0001085146-25-002244.txt : 20250423 0001085146-25-002244.hdr.sgml : 20250423 20250422212528 ACCESSION NUMBER: 0001085146-25-002244 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250423 DATE AS OF CHANGE: 20250422 EFFECTIVENESS DATE: 20250423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: David Kennon Inc CENTRAL INDEX KEY: 0001954126 ORGANIZATION NAME: EIN: 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: 25859069 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 03-31-2025 03-31-2025 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 04-22-2025 0 36 251217093 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 567355 2982 SH SOLE 2982 0 0 APPLE INC COM 037833100 BBG001S5N8V8 2013188 9063 SH SOLE 9063 0 0 BNY MELLON ETF TRUST US LRG CP CORE 09661T107 BBG00RYR68F3 1939170 18239 SH SOLE 18239 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 225747 273 SH SOLE 273 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 BBG001SBT983 15824578 232492 SH SOLE 232492 0 0 FIDELITY COVINGTON TRUST INT HG DIV ETF 316092725 BBG00JRH23N7 8218918 383365 SH SOLE 383365 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 BBG00DSB42H9 291146 10230 SH SOLE 10230 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 8023748 421415 SH SOLE 421415 0 0 GOLDMAN SACHS ETF TR ACCESS US AGRAT 38149W101 BBG00VY1BFH7 9205329 223349 SH SOLE 223349 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 3235501 64414 SH SOLE 64414 0 0 ISHARES INC JP MRG EM CRP BD 464286251 BBG002WGKJD6 3336910 73858 SH SOLE 73858 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 5004162 117690 SH SOLE 117690 0 0 ISHARES TR BROAD USD HIGH 46435U853 BBG00J2DS0J6 5251590 142667 SH SOLE 142667 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 693924 1235 SH SOLE 1235 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 1369617 7279 SH SOLE 7279 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 223468 911 SH SOLE 911 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 317069 845 SH SOLE 845 0 0 RBB FD INC US TRSRY 6 MNTH 74933W460 BBG01FRH4691 660990 13175 SH SOLE 13175 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 6352012 161341 SH SOLE 161341 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 403418 721 SH SOLE 721 0 0 SPDR SER TR PORTFOLIO CRPORT 78464A144 BBG001V10544 1724208 59394 SH SOLE 59394 0 0 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 BBG005D236G5 8494927 208977 SH SOLE 208977 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 3819342 51999 SH SOLE 51999 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 25972509 520961 SH SOLE 520961 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 9812070 37940 SH SOLE 37940 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 7123658 78680 SH SOLE 78680 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 43724550 85082 SH SOLE 85082 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 10760704 48526 SH SOLE 48526 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 29512968 107382 SH SOLE 107382 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 241884 3064 SH SOLE 3064 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 16677371 268557 SH SOLE 268557 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 4285675 66755 SH SOLE 66755 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 5526239 20875 SH SOLE 20875 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 BBG001T0Y6Y7 2386650 11851 SH SOLE 11851 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 BBG001SHVTP4 6855459 40135 SH SOLE 40135 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 BBG009KCY2C6 1141039 26273 SH SOLE 26273 0 0