0001085146-23-002192.txt : 20230510 0001085146-23-002192.hdr.sgml : 20230510 20230510172053 ACCESSION NUMBER: 0001085146-23-002192 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: David Kennon Inc CENTRAL INDEX KEY: 0001954126 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: 23907768 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 03-31-2023 03-31-2023 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 05-10-2023 0 32 204928712 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 286217 2771 SH SOLE 2771 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1439082 8727 SH SOLE 8727 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 BBG001SBT983 12641758 263645 SH SOLE 263645 0 0 FIDELITY COVINGTON TRUST INT HG DIV ETF 316092725 BBG00JRH23N7 7261876 383301 SH SOLE 383301 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 6884663 346660 SH SOLE 346660 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 8052577 190774 SH SOLE 190774 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 BBG001STKGB3 208535 7758 SH SOLE 7758 0 0 ISHARES INC JP MRG EM CRP BD 464286251 BBG002WGKJD6 2848323 65388 SH SOLE 65388 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 8318870 199589 SH SOLE 199589 0 0 ISHARES TR BROAD USD HIGH 46435U853 BBG00J2DS0J6 6022772 169417 SH SOLE 169417 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 236782 576 SH SOLE 576 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 249380 865 SH SOLE 865 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 4979395 145895 SH SOLE 145895 0 0 SPDR SER TR BLOOMBERG EMG MK 78468R515 BBG00ZXP9R74 201926 8470 SH SOLE 8470 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 BBG0029J2J00 271649 8927 SH SOLE 8927 0 0 SPDR SER TR PORTFOLIO CRPORT 78464A144 BBG001V10544 2175225 74367 SH SOLE 74367 0 0 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 BBG005D236G5 22182178 551110 SH SOLE 551110 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 5005235 67794 SH SOLE 67794 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 6482495 131651 SH SOLE 131651 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 8578251 40671 SH SOLE 40671 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 5848412 70429 SH SOLE 70429 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 32062377 85256 SH SOLE 85256 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 9758911 51482 SH SOLE 51482 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 26198604 128362 SH SOLE 128362 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 401526 6859 SH SOLE 6859 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 486424 6381 SH SOLE 6381 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 13411523 242918 SH SOLE 242918 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 4005538 64284 SH SOLE 64284 0 0 VANGUARD WORLD FD ESG US CORP BD 921910691 BBG00XGJM879 202521 3230 SH SOLE 3230 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 BBG001T0Y6Y7 2777981 19407 SH SOLE 19407 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 BBG001SHVR41 3864981 19972 SH SOLE 19972 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 BBG009KCY2C6 1582725 36226 SH SOLE 36226 0 0