David Kennon Inc Portfolio Holdings by Sector
David Kennon Inc
- $252 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO ONEQ VXUS VB VO FIDI ULST VPU 29 stocks |
$214,130
85.1% of portfolio
|
  5  
|
  22  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$33,865
13.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,286
0.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$619
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$437
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$271
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|