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...
592.77
-0.01% 85.08K -1.95% 43.72M 377.78 17.41% Share
2 VTI Vanguard Total ...
317.25
-0.13% 107.38K -0.06% 29.51M 179.47 11.75% Share
3 VUSB Vanguard Ultra-...
49.82
-0.03% 520.96K +11.48% 25.97M 49.42 10.34% Share
4 VXUS Vanguard Total ...
71.14
-0.45% 268.56K +1.11% 16.68M 48.57 6.64% Share
5 ONEQ Fidelity Nasdaq...
85.40
-0.04% 232.49K -6.52% 15.82M 42.11 6.30% Share
6 VB Vanguard Small ...
246.81
-1.26% 48.53K -2.43% 10.76M 172.81 4.28% Share
7 VO Vanguard Mid Ca...
286.38
-0.71% 37.94K -1.92% 9.81M 190.36 3.91% Share
8 GCOR Goldman Sachs A...
41.29
-0.21% 223.35K +11.59% 9.21M 40.8 3.66% Share
9 ULST SPDR SSgA Ultra...
40.58
-0.02% 208.98K +1.59% 8.49M 40.27 3.38% Share
10 FIDI Fidelity Intern...
24.37
-0.08% 383.37K -0.62% 8.22M 15.89 3.27% Share
11 PFFD Global X U.S. P...
19.31
-0.1% 421.42K +7.22% 8.02M 19.98 3.19% Share
12 VNQ Vanguard Real E...
89.16
-0.71% 78.68K +0.99% 7.12M 80.92 2.84% Share
13 VPU Vanguard Utilit...
185.81
-0.67% 40.13K +2.32% 6.86M 143.03 2.73% Share
14 SPEM SPDR Portfolio ...
44.19
-1.14% 161.34K +0.02% 6.35M 31.6 2.53% Share
15 VHT Vanguard Health...
248.84
+0.49% 20.88K +6.53% 5.53M 267.72 2.20% Share
16 USHY iShares Broad U...
37.39
-0.27% 142.67K -0.1% 5.25M 35.6 2.09% Share
17 SHYG iShares 0-5 Yea...
42.99
-0.19% 117.69K -0.08% 5M 41.74 1.99% Share
18 VWOB Vanguard Emergi...
66.18
-0.21% 66.75K -0.21% 4.29M 57.81 1.71% Share
19 BND Vanguard Total ...
73.54
-0.28% 52K -0.07% 3.82M 71.35 1.52% Share
20 CEMB iShares J.P. Mo...
45.76
-0.13% 73.86K +0.16% 3.34M 43.63 1.33% Share
21 SPHD Invesco S&P 500...
48.66
-0.74% 64.41K -7.63% 3.24M 39.15 1.29% Share
22 MGC Vanguard Mega C...
235.60
+0.20% 11.85K -2.27% 2.39M 129.22 0.95% Share
23 AAPL Apple Inc.
232.81
-0.22% 9.06K +0.30% 2.01M 142.05 0.80% Share
24 BKLC BNY Mellon US L...
123.67
+0.05% 18.24K +4.24% 1.94M 100.55 0.77% Share
25 SPBO SPDR Portfolio ...
29.27
-0.26% 59.39K -1.24% 1.72M 27.79 0.69% Share
26 IWD iShares Russell...
198.66
-0.29% 7.28K +5.77% 1.37M 178.84 0.55% Share
27 AGGY WisdomTree Yiel...
43.74
-0.28% 26.27K -2.09% 1.14M 42.23 0.45% Share
28 IVV iShares Core S&...
648.15
+0.01% 1.24K +78.21% 693.92K 492.46 0.28% Share
29 XBIL The RBB Fund, I...
50.08
+0.01% 13.18K -30.2% 660.99K 50 0.26% Share
30 AMZN Amazon.com, Inc...
230.94
+2.84% 2.98K +0.74% 567.36K 118.18 0.23% Share
31 SPY SPDR S&P 500 ET...
644.93
+0.01% 721 0.00% 403.42K 522.16 0.16% Share
32 MSFT Microsoft Corpo...
522.28
+0.33% 845 -9.63% 317.07K 302.77 0.13% Share
33 BOTZ Global X Roboti...
33.91
-1.05% 10.23K 0.00% 291.15K 31.63 0.12% Share
34 VCSH Vanguard Short-...
79.58
-0.12% 3.06K +100.00% 241.88K 78.94 0.10% Share
35 LLY Eli Lilly and C...
684.46
+3.63% 273 +100.00% 225.75K 825.91 0.09% Share
36 JPM JPMorgan Chase ...
294.09
+1.23% 911 0.00% 223.47K 239.71 0.09% Share