David Kennon Inc
CIK 1954126 · Holdings on Sep 30, 2026 · First reported Oct 13, 2026
Top ten holdings
Q3 2026- VOO26.22%
- VTI11.79%
- VXUS6.58%
- QQQM6.46%
- VUSB5.83%
- VB4.39%
- VO3.45%
- FIDI3.07%
- SPEM2.63%
- ONEQ2.51%
Share classes counted separately72.93%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight increased · +0.52 pp25.70% → 26.22%Shares -118 (-0.10%)
- VOWeight decreased · -0.38 pp3.83% → 3.45%Shares -10.68K (-7.43%)
- QQQMWeight increased · +0.37 pp6.09% → 6.46%Shares +3.22K (+5.29%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $79.27M | 26.22% | 113.11K shares | 25.70% → 26.22%+0.52 pp -118 (-0.10%) | Reduced | ↗▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USMRNGSTR TTL STK View history and evidence | $35.64M | 11.79% | 95.24K shares | 11.73% → 11.79%+0.06 pp -689 (-0.72%) | Reduced | ↗▾ |
| 03 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $19.89M | 6.58% | 234.14K shares | 6.57% → 6.58%+0.01 pp +1.59K (+0.68%) | Added | ↗▾ |
| 04 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $19.53M | 6.46% | 64.10K shares | 6.09% → 6.46%+0.37 pp +3.22K (+5.29%) | Added | ↗▾ |
| 05 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $17.62M | 5.83% | 355.52K shares | 5.83% → 5.83%+0.00 pp +1.29K (+0.36%) | Added | ↗▾ |
| 06 | VBVANGUARD MOST SM-CAP ETF-USDMRNGSTR SML CAP View history and evidence | $13.29M | 4.39% | 46.71K shares | 4.69% → 4.39%-0.30 pp -117 (-0.25%) | Reduced | ↗▾ |
| 07 | VOVNGRD MRNGSTR MD-CAP ETF-USDMRNGSTR MID CAP View history and evidence | $10.43M | 3.45% | 133.00K shares | 3.83% → 3.45%-0.38 pp -10.68K (-7.43%) | Reduced | ↗▾ |
| 08 | FIDIFIDELITY INTL HI DIV ETFINT HG DIV ETF View history and evidence | $9.28M | 3.07% | 333.93K shares | 3.08% → 3.07%-0.01 pp -6.99K (-2.05%) | Reduced | ↗▾ |
| 09 | SPEMSTATE STREET SP PTF EM ETFST PORT MARK ETF View history and evidence | $7.94M | 2.63% | 153.42K shares | 2.61% → 2.63%+0.02 pp +1.17K (+0.77%) | Added | ↗▾ |
| 10 | ONEQFIDELITY NASDAQ COMP INDXNASDAQ COMPSIT View history and evidence | $7.59M | 2.51% | 71.72K shares | 2.59% → 2.51%-0.08 pp -4.32K (-5.68%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1954126 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 302336990
}Research all 45 reported holdings.
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