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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
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 95,930.0 $35.5M 11.73% -4K -3.6% $370.04 +1.4%
2 VUSB VANGUARD BD INDEX FDS 354,232.0 $17.6M 5.83% -6K -1.7% $49.78 -0.5%
3 VB VANGUARD INDEX FDS 46,823.0 $14.2M 4.69% -553.0 -1.2% $303.12 -2.4%
4 FIDI FIDELITY COVINGTON TRUST 340,918.0 $9.3M 3.08% -7K -2.0% $27.37 +7.0%
5 SPEM SPDR INDEX SHS FDS 152,251.0 $7.9M 2.60% -2K -1.0% $51.78 +1.7%
6 ONEQ FIDELITY COMWLTH TR 76,041.0 $7.8M 2.59% -159K -67.6% $103.22 -0.4%
7 VPU VANGUARD WORLD FD 27,602.0 $5.4M 1.78% -17K -37.5% $195.73 -5.9%
8 MGC VANGUARD WORLD FD 16,168.0 $4.4M 1.46% -165.0 -1.0% $273.63 +2.2%
9 ULST SSGA ACTIVE ETF TR 106,107.0 $4.3M 1.42% -1K -1.4% $40.43 -0.4%
10 BND VANGUARD BD INDEX FDS 42,239.0 $3.1M 1.02% -3K -7.6% $73.41 -2.2%
11 SPHD INVESCO EXCH TRADED FD TR II 56,137.0 $2.9M 0.94% -2K -2.9% $50.84 +3.1%
12 AAPL APPLE INC Technology 8,911.0 $2.6M 0.85% -63.0 -0.7% $289.37 +12.4%
13 SPBO SPDR SERIES TRUST 52,207.0 $1.5M 0.50% -4K -6.7% $29.04 -2.9%
14 VWOB VANGUARD WHITEHALL FDS 18,155.0 $1.2M 0.40% -2K -8.5% $67.24 -2.7%
15 AGGY WISDOMTREE TR 24,427.0 $1.1M 0.35% -1K -4.6% $43.48 -2.4%
16 PFFD GLOBAL X FDS 37,058.0 $693K 0.23% -6K -14.8% $18.69 -3.1%
17 USHY ISHARES TR 13,914.0 $515K 0.17% -4K -21.6% $37.02 -1.2%
18 SHYG ISHARES TR 11,125.0 $472K 0.16% -2K -13.6% $42.41 -1.1%
19 XBIL RBB FD INC 5,440.0 $272K 0.09% -2K -25.5% $50.00 +0.1%
20 BIBL NORTHERN LTS FD TR IV 4,324.0 $250K 0.08% -59.0 -1.4% $57.88 -5.7%
Page 1 of 2  ·  21 positions

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%