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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
VOOVanguard Index Fds
Recent Activity
Increased 0.13%
18.06%
$45.862M
86,914 shares@ $527.68 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Increased 2.36%
8.8%
$22.342M
447,386 shares@ $49.94 avg price
ONEQFidelity Comwlth Tr
Recent Activity
Increased 0.48%
7.06%
$17.915M
250,215 shares@ $71.6 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 1.85%
6.68%
$16.956M
261,910 shares@ $64.74 avg price
VBVanguard Index Fds
Recent Activity
Increased 1%
4.64%
$11.77M
49,619 shares@ $237.21 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.97%
4%
$10.154M
38,486 shares@ $263.84 avg price
FIDIFidelity Covington Trust
Recent Activity
Increased 0.54%
3.27%
$8.293M
381,148 shares@ $21.76 avg price
GCORGoldman Sachs Etf Tr
Recent Activity
Increased 2.64%
3.25%
$8.248M
194,069 shares@ $42.51 avg price
ULSTSsga Active Etf Tr
Recent Activity
Increased 2.06%
3.17%
$8.043M
197,228 shares@ $40.79 avg price
PFFDGlobal X Fds
Recent Activity
Increased 2.01%
3.15%
$7.994M
384,708 shares@ $20.78 avg price