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CIK: 0001954126
Total reported value
$302.6M
$302.6M
36 檔
55.0%
In Q3 2025, David Kennon Inc's U.S. equity holdings reached a combined market value of $302.6M, distributed across 36 disclosed stock positions.
In Q3 2025, David Kennon Inc adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, VUSB) accounted for 55.0% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.22% | +1.41% | -1.57% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.19% | +0.28% | -2.36% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 9.16% | -0.60% | -3.44% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 7.62% | -4.55% | -1.24% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.72% | +0.13% | -2.02% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.38% | +0.24% | -1.43% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.95% | -0.04% | -1.40% | |
| 8 | FIDI | Fidelity Intl Hi Div ETF | ETF-Other | 3.22% | -0.36% | -2.72% | |
| 9 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 2.95% | -0.14% | -4.34% | |
| 10 | VPU | Vanguard Utilities ETF | ETF-Other | 2.69% | -1.35% | -1.40% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.66% | +0.01% | -1.79% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.59% | — | -0.68% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-Other | 2.05% | +0.02% | +0.11% | |
| 14 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.59% | -0.07% | -1.34% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-Other | 1.53% | -0.06% | -4.87% | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.45% | -0.06% | -3.24% | |
| 17 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 1.39% | -0.11% | -4.65% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.38% | -0.04% | -3.43% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.24% | -0.19% | -7.02% | |
| 20 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.07% | -0.09% | -4.10% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.04% | +0.08% | -0.75% | |
| 22 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.87% | +0.06% | +0.52% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.03% | -0.48% | |
| 24 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.61% | -0.08% | -2.33% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | +0.03% | +1.23% | |
| 26 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.41% | -0.05% | -0.28% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | +0.08% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.01% | -5.37% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.21% | +0.01% | +150.51% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.01% | — | |
| 31 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.17% | -0.04% | -26.60% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.01% | — | |
| 33 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.13% | +0.01% | — | |
| 34 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.11% | -0.03% | -21.87% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | — | — | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.08% | — | -17.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +7.8% | -1.57% | Add |
| 2 | ONEQ | Fidelity Nasdaq Comp Indx | +1.3% | -1.24% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -2.36% | Trim |
| 4 | SPEM | State Street Sp Ptf Em ETF | +0.1% | -1.79% | Trim |
| 5 | VB | Vanguard Small-cap ETF | +0.1% | -1.43% | Trim |
| 6 | BKLC | Bny Mellon US Lrg Cap Cor | +0.1% | +0.52% | Add |
| 7 | MGC | Vanguard Mega Cap ETF | +0.1% | -0.75% | Trim |
| 8 | VO | Vanguard Mid-cap ETF | 0% | -1.40% | Trim |
| 9 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 10 | AAPL | Apple Inc | 0% | -0.48% | Trim |
| 11 | IWD | Ishares Russell 1000 Value E | 0% | +1.23% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | 0% | +0.08% | Trim |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 14 | BOTZ | Global X Robotics & Artifici | 0% | — | Unchanged |
| 15 | JPM | Jpmorgan Chase & Co | 0% | — | Trim |
| 16 | AMZN | Amazon.com Inc | 0% | -5.37% | Trim |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -17.71% | Trim |
| 18 | VPU | Vanguard Utilities ETF | 0% | -1.40% | Trim |
| 19 | AGGY | Wisdomtree Yield Enhanced US | 0% | -0.28% | Trim |
| 20 | FIDI | Fidelity Intl Hi Div ETF | -0.1% | -2.72% | Trim |
| 21 | SPBO | Ss Spdr P CORP Bond ETF | -0.1% | -2.33% | Trim |
| 22 | XBIL | F/m US Treasury 6 Month Bill | -0.1% | -26.60% | Trim |
| 23 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | -1.34% | Trim |
| 24 | VHT | Vanguard Health Care ETF | -0.2% | +0.11% | Add |
| 25 | SPHD | Invesco S&p 500 High Dividen | -0.2% | -4.10% | Trim |
| 26 | VNQ | Vanguard Real Estate ETF | -0.3% | -0.68% | Add |
| 27 | BND | Vanguard Total Bond Market | -0.3% | -7.02% | Trim |
| 28 | ULST | Ss Ultra Short Tm Bond ETF | -0.4% | -4.34% | Trim |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.6% | -3.43% | Trim |
| 30 | USHY | Ishares Broad Usd High Yield | -0.6% | -3.24% | Trim |
| 31 | VXUS | Vanguard Total Intl Stock | -0.9% | -2.02% | Trim |
| 32 | VUSB | Vanguard Ultra Short Bond Et | -1.2% | -3.44% | Trim |
| 33 | CEMB | Ishares Jp Morgan Em Corpora | -1.2% | -21.87% | Trim |
| 34 | PFFD | Global X US Preferred ETF | -1.7% | -4.87% | Trim |
| 35 | GCOR | Goldman Sachs Access US Agg | -2.3% | -4.65% | Trim |
| 36 | MGK | Vanguard Mega Cap Growth ETF | — | NEW | New buy |
| 37 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, David Kennon Inc reported a total U.S. public equity portfolio value of $302.6M across 36 disclosed positions in Q3 2025.
During Q3 2025, David Kennon Inc's top holdings by market value included VOO (25.2%)、VTI (12.2%)、VUSB (9.2%). The largest single position, VOO, represented 25.2% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
MGK
市值: $596.6K
Top Position Liquidated / Trimmed
LLY
前期市值: $225.7K
In Q3 2025, David Kennon Inc made 34 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 26 holdings, and fully liquidating 1 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.
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