0001085146-24-000403.txt : 20240123 0001085146-24-000403.hdr.sgml : 20240123 20240123140247 ACCESSION NUMBER: 0001085146-24-000403 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: David Kennon Inc CENTRAL INDEX KEY: 0001954126 ORGANIZATION NAME: IRS NUMBER: 452612410 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22678 FILM NUMBER: 24551963 BUSINESS ADDRESS: STREET 1: 1 S SCHOOL AVE STREET 2: SUITE PH CITY: SARASOTA STATE: FL ZIP: 34237 BUSINESS PHONE: 941-556-6307 MAIL ADDRESS: STREET 1: 1 S SCHOOL AVE STREET 2: SUITE PH CITY: SARASOTA STATE: FL ZIP: 34237 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001954126 XXXXXXXX 12-31-2023 12-31-2023 false David Kennon Inc

1 S SCHOOL AVE SUITE PH SARASOTA FL 34237

13F HOLDINGS REPORT 028-22678 N David Kennon 941-556-6307 /s/David Kennon Sarasota FL 01-23-2024 0 27 223225559 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 419354 2760 SH SOLE 2760 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1650752 8574 SH SOLE 8574 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 BBG001SBT983 14748583 248963 SH SOLE 248963 0 0 FIDELITY COVINGTON TRUST INT HG DIV ETF 316092725 BBG00JRH23N7 7878206 382426 SH SOLE 382426 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 7096313 365789 SH SOLE 365789 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 8280097 195239 SH SOLE 195239 0 0 ISHARES INC JP MRG EM CRP BD 464286251 BBG002WGKJD6 3073572 69648 SH SOLE 69648 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 4632739 109729 SH SOLE 109729 0 0 ISHARES TR BROAD USD HIGH 46435U853 BBG00J2DS0J6 5075099 139618 SH SOLE 139618 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 266995 559 SH SOLE 559 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 318694 848 SH SOLE 848 0 0 RBB FD INC US TRSRY 6 MNTH 74933W460 BBG01FRH4691 8253895 165177 SH SOLE 165177 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 5367477 151581 SH SOLE 151581 0 0 SPDR SER TR PORTFOLIO CRPORT 78464A144 BBG001V10544 1946862 66197 SH SOLE 66197 0 0 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 BBG005D236G5 7768368 192382 SH SOLE 192382 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 4217645 57344 SH SOLE 57344 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 20904803 422833 SH SOLE 422833 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 9779414 42037 SH SOLE 42037 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 6554227 74176 SH SOLE 74176 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 39018491 89328 SH SOLE 89328 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 11205055 52525 SH SOLE 52525 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 27268714 114951 SH SOLE 114951 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 14507603 250304 SH SOLE 250304 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 4151297 65118 SH SOLE 65118 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 BBG001T0Y6Y7 3489071 20611 SH SOLE 20611 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 BBG001SHVR41 4074588 21337 SH SOLE 21337 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 BBG009KCY2C6 1277645 29024 SH SOLE 29024 0 0