David Kennon Inc
Q2 2025 13F Holdings
- Locationsarasota, FL
- Num holdings
36
- Value ($000)
$267,651
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $66.03M | 25 % | 116,235 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $32.12M | 12 % | 105,684 | ||
VUSB VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $26.27M | 10 % | 526,886 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $19.27M | 7 % | 240,571 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $15.26M | 6 % | 220,811 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $11.50M | 4 % | 48,529 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $10.60M | 4 % | 37,879 | ||
FIDI FIDELITY COVINGTON TRUST | INT HG DIV ETF | 316092725 | $8.75M | 3 % | 375,776 | ||
ULST SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 | $8.58M | 3 % | 210,905 | ||
VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | $7.07M | 3 % | 40,064 |
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