Holdings of David Kennon Inc
36 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 79.8 % of the equity sleeve
Sector breakdown
- Funds 29.2 %
- Technology 1.1 %
- Consumer discretionary 0.2 %
- Financials 0.1 %
- Health care 0.1 %
- Unattributed 69.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 36 | 244.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard S&P 500 ETF | 113,381 | 67.8M $ | |
| 2 | Vanguard Total Stock Market ETF | 99,559 | 31.9M $ | |
| 3 | Vanguard Total International S | 233,054 | 18M $ | |
| 4 | Vanguard Ultra Short Bond ETF | 360,196 | 17.9M $ | |
| 5 | Invesco Exchange-Traded Fund Trust | 216,952 | 13M $ | |
| 6 | Vanguard Small-Cap ETF | 47,376 | 12.4M $ | |
| 7 | Vanguard Mid-Cap ETF | 37,537 | 10.8M $ | |
| 8 | Vanguard World Fund | 44,173 | 8.8M $ | |
| 9 | Vanguard Real Estate ETF | 84,232 | 7.5M $ | |
| 10 | State Street SPDR Portfolio Emerging Markets ETF | 153,844 | 7.2M $ | |
| 11 | Vanguard Scottsdale Funds | 119,020 | 7M $ | |
| 12 | Vanguard World Fund | 19,831 | 5.4M $ | |
| 13 | Goldman Sachs Access US Aggregate Bond ETF | 94,023 | 3.9M $ | |
| 14 | VANGUARD WORLD FUND | 16,333 | 3.9M $ | |
| 15 | iShares Ultra Short Duration B | 67,110 | 3.4M $ | |
| 16 | iShares Trust | 64,063 | 3.4M $ | |
| 17 | Vanguard Total Bond Market ETF | 45,698 | 3.4M $ | |
| 18 | Invesco S&P 500 High Dividend Low Volatility ETF | 57,817 | 2.9M $ | |
| 19 | BNY Mellon US Large Cap Core E | 19,976 | 2.5M $ | |
| 20 | Apple Inc | 8,974 | 2.3M $ | |
| 21 | iShares Trust | 8,373 | 1.8M $ | |
| 22 | State Street SPDR Portfolio Corporate Bond ETF | 55,946 | 1.6M $ | |
| 23 | Vanguard Emerging Markets Government Bond ETF | 19,841 | 1.3M $ | |
| 24 | WisdomTree Trust | 25,614 | 1.1M $ | |
| 25 | GLOBAL X FUNDS | 43,504 | 800.5K $ | |
| 26 | iShares Broad USD High Yield Corporate Bond ETF | 17,748 | 653.8K $ | |
| 27 | Amazon.com Inc | 2,822 | 587.7K $ | |
| 28 | Vanguard Mega Cap Growth ETF | 1,591 | 584.6K $ | |
| 29 | iShares Core S&P 500 ETF | 855 | 558.2K $ | |
| 30 | iShares 0-5 Year High Yield Corporate Bond ETF | 12,872 | 544.6K $ | |
| 31 | State Street SPDR S&P 500 ETF Trust | 722 | 469.4K $ | |
| 32 | F/m US Treasury 6 Month Bill E | 7,301 | 365.3K $ | |
| 33 | Global X Funds | 10,230 | 339.8K $ | |
| 34 | Microsoft Corp | 845 | 312.8K $ | |
| 35 | JPMorgan Chase & Co | 712 | 209.4K $ | |
| 36 | Eli Lilly & Co | 224 | 205.6K $ | |