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Portfolio (Quarterly) Guide ↗

David Kennon Inc

· CIK 0001954126
13F Portfolio $303M AUM 45 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 7 Added 21 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VO VANGUARD INDEX FDS 143,679.0 $11.6M 3.83% +106K +282.8% $80.57 +0.9%
2 VGSH VANGUARD SCOTTSDALE FDS 120,630.0 $7.0M 2.32% +2K +1.4% $58.20 -0.6%
3 ICSH ISHARES TR 67,495.0 $3.4M 1.13% +385.0 +0.6% $50.58 -0.4%
4 IGSB ISHARES TR 64,760.0 $3.4M 1.12% +697.0 +1.1% $52.41 -1.2%
5 BKLC BNY MELLON ETF TRUST 20,115.0 $2.9M 0.95% +139.0 +0.7% $47.80 +1.8%
6 IWD ISHARES TR 8,424.0 $2.0M 0.68% +51.0 +0.6% $242.42 +5.6%
7 MGK VANGUARD WORLD FD 7,507.0 $660K 0.22% +6K +371.8% $87.91 +1.3%

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 62.8%
Financial Services 16.8%
Consumer Cyclical 14.6%
Healthcare 5.8%