Sign In
test

David Kennon

David Kennon Inc

Assets Managed
$278.884M
Holdings
41
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-0.87%(2Q avg: 0.2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in David Kennon Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 41 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 278.884M in assets, with a quarterly growth rate of -0.87% and a 2-quarter average growth rate of 0.2%. The portfolio is managed by David Kennon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.45%
24.3%
$67.751M
113,381 shares@ $597.56 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.71%
11.46%
$31.94M
99,559 shares@ $320.82 avg price
ONEQ
Fidelity Nasdaq Composite In
Recent Activity
Increased 1.84%
7.15%
$19.926M
234,676 shares@ $84.91 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 10.56%
6.45%
$17.971M
233,054 shares@ $77.11 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Decreased -8.18%
6.44%
$17.932M
360,196 shares@ $49.79 avg price
DJD
Invesco Dow Jones Industrial
Recent Activity
Increased 5.3%
4.65%
$12.961M
216,952 shares@ $59.74 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.05%
4.45%
$12.409M
47,376 shares@ $261.92 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1.55%
3.87%
$10.78M
37,537 shares@ $287.18 avg price
FIDI
Fidelity Intl High Div Etf
Recent Activity
Decreased -4.53%
3.45%
$9.599M
347,716 shares@ $27.61 avg price
VPU
Vanguard Utilities Etf
Recent Activity
Increased 15.02%
3.14%
$8.753M
44,173 shares@ $198.15 avg price

1-10 of 41