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The Analysis of David Kennon Inc's Holdings & P&L

Currently, David Kennon Inc holds 41 types of securities in its portfolio with a total value $278.9M. In the most recent quarter, they have increased their positions in VGSH (+119.0K shares, valued at $7.0M), ICSH (+67.1K shares, valued at $3.4M), IGSB (+64.1K shares, valued at $3.4M); decreased their positions in USHY (-89.7K shares, valued at $3.3M), SHYG (-76.6K shares, valued at $3.2M), PFFD (-176.1K shares, valued at $3.2M); initiated new positions in VGSH (+119.0K shares, valued at $7.0M), ICSH (+67.1K shares, valued at $3.4M), IGSB (+64.1K shares, valued at $3.4M).

1M P&L

+6.2M+2.81%

3M P&L

-29.3M-11.35%

HY P&L

-16.6M-6.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A207.5M

98.3%

2Consumer Electronics2.3M

1.1%

3Internet Retail587.7K

0.3%

Top Industries by Stock Count

1N/A35 stocks

87.5%

2Internet Retail1 stocks

2.5%

3Consumer Electronics1 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS113.4K shares1.45%2026-03-312026-04-29

VTI VANGUARD INDEX FDS99.6K shares-2.72%2026-03-312026-04-29

ONEQ FIDELITY COMWLTH TR234.7K shares1.83%2026-03-312026-04-29

VXUS VANGUARD STAR FDS233.1K shares10.56%2026-03-312026-04-29

VUSB VANGUARD BD INDEX FDS360.2K shares-8.18%2026-03-312026-04-29

DJD INVESCO EXCHANGE TRADED FD T217.0K shares5.29%2026-03-312026-04-29

VB VANGUARD INDEX FDS47.4K shares0.05%2026-03-312026-04-29

VO VANGUARD INDEX FDS37.5K shares1.55%2026-03-312026-04-29

Sponsored

FIDI FIDELITY COVINGTON TRUST347.7K shares-4.53%2026-03-312026-04-29

VPU VANGUARD WORLD FD44.2K shares15.02%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS84.2K shares2.46%2026-03-312026-04-29

SPEM SPDR INDEX SHS FDS153.8K shares-0.45%2026-03-312026-04-29

VGSH VANGUARD SCOTTSDALE FDS119.0K sharesnew addition2026-03-312026-04-29

VHT VANGUARD WORLD FD19.8K shares-12.01%2026-03-312026-04-29

ULST SSGA ACTIVE ETF TR107.6K shares1.88%2026-03-312026-04-29

GCOR GOLDMAN SACHS ETF TR94.0K shares0.95%2026-03-312026-04-29

Sponsored

MGC VANGUARD WORLD FD16.3K shares36.71%2026-03-312026-04-29

ICSH ISHARES TR67.1K sharesnew addition2026-03-312026-04-29

IGSB ISHARES TR64.1K sharesnew addition2026-03-312026-04-29

BND VANGUARD BD INDEX FDS45.7K shares-0.68%2026-03-312026-04-29

SPHD INVESCO EXCH TRADED FD TR II57.8K shares-0.90%2026-03-312026-04-29

BKLC BNY MELLON ETF TRUST20.0K shares4.09%2026-03-312026-04-29

AAPL APPLE INC9.0K shares0.22%2026-03-312026-04-29

IWD ISHARES TR8.4K shares4.87%2026-03-312026-04-29

Sponsored

SPBO SPDR SERIES TRUST55.9K shares-0.64%2026-03-312026-04-29

VWOB VANGUARD WHITEHALL FDS19.8K shares-70.19%2026-03-312026-04-29

AGGY WISDOMTREE TR25.6K shares0.00%2026-03-312026-04-29

PFFD GLOBAL X FDS43.5K shares-80.19%2026-03-312026-04-29

USHY ISHARES TR17.7K shares-83.48%2026-03-312026-04-29

AMZN AMAZON COM INC2.8K shares0.00%2026-03-312026-04-29

MGK VANGUARD WORLD FD1.6K shares-0.81%2026-03-312026-04-29

IVV ISHARES TR855 shares-29.63%2026-03-312026-04-29

Sponsored

SHYG ISHARES TR12.9K shares-85.62%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T722 shares0.00%2026-03-312026-04-29

