DK

David Kennon Inc

13F
David Kennon Inc
Last update 2025-04-23 36 Stocks (2 new)
Value $251.00 Mil Turnover 2 %
Countries:
Top Holdings: VOO(17.41%)VTI(11.75%)VUSB(10.34%)VXUS(6.64%)ONEQ(6.30%)
Summary Stock Picks Current Portfolio
David Kennon Inc Top Holdings of 2025-03-31 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
85,082
43,724.6
-1.95%
17.410
-0.36%
0.010
+16.76%
+7.46%
616,819.8
 
VTI
Vanguard Total Stock Market ETF
107,382
29,513.0
-0.06%
11.750
-0.01%
0.010
+17.05%
+6.98%
450,247.8
 
VUSB
Vanguard Ultra-Short Bond ETF
520,961
25,972.5
+11.48%
10.340
+1.06%
0.560
+1.12%
+2.55%
5,210.6
 
VXUS
Vanguard Total International Stock
268,557
16,677.4
+1.11%
6.640
+0.07%
0.020
+14.38%
+19.13%
87,184.0
 
ONEQ
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
232,492
15,824.6
-6.52%
6.300
-0.49%
0.220
+24.42%
+6.73%
7,681.3
 
VB
Vanguard Small Cap ETF
48,526
10,760.7
-2.43%
4.280
-0.11%
0.020
+15.73%
+1.97%
58,767.7
 
VO
Vanguard Mid-Cap ETF
37,940
9,812.1
-1.92%
3.910
-0.08%
0.010
+14.26%
+8.28%
76,168.6
 
GCOR
Goldman Sachs Access U.S. Aggregate Bond ETF
Goldman Sachs Access U.S. Aggregate Bond ETF
223,349
9,205.3
+11.59%
3.660
+0.38%
2.610
+0.19%
+3.65%
584.8
 
ULST
SPDR SSgA Ultra Short Term Bond ETF
208,977
8,494.9
+1.59%
3.380
+0.05%
1.350
+0.96%
+2.47%
660.2
 
FIDI
Fidelity International High Dividend ETF
Fidelity International High Dividend ETF
383,365
8,218.9
-0.62%
3.270
-0.02%
7.560
+11.87%
+23.92%
132.1
 

David Kennon Inc's Historical Top Holdings Breakdowns

David Kennon Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUSB
Vanguard Ultra-Short Bond ETF
2025-03-31
Add
Add
+1.06%
●
49.61 ($49.73) 49.89
$49.69
-0.09%
Add 11.48%
520,961
53,640
ONEQ
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
2025-03-31
Reduce
Reduce
-0.49%
●
68.07 ($74.63) 78.99
$80.95
8.47%
Reduce -6.52%
232,492
-16,207
GCOR
Goldman Sachs Access U.S. Aggregate Bond ETF
Goldman Sachs Access U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.38%
●
39.88 ($40.75) 41.41
$41.04
0.71%
Add 11.59%
223,349
23,205
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.36%
●
507.05 ($540.58) 563.67
$575.22
6.41%
Reduce -1.95%
85,082
-1,689
PFFD
Global X U.S. Preferred ETF
2025-03-31
Add
Add
+0.21%
●
19.04 ($19.63) 20.15
$19.04
-3.01%
Add 7.22%
421,415
28,368
VHT
Vanguard Health Care ETF
2025-03-31
Add
Add
+0.13%
●
254.06 ($266.4) 273.83
$249.97
-6.17%
Add 6.53%
20,875
1,279
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.12%
●
554.06 ($590.51) 615.85
$628.17
6.38%
Add 78.21%
1,235
542
XBIL
US Treasury 6 Month Bill ETF
2025-03-31
Reduce
Reduce
-0.11%
●
50.02 ($50.11) 50.21
$50.00
-0.22%
Reduce -30.2%
13,175
-5,701
VB
Vanguard Small Cap ETF
2025-03-31
Reduce
Reduce
-0.11%
●
217.89 ($238.81) 252.64
$243.21
1.84%
Reduce -2.43%
48,526
-1,207
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
Invesco S&P 500 High Dividend Low Volatility ETF
2025-03-31
Reduce
Reduce
-0.10%
●
47.08 ($49.22) 50.67
$48.67
-1.12%
Reduce -7.63%
64,414
-5,321

David Kennon Inc Total Holding History ($B)

To

David Kennon Inc's Asset Allocation

To

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 2025-03-31

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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