Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 89,328 | +556 | $39,018 |
VOO | 89,328 | +556 | $39,018 |
VANGUARD INDEX FDS (VTI) | 114,951 | -8,727 | $27,269 |
VTI | 114,951 | -8,727 | $27,269 |
VANGUARD BD INDEX FDS (VUSB) | 422,833 | +248,608 | $20,905 |
VUSB | 422,833 | +248,608 | $20,905 |
FIDELITY COMWLTH TR | 248,963 | -22,326 | $14,749 |
ONEQ | 248,963 | -22,326 | $14,749 |
VANGUARD STAR FDS (VXUS) | 250,304 | -3,110 | $14,508 |
VXUS | 250,304 | -3,110 | $14,508 |
VANGUARD INDEX FDS (VB) | 52,525 | -756 | $11,205 |
VB | 52,525 | -756 | $11,205 |
VANGUARD INDEX FDS (VO) | 42,037 | -266 | $9,779 |
VO | 42,037 | -266 | $9,779 |
INVESCO EXCH TRADED FD TR II (SPHD) | 195,239 | +528 | $8,280 |
SPHD | 195,239 | +528 | $8,280 |
RBB FD INC | 165,177 | +148,526 | $8,254 |
XBIL | 165,177 | +148,526 | $8,254 |
FIDELITY COVINGTON TRUST | 382,426 | -2,863 | $7,878 |
FIDI | 382,426 | -2,863 | $7,878 |
SSGA ACTIVE ETF TR (ULST) | 192,382 | -343,079 | $7,768 |
ULST | 192,382 | -343,079 | $7,768 |
GLOBAL X FDS | 365,789 | +8,747 | $7,096 |
PFFD | 365,789 | +8,747 | $7,096 |
VANGUARD INDEX FDS (VNQ) | 74,176 | +1,314 | $6,554 |
VNQ | 74,176 | +1,314 | $6,554 |
SPDR INDEX SHS FDS (SPEM) | 151,581 | -522 | $5,367 |
SPEM | 151,581 | -522 | $5,367 |
ISHARES TR (USHY) | 139,618 | -33,820 | $5,075 |
USHY | 139,618 | -33,820 | $5,075 |
ISHARES TR (SHYG) | 109,729 | -89,287 | $4,633 |
SHYG | 109,729 | -89,287 | $4,633 |
VANGUARD BD INDEX FDS (BND) | 57,344 | -3,190 | $4,218 |
BND | 57,344 | -3,190 | $4,218 |
VANGUARD WHITEHALL FDS (VWOB) | 65,118 | -91 | $4,151 |
VWOB | 65,118 | -91 | $4,151 |
VANGUARD WORLD FDS (VDC) | 21,337 | +332 | $4,075 |
VDC | 21,337 | +332 | $4,075 |
VANGUARD WORLD FD (MGC) | 20,611 | -554 | $3,489 |
MGC | 20,611 | -554 | $3,489 |
ISHARES INC (CEMB) | 69,648 | +1,276 | $3,074 |
CEMB | 69,648 | +1,276 | $3,074 |
SPDR SER TR (SPBO) | 66,197 | -2,680 | $1,947 |
SPBO | 66,197 | -2,680 | $1,947 |
APPLE INC | 8,574 | UNCH | $1,651 |
AAPL | 8,574 | UNCH | $1,651 |
WISDOMTREE TR | 29,024 | -3,558 | $1,278 |
AGGY | 29,024 | -3,558 | $1,278 |
AMAZON COM INC | 2,760 | UNCH | $419 |
AMZN | 2,760 | UNCH | $419 |
MICROSOFT CORP | 848 | UNCH | $319 |
MSFT | 848 | UNCH | $319 |
See Full List: All Stocks Held By David Kennon Inc
Including:
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By David Kennon Inc
Size ($ in 1000's)
At 12/31/2023: $223,226 At 09/30/2023: $208,663 David Kennon Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from David Kennon Inc 13F filings. Link to 13F filings: SEC filings |