David Kennon Inc Portfolio Holdings by Sector
David Kennon Inc
- $224 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
VOO VXUS ONEQ VB VO GCOR ULST FIDI 28 stocks |
$191,592
85.36% of portfolio
|
13
|
13
|
1
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$29,512
13.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,013
0.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$567
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$317
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$225
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$223
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|