$182 Million is the total value of David Kennon Inc's 17 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q2 2024 | 37.9% |
| FIDELITY COMWLTH TR | 8 | Q2 2024 | 7.3% |
| VANGUARD STAR FDS | 8 | Q2 2024 | 6.5% |
| VANGUARD INDEX FDS | 8 | Q2 2024 | 5.5% |
| VANGUARD INDEX FDS | 8 | Q2 2024 | 5.9% |
| FIDELITY COVINGTON TRUST | 8 | Q2 2024 | 5.9% |
| VANGUARD BD INDEX FDS | 8 | Q2 2024 | 9.6% |
| INVESCO EXCH TRADED FD TR II | 8 | Q2 2024 | 5.8% |
| VANGUARD INDEX FDS | 8 | Q2 2024 | 3.0% |
| GLOBAL X FDS | 8 | Q2 2024 | 3.4% |
View David Kennon Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View David Kennon Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.