David Kennon Inc Top Holdings and 13F Report (2024) → This is the best new way to score with AI (From Weiss Ratings) (Ad) About David Kennon IncInvestment ActivityDavid Kennon Inc has $233.93 million in total holdings as of March 31, 2024.David Kennon Inc owns shares of 34 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 9.40% of the portfolio was purchased this quarter.About 9.70% of the portfolio was sold this quarter.This quarter, David Kennon Inc has purchased 27 new stocks and bought additional shares in 12 stocks.David Kennon Inc sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $42,343,929Vanguard Total Stock Market ETF $28,926,335Vanguard Ultra-Short Bond ETF $21,245,475Fidelity NASDAQ Composite Index ETF $15,927,248Vanguard Total International Stock ETF $15,198,592 Largest New Holdings this Quarter Goldman Sachs Access U.S. Aggregate Bond ETF $7,590,282 HoldingVanguard Utilities ETF $5,412,765 HoldingVanguard Health Care ETF $4,883,157 HoldingBNY Mellon US Large Cap Core Equity ETF $1,496,002 HoldingiShares Russell 1000 Value ETF $1,055,137 Holding Largest Purchases this Quarter Goldman Sachs Access U.S. Aggregate Bond ETF 184,454 shares (about $7.59M)Vanguard Utilities ETF 37,963 shares (about $5.41M)Vanguard Health Care ETF 18,051 shares (about $4.88M)BNY Mellon US Large Cap Core Equity ETF 14,990 shares (about $1.50M)iShares Russell 1000 Value ETF 5,891 shares (about $1.06M) Largest Sales this Quarter US Treasury 6 Month Bill ETF 150,205 shares (about $7.53M)Invesco S&P 500 High Dividend Low Volatility ETF 121,189 shares (about $5.38M)Vanguard Consumer Staples ETF 20,073 shares (about $4.10M)Vanguard Mega Cap ETF 8,668 shares (about $1.62M)Vanguard Mid-Cap ETF 4,125 shares (about $1.03M) 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$42,343,929$596,068 ▼-1.4%88,08818.1%ETFVTIVanguard Total Stock Market ETF$28,926,335$949,414 ▼-3.2%111,29812.4%ETFVUSBVanguard Ultra-Short Bond ETF$21,245,475$294,080 ▲1.4%428,7689.1%ETFONEQFidelity NASDAQ Composite Index ETF$15,927,248$105,938 ▼-0.7%247,3186.8%ETFVXUSVanguard Total International Stock ETF$15,198,592$105,284 ▲0.7%252,0506.5%ETFVBVanguard Small-Cap ETF$11,150,732$856,078 ▼-7.1%48,7804.8%ETFVOVanguard Mid-Cap ETF$9,472,658$1,030,669 ▼-9.8%37,9124.0%ETFFIDIFidelity International High Dividend ETF$7,925,092$73,349 ▼-0.9%378,9193.4%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$7,850,237$58,766 ▲0.8%193,8333.4%ETFGCORGoldman Sachs Access U.S. Aggregate Bond ETF$7,590,282$7,590,282 ▲New Holding184,4543.2%ETFPFFDGlobal X U.S. Preferred ETF$7,456,084$81,769 ▲1.1%369,8453.2%ETFVNQVanguard Real Estate ETF$6,441,786$27,068 ▲0.4%74,4892.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,547,306$61,595 ▲1.1%153,2832.4%ETFVPUVanguard Utilities ETF$5,412,765$5,412,765 ▲New Holding37,9632.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$5,024,911$83,718 ▼-1.6%137,3302.1%ETFVHTVanguard Health Care ETF$4,883,157$4,883,157 ▲New Holding18,0512.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,691,853$22,892 ▲0.5%110,2672.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$4,126,482$31,286 ▼-0.8%64,6281.8%ETFBNDVanguard Total Bond Market ETF$3,973,087$191,816 ▼-4.6%54,7031.7%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$3,287,816$5,380,785 ▼-62.1%74,0501.4%ETFCEMBiShares J.P. Morgan EM Corporate Bond ETF$3,118,059$20,105 ▲0.6%70,1001.3%ETFMGCVanguard Mega Cap ETF$2,231,770$1,619,776 ▼-42.1%11,9431.0%ETFSPBOSPDR Portfolio Corporate Bond ETF$1,834,332$92,657 ▼-4.8%63,0140.8%ETFAAPLApple$1,520,342$50,072 ▲3.4%8,8660.6%Computer and TechnologyBKLCBNY Mellon US Large Cap Core Equity ETF$1,496,002$1,496,002 ▲New Holding14,9900.6%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$1,206,593$53,034 ▼-4.2%27,8020.5%FinanceIWDiShares Russell 1000 Value ETF$1,055,137$1,055,137 ▲New Holding5,8910.5%ETFXBILUS Treasury 6 Month Bill ETF$750,247$7,526,773 ▼-90.9%14,9720.3%ETFAMZNAmazon.com$521,298$23,449 ▲4.7%2,8900.2%Retail/WholesaleMSFTMicrosoft$393,163$36,583 ▲10.3%9350.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$376,910$376,910 ▲New Holding7210.2%FinanceIVViShares Core S&P 500 ETF$364,331$70,448 ▲24.0%6930.2%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$325,416$325,416 ▲New Holding10,2300.1%ManufacturingVDCVanguard Consumer Staples ETF$258,033$4,097,703 ▼-94.1%1,2640.1%ETF 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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