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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
IWDIshares Tr
Recent Activity
Increased 2.16%
0.5%
$1.259M
6,632 shares@ $189.81 avg price