David Kennon Inc - Portfolio overview

David Kennon Inc has 42 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. VOO - VANGUARD INDEX FDS, 24.28%
  2. VTI - VANGUARD INDEX FDS, 11.44%
  3. ONEQ - FIDELITY COMWLTH TR, 7.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.