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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 :
7 |
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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 |
|
GCOR |
Goldman Sachs Access Us Agg... |
10 |
New |
$40.88 |
$7,590,000 |
184,454 |
3.24% |
7,590,000 |
184,454 |
0.205 |
N/A |
|
|
VPU |
Vanguard Utilities VIPERS |
14 |
New |
$157.23 |
$5,413,000 |
37,963 |
2.31% |
5,413,000 |
37,963 |
0.121 |
Closed - End Fund - E... |
|
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VHT |
Vanguard Health Care Vipers |
16 |
New |
$267.23 |
$4,883,000 |
18,051 |
2.09% |
4,883,000 |
18,051 |
0.032 |
Closed - End Fund - E... |
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BKLC |
Bny Mellon Us Large Cap Cor... |
25 |
New |
$0.00 |
$1,496,000 |
14,990 |
0.64% |
1,496,000 |
14,990 |
0.167 |
N/A |
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IWD |
iShares Russell 1000 Value |
27 |
New |
$178.76 |
$1,055,000 |
5,891 |
0.45% |
1,055,000 |
5,891 |
0.002 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
31 |
New |
$529.78 |
$377,000 |
721 |
0.16% |
377,000 |
721 |
0 |
Closed - End Fund - E... |
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BOTZ |
Global X Robotics & Artific... |
33 |
New |
$31.95 |
$325,000 |
10,230 |
0.14% |
325,000 |
10,230 |
0.016 |
N/A |
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