Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
David Kennon Inc (CIK 1954126) reported $278.9M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($67.8M, 24.29%), VTI ($31.9M, 11.45%), ONEQ ($19.9M, 7.15%), VXUS ($18.0M, 6.44%), VUSB ($17.9M, 6.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $67.8M | 24.29% | 113,381 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $31.9M | 11.45% | 99,559 | Trimmed |
| 3 | ONEQ | FIDELITY COMWLTH TR | $19.9M | 7.15% | 234,676 | Added |
| 4 | VXUS | VANGUARD STAR FDS | $18.0M | 6.44% | 233,054 | Added |
| 5 | VUSB | VANGUARD BD INDEX FDS | $17.9M | 6.43% | 360,196 | Trimmed |
| 6 | DJD | INVESCO EXCHANGE TRADED FD T | $13.0M | 4.65% | 216,952 | Added |
| 7 | VB | VANGUARD INDEX FDS | $12.4M | 4.45% | 47,376 | Added |
| 8 | VO | VANGUARD INDEX FDS | $10.8M | 3.87% | 37,537 | Added |
| 9 | FIDI | FIDELITY COVINGTON TRUST | $9.6M | 3.44% | 347,716 | Trimmed |
| 10 | VPU | VANGUARD WORLD FD | $8.8M | 3.14% | 44,173 | Added |
| 11 | VNQ | VANGUARD INDEX FDS | $7.5M | 2.68% | 84,232 | Added |
| 12 | SPEM | SPDR INDEX SHS FDS | $7.2M | 2.59% | 153,844 | Trimmed |
| 13 | VGSH | VANGUARD SCOTTSDALE FDS | $7.0M | 2.50% | 119,020 | New |
| 14 | VHT | VANGUARD WORLD FD | $5.4M | 1.94% | 19,831 | Trimmed |
| 15 | ULST | SSGA ACTIVE ETF TR | $4.4M | 1.56% | 107,590 | Added |
| 16 | GCOR | GOLDMAN SACHS ETF TR | $3.9M | 1.39% | 94,023 | Added |
| 17 | MGC | VANGUARD WORLD FD | $3.9M | 1.38% | 16,333 | Added |
| 18 | ICSH | ISHARES TR | $3.4M | 1.22% | 67,110 | New |
| 19 | BND | VANGUARD BD INDEX FDS | $3.4M | 1.21% | 45,698 | Trimmed |
| 20 | IGSB | ISHARES TR | $3.4M | 1.21% | 64,063 | New |
| 21 | SPHD | INVESCO EXCH TRADED FD TR II | $2.9M | 1.03% | 57,817 | Trimmed |
| 22 | BKLC | BNY MELLON ETF TRUST | $2.5M | 0.89% | 19,976 | Added |
| 23 | AAPL | APPLE INC | $2.3M | 0.82% | 8,974 | Added |
| 24 | IWD | ISHARES TR | $1.8M | 0.64% | 8,373 | Added |
| 25 | SPBO | SPDR SERIES TRUST | $1.6M | 0.58% | 55,946 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31