David Kennon Inc Portfolio Holdings by Sector
David Kennon Inc
- $212 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO ONEQ VXUS VB VO FIDI ULST GCOR 28 stocks |
$180,560
85.2% of portfolio
|
  15  
|
  13  
|
  7  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$28,926
13.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,520
0.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$521
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$393
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|