The Analysis of David Kennon Inc's Holdings
Currently, David Kennon Inc holds 38 types of securities in its portfolio with a total value $281.3M. In the most recent quarter, they have increased their positions in DJD (+206.0K shares, valued at $11.8M), VNQ (+3.5K shares, valued at $307.4K), LLY (+224 shares, valued at $240.2K); decreased their positions in VUSB (-116.5K shares, valued at $5.8M), ULST (-96.1K shares, valued at $3.9M), N/A (-2.6K shares, valued at $1.7M); initiated new positions in DJD (+206.0K shares, valued at $11.8M), LLY (+224 shares, valued at $240.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS102.3K shares-0.83%2025-12-312026-01-26
ONEQ FIDELITY COMWLTH TR230.5K shares-3.00%2025-12-312026-01-26 VUSB VANGUARD BD INDEX FDS392.3K shares-22.90%2025-12-312026-01-26 VXUS VANGUARD STAR FDS210.8K shares-2.57%2025-12-312026-01-26 VB VANGUARD INDEX FDS47.4K shares-1.01%2025-12-312026-01-26 DJD INVESCO EXCHANGE TRADED FD T206.0K sharesnew addition2025-12-312026-01-26 VO VANGUARD INDEX FDS37.0K shares-1.03%2025-12-312026-01-26 FIDI FIDELITY COVINGTON TRUST364.2K shares-0.36%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS82.2K shares4.41%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS154.5K shares-2.08%2025-12-312026-01-26 VPU VANGUARD WORLD FD38.4K shares-2.78%2025-12-312026-01-26 VHT VANGUARD WORLD FD22.5K shares2.66%2025-12-312026-01-26 VWOB VANGUARD WHITEHALL FDS66.6K shares1.00%2025-12-312026-01-26 ULST SSGA ACTIVE ETF TR105.6K shares-47.66%2025-12-312026-01-26 PFFD GLOBAL X FDS219.6K shares0.48%2025-12-312026-01-26 USHY ISHARES TR107.4K shares0.69%2025-12-312026-01-26 GCOR GOLDMAN SACHS ETF TR93.1K shares1.08%2025-12-312026-01-26 SHYG ISHARES TR89.5K shares1.08%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS46.0K shares-0.56%2025-12-312026-01-26 MGC VANGUARD WORLD FD11.9K shares0.87%2025-12-312026-01-26 SPHD INVESCO EXCH TRADED FD TR II58.3K shares-2.86%2025-12-312026-01-26 BKLC BNY MELLON ETF TRUST19.2K shares1.67%2025-12-312026-01-26 AAPL APPLE INC9.0K shares-0.27%2025-12-312026-01-26 IWD ISHARES TR8.0K shares4.37%2025-12-312026-01-26 SPBO SPDR SERIES TRUST56.3K shares-1.40%2025-12-312026-01-26 AGGY WISDOMTREE TR25.6K shares-1.05%2025-12-312026-01-26 IVV ISHARES TR1.2K shares0.16%2025-12-312026-01-26 MGK VANGUARD WORLD FD1.6K shares8.16%2025-12-312026-01-26 AMZN AMAZON COM INC2.8K shares0.00%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR722 shares0.14%2025-12-312026-01-26 XBIL RBB FD INC9.8K shares4.92%2025-12-312026-01-26 MSFT MICROSOFT CORP845 shares0.00%2025-12-312026-01-26 BOTZ GLOBAL X FDS10.2K shares0.00%2025-12-312026-01-26 CEMB ISHARES INC6.2K shares-4.96%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.831 shares-3.48%2025-12-312026-01-26 LLY ELI LILLY & CO224 sharesnew addition2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS2.8K shares5.73%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available