David Kennon Inc
CIK 1954126 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- VOO17.48%
- VTI12.22%
- VUSB9.36%
- ONEQ6.61%
- VXUS6.50%
- VB5.02%
- VO4.38%
- SPHD3.71%
- XBIL3.70%
- FIDI3.53%
Share classes counted separately72.51%
Portfolio value by quarter
Top 10 holdings 27
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 | $39.02M | 17.48% | 89.33K shares | — | ↗▾ | |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $27.27M | 12.22% | 114.95K shares | — | ↗▾ | |
| 03 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $20.90M | 9.36% | 422.83K shares | — | ↗▾ | |
| 04 | ONEQFIDELITY NASDAQ COMP INDXNASDAQ COMPSIT View history and evidence | $14.75M | 6.61% | 248.96K shares | — | ↗▾ | |
| 05 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $14.51M | 6.50% | 250.30K shares | — | ↗▾ | |
| 06 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $11.21M | 5.02% | 52.52K shares | — | ↗▾ | |
| 07 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $9.78M | 4.38% | 42.04K shares | — | ↗▾ | |
| 08 | SPHDINVESCO S&P 500 HIGH DIVIDENS&P500 HDL VOL View history and evidence | $8.28M | 3.71% | 195.24K shares | — | ↗▾ | |
| 09 | XBILF/M US TREASURY 6 MONTH BILLUS TRSRY 6 MNTH View history and evidence | $8.25M | 3.70% | 165.18K shares | — | ↗▾ | |
| 10 | FIDIFIDELITY INTL HI DIV ETFINT HG DIV ETF View history and evidence | $7.88M | 3.53% | 382.43K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1954126 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 23, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 223225559
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.