XBIL RBB FD INC7.3K shares-25.60%2026-03-312026-04-29

BOTZ GLOBAL X FDS10.2K shares0.00%2026-03-312026-04-29

MSFT MICROSOFT CORP845 shares0.00%2026-03-312026-04-29

CEMB ISHARES INC5.9K shares-4.90%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO712 shares-14.32%2026-03-312026-04-29

BIBL NORTHERN LTS FD TR IV4.4K sharesnew addition2026-03-312026-04-29

Sponsored

LLY ELI LILLY & CO224 shares0.00%2026-03-312026-04-29

VANGUARD INDEX FDS

1.45%

Shares113.4K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-2.72%

Shares99.6K

Event2026-03-31

Filed2026-04-29

ONEQ

FIDELITY COMWLTH TR

1.83%

Shares234.7K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

10.56%

Shares233.1K

Event2026-03-31

Filed2026-04-29

VUSB

VANGUARD BD INDEX FDS

-8.18%

Shares360.2K

Event2026-03-31

Filed2026-04-29

DJD

INVESCO EXCHANGE TRADED FD T

5.29%

Shares217.0K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.05%

Shares47.4K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

1.55%

Shares37.5K

Event2026-03-31

Filed2026-04-29

FIDI

FIDELITY COVINGTON TRUST

-4.53%

Shares347.7K

Event2026-03-31

Filed2026-04-29

VPU

VANGUARD WORLD FD

15.02%

Shares44.2K

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

2.46%

Shares84.2K

Event2026-03-31

Filed2026-04-29

SPEM

SPDR INDEX SHS FDS

-0.45%

Shares153.8K

Event2026-03-31

Filed2026-04-29

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares119.0K

Event2026-03-31

Filed2026-04-29

VHT

VANGUARD WORLD FD

-12.01%

Shares19.8K

Event2026-03-31

Filed2026-04-29

ULST

SSGA ACTIVE ETF TR

1.88%

Shares107.6K

Event2026-03-31

Filed2026-04-29

GCOR

GOLDMAN SACHS ETF TR

0.95%

Shares94.0K

Event2026-03-31

Filed2026-04-29

MGC

VANGUARD WORLD FD

36.71%

Shares16.3K

Event2026-03-31

Filed2026-04-29

ICSH

ISHARES TR

New

Shares67.1K

Event2026-03-31

Filed2026-04-29

IGSB

ISHARES TR

New

Shares64.1K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD BD INDEX FDS

-0.68%

Shares45.7K

Event2026-03-31

Filed2026-04-29

SPHD

INVESCO EXCH TRADED FD TR II

-0.90%

Shares57.8K

Event2026-03-31

Filed2026-04-29

BKLC

BNY MELLON ETF TRUST

4.09%

Shares20.0K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.22%

Shares9.0K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

4.87%

Shares8.4K

Event2026-03-31

Filed2026-04-29

SPBO

SPDR SERIES TRUST

-0.64%

Shares55.9K

Event2026-03-31

Filed2026-04-29

VWOB

VANGUARD WHITEHALL FDS

-70.19%

Shares19.8K

Event2026-03-31

Filed2026-04-29

AGGY

WISDOMTREE TR

0.00%

Shares25.6K

Event2026-03-31

Filed2026-04-29

PFFD

GLOBAL X FDS

-80.19%

Shares43.5K

Event2026-03-31

Filed2026-04-29

USHY

ISHARES TR

-83.48%

Shares17.7K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-29

MGK

VANGUARD WORLD FD

-0.81%

Shares1.6K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-29.63%

Shares855

Event2026-03-31

Filed2026-04-29

SHYG

ISHARES TR

-85.62%

Shares12.9K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares722

Event2026-03-31

Filed2026-04-29

XBIL

RBB FD INC

-25.60%

Shares7.3K

Event2026-03-31

Filed2026-04-29

BOTZ

GLOBAL X FDS

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

0.00%

Shares845

Event2026-03-31

Filed2026-04-29

CEMB

ISHARES INC

-4.90%

Shares5.9K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-14.32%

Shares712

Event2026-03-31

Filed2026-04-29

BIBL

NORTHERN LTS FD TR IV

New

Shares4.4K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

0.00%

Shares224

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available