13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001954126
Total reported value
$302.6M
$302.6M
34 檔
40.9%
During the Q1 2024 filing period, David Kennon Inc (CIK: 0001954126) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $302.6M across 34 reported positions.
During Q1 2024, David Kennon Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.10% | +1.41% | -1.39% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.37% | +0.28% | -3.18% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 9.08% | -0.60% | +1.40% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 6.81% | -4.55% | -0.66% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.50% | +0.13% | +0.70% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.77% | +0.24% | -7.13% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.05% | -0.04% | -9.81% | |
| 8 | FIDI | Fidelity Intl Hi Div ETF | ETF-Other | 3.39% | -0.36% | -0.92% | |
| 9 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 3.36% | -0.14% | +0.75% | |
| 10 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 3.24% | -0.11% | — | |
| 11 | PFFD | Global X US Preferred ETF | ETF-Other | 3.19% | -0.06% | +1.11% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.75% | — | +0.42% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.37% | +0.01% | +1.12% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-Other | 2.31% | -1.35% | — | |
| 15 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.15% | -0.06% | -1.64% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 2.09% | +0.02% | — | |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.01% | -0.04% | +0.49% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.76% | -0.07% | -0.75% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.70% | -0.19% | -4.61% | |
| 20 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.41% | -0.09% | -62.07% | |
| 21 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 1.33% | -0.03% | +0.65% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.95% | +0.08% | -42.06% | |
| 23 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.78% | -0.08% | -4.81% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.03% | +3.41% | |
| 25 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.64% | +0.06% | — | |
| 26 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.52% | -0.05% | -4.21% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | +0.03% | — | |
| 28 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.32% | -0.04% | -90.94% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.01% | +4.71% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.01% | +10.26% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | +0.01% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | +23.97% | |
| 33 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.14% | +0.01% | — | |
| 34 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.11% | — | -94.08% |
According to official SEC Form 13F filings, David Kennon Inc reported a total U.S. public equity portfolio value of $302.6M across 34 disclosed positions in Q1 2024.
During Q1 2024, David Kennon Inc's top holdings by market value included VOO (18.1%)、VTI (12.4%)、VUSB (9.1%). The largest single position, VOO, represented 18.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, VUSB) accounted for 40.9% of total reported equity market value during Q1 2024.
In Q1 2024, David Kennon Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.