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Portfolio (Quarterly) Guide ↗

David Kennon Inc

· CIK 0001954126
13F Portfolio $279M AUM 41 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 12 Added 16 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 113,381.0 $67.8M 24.29% +2K +1.4% $597.55 +13.2%
2 ONEQ FIDELITY COMWLTH TR 234,676.0 $19.9M 7.14% +4K +1.8% $84.91 +17.6%
3 VXUS VANGUARD STAR FDS 233,054.0 $18.0M 6.44% +22K +10.6% $77.11 +10.3%
4 DJD INVESCO EXCHANGE TRADED FD T 216,952.0 $13.0M 4.65% +11K +5.3% $59.74 +5.6%
5 VO VANGUARD INDEX FDS 37,537.0 $10.8M 3.87% +572.0 +1.6% $287.18 -71.9%
6 VPU VANGUARD WORLD FD 44,173.0 $8.8M 3.14% +6K +15.0% $198.14 +0.0%
7 VNQ VANGUARD INDEX FDS 84,232.0 $7.5M 2.68% +2K +2.5% $88.70 +9.6%
8 ULST SSGA ACTIVE ETF TR 107,590.0 $4.4M 1.56% +2K +1.9% $40.50 -0.2%
9 GCOR GOLDMAN SACHS ETF TR 94,023.0 $3.9M 1.39% +887.0 +0.9% $41.32 -0.1%
10 MGC VANGUARD WORLD FD 16,333.0 $3.9M 1.38% +4K +36.7% $236.35 +13.4%
11 BKLC BNY MELLON ETF TRUST 19,976.0 $2.5M 0.89% +784.0 +4.1% $124.81 +12.9%
12 IWD ISHARES TR 8,373.0 $1.8M 0.64% +389.0 +4.9% $213.67 +14.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 63.8%
Financial Services 16.7%
Consumer Cyclical 14.5%
Healthcare 5.1%