David Kennon Inc
CIK: 0001954126SEC EDGAR →
Portfolio Value
$281.3M
Holdings
38
As of
Q4 2025
New Positions
2
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 111,761 | $70.1M | 24.91% |
| 2 | VANGUARD INDEX FDS | 102,338 | $34.3M | 12.19% |
| 3 | FIDELITY COMWLTH TR | 230,452 | $21.1M | 7.49% |
| 4 | VANGUARD BD INDEX FDS | 392,286 | $19.6M | 6.95% |
| 5 | VANGUARD STAR FDS | 210,800 | $15.9M | 5.65% |
| 6 | VANGUARD INDEX FDS | 47,353 | $12.2M | 4.34% |
| 7 | INVESCO EXCHANGE TRADED FD T | 206,047 | $11.8M | 4.18% |
| 8 | VANGUARD INDEX FDS | 36,965 | $10.7M | 3.81% |
| 9 | FIDELITY COVINGTON TRUST | 364,226 | $9.4M | 3.35% |
| 10 | VANGUARD INDEX FDS | 82,207 | $7.3M | 2.59% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $277.6M | 98.7% |
| Technology | 2 | $2.8M | 1.0% |
| Consumer Cyclical | 1 | $651K | 0.2% |
| Healthcare | 1 | $240K | 0.1% |