The Analysis of David Kennon Inc's Holdings

Currently, David Kennon Inc holds 36 types of securities in its portfolio with a total value $277.8M. In the most recent quarter, they have increased their positions in MGK (+891 shares, valued at $358.4K), IWD (+93 shares, valued at $18.9K), BKLC (+98 shares, valued at $12.6K); decreased their positions in VOO (-1.8K shares, valued at $1.1M), VUSB (-18.1K shares, valued at $905.8K), VTI (-2.5K shares, valued at $816.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS114.4K shares-1.57%2025-09-302025-11-10

VTI VANGUARD INDEX FDS103.2K shares-2.36%2025-09-302025-11-10

VUSB VANGUARD BD INDEX FDS508.8K shares-3.44%2025-09-302025-11-10

ONEQ FIDELITY COMWLTH TR237.6K shares-1.24%2025-09-302025-11-10

VXUS VANGUARD STAR FDS216.4K shares-2.02%2025-09-302025-11-10

VB VANGUARD INDEX FDS47.8K shares-1.43%2025-09-302025-11-10

VO VANGUARD INDEX FDS37.3K shares-1.40%2025-09-302025-11-10

FIDI FIDELITY COVINGTON TRUST365.6K shares-2.72%2025-09-302025-11-10

Sponsored

ULST SSGA ACTIVE ETF TR201.7K shares-4.34%2025-09-302025-11-10

VPU VANGUARD WORLD FD39.5K shares-1.40%2025-09-302025-11-10

SPEM SPDR INDEX SHS FDS157.8K shares-1.79%2025-09-302025-11-10

VNQ VANGUARD INDEX FDS78.7K shares-0.68%2025-09-302025-11-10

VHT VANGUARD WORLD FD22.0K shares0.11%2025-09-302025-11-10

VWOB VANGUARD WHITEHALL FDS65.9K shares-1.34%2025-09-302025-11-10

PFFD GLOBAL X FDS218.5K shares-4.87%2025-09-302025-11-10

USHY ISHARES TR106.7K shares-3.24%2025-09-302025-11-10

Sponsored

GCOR GOLDMAN SACHS ETF TR92.1K shares-4.65%2025-09-302025-11-10

SHYG ISHARES TR88.5K shares-3.43%2025-09-302025-11-10

BND VANGUARD BD INDEX FDS46.3K shares-7.02%2025-09-302025-11-10

SPHD INVESCO EXCH TRADED FD TR II60.1K shares-4.10%2025-09-302025-11-10

MGC VANGUARD WORLD FD11.8K shares-0.75%2025-09-302025-11-10

BKLC BNY MELLON ETF TRUST18.9K shares0.52%2025-09-302025-11-10

AAPL APPLE INC9.0K shares-0.48%2025-09-302025-11-10

SPBO SPDR SERIES TRUST57.1K shares-2.33%2025-09-302025-11-10

Sponsored

IWD ISHARES TR7.7K shares1.23%2025-09-302025-11-10

AGGY WISDOMTREE TR25.9K shares-0.28%2025-09-302025-11-10

IVV ISHARES TR1.2K shares0.08%2025-09-302025-11-10

AMZN AMAZON COM INC2.8K shares-5.37%2025-09-302025-11-10

MGK VANGUARD WORLD FD1.5K shares150.51%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR721 shares0.00%2025-09-302025-11-10

XBIL RBB FD INC9.4K shares-26.60%2025-09-302025-11-10

MSFT MICROSOFT CORP845 shares0.00%2025-09-302025-11-10

Sponsored

BOTZ GLOBAL X FDS10.2K shares0.00%2025-09-302025-11-10

CEMB ISHARES INC6.6K shares-21.87%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.861 shares0.00%2025-09-302025-11-10

VCSH VANGUARD SCOTTSDALE FDS2.6K shares-17.71%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available