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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
VNQVanguard Index Fds
Recent Activity
Increased 1.33%
2.96%
$7.505M
77,035 shares@ $97.43 avg price
VPUVanguard World Fd
Recent Activity
Increased 1.12%
2.67%
$6.767M
38,881 shares@ $174.05 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 1.32%
2.59%
$6.562M
158,962 shares@ $41.29 avg price
VHTVanguard World Fd
Recent Activity
Increased 2.01%
2.12%
$5.366M
19,015 shares@ $282.2 avg price
USHYIshares Tr
Recent Activity
Increased 1.91%
2.09%
$5.288M
140,443 shares@ $37.66 avg price
SHYGIshares Tr
Recent Activity
Increased 2.01%
1.96%
$4.965M
114,343 shares@ $43.42 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Increased 1.13%
1.73%
$4.372M
65,873 shares@ $66.37 avg price
CEMBIshares Inc
Recent Activity
Increased 1.97%
1.32%
$3.336M
72,528 shares@ $46.01 avg price
AAPLApple Inc
Recent Activity
Increased 0.12%
0.83%
$2.108M
9,046 shares@ $233.0 avg price
BKLCBny Mellon Etf Trust
Recent Activity
Increased 3.46%
0.75%
$1.884M
17,193 shares@ $109.56 avg price