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David Kennon Inc

Portfolio Manager
David Kennon Inc
Performance
-1.88% (2026 Q1)
AUM (13F)
$278.88M
# of Holdings
41
Performance Rank
Allocation (Top 20)
92.99%

David Kennon Inc Holdings Map

Top 41 David Kennon Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
24.29%113.4K$67.8M
+1.45%(+1.62K)
2025-Q1: 85.1K shares2025-Q2: 116.2K shares2025-Q3: 114.4K shares2025-Q4: 111.8K shares2026-Q1: 113.4K shares
$414.80(+64.51%)
2026-03-31
VTI
VANGUARD INDEX FDS
11.45%99.6K$31.9M
-2.72%(-2.78K)
2025-Q1: 107.4K shares2025-Q2: 105.7K shares2025-Q3: 103.2K shares2025-Q4: 102.3K shares2026-Q1: 99.6K shares
$184.04(+98.16%)
2026-03-31
ONEQ
FIDELITY COMWLTH TR
7.15%234.7K$19.9M
+1.83%(+4.22K)
2025-Q1: 232.5K shares2025-Q2: 240.6K shares2025-Q3: 237.6K shares2025-Q4: 230.5K shares2026-Q1: 234.7K shares
$44.71(+132.25%)
2026-03-31
VXUS
VANGUARD STAR FDS
6.44%233.1K$18.0M
+10.56%(+22.25K)
2025-Q1: 268.6K shares2025-Q2: 220.8K shares2025-Q3: 216.4K shares2025-Q4: 210.8K shares2026-Q1: 233.1K shares
$52.94(+60.70%)
2026-03-31
VUSB
VANGUARD BD INDEX FDS
6.43%360.2K$17.9M
-8.18%(-32.09K)
2025-Q1: 521.0K shares2025-Q2: 526.9K shares2025-Q3: 508.8K shares2025-Q4: 392.3K shares2026-Q1: 360.2K shares
$49.34(+0.74%)
2026-03-31
DJD
INVESCO EXCHANGE TRADED FD T
4.65%217.0K$13.0M
+5.29%(+10.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 206.0K shares2026-Q1: 217.0K shares
$56.29(+7.40%)
2026-03-31
VB
VANGUARD INDEX FDS
4.45%47.4K$12.4M
+0.05%(+23)
2025-Q1: 48.5K shares2025-Q2: 48.5K shares2025-Q3: 47.8K shares2025-Q4: 47.4K shares2026-Q1: 47.4K shares
$175.24(+63.02%)
2026-03-31
VO
VANGUARD INDEX FDS
3.87%37.5K$10.8M
+1.55%(+572)
2025-Q1: 37.9K shares2025-Q2: 37.9K shares2025-Q3: 37.3K shares2025-Q4: 37.0K shares2026-Q1: 37.5K shares
$48.99(+57.27%)
2026-03-31
FIDI
FIDELITY COVINGTON TRUST
3.44%347.7K$9.6M
-4.53%(-16.51K)
2025-Q1: 383.4K shares2025-Q2: 375.8K shares2025-Q3: 365.6K shares2025-Q4: 364.2K shares2026-Q1: 347.7K shares
$17.15(+64.66%)
2026-03-31
VPU
VANGUARD WORLD FD
3.14%44.2K$8.8M
+15.02%(+5.77K)
2025-Q1: 40.1K shares2025-Q2: 40.1K shares2025-Q3: 39.5K shares2025-Q4: 38.4K shares2026-Q1: 44.2K shares
$147.59(+31.12%)
2026-03-31

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