David Kennon Inc Top Holdings and 13F Report (2025) About David Kennon IncInvestment ActivityDavid Kennon Inc has $253.54 million in total holdings as of December 31, 2024.David Kennon Inc owns shares of 36 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.48% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, David Kennon Inc has purchased 34 new stocks and bought additional shares in 21 stocks.David Kennon Inc sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $46,753,142Vanguard Total Stock Market ETF $31,139,914Vanguard Ultra-Short Bond ETF $23,188,479Fidelity NASDAQ Composite Index ETF $18,916,049Vanguard Total International Stock ETF $15,652,480 Largest New Holdings this Quarter JPMorgan Chase & Co. $218,376 HoldingVanguard Mega Cap Growth ETF $203,033 Holding Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 19,935 shares (about $989.18K)SPDR SSgA Ultra Short Term Bond ETF 8,487 shares (about $342.96K)US Treasury 6 Month Bill ETF 5,418 shares (about $271.09K)Goldman Sachs Access U.S. Aggregate Bond ETF 6,075 shares (about $244.97K)JPMorgan Chase & Co. 911 shares (about $218.38K) Largest Sales this Quarter Vanguard Total Stock Market ETF 2,103 shares (about $609.47K)Fidelity NASDAQ Composite Index ETF 1,516 shares (about $115.31K)Vanguard S&P 500 ETF 143 shares (about $77.05K)Invesco S&P 500 High Dividend Low Volatility ETF 1,396 shares (about $67.44K)Vanguard Consumer Staples ETF 121 shares (about $25.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDavid Kennon Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$46,753,142$77,050 ▼-0.2%86,77118.4%ETFVTIVanguard Total Stock Market ETF$31,139,914$609,473 ▼-1.9%107,44912.3%ETFVUSBVanguard Ultra-Short Bond ETF$23,188,479$989,175 ▲4.5%467,3219.1%ETFONEQFidelity NASDAQ Composite Index ETF$18,916,049$115,307 ▼-0.6%248,6997.5%ETFVXUSVanguard Total International Stock ETF$15,652,480$218,100 ▲1.4%265,6116.2%ETFVBVanguard Small-Cap ETF$11,949,845$27,392 ▲0.2%49,7334.7%ETFVOVanguard Mid-Cap ETF$10,216,901$51,506 ▲0.5%38,6814.0%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$8,312,953$342,960 ▲4.3%205,7153.3%ETFGCORGoldman Sachs Access U.S. Aggregate Bond ETF$8,070,807$244,974 ▲3.1%200,1443.2%ETFPFFDGlobal X U.S. Preferred ETF$7,668,349$162,694 ▲2.2%393,0473.0%ETFFIDIFidelity International High Dividend ETF$7,522,118$90,182 ▲1.2%385,7733.0%ETFVNQVanguard Real Estate ETF$6,940,004$77,766 ▲1.1%77,9082.7%ETFVPUVanguard Utilities ETF$6,409,986$56,053 ▲0.9%39,2242.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$6,189,519$90,131 ▲1.5%161,3112.4%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$5,254,119$87,229 ▲1.7%142,8142.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$5,018,845$146,706 ▲3.0%117,7862.0%ETFVHTVanguard Health Care ETF$4,971,309$147,394 ▲3.1%19,5962.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$4,224,403$64,539 ▲1.6%66,8951.7%ETFBNDVanguard Total Bond Market ETF$3,741,663$112,970 ▲3.1%52,0331.5%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$3,368,912$67,441 ▼-2.0%69,7351.3%ETFCEMBiShares J.P. Morgan EM Corporate Bond ETF$3,272,567$53,788 ▲1.7%73,7401.3%ETFMGCVanguard Mega Cap ETF$2,578,678$8,932 ▲0.3%12,1261.0%ETFAAPLApple$2,262,809$2,504 ▼-0.1%9,0360.9%Computer and TechnologyBKLCBNY Mellon US Large Cap Core Equity ETF$1,960,714$34,066 ▲1.8%17,4970.8%ETFSPBOSPDR Portfolio Corporate Bond ETF$1,722,414$10,110 ▼-0.6%60,1400.7%ETFIWDiShares Russell 1000 Value ETF$1,274,065$46,283 ▲3.8%6,8820.5%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$1,151,674$12,275 ▼-1.1%26,8330.5%FinanceXBILUS Treasury 6 Month Bill ETF$944,461$271,090 ▲40.3%18,8760.4%ETFAMZNAmazon.com$649,3940.0%2,9600.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$422,5750.0%7210.2%FinanceIVViShares Core S&P 500 ETF$407,9550.0%6930.2%ETFMSFTMicrosoft$393,9190.0%9350.2%Computer and TechnologyBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$326,8490.0%10,2300.1%ManufacturingVDCVanguard Consumer Staples ETF$241,396$25,577 ▼-9.6%1,1420.1%ETFJPMJPMorgan Chase & Co.$218,376$218,376 ▲New Holding9110.1%FinanceMGKVanguard Mega Cap Growth ETF$203,033$203,033 ▲New Holding5910.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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