David Kennon Inc
Q4 2025 13F Holdings
- Locationsarasota, FL
- Num holdings
38
- Value ($000)
$281,348
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $70.09M | 25 % | 111,761 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $34.31M | 12 % | 102,338 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $21.06M | 8 % | 230,452 | ||
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $19.55M | 7 % | 392,286 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $15.9M | 6 % | 210,800 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $12.21M | 4 % | 47,353 | ||
INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | 46137V605 | $11.77M | 4 % | 206,047 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $10.73M | 4 % | 36,965 | ||
FIDELITY COVINGTON TRUST | INT HG DIV ETF | 316092725 | $9.44M | 3 % | 364,226 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $7.27M | 3 % | 82,207 |
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