| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Exit | MICROSOFT CORP | $0 | – | -848 | -100.0% | -0.13% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -704 | -100.0% | -0.14% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,760 | -100.0% | -0.17% | – |
| Exit | RBB FD INCus trsry 6 mnth | $0 | – | -16,651 | -100.0% | -0.40% | – | |
| AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -32,582 | -100.0% | -0.65% | – |
| AAPL | Exit | APPLE INC | $0 | – | -8,574 | -100.0% | -0.70% | – |
| SPBO | Exit | SPDR SER TRportfolio crport | $0 | – | -68,877 | -100.0% | -0.91% | – |
| CEMB | Exit | ISHARES INCjp mrg em crp bd | $0 | – | -68,372 | -100.0% | -1.39% | – |
| MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -21,165 | -100.0% | -1.54% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -21,005 | -100.0% | -1.84% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -65,209 | -100.0% | -1.85% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -60,534 | -100.0% | -2.02% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -152,103 | -100.0% | -2.45% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -72,862 | -100.0% | -2.64% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -173,438 | -100.0% | -2.89% | – |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -357,042 | -100.0% | -3.22% | – |
| FIDI | Exit | FIDELITY COVINGTON TRUSTint hg div etf | $0 | – | -385,289 | -100.0% | -3.42% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -194,711 | -100.0% | -3.66% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -199,016 | -100.0% | -3.91% | – |
| VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -174,225 | -100.0% | -4.11% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -42,303 | -100.0% | -4.22% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -53,281 | -100.0% | -4.83% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -253,414 | -100.0% | -6.50% | – |
| ONEQ | Exit | FIDELITY COMWLTH TR | $0 | – | -271,289 | -100.0% | -6.76% | – |
| ULST | Exit | SSGA ACTIVE ETF TRult sht trm bd | $0 | – | -535,461 | -100.0% | -10.33% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -123,678 | -100.0% | -12.59% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -88,772 | -100.0% | -16.72% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 5 | Q3 2023 | 37.9% |
| FIDELITY COMWLTH TR | 5 | Q3 2023 | 6.8% |
| VANGUARD STAR FDS | 5 | Q3 2023 | 6.5% |
| VANGUARD INDEX FDS | 5 | Q3 2023 | 5.5% |
| VANGUARD BD INDEX FDS | 5 | Q3 2023 | 9.6% |
| VANGUARD INDEX FDS | 5 | Q3 2023 | 5.9% |
| INVESCO EXCH TRADED FD TR II | 5 | Q3 2023 | 5.8% |
| FIDELITY COVINGTON TRUST | 5 | Q3 2023 | 5.9% |
| VANGUARD INDEX FDS | 5 | Q3 2023 | 3.0% |
| SPDR INDEX SHS FDS | 5 | Q3 2023 | 3.1% |
View David Kennon Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.