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  Name: David Kennon Inc
  City: SARASOTA
  State: FL
  Zip: 34237
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-09-30
  Total Value : $253,972,000
  Total Value Change : $15,854,000
  Securities Held Change : 0
   
All Securities Held : 34
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 21
  Unchanged Positions : 5
  Decreased Positions : 8

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Holdings Found : 8     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 2 - $286.37 $31,021,000 109,552 12.21% 1,461,000 -949 0.011    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 19 - $73.06 $3,790,000 50,462 1.49% 79,000 -1,048 0.006    Closed - End Fund - E...
   (SPHD)1 Year Chart         SPHD Invesco S&P 500 High Divide... 20 - $49.95 $3,597,000 71,131 1.42% 391,000 -1,036 0.104    N/A
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 22 - $185.36 $2,497,000 12,084 0.98% 84,000 -148 0.049    Closed - End Fund - E...
   (CBND)1 Year Chart         CBND Spdr Barclays Capital Issue... 25 - $29.21 $1,817,000 60,493 0.72% 60,000 -732 0.067    N/A
   (AGGY)1 Year Chart         AGGY Wisdomtree Trust 27 - $0.00 $1,212,000 27,119 0.48% 45,000 -50 0.109    N/A
   (XBIL)1 Year Chart         XBIL Us Treasury 6 Month Bill Etf 28 - $0.00 $676,000 13,458 0.27% -55,000 -1,132 0.15    N/A
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 34 - $212.57 $276,000 1,263 0.11% 19,000 -1 0.004    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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