David Kennon Inc
Q3 2025 13F Holdings
- Locationsarasota, FL
- Num holdings
36
- Value ($000)
$277,824
- Date Filed11/10/2025
- Form type13F-HR
- CIK0001954126
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $70.06 M | 25 % | 114,406 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $33.87 M | 12 % | 103,195 | ||
VUSB VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $25.44 M | 9 % | 508,769 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $21.18 M | 8 % | 237,588 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $15.89 M | 6 % | 216,357 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $12.16 M | 4 % | 47,836 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $10.97 M | 4 % | 37,348 | ||
FIDI FIDELITY COVINGTON TRUST | INT HG DIV ETF | 316092725 | $8.94 M | 3 % | 365,550 | ||
ULST SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 | $8.21 M | 3 % | 201,742 | ||
VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | $7.48 M | 3 % | 39,504 |
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