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Name: |
David Kennon Inc |
City: |
SARASOTA |
State: |
FL |
Zip: |
34237 |
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data |
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Holdings
Found :
8 |
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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 |
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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... |
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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... |
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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 |
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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... |
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CBND |
Spdr Barclays Capital Issue... |
25 |
- |
$29.21 |
$1,817,000 |
60,493 |
0.72% |
60,000 |
-732 |
0.067 |
N/A |
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AGGY |
Wisdomtree Trust |
27 |
- |
$0.00 |
$1,212,000 |
27,119 |
0.48% |
45,000 |
-50 |
0.109 |
N/A |
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XBIL |
Us Treasury 6 Month Bill Etf |
28 |
- |
$0.00 |
$676,000 |
13,458 |
0.27% |
-55,000 |
-1,132 |
0.15 |
N/A |
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VDC |
Vangaurd Cnsmr Staples VIPER |
34 |
- |
$212.57 |
$276,000 |
1,263 |
0.11% |
19,000 |
-1 |
0.004 |
Closed - End Fund - E... |
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