David Kennon Inc
Q1 2025 13F Holdings
- Locationsarasota, FL
- Num holdings
36
- Value ($000)
$251,217
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001954126
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $43.72M | 17 % | 85,082 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $29.51M | 12 % | 107,382 | ||
VUSB VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $25.97M | 10 % | 520,961 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $16.68M | 7 % | 268,557 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $15.82M | 6 % | 232,492 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $10.76M | 4 % | 48,526 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $9.81M | 4 % | 37,940 | ||
GCOR GOLDMAN SACHS ETF TR | ACCESS US AGRAT | 38149W101 | $9.21M | 4 % | 223,349 | ||
ULST SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 | $8.49M | 3 % | 208,977 | ||
FIDI FIDELITY COVINGTON TRUST | INT HG DIV ETF | 316092725 | $8.22M | 3 % | 383,365 |
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