David Kennon Inc Top Holdings and 13F Report (2025) About David Kennon IncInvestment ActivityDavid Kennon Inc has $267.65 million in total holdings as of June 30, 2025.David Kennon Inc owns shares of 36 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.25% of the portfolio was purchased this quarter.About 7.02% of the portfolio was sold this quarter.This quarter, David Kennon Inc has purchased 36 new stocks and bought additional shares in 12 stocks.David Kennon Inc sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $66,025,033Vanguard Total Stock Market ETF $32,120,420Vanguard Ultra-Short Bond ETF $26,273,182Fidelity NASDAQ Composite Index ETF $19,269,741Vanguard Total International Stock ETF $15,255,832 Largest New Holdings this Quarter 921910816 - Vanguard Mega Cap Growth ETF $216,732 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 31,153 shares (about $17.70M)Fidelity NASDAQ Composite Index ETF 8,079 shares (about $647.13K)Vanguard Ultra-Short Bond ETF 5,925 shares (about $295.45K)Vanguard Health Care ETF 1,052 shares (about $261.25K)Vanguard Mega Cap Growth ETF 592 shares (about $216.73K) Largest Sales this Quarter Goldman Sachs Access U.S. Aggregate Bond ETF 126,713 shares (about $5.24M)Global X U.S. Preferred ETF 191,728 shares (about $3.61M)Vanguard Total International Stock ETF 47,746 shares (about $3.30M)iShares J.P. Morgan EM Corporate Bond ETF 65,473 shares (about $2.98M)iShares Broad USD High Yield Corporate Bond ETF 32,384 shares (about $1.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDavid Kennon Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$66,025,033$17,695,856 ▲36.6%116,23524.7%ETFVTIVanguard Total Stock Market ETF$32,120,420$516,071 ▼-1.6%105,68412.0%ETFVUSBVanguard Ultra-Short Bond ETF$26,273,182$295,450 ▲1.1%526,8869.8%ETFONEQFidelity NASDAQ Composite Index ETF$19,269,741$647,128 ▲3.5%240,5717.2%ETFVXUSVanguard Total International Stock ETF$15,255,832$3,298,771 ▼-17.8%220,8115.7%ETFVBVanguard Small-Cap ETF$11,500,470$711 ▲0.0%48,5294.3%ETFVOVanguard Mid-Cap ETF$10,599,710$17,070 ▼-0.2%37,8794.0%ETFFIDIFidelity International High Dividend ETF$8,751,823$176,748 ▼-2.0%375,7763.3%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$8,575,397$78,392 ▲0.9%210,9053.2%ETFVPUVanguard Utilities ETF$7,071,697$12,532 ▼-0.2%40,0642.6%ETFVNQVanguard Real Estate ETF$7,060,196$52,990 ▲0.8%79,2752.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$6,868,043$27,653 ▼-0.4%160,6942.6%ETFVHTVanguard Health Care ETF$5,445,351$261,254 ▲5.0%21,9272.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$4,365,056$2,614 ▲0.1%66,7951.6%ETFPFFDGlobal X U.S. Preferred ETF$4,325,009$3,610,241 ▼-45.5%229,6871.6%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$4,136,723$1,214,726 ▼-22.7%110,2831.5%ETFGCORGoldman Sachs Access U.S. Aggregate Bond ETF$3,994,932$5,238,315 ▼-56.7%96,6361.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,955,105$1,122,024 ▼-22.1%91,6811.5%ETFBNDVanguard Total Bond Market ETF$3,663,902$164,784 ▼-4.3%49,7611.4%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$2,978,769$84,752 ▼-2.8%62,6321.1%ETFMGCVanguard Mega Cap ETF$2,684,077$18,444 ▲0.7%11,9331.0%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$2,223,997$63,952 ▲3.0%18,7790.8%ETFAAPLApple$1,850,873$8,617 ▼-0.5%9,0210.7%Computer and TechnologySPBOSPDR Portfolio Corporate Bond ETF$1,708,401$27,087 ▼-1.6%58,4670.6%ETFIWDiShares Russell 1000 Value ETF$1,467,796$53,996 ▲3.8%7,5570.5%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$1,132,638$13,656 ▼-1.2%25,9600.4%FinanceIVViShares Core S&P 500 ETF$752,313$14,277 ▼-1.9%1,2120.3%ETFAMZNAmazon.com$654,2210.0%2,9820.2%Retail/WholesaleXBILUS Treasury 6 Month Bill ETF$639,061$21,665 ▼-3.3%12,7430.2%ETFSPYSPDR S&P 500 ETF Trust$445,6700.0%7210.2%FinanceMSFTMicrosoft$420,1630.0%8450.2%Computer and TechnologyCEMBiShares J.P. Morgan EM Corporate Bond ETF$381,014$2,975,090 ▼-88.6%8,3850.1%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$334,0100.0%10,2300.1%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$254,504$10,893 ▲4.5%3,2010.1%ETFJPMJPMorgan Chase & Co.$249,613$14,496 ▼-5.5%8610.1%FinanceMGKVanguard Mega Cap Growth ETF$216,732$216,732 ▲New Holding5920.1%ETFLLYEli Lilly and Company$0$225,747 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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