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Size ($ in 1000's)
At 12/31/2023: $223,226
At 09/30/2023: $208,663
David Kennon Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from David Kennon Inc 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the David Kennon Inc top holdings by largest position size, as per the latest 13f filing made by David Kennon Inc.
In the David Kennon Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by David Kennon Inc in that top holding, then the share count change between reporting periods, and finally the David Kennon Inc top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
89,328 |
+556 |
$39,018 | | VOO | 89,328 | +556 | $39,018 | | VANGUARD INDEX FDS (VTI) |
114,951 |
-8,727 |
$27,269 | | VTI | 114,951 | -8,727 | $27,269 | | VANGUARD BD INDEX FDS (VUSB) |
422,833 |
+248,608 |
$20,905 | | VUSB | 422,833 | +248,608 | $20,905 | | FIDELITY COMWLTH TR |
248,963 |
-22,326 |
$14,749 | | ONEQ | 248,963 | -22,326 | $14,749 | | VANGUARD STAR FDS (VXUS) |
250,304 |
-3,110 |
$14,508 | | VXUS | 250,304 | -3,110 | $14,508 | | VANGUARD INDEX FDS (VB) |
52,525 |
-756 |
$11,205 | | VB | 52,525 | -756 | $11,205 | | VANGUARD INDEX FDS (VO) |
42,037 |
-266 |
$9,779 | | VO | 42,037 | -266 | $9,779 | | INVESCO EXCH TRADED FD TR II (SPHD) |
195,239 |
+528 |
$8,280 | | SPHD | 195,239 | +528 | $8,280 | | RBB FD INC |
165,177 |
+148,526 |
$8,254 | | XBIL | 165,177 | +148,526 | $8,254 | | FIDELITY COVINGTON TRUST |
382,426 |
-2,863 |
$7,878 | | FIDI | 382,426 | -2,863 | $7,878 | | SSGA ACTIVE ETF TR (ULST) |
192,382 |
-343,079 |
$7,768 | | ULST | 192,382 | -343,079 | $7,768 | | GLOBAL X FDS |
365,789 |
+8,747 |
$7,096 | | PFFD | 365,789 | +8,747 | $7,096 | | VANGUARD INDEX FDS (VNQ) |
74,176 |
+1,314 |
$6,554 | | VNQ | 74,176 | +1,314 | $6,554 | | SPDR INDEX SHS FDS (SPEM) |
151,581 |
-522 |
$5,367 | | SPEM | 151,581 | -522 | $5,367 | | ISHARES TR (USHY) |
139,618 |
-33,820 |
$5,075 | | USHY | 139,618 | -33,820 | $5,075 | | ISHARES TR (SHYG) |
109,729 |
-89,287 |
$4,633 | | SHYG | 109,729 | -89,287 | $4,633 | | VANGUARD BD INDEX FDS (BND) |
57,344 |
-3,190 |
$4,218 | | BND | 57,344 | -3,190 | $4,218 | | VANGUARD WHITEHALL FDS (VWOB) |
65,118 |
-91 |
$4,151 | | VWOB | 65,118 | -91 | $4,151 | | VANGUARD WORLD FDS (VDC) |
21,337 |
+332 |
$4,075 | | VDC | 21,337 | +332 | $4,075 | | VANGUARD WORLD FD (MGC) |
20,611 |
-554 |
$3,489 | | MGC | 20,611 | -554 | $3,489 | | ISHARES INC (CEMB) |
69,648 |
+1,276 |
$3,074 | | CEMB | 69,648 | +1,276 | $3,074 | | SPDR SER TR (SPBO) |
66,197 |
-2,680 |
$1,947 | | SPBO | 66,197 | -2,680 | $1,947 | | APPLE INC |
8,574 |
UNCH |
$1,651 | | AAPL | 8,574 | UNCH | $1,651 | | WISDOMTREE TR |
29,024 |
-3,558 |
$1,278 | | AGGY | 29,024 | -3,558 | $1,278 | | AMAZON COM INC |
2,760 |
UNCH |
$419 | | AMZN | 2,760 | UNCH | $419 | | MICROSOFT CORP |
848 |
UNCH |
$319 | | MSFT | 848 | UNCH | $319 |
See Full List: All Stocks Held By David Kennon Inc
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By David Kennon Inc
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