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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
CEMBIshares Inc
Recent Activity
Increased 1.97%
1.32%
$3.336M
72,528 shares@ $46.01 avg price
MGCVanguard World Fd
Recent Activity
Decreased -1.2%
0.99%
$2.497M
12,084 shares@ $206.65 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
SPBOSpdr Ser Tr
Recent Activity
Decreased -1.19%
0.72%
$1.817M
60,493 shares@ $30.03 avg price
IWDIshares Tr
Recent Activity
Increased 2.16%
0.5%
$1.259M
6,632 shares@ $189.81 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
AMZNAmazon Com Inc
Recent Activity
0.22%
$551,537
2,960 shares@ $186.34 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.17%
$413,609
721 shares@ $573.67 avg price