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Portfolio (Quarterly) Guide ↗

David Kennon Inc

· CIK 0001954126
13F Portfolio $281M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 111,761.0 $70.1M 24.91% NEW $627.13 +7.8%
2 VTI VANGUARD INDEX FDS 102,338.0 $34.3M 12.20% NEW $335.27 +8.6%
3 ONEQ FIDELITY COMWLTH TR 230,452.0 $21.1M 7.49% NEW $91.40 +9.3%
4 VUSB VANGUARD BD INDEX FDS 392,286.0 $19.6M 6.95% NEW $49.84 -0.2%
5 VXUS VANGUARD STAR FDS 210,800.0 $15.9M 5.65% NEW $75.44 +12.8%
6 VB VANGUARD INDEX FDS 47,353.0 $12.2M 4.34% NEW $257.95 +16.2%
7 DJD INVESCO EXCHANGE TRADED FD T 206,047.0 $11.8M 4.18% NEW $57.14 +10.4%
8 VO VANGUARD INDEX FDS 36,965.0 $10.7M 3.81% NEW $290.22 -72.2%
9 FIDI FIDELITY COVINGTON TRUST 364,226.0 $9.4M 3.35% NEW $25.91 +4.9%
10 VNQ VANGUARD INDEX FDS 82,207.0 $7.3M 2.59% NEW $88.49 +9.8%
11 SPEM SPDR INDEX SHS FDS 154,536.0 $7.2M 2.57% NEW $46.81 +9.0%
12 VPU VANGUARD WORLD FD 38,406.0 $7.1M 2.53% NEW $185.04 +7.1%
13 VHT VANGUARD WORLD FD 22,537.0 $6.5M 2.31% NEW $287.85 +1.8%
14 VWOB VANGUARD WHITEHALL FDS 66,558.0 $4.5M 1.59% NEW $67.43 -0.2%
15 ULST SSGA ACTIVE ETF TR 105,601.0 $4.3M 1.52% NEW $40.51 -0.3%
16 PFFD GLOBAL X FDS 219,554.0 $4.2M 1.48% NEW $18.91 -1.4%
17 USHY ISHARES TR 107,443.0 $4.0M 1.43% NEW $37.40 -1.1%
18 GCOR GOLDMAN SACHS ETF TR 93,136.0 $3.9M 1.37% NEW $41.52 -0.6%
19 SHYG ISHARES TR 89,488.0 $3.8M 1.36% NEW $42.87 -1.1%
20 BND VANGUARD BD INDEX FDS 46,009.0 $3.4M 1.21% NEW $74.07 -0.6%
Page 1 of 2  ·  38 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 63.3%
Financial Services 16.9%
Consumer Cyclical 14.5%
Healthcare 5.3%