +1.48% | 6.19M | 31.6 | 2.44% |
| 15 | USHY | iShares Broad U... | 36.96 | -0.16% | 142.81K | +1.69% | 5.25M | 35.6 | 2.07% |
| 16 | SHYG | iShares 0-5 Yea... | 42.59 | -0.1% | 117.79K | +3.01% | 5.02M | 41.74 | 1.98% |
| 17 | VHT | Vanguard Health... | 245.73 | -1.56% | 19.6K | +3.06% | 4.97M | 267.91 | 1.96% |
| 18 | VWOB | Vanguard Emergi... | 64.41 | +0.12% | 66.89K | +1.55% | 4.22M | 57.81 | 1.67% |
| 19 | BND | Vanguard Total ... | 72.80 | +0.33% | 52.03K | +3.11% | 3.74M | 71.35 | 1.48% |
| 20 | SPHD | Invesco S&P 500... | 47.05 | -0.85% | 69.73K | -1.96% | 3.37M | 39.15 | 1.33% |
| 21 | CEMB | iShares J.P. Mo... | 44.91 | +0.05% | 73.74K | +1.67% | 3.27M | 43.62 | 1.29% |
| 22 | MGC | Vanguard Mega C... | 217.08 | -0.87% | 12.13K | +0.35% | 2.58M | 129.22 | 1.02% |
| 23 | AAPL | Apple Inc. | 195.57 | -1.44% | 9.04K | -0.11% | 2.26M | 141.81 | 0.89% |
| 24 | BKLC | BNY Mellon US L... | 114.53 | -0.87% | 17.5K | +1.77% | 1.96M | 100.3 | 0.77% |
| 25 | SPBO | SPDR Portfolio ... | 28.82 | +0.28% | 60.14K | -0.58% | 1.72M | 27.79 | 0.68% |
| 26 | IWD | iShares Russell... | 188.74 | -0.84% | 6.88K | +3.77% | 1.27M | 178.3 | 0.50% |
| 27 | AGGY | WisdomTree Yiel... | 43.23 | +0.32% | 26.83K | -1.05% | 1.15M | 42.23 | 0.45% |
| 28 | XBIL | The RBB Fund, I... | 50.08 | +0.01% | 18.88K | +40.26% | 944.46K | 50 | 0.37% |
| 29 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 2.96K | 0.00% | 649.39K | 117.64 | 0.26% |
| 30 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 721 | 0.00% | 422.57K | 522.16 | 0.17% |
| 31 | IVV | iShares Core S&... | 598.51 | -0.87% | 693 | 0.00% | 407.95K | 438.16 | 0.16% |
| 32 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 935 | 0.00% | 393.92K | 302.77 | 0.16% |
| 33 | BOTZ | Global X Roboti... | 30.80 | -1.52% | 10.23K | 0.00% | 326.85K | 31.63 | 0.13% |
| 34 | VDC | Vanguard Consum... | 217.62 | -0.78% | 1.14K | -9.58% | 241.4K | 193.41 | 0.10% |
| 35 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 911 | +100.00% | 218.38K | 239.71 | 0.09% |
| 36 | MGK | Vanguard Mega C... | 351.01 | -0.85% | 591 | +100.00% | 203.03K | 343.41 | 0.08% |