| |
|
|
| Name: |
David Kennon Inc |
| City: |
SARASOTA |
| State: |
FL |
| Zip: |
34237 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VUSB |
Vanguard Ultrashort Bond Etf |
3 |
- |
$0.00 |
$21,245,000 |
428,768 |
9.08% |
340,000 |
5,935 |
0.476 |
N/A |
|
|
VXUS |
Vanguard Total Internationa... |
5 |
- |
$61.53 |
$15,199,000 |
252,050 |
6.5% |
691,000 |
1,746 |
0.044 |
Closed - End Fund - E... |
|
|
ULST |
Spdr Ssga Ultra Short Term ... |
9 |
- |
$40.38 |
$7,850,000 |
193,833 |
3.36% |
82,000 |
1,451 |
1.585 |
N/A |
|
|
PFFD |
Global X Us Preferred Etf |
11 |
- |
$0.00 |
$7,456,000 |
369,845 |
3.19% |
360,000 |
4,056 |
0.42 |
N/A |
|
|
VNQ |
Vanguard REIT Index VIPERs |
12 |
- |
$83.80 |
$6,442,000 |
74,489 |
2.75% |
-112,000 |
313 |
0.021 |
Closed - End Fund - E... |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
17 |
- |
$42.16 |
$4,692,000 |
110,267 |
2.01% |
59,000 |
538 |
0.01 |
N/A |
|
|
CEMB |
iShares Inc |
21 |
- |
$0.00 |
$3,118,000 |
70,100 |
1.33% |
44,000 |
452 |
0.693 |
Closed - End Fund - Debt |
|
|
AAPL |
Apple Inc |
24 |
- |
$187.43 |
$1,520,000 |
8,866 |
0.65% |
-131,000 |
292 |
0 |
Personal Computers |
|
|
AMZN |
Amazon.com Inc |
29 |
- |
$187.07 |
$521,000 |
2,890 |
0.22% |
102,000 |
130 |
0 |
Internet Software & S... |
|
|
MSFT |
Microsoft Corp |
30 |
- |
$416.56 |
$393,000 |
935 |
0.17% |
74,000 |
87 |
0 |
Application Software |
|
|
IVV |
iShares Core S&P 500 Etf |
32 |
- |
$525.96 |
$364,000 |
693 |
0.16% |
97,000 |
134 |
0 |
Closed - End Fund - E... |
|
