David Kennon Inc Top Holdings and 13F Report (2024) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About David Kennon IncInvestment ActivityDavid Kennon Inc has $223.23 million in total holdings as of December 31, 2023.David Kennon Inc owns shares of 27 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 9.13% of the portfolio was purchased this quarter.About 10.47% of the portfolio was sold this quarter.This quarter, David Kennon Inc has purchased 27 new stocks and bought additional shares in 8 stocks.David Kennon Inc sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $39,018,491Vanguard Total Stock Market ETF $27,268,714Vanguard Ultra-Short Bond ETF $20,904,803Fidelity NASDAQ Composite Index ETF $14,748,583Vanguard Total International Stock Index Fund ETF Shares $14,507,603 Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 248,608 shares (about $12.29M)US Treasury 6 Month Bill ETF 148,526 shares (about $7.42M)Vanguard S&P 500 ETF 556 shares (about $242.86K)Global X U.S. Preferred ETF 8,747 shares (about $169.69K)Vanguard Real Estate ETF 1,314 shares (about $116.11K) Largest Sales this Quarter SPDR SSgA Ultra Short Term Bond ETF 343,079 shares (about $13.85M)iShares 0-5 Year High Yield Corporate Bond ETF 89,287 shares (about $3.77M)Vanguard Total Stock Market ETF 8,727 shares (about $2.07M)Fidelity NASDAQ Composite Index ETF 22,326 shares (about $1.32M)iShares Broad USD High Yield Corporate Bond ETF 33,820 shares (about $1.23M) 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$39,018,491$242,861 ▲0.6%89,32817.5%ETFVTIVanguard Total Stock Market ETF$27,268,714$2,070,222 ▼-7.1%114,95112.2%ETFVUSBVanguard Ultra-Short Bond ETF$20,904,803$12,291,144 ▲142.7%422,8339.4%ETFONEQFidelity NASDAQ Composite Index ETF$14,748,583$1,322,594 ▼-8.2%248,9636.6%ETFVXUSVanguard Total International Stock Index Fund ETF Shares$14,507,603$180,255 ▼-1.2%250,3046.5%ETFVBVanguard Small-Cap ETF$11,205,055$161,276 ▼-1.4%52,5255.0%ETFVOVanguard Mid-Cap ETF$9,779,414$61,882 ▼-0.6%42,0374.4%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$8,280,097$22,393 ▲0.3%195,2393.7%ETFXBILUS Treasury 6 Month Bill ETF$8,253,895$7,421,844 ▲892.0%165,1773.7%ETFFIDIFidelity International High Dividend ETF$7,878,206$58,980 ▼-0.7%382,4263.5%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$7,768,368$13,853,499 ▼-64.1%192,3823.5%ETFPFFDGlobal X U.S. Preferred ETF$7,096,313$169,692 ▲2.4%365,7893.2%ETFVNQVanguard Real Estate ETF$6,554,227$116,106 ▲1.8%74,1762.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,367,477$18,484 ▼-0.3%151,5812.4%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$5,075,099$1,229,353 ▼-19.5%139,6182.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,632,739$3,769,681 ▼-44.9%109,7292.1%ETFBNDVanguard Total Bond Market ETF$4,217,645$234,624 ▼-5.3%57,3441.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$4,151,297$5,801 ▼-0.1%65,1181.9%ETFVDCVanguard Consumer Staples ETF$4,074,588$63,400 ▲1.6%21,3371.8%ETFMGCVanguard Mega Cap ETF$3,489,071$93,782 ▼-2.6%20,6111.6%ETFCEMBiShares J.P. Morgan EM Corporate Bond ETF$3,073,572$56,310 ▲1.9%69,6481.4%ETFSPBOSPDR Portfolio Corporate Bond ETF$1,946,862$78,819 ▼-3.9%66,1970.9%ETFAAPLApple$1,650,7520.0%8,5740.7%Computer and TechnologyAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$1,277,645$156,624 ▼-10.9%29,0240.6%FinanceAMZNAmazon.com$419,3540.0%2,7600.2%Retail/WholesaleMSFTMicrosoft$318,6940.0%8480.1%Computer and TechnologyIVViShares Core S&P 500 ETF$266,995$69,256 ▼-20.6%5590.1%ETFShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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