David Kennon Inc
CIK 1954126 · Holdings on Jun 30, 2024 · First reported Jul 25, 2024
Top ten holdings
Q2 2024- VOO18.23%
- VTI12.41%
- VUSB9.09%
- ONEQ7.31%
- VXUS6.51%
- VB4.50%
- VO3.88%
- ULST3.28%
- GCOR3.24%
- FIDI3.23%
Share classes counted separately71.68%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ONEQWeight increased · +0.50 pp6.81% → 7.31%Shares +1.71K (+0.69%)
- VBWeight decreased · -0.27 pp4.77% → 4.50%Shares +352 (+0.72%)
- VOWeight decreased · -0.17 pp4.05% → 3.88%Shares +206 (+0.54%)
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 | $43.41M | 18.23% | 86.80K shares | 18.10% → 18.23%+0.13 pp -1.28K (-1.46%) | Reduced | ↗▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $29.56M | 12.41% | 110.50K shares | 12.37% → 12.41%+0.04 pp -797 (-0.72%) | Reduced | ↗▾ |
| 03 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $21.64M | 9.09% | 437.07K shares | 9.08% → 9.09%+0.01 pp +8.31K (+1.94%) | Added | ↗▾ |
| 04 | ONEQFIDELITY NASDAQ COMP INDXNASDAQ COMPSIT View history and evidence | $17.41M | 7.31% | 249.03K shares | 6.81% → 7.31%+0.50 pp +1.71K (+0.69%) | Added | ↗▾ |
| 05 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $15.51M | 6.51% | 257.17K shares | 6.50% → 6.51%+0.01 pp +5.12K (+2.03%) | Added | ↗▾ |
| 06 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $10.71M | 4.50% | 49.13K shares | 4.77% → 4.50%-0.27 pp +352 (+0.72%) | Added | ↗▾ |
| 07 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $9.23M | 3.88% | 38.12K shares | 4.05% → 3.88%-0.17 pp +206 (+0.54%) | Added | ↗▾ |
| 08 | ULSTSS ULTRA SHORT TM BOND ETFULT SHT TRM BD View history and evidence | $7.82M | 3.28% | 193.25K shares | 3.36% → 3.28%-0.08 pp -578 (-0.30%) | Reduced | ↗▾ |
| 09 | GCORGOLDMAN SACHS ACCESS US AGGACCESS US AGRAT View history and evidence | $7.71M | 3.24% | 189.09K shares | 3.24% → 3.24%+0.00 pp +4.63K (+2.51%) | Added | ↗▾ |
| 10 | FIDIFIDELITY INTL HI DIV ETFINT HG DIV ETF View history and evidence | $7.70M | 3.23% | 379.12K shares | 3.39% → 3.23%-0.16 pp +205 (+0.05%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1954126 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Jul 25, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 238120401
}Research all 34 reported holdings.
This page includes 30 of 34 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 34 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1954126","quarter":"2024Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1954126","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
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.