David Kennon Inc
Q4 2024 13F Holdings
- Locationsarasota, FL
- Num holdings
36
- Value ($000)
$253,541
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $46.75M | 18 % | 86,771 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $31.14M | 12 % | 107,449 | ||
VUSB VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $23.19M | 9 % | 467,321 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $18.92M | 8 % | 248,699 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $15.65M | 6 % | 265,611 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $11.95M | 5 % | 49,733 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $10.22M | 4 % | 38,681 | ||
ULST SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 | $8.31M | 3 % | 205,715 | ||
GCOR GOLDMAN SACHS ETF TR | ACCESS US AGRAT | 38149W101 | $8.07M | 3 % | 200,144 | ||
PFFD GLOBAL X FDS | US PFD ETF | 37954Y657 | $7.67M | 3 % | 393,047 |
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