David Kennon Inc

Est. AUM

$278.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$67.8M	113381	24.29%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$31.9M	99559	11.45%	SOLE
3	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$19.9M	234676	7.14%	SOLE
4	VANGUARD STAR FDS	VG TL INTL STK F	$18.0M	233054	6.44%	SOLE
5	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$17.9M	360196	6.43%	SOLE
6	INVESCO EXCHANGE TRADED FD T	DJ INDL AVG DV	$13.0M	216952	4.65%	SOLE
7	VANGUARD INDEX FDS	SMALL CP ETF	$12.4M	47376	4.45%	SOLE
8	VANGUARD INDEX FDS	MID CAP ETF	$10.8M	37537	3.87%	SOLE
9	FIDELITY COVINGTON TRUST	INT HG DIV ETF	$9.6M	347716	3.44%	SOLE
10	VANGUARD WORLD FD	UTILITIES ETF	$8.8M	44173	3.14%	SOLE
11	VANGUARD INDEX FDS	REAL ESTATE ETF	$7.5M	84232	2.68%	SOLE
12	SPDR INDEX SHS FDS	STATE STREET SPD	$7.2M	153844	2.59%	SOLE
13	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$7.0M	119020	2.50%	SOLE
14	VANGUARD WORLD FD	HEALTH CAR ETF	$5.4M	19831	1.94%	SOLE
15	SSGA ACTIVE ETF TR	STATE STREET ULT	$4.4M	107590	1.56%	SOLE
16	GOLDMAN SACHS ETF TR	ACCESS US AGRAT	$3.9M	94023	1.39%	SOLE
17	VANGUARD WORLD FD	MEGA CAP INDEX	$3.9M	16333	1.38%	SOLE
18	ISHARES TR	ULTRA SHORT DUR	$3.4M	67110	1.22%	SOLE
19	ISHARES TR	ISHS 1-5YR INVS	$3.4M	64063	1.21%	SOLE
20	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.4M	45698	1.21%	SOLE
21	INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$2.9M	57817	1.03%	SOLE
22	BNY MELLON ETF TRUST	US LRG CP CORE	$2.5M	19976	0.89%	SOLE
23	APPLE INC	COM	$2.3M	8974	0.82%	SOLE
24	ISHARES TR	RUS 1000 VAL ETF	$1.8M	8373	0.64%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	55946	0.58%	SOLE
26	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.3M	19841	0.47%	SOLE
27	WISDOMTREE TR	YIELD ENHANCD US	$1.1M	25614	0.40%	SOLE
28	GLOBAL X FDS	US PFD ETF	$800K	43504	0.29%	SOLE
29	ISHARES TR	BROAD USD HIGH	$654K	17748	0.23%	SOLE
30	AMAZON COM INC	COM	$588K	2822	0.21%	SOLE
31	VANGUARD WORLD FD	MEGA GRWTH IND	$585K	1591	0.21%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$558K	855	0.20%	SOLE
33	ISHARES TR	0-5YR HI YL CP	$545K	12872	0.20%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$469K	722	0.17%	SOLE
35	RBB FD INC	US TRSRY 6 MNTH	$365K	7301	0.13%	SOLE
36	GLOBAL X FDS	RBTCS ARTFL INTE	$340K	10230	0.12%	SOLE
37	MICROSOFT CORP	COM	$313K	845	0.11%	SOLE
38	ISHARES INC	JP MRG EM CRP BD	$268K	5921	0.10%	SOLE
39	JPMORGAN CHASE & CO	COM	$209K	712	0.07%	SOLE
40	NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$207K	4383	0.07%	SOLE
41	ELI LILLY & CO	COM	$206K	224	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.