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David Kennon

@David Kennon Inc

Latest period2024 - Q3ReportedManaged Assets$253.971MTotal holdings34
Assets growth rate6.66%Assets growth rate (2-Q avg)4.23%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in David Kennon Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of David Kennon Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 253.971M in assets, with a quarterly growth rate of 6.66% and a 2-quarter average growth rate of 4.23%. The portfolio is managed by David Kennon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Decreased -0.85%
12.22%
$31.021M
109,552 shares@ $283.16 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -2.03%
1.5%
$3.79M
50,462 shares@ $75.12 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.43%
1.42%
$3.597M
71,131 shares@ $50.58 avg price
MGCVanguard World Fd
Recent Activity
Decreased -1.2%
0.99%
$2.497M
12,084 shares@ $206.65 avg price
SPBOSpdr Ser Tr
Recent Activity
Decreased -1.19%
0.72%
$1.817M
60,493 shares@ $30.03 avg price
AGGYWisdomtree Tr
Recent Activity
Decreased -0.18%
0.48%
$1.212M
27,119 shares@ $44.71 avg price
XBILRbb Fd Inc
Recent Activity
Decreased -7.75%
0.27%
$675,592
13,458 shares@ $50.21 avg price
VDCVanguard World Fd
Recent Activity
Decreased -0.07%
0.11%
$275,940
1,263 shares@ $218.48 avg price